Shrier Wealth Management LLC Buys New Shares in NVIDIA Corporation $NVDA

Key Points

• Shrier Wealth Management LLC opened a new position in NVIDIA (NVDA), buying 4,138 shares in Q4 valued at about $772,000, according to its latest 13F filing.
• Analyst sentiment remains strongly positive with a consensus rating of Buy (four Strong Buy, 47 Buy, 2 Hold) and an average price target of about $275.25.
• NVIDIA reported upside quarterly results—EPS $1.62 vs. $1.54 expected and revenue $68.13B vs. $65.56B expected—driving 73.2% year‑over‑year revenue growth and very high profitability metrics.

Shrier Wealth Management LLC acquired a new stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 4,138 shares of the computer hardware maker's stock, valued at approximately $772,000.

A number of other hedge funds also recently made changes to their positions in NVDA. Brighton Jones LLC raised its stake in shares of NVIDIA by 12.4% in the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock valued at $43,631,000 after buying an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG raised its stake in shares of NVIDIA by 1.0% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock valued at $315,100,000 after buying an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE raised its stake in shares of NVIDIA by 6.7% in the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock valued at $7,842,000 after buying an additional 3,653 shares in the last quarter. Hudson Value Partners LLC raised its stake in shares of NVIDIA by 30.7% in the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock valued at $6,805,000 after buying an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. raised its stake in shares of NVIDIA by 15.7% in the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock valued at $715,000 after buying an additional 896 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on NVDA shares. Mizuho set a $275.00 price objective on shares of NVIDIA and gave the company an "outperform" rating in a research note on Friday, January 9th. Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $300.00 target price on shares of NVIDIA in a report on Monday, March 23rd. Morgan Stanley set a $260.00 target price on shares of NVIDIA in a report on Monday, March 2nd. Tigress Financial reaffirmed 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. Finally, Zacks Research raised shares of NVIDIA from a "hold" rating to a "strong-buy" rating in a report on Wednesday, February 25th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Buy" and an average target price of $275.25.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Hedge funds and technical strategists are highlighting NVDA as a top setup for 2026, suggesting renewed institutional buying that can sustain upside. NVIDIA (NVDA) Among the Hedge Fund Favorites with Strong Setup in 2026
• Positive Sentiment: Several brokerages and media note Nvidia is on a new winning streak and still trades well below its 52‑week high, implying room to run if AI demand re-accelerates. Nvidia's stock is quietly gaining steam — it's on its longest winning streak since 2023
• Positive Sentiment: Strategic capital and partnership activity is expanding Nvidia’s reach: the company is a named backer in high‑growth AI startups and data‑center chip ventures, validating long‑term demand for its GPUs and IP. SiFive raises $400 million from Atreides, Nvidia for data-center chip technology
• Positive Sentiment: Nvidia’s ecosystem involvement is directly pricing into the market: startups backed by or partnered with Nvidia (e.g., Firmus) are seeing large valuations, showing investor appetite for Nvidia‑led AI plays. AI Powerhouse Firmus Rockets to $5.5 Billion Valuation with Nvidia (NVDA) Backing
• Positive Sentiment: Analyst research and deep‑dive pieces argue 2026 is a potential inflection year (Vera Rubin launch, strong AI capex), reinforcing the bullish growth narrative. Nvidia: Why 2026 Could Be A Game Changer
• Neutral Sentiment: Coverage on semiconductor peers and suppliers shows the broader chip rally is lifting NVDA indirectly; several data‑center beneficiaries are also gaining from the same tailwinds. These 4 Stocks Are Quietly Riding NVIDIA's Data Center Boom Higher (NVDA)
• Neutral Sentiment: Speculative stories about Nvidia GPUs being used in space and other novel end markets underscore long‑term optionality but remain more thematic than immediate revenue drivers. NVIDIA Chips are Going to Space. Could the Stock Be Next?
• Negative Sentiment: Competitive risk rose after Amazon’s CEO spotlighted AWS’s chip ambitions; short‑seller commentary argues Amazon could erode Nvidia’s long‑term chip dominance — a credible risk for margin and share if cloud players internalize more compute. Short-seller Andrew Left thinks Amazon just showed that it's the biggest threat to Nvidia's chip dominance
• Negative Sentiment: Geopolitical uncertainty — headlines about the fragile Iran cease‑fire — remain a near‑term risk that can trigger volatility and cap rotation away from high‑beta names like Nvidia. Nvidia Stock Is Tied to Fate of Fragile Iran Cease‑Fire

NVIDIA Stock Up 1.0%

Shares of NASDAQ:NVDA opened at $183.91 on Friday. NVIDIA Corporation has a 12 month low of $95.04 and a 12 month high of $212.19. The company's 50-day moving average price is $181.67 and its two-hundred day moving average price is $184.33. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. The firm has a market cap of $4.47 trillion, a P/E ratio of 37.53, a P/E/G ratio of 0.60 and a beta of 2.34.

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

NVIDIA Announces Dividend

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

Insider Activity

In other NVIDIA news, Director John Dabiri sold 3,004 shares of NVIDIA stock in a transaction on Friday, March 13th. The shares were sold at an average price of $184.90, for a total transaction of $555,439.60. Following the completion of the sale, the director owned 14,788 shares of the company's stock, valued at approximately $2,734,301.20. The trade was a 16.88% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Aarti S. Shah sold 19,000 shares of NVIDIA stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the sale, the director directly owned 36,007 shares of the company's stock, valued at $6,362,796.97. This represents a 34.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 1,201,616 shares of company stock worth $215,991,407. Corporate insiders own 4.17% of the company's stock.

NVIDIA 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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