West Family Investments Inc. Acquires 3,276 Shares of NVIDIA Corporation $NVDA

West Family Investments Inc. increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 3.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 111,533 shares of the computer hardware maker’s stock after purchasing an additional 3,276 shares during the quarter. NVIDIA makes up approximately 4.7% of West Family Investments Inc.’s portfolio, making the stock its 2nd biggest position. West Family Investments Inc.’s holdings in NVIDIA were worth $20,810,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its position 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 during the last quarter. Bank Pictet & Cie Europe AG grew its holdings 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 purchasing an additional 22,929 shares during 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 purchasing 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 purchasing an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. boosted its position 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 purchasing an additional 896 shares during the period. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA announced a $2 billion strategic investment in AI cloud provider Nebius to expand hyperscale AI infrastructure — a direct push into cloud capacity and data-center partnerships that supports long-term GPU demand and customer lock-in. Reuters: Nvidia to invest $2 billion in AI cloud firm Nebius
• Positive Sentiment: Market reaction: Nebius stock surged on the deal, signaling investor validation of NVDA’s cloud strategy and the potential upside from equity/stake arrangements and deeper commercial ties. Seeking Alpha: Nebius surges after Nvidia plans $2B investment
• Positive Sentiment: NVIDIA is expanding strategic investments in frontier AI firms — including a significant deal with Mira Murati’s Thinking Machines Lab — strengthening its ecosystem and guaranteeing future GPU demand. CNBC: Nvidia makes ‘significant investment’ in Thinking Machines Lab
• Positive Sentiment: Product/tech upside: NVIDIA released the Nemotron 3 super model and is pushing into the enterprise AI agent market — moves that bolster software/service monetization beyond chips. TipRanks: NVIDIA Releases New Nemotron 3 Super Model
• Positive Sentiment: Supply visibility: partners and suppliers report multi‑year, multibillion‑dollar deals tied to NVIDIA chips, reinforcing revenue visibility for the next several years. 24/7 Wall St.: Coherent CEO on NVIDIA supply deal
• Neutral Sentiment: Analysts and banks are both bullish on NVDA ahead of GTC but some research notes urge caution about near‑term expectations — GTC outcomes could be a catalyst or a disappointment. AOL: Bank of America message ahead of GTC
• Neutral Sentiment: Macro and competition: steady CPI and moves by rivals (e.g., Meta expanding in-house AI chips) keep the macro/competitive backdrop in focus — important for valuation and long-term margin assumptions. Yahoo Finance: Meta expands in-house AI chip roadmap
• Negative Sentiment: Insider selling: EVP Ajay Puri sold 300,000 shares (~$54.8M) last week — a visible insider disposition that some investors view as a cautionary sign on timing or personal allocation. SEC filing: Form 4 disclosure
• Negative Sentiment: Reputational/market noise: public criticism from notable investors and polemical headlines create short‑term sentiment swings but so far lack concrete operational impact. Finbold: Michael Burry comment

Analyst Ratings Changes

A number of research analysts recently issued reports on NVDA shares. Morgan Stanley set a $260.00 price target on NVIDIA in a research note on Monday, March 2nd. KeyCorp reaffirmed an “overweight” rating and issued a $275.00 target price on shares of NVIDIA in a report on Monday, February 23rd. Oppenheimer reiterated an “outperform” rating and set a $265.00 price target on shares of NVIDIA in a research note on Thursday, February 26th. Weiss Ratings reissued a “buy (b-)” rating on shares of NVIDIA in a research report on Monday, December 29th. Finally, President Capital lifted their price objective on shares of NVIDIA from $240.00 to $245.00 and gave the company a “buy” rating in a research note on Friday, November 28th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $273.64.

Insider Transactions at NVIDIA

In other NVIDIA news, EVP Debora Shoquist sold 69,840 shares of the business’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $177.85, for a total transaction of $12,421,044.00. Following the sale, the executive vice president directly owned 1,424,603 shares in the company, valued at approximately $253,365,643.55. The trade was a 4.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Colette Kress sold 30,500 shares of the company’s stock in a transaction on Friday, December 12th. The stock was sold at an average price of $178.11, for a total transaction of $5,432,355.00. Following the transaction, the chief financial officer directly owned 1,286,826 shares in the company, valued at approximately $229,196,578.86. This trade represents a 2.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,388,120 shares of company stock valued at $251,344,814 in the last three months. Insiders own 4.17% of the company’s stock.

NVIDIA Trading Up 0.7%

NASDAQ NVDA opened at $186.00 on Thursday. The stock has a market capitalization of $4.52 trillion, a P/E ratio of 37.96, a P/E/G ratio of 0.63 and a beta of 2.33. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19. The firm has a 50-day moving average price of $185.59 and a 200 day moving average price of $184.07. 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 (NASDAQ:NVDA) last announced its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The company had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. During the same quarter in the previous year, the company earned $0.89 EPS. The firm’s revenue for the quarter was up 73.2% compared to the same quarter last year. Equities research analysts expect that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Announces Dividend

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 given 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 dividend payout ratio is presently 0.82%.

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.