Pursue Wealth Partners LLC Grows Position in NVIDIA Corporation $NVDA

Key Points

• Pursue Wealth Partners increased its stake in NVIDIA by 14.6% to 76,124 shares (about $14.20M), making NVDA roughly 6.9% of the firm's portfolio and its second-largest holding.
• Company insiders have been selling: EVP Ajay K. Puri sold 300,000 shares (~$54.7M) and CFO Colette Kress sold 20,000 shares, with insiders disposing of 953,976 shares (~$171.2M) in the last 90 days while still owning 4.17% of NVDA.
• NVIDIA posted a strong quarter (revenue +73.2%, high margins) and retains broad analyst buy support (consensus target ~$275), but faces short-term volatility from a price pullback, rising competition from hyperscalers, and regulatory/export risks.

Pursue Wealth Partners LLC increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 14.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 76,124 shares of the computer hardware maker's stock after acquiring an additional 9,706 shares during the quarter. NVIDIA comprises about 6.9% of Pursue Wealth Partners LLC's investment portfolio, making the stock its 2nd largest holding. Pursue Wealth Partners LLC's holdings in NVIDIA were worth $14,197,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of NVDA. Brighton Jones LLC increased its position in 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 during the period. Bank Pictet & Cie Europe AG increased its position in 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 during the period. Highview Capital Management LLC DE increased its position in 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 during the period. Hudson Value Partners LLC increased its position in 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 during the period. Finally, Wealth Group Ltd. increased its position in 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 during the period. 65.27% of the stock is owned by institutional investors.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Pentagon deals with leading AI vendors including NVIDIA bolster defense revenue visibility and credibility for classified AI deployments. Pentagon reaches agreements with leading AI companies
• Positive Sentiment: Hyperscaler capex commitments remain massive (reports cite $700–$725B+ on AI), supporting long-term GPU demand for NVDA. The Big 4 Hyperscalers Are Spending $710 Billion on AI
• Positive Sentiment: NVIDIA's recent track record of earnings beats and ultra-high margins keeps the fundamental bull case intact heading into the next quarter. Will Nvidia (NVDA) Beat Estimates Again?
• Positive Sentiment: Surging B300 server prices in China signal tight supply and strong demand for Nvidia-powered AI infrastructure, supporting pricing power. Exclusive: Prices of Nvidia's B300 server at $1 million in China
• Neutral Sentiment: Minor analyst model changes (small FY2027 EPS tweak) and technical indicators are sending mixed signals — keep an eye on upcoming guidance. MarketBeat NVDA summary
• Neutral Sentiment: Chart/technical analysis is noisy: some traders call the drop a pullback in a larger uptrend, others see a false breakout — short-term volatility likely. Nvidia Stock Is Moving Today: Here's What The Chart Is Signaling
• Negative Sentiment: Competition risk is rising as hyperscalers (Google, Amazon) push custom AI chips — analysts warn this could erode Nvidia’s long-term dominance if adoption accelerates. Nvidia's $4.9 trillion chip empire has a new problem
• Negative Sentiment: Regulatory/political scrutiny: a senator has questioned U.S. chip exports to China (H200 licensing), adding execution and geopolitical risk for international revenue. Lutnick gets grilling on Nvidia chip sales to China
• Negative Sentiment: Short-term selling/rotation into other tech names knocked NVDA below key technical levels ($200 area), prompting momentum-based outflows. Nvidia stock is in the red, back below $200
• Negative Sentiment: Despite the rally, consensus price targets still sit well above the market, creating downside if guidance or growth cadence disappoints. NVIDIA Trades 23% Below Analyst Price Targets

Insider Activity at NVIDIA

In related news, EVP Ajay K. Puri sold 300,000 shares of NVIDIA stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the sale, the executive vice president directly owned 3,018,547 shares of the company's stock, valued at approximately $550,130,190.75. The trade was a 9.04% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Colette Kress sold 20,000 shares of NVIDIA stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $174.89, for a total transaction of $3,497,800.00. Following the sale, the chief financial officer directly owned 83,060 shares in the company, valued at $14,526,363.40. This trade represents a 19.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 953,976 shares of company stock worth $171,173,819 in the last ninety days. Insiders own 4.17% of the company's stock.

NVIDIA Price Performance

NVDA stock opened at $198.45 on Monday. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. NVIDIA Corporation has a 12 month low of $110.82 and a 12 month high of $216.82. The firm has a market cap of $4.82 trillion, a P/E ratio of 40.50, a P/E/G ratio of 0.65 and a beta of 2.25. The company's 50-day moving average price is $186.75 and its two-hundred day moving average price is $186.18.

NVIDIA (NASDAQ:NVDA - Get Free Report) last announced its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.54 by $0.08. The company had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm's revenue was up 73.2% on a year-over-year basis. During the same period in the previous year, the firm posted $0.89 EPS. On average, analysts anticipate that NVIDIA Corporation will post 7.78 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th were issued a dividend of $0.01 per share. The ex-dividend date of this dividend was Wednesday, March 11th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. NVIDIA's payout ratio is 0.82%.

Analyst Ratings Changes

A number of research firms recently commented on NVDA. Raymond James Financial raised their price target on shares of NVIDIA from $291.00 to $323.00 and gave the stock a "strong-buy" rating in a research report on Thursday, March 19th. DA Davidson reissued a "buy" rating and issued a $250.00 target price on shares of NVIDIA in a report on Monday, February 23rd. Tigress Financial reissued a "strong-buy" rating and issued a $360.00 target price (up from $350.00) on shares of NVIDIA in a report on Thursday, March 5th. Truist Financial raised their target price on shares of NVIDIA from $283.00 to $287.00 and gave the company a "buy" rating in a report on Wednesday, March 18th. Finally, Jefferies Financial Group reissued a "buy" rating and issued a $275.00 target price (up from $250.00) on shares of NVIDIA in a report on Friday, January 16th. Four analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Buy" and a consensus target price of $275.25.

About NVIDIA

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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