Norris Perne & French LLP MI Increases Stake in NVIDIA Corporation $NVDA

Norris Perne & French LLP MI raised its stake in NVIDIA Corporation (NASDAQ:NVDA) by 290.5% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 65,228 shares of the computer hardware maker’s stock after purchasing an additional 48,523 shares during the quarter. Norris Perne & French LLP MI’s holdings in NVIDIA were worth $12,165,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in NVDA. Joule Financial LLC raised its stake in shares of NVIDIA by 2.2% during the third quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker’s stock valued at $431,000 after acquiring an additional 50 shares during the last quarter. Vision Financial Markets LLC grew its stake in shares of NVIDIA by 1.2% in the third quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock worth $866,000 after purchasing an additional 53 shares during the last quarter. Presidio Capital Management LLC grew its stake in shares of NVIDIA by 0.4% in the fourth quarter. Presidio Capital Management LLC now owns 15,137 shares of the computer hardware maker’s stock worth $2,823,000 after purchasing an additional 53 shares during the last quarter. IMG Wealth Management Inc. increased its holdings in NVIDIA by 1.4% during the 3rd quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker’s stock valued at $713,000 after purchasing an additional 54 shares during the period. Finally, Cyr Financial Inc. increased its holdings in NVIDIA by 0.7% during the 3rd quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker’s stock valued at $1,444,000 after purchasing an additional 54 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Insider Buying and Selling

In related news, Director Aarti S. Shah sold 19,000 shares of NVIDIA stock in a transaction dated Thursday, March 19th. The shares were 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 of the company’s stock, valued at $6,362,796.97. This trade represents a 34.54% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Mark A. Stevens sold 221,682 shares of the business’s stock in a transaction dated 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 sale, the director directly owned 7,399,771 shares in the company, valued at $1,285,192,227.28. The trade was a 2.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 953,976 shares of company stock worth $171,173,819 over the last 90 days. Corporate insiders own 4.17% of the company’s stock.

NVIDIA Trading Down 4.6%

NVDA opened at $199.57 on Friday. 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 Corporation has a 52 week low of $110.82 and a 52 week high of $216.82. The stock has a market cap of $4.85 trillion, a PE ratio of 40.73, a PEG ratio of 0.69 and a beta of 2.34. The business has a 50 day moving average of $186.75 and a 200-day moving average of $186.15.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings results 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. The company had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The firm’s revenue for the quarter was up 73.2% on a year-over-year basis. During the same period in the prior year, the firm earned $0.89 earnings per share. Equities research analysts predict that NVIDIA Corporation will post 7.78 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th were paid a $0.01 dividend. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date was Wednesday, March 11th. NVIDIA’s dividend payout ratio (DPR) is presently 0.82%.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on NVDA shares. Fundamental Research set a $218.00 price objective on NVIDIA in a report on Thursday, February 26th. HSBC set a $310.00 target price on NVIDIA in a research note on Tuesday, February 24th. Bank of America raised their price target on NVIDIA from $275.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $300.00 price target on shares of NVIDIA in a report on Monday, March 23rd. Finally, Rosenblatt Securities reissued a “buy” rating and set a $325.00 price objective on shares of NVIDIA in a research report on Monday, March 23rd. Four research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, NVIDIA has a consensus rating of “Buy” and an average target price of $275.25.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Hyperscaler AI capex remains large and rising, supporting long-term demand for GPUs and data-center kit — a tailwind for NVIDIA’s revenue outlook. AI Data Center Spending Rushes Toward $800 Billion
• Positive Sentiment: Pricing power in constrained markets: advanced B300 server prices in China have jumped toward ~$1M amid supply tightness, indicating strong demand and potential margin lift for NVIDIA’s top-end products. Exclusive: Prices of Nvidia’s B300 server at $1 million in China on US curbs, sources say
• Positive Sentiment: Strategic investments and product momentum — NVDA’s venture arm backed legal‑tech startup Legora and the company pushed new models (Nemotron) and server/platform updates that expand addressable markets. Nvidia just invested in the AI legal startup that’s splashing Jude Law ads everywhere
• Neutral Sentiment: NVIDIA set a May 20 conference call to discuss Q1 FY2027 results (webcast + CFO commentary), which creates a near-term reporting date for updated guidance and could move the stock on surprises. NVIDIA Sets Conference Call for First-Quarter Financial Results
• Neutral Sentiment: Product launches (Nemotron 3 Nano Omni) and ecosystem partnerships keep the longer-term narrative intact, though these are more medium-term catalysts than immediate stock drivers. As Nvidia launches Nemotron 3 Nano Omni model, should you buy, sell, or hold NVDA stock?
• Negative Sentiment: Short-term rotation and profit‑taking after a huge run: investors rotated into other chip names and rebalanced after a multi-week rally, pressuring NVDA despite strong cloud spending signals. NVIDIA Falls 4% on Rotation Concerns: How Strong Profitability Could Save the Bull Case
• Negative Sentiment: Competitive risk from hyperscalers: Google and Amazon are developing/custom selling AI chips, creating a potential long‑term threat to NVIDIA’s dominance and prompting investor caution. Nvidia’s $4.9 trillion chip empire has a new problem: its biggest customers
• Negative Sentiment: Minor analyst/estimate tweaks and heavy insider selling headlines (persistent exec share sales reported) add to near‑term caution, even though fundamentals remain strong. (Estimates were nudged slightly; insiders have been net sellers.)

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.