NVIDIA Corporation $NVDA Stock Holdings Increased by Ninety One SA Pty Ltd

Ninety One SA Pty Ltd increased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 86.0% during the fourth quarter, Holdings Channel reports. The institutional investor owned 294,685 shares of the computer hardware maker’s stock after acquiring an additional 136,281 shares during the period. NVIDIA comprises about 2.4% of Ninety One SA Pty Ltd’s portfolio, making the stock its 5th biggest position. Ninety One SA Pty Ltd’s holdings in NVIDIA were worth $54,959,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Foundation Wealth Management LLC boosted its holdings in NVIDIA by 5.3% during the fourth quarter. Foundation Wealth Management LLC now owns 3,027 shares of the computer hardware maker’s stock worth $565,000 after buying an additional 151 shares in the last quarter. GHP Investment Advisors Inc. raised its position in NVIDIA by 16.3% during the fourth quarter. GHP Investment Advisors Inc. now owns 12,387 shares of the computer hardware maker’s stock worth $2,310,000 after acquiring an additional 1,732 shares during the last quarter. Latitude Advisors LLC raised its position in NVIDIA by 2.7% during the fourth quarter. Latitude Advisors LLC now owns 24,105 shares of the computer hardware maker’s stock worth $4,496,000 after acquiring an additional 629 shares during the last quarter. Werba Rubin Papier Wealth Management raised its position in NVIDIA by 1.1% during the fourth quarter. Werba Rubin Papier Wealth Management now owns 133,352 shares of the computer hardware maker’s stock worth $24,870,000 after acquiring an additional 1,428 shares during the last quarter. Finally, Covenant Partners LLC raised its position in NVIDIA by 0.6% during the fourth quarter. Covenant Partners LLC now owns 26,420 shares of the computer hardware maker’s stock worth $4,927,000 after acquiring an additional 146 shares during the last quarter. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Insiders Place Their Bets

In other news, Director Mark A. Stevens sold 221,682 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $173.68, for a total value 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 $1,285,192,227.28. The trade was a 2.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Colette Kress sold 42,650 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $174.89, for a total transaction of $7,459,058.50. Following the completion of the transaction, the chief financial officer directly owned 881,387 shares of the company’s stock, valued at approximately $154,145,772.43. This represents a 4.62% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 906,336 shares of company stock valued at $162,802,518. 4.17% of the stock is currently owned by insiders.

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 Analysts Forecast Growth

NVDA has been the subject of a number of research reports. Cantor Fitzgerald restated an “overweight” rating and set a $300.00 target price on shares of NVIDIA in a research report on Monday, March 23rd. KeyCorp restated an “overweight” rating and set a $275.00 target price on shares of NVIDIA in a research report on Tuesday, March 17th. Zacks Research upgraded shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, February 25th. Jefferies Financial Group restated a “buy” rating and set a $275.00 target price (up from $250.00) on shares of NVIDIA in a research report on Friday, January 16th. Finally, William Blair set a $300.00 target price on shares of NVIDIA in a research report on Thursday, March 12th. Four equities research 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’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $275.25.

NVIDIA Stock Performance

NASDAQ:NVDA opened at $211.54 on Friday. The firm has a 50 day simple moving average of $187.59 and a 200-day simple moving average of $186.68. 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 firm has a market cap of $5.14 trillion, a PE ratio of 43.17, a P/E/G ratio of 0.68 and a beta of 2.25. NVIDIA Corporation has a 1-year low of $115.21 and a 1-year high of $216.82.

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 analysts’ consensus estimates of $1.54 by $0.08. The business had revenue of $68.13 billion during 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%. The company’s revenue was up 73.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.89 earnings per share. On average, equities analysts expect that NVIDIA Corporation will post 7.78 EPS for the current year.

NVIDIA Announces Dividend

The company also recently disclosed 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 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date of this dividend was Wednesday, March 11th. NVIDIA’s payout ratio is currently 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.