25,829 Shares in NVIDIA Corporation $NVDA Purchased by Bingham Private Wealth LLC

Bingham Private Wealth LLC acquired a new position in NVIDIA Corporation (NASDAQ:NVDA) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 25,829 shares of the computer hardware maker’s stock, valued at approximately $4,817,000. NVIDIA accounts for approximately 4.0% of Bingham Private Wealth LLC’s portfolio, making the stock its 2nd largest holding.

A number of other large investors have also modified their holdings of NVDA. State Street Corp increased its stake in NVIDIA by 1.0% during the 2nd quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker’s stock valued at $154,556,803,000 after buying an additional 9,554,857 shares during the period. Geode Capital Management LLC increased its stake in NVIDIA by 1.5% during the 2nd quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker’s stock valued at $91,150,170,000 after buying an additional 8,521,936 shares during the period. Norges Bank acquired a new position in NVIDIA during the 2nd quarter valued at about $51,386,863,000. Legal & General Group Plc increased its stake in NVIDIA by 1.5% during the 3rd quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock valued at $33,808,862,000 after buying an additional 2,609,560 shares during the period. Finally, Capital Research Global Investors increased its stake in 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 buying an additional 22,896,705 shares during the period. Institutional investors and hedge funds own 65.27% of the company’s stock.

Insider Buying and Selling

In other NVIDIA news, Director John Dabiri sold 3,004 shares of the firm’s stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $184.90, for a total value of $555,439.60. Following the completion of the transaction, the director directly owned 14,788 shares in the company, valued at $2,734,301.20. This trade represents a 16.88% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Ajay K. Puri sold 300,000 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the completion of the transaction, the executive vice president owned 3,018,547 shares of the company’s stock, valued at approximately $550,130,190.75. The trade was a 9.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 953,976 shares of company stock valued at $171,173,819. Company insiders own 4.17% of the company’s stock.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Pentagon deals with leading AI vendors including NVIDIA bolster defense revenue visibility and credibility for classified AI deployments. Pentagon reaches agreements with leading AI companies
• Positive Sentiment: Hyperscaler capex commitments remain massive (reports cite $700–$725B+ on AI), supporting long-term GPU demand for NVDA. The Big 4 Hyperscalers Are Spending $710 Billion on AI
• Positive Sentiment: NVIDIA’s recent track record of earnings beats and ultra-high margins keeps the fundamental bull case intact heading into the next quarter. Will Nvidia (NVDA) Beat Estimates Again?
• Positive Sentiment: Surging B300 server prices in China signal tight supply and strong demand for Nvidia-powered AI infrastructure, supporting pricing power. Exclusive: Prices of Nvidia’s B300 server at $1 million in China
• Neutral Sentiment: Minor analyst model changes (small FY2027 EPS tweak) and technical indicators are sending mixed signals — keep an eye on upcoming guidance. MarketBeat NVDA summary
• Neutral Sentiment: Chart/technical analysis is noisy: some traders call the drop a pullback in a larger uptrend, others see a false breakout — short-term volatility likely. Nvidia Stock Is Moving Today: Here’s What The Chart Is Signaling
• Negative Sentiment: Competition risk is rising as hyperscalers (Google, Amazon) push custom AI chips — analysts warn this could erode Nvidia’s long-term dominance if adoption accelerates. Nvidia’s $4.9 trillion chip empire has a new problem
• Negative Sentiment: Regulatory/political scrutiny: a senator has questioned U.S. chip exports to China (H200 licensing), adding execution and geopolitical risk for international revenue. Lutnick gets grilling on Nvidia chip sales to China
• Negative Sentiment: Short-term selling/rotation into other tech names knocked NVDA below key technical levels ($200 area), prompting momentum-based outflows. Nvidia stock is in the red, back below $200
• Negative Sentiment: Despite the rally, consensus price targets still sit well above the market, creating downside if guidance or growth cadence disappoints. NVIDIA Trades 23% Below Analyst Price Targets

Wall Street Analyst Weigh In

Several research firms have commented on NVDA. BNP Paribas Exane raised their target price on shares of NVIDIA from $260.00 to $270.00 and gave the company an “outperform” rating in a research note on Thursday, February 26th. Zacks Research raised shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, February 25th. Barclays reissued a “buy” rating on shares of NVIDIA in a research note on Thursday, February 26th. KeyCorp reissued an “overweight” rating and set a $275.00 target price on shares of NVIDIA in a research note on Tuesday, March 17th. Finally, Bank of America raised their target price on shares of NVIDIA from $275.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Four investment analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $275.25.

NVIDIA Stock Performance

NASDAQ:NVDA opened at $198.45 on Friday. NVIDIA Corporation has a twelve month low of $110.82 and a twelve month high of $216.82. 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 company has a 50-day moving average of $186.75 and a 200-day moving average of $186.15. The firm has a market cap of $4.82 trillion, a price-to-earnings ratio of 40.50, a price-to-earnings-growth ratio of 0.66 and a beta of 2.25.

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, beating the consensus estimate of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The company had revenue of $68.13 billion during the quarter, compared to analyst estimates of $65.56 billion. During the same quarter last year, the firm posted $0.89 EPS. The business’s revenue for the quarter was up 73.2% on a year-over-year basis. Analysts forecast that NVIDIA Corporation will post 7.78 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th were issued 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%.

About NVIDIA

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.