NVIDIA Corporation $NVDA Holdings Lifted by Ninety One UK Ltd

Ninety One UK Ltd boosted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 7.0% during the 4th quarter, Holdings Channel reports. The institutional investor owned 12,517,280 shares of the computer hardware maker’s stock after buying an additional 822,816 shares during the period. NVIDIA makes up approximately 5.0% of Ninety One UK Ltd’s investment portfolio, making the stock its 3rd largest position. Ninety One UK Ltd’s holdings in NVIDIA were worth $2,334,473,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC grew its position in NVIDIA by 47.9% during 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 purchased a new stake in NVIDIA in the 2nd quarter worth approximately $40,000. Sellwood Investment Partners LLC acquired a new stake in shares of NVIDIA during the 3rd quarter valued at $50,000. Networth Advisors LLC purchased a new position in shares of NVIDIA during the 4th quarter valued at $51,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new position in shares of NVIDIA during the 2nd quarter valued at $54,000. 65.27% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia confirmed multi‑billion dollar funding for new Corning optical‑fiber plants and an equity arrangement, reducing supply‑chain risk for high‑speed optical connectivity that limits AI rack performance. This materially derisks future data‑center rollouts that depend on NVDA compute. Nvidia funds construction of Corning plants, in addition to equity investment
• Positive Sentiment: CEO Jensen Huang framed the Corning partnership as a push to revitalize U.S. manufacturing for AI, signaling long‑term vertical integration that supports NVDA’s data‑center roadmap and may improve supply predictability. Nvidia CEO says AI partnership with Corning will ‘revitalize American manufacturing’
• Positive Sentiment: Nvidia agreed to invest up to $2.1B in IREN and to support deployment of up to 5 gigawatts of DSX‑aligned AI infrastructure — a move that expands NVDA’s ecosystem downstream into data‑center capacity and gives the company preferential economics and access. Nvidia to invest up to $2.1 billion in IREN as part of AI data center deal
• Positive Sentiment: Goldman Sachs reiterated a Buy on NVDA, providing fresh analyst backing that supports further upside and investor confidence. Nvidia Corp: Goldman Sachs reiterates its buy rating
• Positive Sentiment: Institutional investors continue to add to NVDA positions (recent reported increases from funds such as Fisher Asset and Antipodes), reinforcing demand from large, long‑term holders. Fisher Asset Management Boosts Nvidia Stake by 2.5M Shares
• Neutral Sentiment: Intraday market coverage notes NVDA advanced while the broader market had mixed action — momentum remains, but day‑to‑day moves are being driven by sector rotation as much as company news. Nvidia (NVDA) Advances While Market Declines: Some Information for Investors
• Negative Sentiment: Some commentary and social‑media analysts argue NVDA is overbought or risky near current levels — pieces urging “should not be touched” highlight valuation and crowding risks that could sap near‑term momentum. NVIDIA Corporation (NVDA): Should Not Be Touched?
• Negative Sentiment: Analysis noting NVDA’s underperformance versus other chip names and divergent analyst opinions warns investors the stock may lag in short windows despite strong fundamentals — a reminder to watch valuation and sector breadth. Nvidia stock underperforms the semiconductor sector by the largest margin in years

Wall Street Analyst Weigh In

Several brokerages recently issued reports on NVDA. Zacks Research upgraded NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Wednesday, February 25th. Rothschild & Co Redburn boosted their target price on NVIDIA from $245.00 to $268.00 and gave the company a “buy” rating in a research note on Thursday, January 15th. Piper Sandler reaffirmed an “overweight” rating on shares of NVIDIA in a research note on Thursday, February 26th. Wedbush raised their price target on NVIDIA from $230.00 to $300.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 3rd. Finally, Stifel Nicolaus set a $250.00 price target on NVIDIA in a report on Thursday, January 8th. Four investment analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $275.25.

NVIDIA Trading Up 1.8%

Shares of NVDA stock opened at $211.54 on Friday. NVIDIA Corporation has a 12 month low of $115.21 and a 12 month high of $216.82. The company has a market cap of $5.14 trillion, a PE ratio of 43.17, a price-to-earnings-growth ratio of 0.68 and a beta of 2.25. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. The business’s 50 day moving average is $187.59 and its two-hundred day moving average is $186.68.

NVIDIA (NASDAQ:NVDA) last posted its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. The business had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. NVIDIA’s revenue was up 73.2% compared to the same quarter last year. During the same period last year, the business posted $0.89 EPS. Equities analysts predict that NVIDIA Corporation will post 7.78 EPS for the current year.

NVIDIA Announces Dividend

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

Insiders Place Their Bets

In related news, 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 completion of the transaction, the director owned 7,399,771 shares of the company’s stock, valued at approximately $1,285,192,227.28. The trade was a 2.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Colette Kress sold 42,650 shares of the stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $174.89, for a total value of $7,459,058.50. Following the sale, the chief financial officer owned 881,387 shares of the company’s stock, valued at approximately $154,145,772.43. The trade was a 4.62% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 906,336 shares of company stock valued at $162,802,518 in the last ninety days. Company insiders own 4.17% of the company’s stock.

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.