Weatherly Asset Management L. P. Has $24.77 Million Stake in NVIDIA Corporation $NVDA

Key Points

• Weatherly Asset Management trimmed its stake in NVIDIA by 3.3% to 132,838 shares worth $24.77 million, representing about 1.9% of its portfolio and the firm's 13th-largest holding.
• NVIDIA reported a strong quarter with $1.62 EPS (beat), revenue of $68.13 billion (up 73.2% YoY), and very high profitability (55.6% net margin, 97.37% ROE).
• Insiders have been sizable net sellers—CFO and a director sold large blocks (total insider sales ~1.2M shares, ~$216M over 90 days)—and short interest jumped ~22.5% to ~280.9M shares, raising the potential for increased volatility.

Weatherly Asset Management L. P. trimmed its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 132,838 shares of the computer hardware maker's stock after selling 4,535 shares during the period. NVIDIA makes up approximately 1.9% of Weatherly Asset Management L. P.'s investment portfolio, making the stock its 13th largest position. Weatherly Asset Management L. P.'s holdings in NVIDIA were worth $24,774,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC grew its stake in NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new stake in NVIDIA during the second quarter worth about $40,000. Sellwood Investment Partners LLC acquired a new stake in NVIDIA during the third quarter worth about $50,000. EDENTREE ASSET MANAGEMENT Ltd acquired a new stake in NVIDIA during the second quarter worth about $54,000. Finally, Basso Capital Management L.P. acquired a new stake in NVIDIA during the third quarter worth about $75,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

NVIDIA Stock Up 2.6%

NVIDIA stock opened at $188.66 on Friday. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. NVIDIA Corporation has a 52-week low of $95.04 and a 52-week high of $212.19. The firm has a 50 day moving average price of $181.62 and a two-hundred day moving average price of $184.41. The firm has a market cap of $4.58 trillion, a price-to-earnings ratio of 38.50, a PEG ratio of 0.62 and a beta of 2.34.

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

NVIDIA Announces Dividend

The firm also recently disclosed 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. The ex-dividend date was Wednesday, March 11th. This represents a $0.04 annualized dividend and a yield of 0.0%. NVIDIA's dividend payout ratio is presently 0.82%.

More NVIDIA News

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

Insiders Place Their Bets

In other NVIDIA news, CFO Colette Kress sold 42,650 shares of the company's stock in a transaction on Friday, March 20th. The shares were sold at an average price of $174.89, for a total transaction of $7,459,058.50. Following the transaction, the chief financial officer owned 881,387 shares in the company, valued at approximately $154,145,772.43. This represents a 4.62% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Mark A. Stevens sold 221,682 shares of the company's stock in a transaction on 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 transaction, the director owned 7,399,771 shares in the company, valued at approximately $1,285,192,227.28. The trade was a 2.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 1,201,616 shares of company stock worth $215,991,407. Insiders own 4.17% of the company's stock.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the stock. Weiss Ratings reissued a "buy (b-)" rating on shares of NVIDIA in a report on Monday, December 29th. Cantor Fitzgerald reissued an "overweight" rating and issued a $300.00 target price on shares of NVIDIA in a report on Monday, March 23rd. UBS Group reissued a "buy" rating on shares of NVIDIA in a report on Tuesday, March 17th. William Blair set a $300.00 target price on shares of NVIDIA in a report on Thursday, March 12th. Finally, Wolfe Research raised their price objective on shares of NVIDIA from $250.00 to $275.00 and gave the company an "outperform" rating in a report on Friday, January 30th. Four 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 company. According to MarketBeat, the stock presently has an average rating of "Buy" and an average 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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