Oldfather Financial Services LLC Buys 2,698 Shares of NVIDIA Corporation $NVDA

Key Points

• Oldfather Financial Services LLC increased its NVIDIA stake by 165.6%, adding 2,698 shares to hold 4,327 shares valued at about $807,000 at quarter end.
• NVIDIA beat quarterly expectations with EPS $1.62 vs. $1.54 and revenue $68.13 billion (up 73.2% year‑over‑year), and analysts maintain a consensus "Buy" with an average price target of $275.25.
• Insiders sold heavily (1,201,616 shares worth ~$216M last quarter) while institutional investors own roughly 65.27% of NVIDIA's stock.

Oldfather Financial Services LLC lifted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 165.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,327 shares of the computer hardware maker's stock after acquiring an additional 2,698 shares during the period. Oldfather Financial Services LLC's holdings in NVIDIA were worth $807,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in NVDA. Brighton Jones LLC increased its position in shares of NVIDIA by 12.4% during the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock worth $43,631,000 after acquiring an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG increased its position in shares of NVIDIA by 1.0% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock worth $315,100,000 after acquiring an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE increased its position in shares of NVIDIA by 6.7% during the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock worth $7,842,000 after acquiring an additional 3,653 shares in the last quarter. Hudson Value Partners LLC increased its position in shares of NVIDIA by 30.7% during the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock worth $6,805,000 after acquiring an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. increased its position in shares of NVIDIA by 15.7% during the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock worth $715,000 after acquiring an additional 896 shares in the last quarter. Institutional investors own 65.27% of the company's stock.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Wall‑Street upside thesis: Several analyst reports point to sizable upside for NVDA based on continued AI data‑center demand and earnings revisions, supporting further buying from institutional investors. Wall Street Analysts See a 46.16% Upside in Nvidia (NVDA)
• Positive Sentiment: Strategic ecosystem investments and supplier deals reinforce long‑term demand for Nvidia GPUs (and partner revenues): NVDA’s recent $2B investment in Marvell and multi‑year supply/partnership dynamics (Lumentum optics deal, NVDA participation in SiFive funding) signal customers and suppliers aligning behind Nvidia’s data‑center roadmap. NVIDIA Invests $2B in Marvell Lumentum Reshapes Balance Sheet As Nvidia AI Partnership Takes Center Stage SiFive Raises $400 Million from Atreides, Nvidia
• Neutral Sentiment: Fundamentals vs. price action: Analysts and research pieces note NVDA’s exceptional revenue and EPS growth, but also point out a prolonged sideways trade (near 200‑DMA) that could keep the stock range‑bound until fresh catalysts arrive. That creates mixed near‑term momentum. Nvidia: The Rerating Is Over, The Growth Story Isn't
• Neutral Sentiment: Macro/geopolitical headlines are driving periodic flow into (or out of) big tech: a softer inflation print and a tentative two‑week ceasefire helped lift markets and NVDA this week, but these are headline‑sensitive moves rather than company‑specific updates. MarketBeat Week in Review
• Negative Sentiment: Short interest jumped in March—shorts rose ~22.5% to ~280.9M shares as of 3/31—raising the potential for increased volatility and pressured sentiment (even though days‑to‑cover remains modest). This elevated shorting can amplify intraday moves and create downside risk if sentiment flips.
• Negative Sentiment: Competitive risk: public comments and moves from Amazon (and other large cloud players pushing their own chips) are being highlighted as a potential threat to Nvidia’s pricing power and long‑term unit demand, which can temper investor enthusiasm. Andy Jassy on Amazon Chips vs Nvidia
• Negative Sentiment: Geopolitical tail risk: analysts note NVDA’s sensitivity to broader risk‑off moves (e.g., a fragile Iran ceasefire), which can quickly reverse tech leadership flows and weigh on NVDA even without company news. Nvidia Stock Tied to Fate of Fragile Iran Cease‑Fire

NVIDIA Stock Performance

Shares of NVDA opened at $188.66 on Monday. The firm has a 50-day moving average of $181.62 and a 200-day moving average of $184.46. NVIDIA Corporation has a one year low of $95.04 and a one year high of $212.19. The company has a market cap of $4.58 trillion, a PE ratio of 38.50, a price-to-earnings-growth ratio of 0.62 and a beta of 2.34. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24.

NVIDIA (NASDAQ:NVDA - Get Free Report) last posted its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.54 by $0.08. The company had revenue of $68.13 billion during the quarter, compared to analysts' expectations of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. NVIDIA's quarterly revenue was up 73.2% compared to the same quarter last year. During the same quarter last year, the company posted $0.89 EPS. As a group, equities analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th were paid a dividend of $0.01 per share. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date was Wednesday, March 11th. NVIDIA's dividend payout ratio (DPR) is currently 0.82%.

Analyst Ratings Changes

A number of research analysts recently weighed in on the stock. Tigress Financial reaffirmed a "strong-buy" rating and issued a $360.00 target price (up from $350.00) on shares of NVIDIA in a research report on Thursday, March 5th. Itau BBA Securities reaffirmed a "market perform" rating on shares of NVIDIA in a research report on Thursday, February 26th. Piper Sandler reaffirmed an "overweight" rating on shares of NVIDIA in a research report on Thursday, February 26th. Stifel Nicolaus set a $250.00 target price on shares of NVIDIA in a research report on Thursday, January 8th. Finally, TD Cowen reaffirmed a "buy" rating and issued a $235.00 target price on shares of NVIDIA in a research report on Tuesday, March 17th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Buy" and an average price target of $275.25.

Insider Activity at NVIDIA

In other news, Director Aarti S. Shah sold 19,000 shares of the firm's stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the completion of the sale, the director owned 36,007 shares in the company, valued at approximately $6,362,796.97. This trade represents a 34.54% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Mark A. Stevens sold 221,682 shares of the firm's stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $173.68, for a total transaction of $38,501,729.76. Following the sale, the director owned 7,399,771 shares of the company's stock, valued at approximately $1,285,192,227.28. This represents a 2.91% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,201,616 shares of company stock worth $215,991,407 in the last quarter. 4.17% of the stock is owned by corporate insiders.

NVIDIA Company Profile

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company's product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.

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