Columbus Hill Capital Management L.P. Raises Stake in NVIDIA Corporation $NVDA

Columbus Hill Capital Management L.P. boosted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 59.6% during the 3rd quarter, Holdings Channel.com reports. The firm owned 154,800 shares of the computer hardware maker’s stock after purchasing an additional 57,800 shares during the quarter. NVIDIA comprises approximately 3.8% of Columbus Hill Capital Management L.P.’s holdings, making the stock its 11th biggest position. Columbus Hill Capital Management L.P.’s holdings in NVIDIA were worth $28,883,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the company. Winnow Wealth LLC purchased a new stake in NVIDIA in the 2nd quarter worth $32,000. Longfellow Investment Management Co. LLC grew its position in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new stake in shares of NVIDIA in the 2nd quarter worth $40,000. Sellwood Investment Partners LLC purchased a new stake in shares of NVIDIA in the third quarter valued at about $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new stake in shares of NVIDIA during the 2nd quarter worth approximately $54,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

NVIDIA Stock Performance

Shares of NASDAQ NVDA opened at $180.25 on Friday. The company has a 50-day simple moving average of $185.35 and a 200-day simple moving average of $184.07. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The company has a market cap of $4.38 trillion, a PE ratio of 36.79, a price-to-earnings-growth ratio of 0.62 and a beta of 2.33. NVIDIA Corporation has a 12 month low of $86.62 and a 12 month high of $212.19.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) 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 business had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. During the same quarter last year, the firm earned $0.89 earnings per share. The business’s revenue was up 73.2% on a year-over-year basis. On average, equities analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th will be paid a $0.01 dividend. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date of this dividend is Wednesday, March 11th. NVIDIA’s dividend payout ratio (DPR) is currently 0.82%.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA struck a high‑profile strategic deal, committing $2 billion to Nebius to scale hyperscale AI cloud capacity — a move that secures future demand for NVIDIA GPUs and signals long‑term revenue/market share benefits. NVIDIA Bets $2 Billion on Nebius
• Positive Sentiment: NVIDIA released Nemotron 3 (an advanced open AI model) and continues to push agentic‑AI positioning — extending software/IP monetization beyond chips and supporting higher attach rates for its data‑center stack. NVIDIA Launches Nemotron 3
• Positive Sentiment: Reports show ByteDance is assembling AI capacity using NVIDIA’s top chips outside China, which reinforces global enterprise demand for NVIDIA hardware. ByteDance Access to Nvidia AI Chips
• Neutral Sentiment: Investors are focused on next week’s GTC where NVIDIA is expected to emphasize new CPU and system announcements (the company says CPUs are becoming a bottleneck for agentic AI) — the event can swing sentiment either way depending on product details and guidance. Nvidia’s GTC will mark an AI chip pivot
• Neutral Sentiment: Macro and geopolitical risks (oil price moves, regional conflicts) are elevating market volatility and capping near‑term upside for high‑beta AI names like NVDA. Dow Jones Futures Fall; Crude Oil Prices Top $90
• Neutral Sentiment: Competing chip/cloud moves — e.g., Cerebras partnering with Amazon to offer alternative AI accelerators — underline growing competition in AI compute, a factor to monitor for margin/market‑share dynamics. Cerebras and Amazon deal
• Negative Sentiment: A sizable insider sale (EVP Ajay Puri sold 300,000 shares) has been flagged by the market and can feed short‑term profit‑taking narratives. Ajay K. Puri insider sale filing
• Negative Sentiment: U.S. policymakers are considering tighter export/permit controls on advanced AI chips — any formal restriction would directly affect NVIDIA’s addressable market and create regulatory uncertainty. US mulling export permits for Nvidia chips

Analysts Set New Price Targets

Several brokerages recently issued reports on NVDA. DA Davidson restated a “buy” rating and issued a $250.00 price objective on shares of NVIDIA in a report on Monday, February 23rd. Deutsche Bank Aktiengesellschaft raised their price target on NVIDIA from $180.00 to $215.00 and gave the company a “hold” rating in a research note on Thursday, November 20th. Benchmark reiterated a “buy” rating and issued a $250.00 price objective on shares of NVIDIA in a research note on Thursday, February 26th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of NVIDIA in a report on Monday, December 29th. Finally, Raymond James Financial reiterated a “strong-buy” rating on shares of NVIDIA in a research report on Tuesday, January 6th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $274.21.

Insider Buying and Selling

In related news, EVP Ajay K. Puri sold 300,000 shares of the stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $182.52, for a total value of $54,756,000.00. Following the completion of the transaction, the executive vice president owned 3,318,547 shares of the company’s stock, valued at approximately $605,701,198.44. This represents a 8.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Mark A. Stevens sold 222,500 shares of the stock in a transaction on Friday, December 19th. The shares were sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the transaction, the director owned 7,621,453 shares in the company, valued at $1,373,157,187.01. This trade represents a 2.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 1,267,780 shares of company stock worth $229,929,215. Company 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.