Sagespring Wealth Partners LLC Acquires 13,916 Shares of NVIDIA Corporation $NVDA

Sagespring Wealth Partners LLC increased its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 4.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 306,950 shares of the computer hardware maker’s stock after purchasing an additional 13,916 shares during the period. NVIDIA accounts for 0.5% of Sagespring Wealth Partners LLC’s holdings, making the stock its 28th biggest holding. Sagespring Wealth Partners LLC’s holdings in NVIDIA were worth $57,246,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in NVDA. Norges Bank bought a new stake in NVIDIA in the 2nd quarter valued at $51,386,863,000. Capital Research Global Investors boosted its holdings in shares of NVIDIA by 16.1% during the 3rd quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock valued at $30,855,564,000 after purchasing an additional 22,896,705 shares during the last quarter. Laurel Wealth Advisors LLC grew its position in shares of NVIDIA by 15,496.1% during the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock valued at $3,454,534,000 after purchasing an additional 21,725,326 shares in the last quarter. Danske Bank A S purchased a new position in shares of NVIDIA during the third quarter valued at about $3,180,313,000. Finally, Massachusetts Financial Services Co. MA increased its holdings in shares of NVIDIA by 25.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 71,720,593 shares of the computer hardware maker’s stock worth $13,381,628,000 after purchasing an additional 14,358,048 shares during the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, EVP Ajay K. Puri sold 300,000 shares of NVIDIA stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total value of $54,675,000.00. Following the transaction, the executive vice president owned 3,018,547 shares of the company’s stock, valued at $550,130,190.75. The trade was a 9.04% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 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 completion of the transaction, the director directly owned 36,007 shares in the company, valued at $6,362,796.97. This represents a 34.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,179,934 shares of company stock worth $215,053,678 over the last quarter. Insiders own 4.17% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently commented on NVDA. Wells Fargo & Company reissued an “overweight” rating on shares of NVIDIA in a research note on Monday, December 29th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $325.00 price objective on shares of NVIDIA in a research note on Monday. Wall Street Zen raised NVIDIA from a “hold” rating to a “buy” rating in a report on Saturday, February 28th. Cantor Fitzgerald reiterated an “overweight” rating and set a $300.00 target price on shares of NVIDIA in a research report on Monday. Finally, Piper Sandler reissued an “overweight” rating on shares of NVIDIA in a report on Thursday, February 26th. Four investment 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 stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $275.95.

NVIDIA Price Performance

NVIDIA stock opened at $175.20 on Wednesday. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year high of $212.19. The stock has a market cap of $4.26 trillion, a price-to-earnings ratio of 35.76, a price-to-earnings-growth ratio of 0.59 and a beta of 2.33. The firm has a 50-day moving average of $184.20 and a two-hundred day moving average of $184.38. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24.

NVIDIA (NASDAQ:NVDA) last released 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 for the quarter, compared to the consensus estimate of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.NVIDIA’s quarterly revenue was up 73.2% on a year-over-year basis. During the same period last year, the business posted $0.89 EPS. On average, research analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

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

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Wall Street support: Multiple firms reaffirmed or raised price targets and ratings (Raymond James, Cantor Fitzgerald, Rosenblatt, Tigress), arguing NVDA’s AI momentum and recent $68.13B quarter justify higher valuations. Raymond James Raises PT
• Positive Sentiment: Commercial traction and deployments: Customers are deploying NVIDIA LLMs and systems (Nemotron in healthcare, NCX/infra partnerships, energy “AI factories”), showing real revenue pathways beyond chips. Nemotron Deployment
• Positive Sentiment: Product ecosystem momentum from GTC: New software/hardware (OpenClaw, NCX, Blackwell/Rubin roadmap) reinforce NVDA’s platform lead and long-term TAM thesis. OpenClaw Explainer
• Positive Sentiment: Supply‑chain validation: Large ASML/SK Hynix orders for advanced lithography and HBM capacity support the memory and packaging roadmap critical to NVIDIA GPUs, reducing some long‑term supply uncertainty. ASML / SK Hynix Order
• Neutral Sentiment: Valuation debate: Several commentators say NVDA looks relatively cheap vs. its growth (forward P/E ~21–35x comparisons), which supports buy‑the‑dip narratives but keeps upside tied to execution. Experts on Valuation
• Negative Sentiment: Regulatory/PR risk from CEO comments: Jensen Huang’s public AGI remarks generated excitement but also prompted U.S. senators to ask whether his earlier comments misled regulators on chip exports to China—raising potential licensing and political scrutiny. Reuters: Lawmakers Probe CEO Remarks
• Negative Sentiment: Insider selling and governance headlines: Recent filings show insiders sold shares (reports of ~$14.3M over 48 hours and a director sale), which can amplify short‑term negative sentiment. Insider Selling
• Negative Sentiment: Competition and technical risk: Huawei claims and other rivals tout faster chips (Atlas 350), and some charts show technical downside risk to key support levels—both raise near‑term pressure on shares. Huawei Atlas Claims

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.