NVIDIA Corporation $NVDA Shares Sold by Provident Co of the Employees of the Hebrew University LTD

Provident Co of the Employees of the Hebrew University LTD lessened its stake in NVIDIA Corporation (NASDAQ:NVDA) by 11.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 32,105 shares of the computer hardware maker’s stock after selling 4,055 shares during the quarter. NVIDIA comprises about 6.0% of Provident Co of the Employees of the Hebrew University LTD’s investment portfolio, making the stock its 4th largest holding. Provident Co of the Employees of the Hebrew University LTD’s holdings in NVIDIA were worth $5,974,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of NVDA. Harbor Asset Planning Inc. bought a new stake in NVIDIA in the second quarter valued at approximately $28,000. Winnow Wealth LLC acquired a new position in shares of NVIDIA in the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC increased its position in shares of NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new stake in NVIDIA during the 2nd quarter worth $40,000. Finally, Sellwood Investment Partners LLC bought a new position in NVIDIA during the third quarter worth about $50,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on NVDA. KeyCorp restated an “overweight” rating and issued a $275.00 price target on shares of NVIDIA in a report on Monday, February 23rd. Royal Bank Of Canada lifted their price objective on shares of NVIDIA from $240.00 to $250.00 and gave the company an “outperform” rating in a report on Thursday, February 26th. UBS Group set a $400.00 price objective on shares of NVIDIA in a research report on Monday, February 23rd. Rosenblatt Securities raised their target price on shares of NVIDIA from $245.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. Finally, Cantor Fitzgerald reiterated an “overweight” rating on shares of NVIDIA in a research note on Monday, February 23rd. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, NVIDIA currently has a consensus rating of “Buy” and a consensus price target of $273.41.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Large inference demand validated — Akamai announced deployments of thousands of NVIDIA Blackwell GPUs to power distributed AI inference, signaling durable enterprise demand for NVIDIA’s inference stack. Akamai to Deploy Thousands of NVIDIA Blackwell GPUs
• Positive Sentiment: Inference shift highlighted by ecosystem deals — Partners and cloud specialists (e.g., CoreWeave/Perplexity) are closing large inference-focused contracts, which increases recurring, high‑utilization GPU demand that benefits NVIDIA’s hardware and software ecosystem. CoreWeave Deal Signals Inference Market
• Positive Sentiment: Wall Street backing and higher price targets — Several broker notes and upgrades (including a notable Wedbush hike) have pushed bullish analyst sentiment and bigger multi‑quarter price targets, supporting upside expectations. Wedbush Raises NVDA Price Target to $300
• Neutral Sentiment: CEO signals end to large private stakes in OpenAI/Anthropic — Jensen Huang said the recent ~$30B OpenAI investment “might be the last” and that a $100B stake is unlikely as OpenAI prepares to IPO; that changes the path to future strategic ownership but reduces ambiguity around large private commitments. Reuters: Nvidia will not be able to invest $100 billion in OpenAI
• Negative Sentiment: Market remains wary despite blowout quarter — NVDA reported blockbuster results in late February, but the stock has struggled to clear near‑term resistance and some traders view the post‑earnings pullback and rotation into specialized inference clouds as signs of profit‑taking and higher short‑term volatility. 247WallSt: Blowout earnings weren’t enough to fuel an NVIDIA breakout

Insider Buying and Selling at NVIDIA

In other news, EVP Ajay K. Puri sold 200,000 shares of NVIDIA stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $180.04, for a total value of $36,008,000.00. Following the completion of the sale, the executive vice president directly owned 3,618,547 shares in the company, valued at approximately $651,483,201.88. The trade was a 5.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Harvey C. Jones sold 250,000 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the sale, the director owned 6,933,280 shares of the company’s stock, valued at approximately $1,229,478,542.40. This trade represents a 3.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 1,598,120 shares of company stock worth $289,278,314. 4.17% of the stock is currently owned by company insiders.

NVIDIA Stock Up 1.7%

NVDA stock opened at $183.04 on Thursday. NVIDIA Corporation has a 1-year low of $86.62 and a 1-year high of $212.19. The business’s 50 day simple moving average is $186.12 and its 200 day simple moving average is $183.87. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. The firm has a market capitalization of $4.45 trillion, a PE ratio of 37.36, a PEG ratio of 0.61 and a beta of 2.33.

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

NVIDIA Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be paid a $0.01 dividend. The ex-dividend date is Wednesday, March 11th. This represents a $0.04 annualized dividend and a yield of 0.0%. NVIDIA’s payout ratio is 0.82%.

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.