Oppenheimer Asset Management Inc. Has $186.74 Million Stake in NVIDIA Corporation $NVDA

Oppenheimer Asset Management Inc. increased its position in NVIDIA Corporation (NASDAQ:NVDA) by 13.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,000,841 shares of the computer hardware maker’s stock after purchasing an additional 120,985 shares during the quarter. NVIDIA makes up 2.1% of Oppenheimer Asset Management Inc.’s holdings, making the stock its 3rd largest position. Oppenheimer Asset Management Inc.’s holdings in NVIDIA were worth $186,737,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the company. Harbor Asset Planning Inc. acquired a new stake in shares of NVIDIA in the second quarter valued at approximately $28,000. Winnow Wealth LLC acquired a new stake in NVIDIA during the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC boosted 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 worth $33,000 after purchasing an additional 67 shares during the period. Spurstone Advisory Services LLC bought a new position in NVIDIA during the second quarter worth $40,000. Finally, Sellwood Investment Partners LLC acquired a new position in shares of NVIDIA in the third quarter valued at $50,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Large inference demand validated — Akamai announced deployments of thousands of NVIDIA Blackwell GPUs to power distributed AI inference, signaling durable enterprise demand for NVIDIA’s inference stack. Akamai to Deploy Thousands of NVIDIA Blackwell GPUs
• Positive Sentiment: Inference shift highlighted by ecosystem deals — Partners and cloud specialists (e.g., CoreWeave/Perplexity) are closing large inference-focused contracts, which increases recurring, high‑utilization GPU demand that benefits NVIDIA’s hardware and software ecosystem. CoreWeave Deal Signals Inference Market
• Positive Sentiment: Wall Street backing and higher price targets — Several broker notes and upgrades (including a notable Wedbush hike) have pushed bullish analyst sentiment and bigger multi‑quarter price targets, supporting upside expectations. Wedbush Raises NVDA Price Target to $300
• Neutral Sentiment: CEO signals end to large private stakes in OpenAI/Anthropic — Jensen Huang said the recent ~$30B OpenAI investment “might be the last” and that a $100B stake is unlikely as OpenAI prepares to IPO; that changes the path to future strategic ownership but reduces ambiguity around large private commitments. Reuters: Nvidia will not be able to invest $100 billion in OpenAI
• Negative Sentiment: Market remains wary despite blowout quarter — NVDA reported blockbuster results in late February, but the stock has struggled to clear near‑term resistance and some traders view the post‑earnings pullback and rotation into specialized inference clouds as signs of profit‑taking and higher short‑term volatility. 247WallSt: Blowout earnings weren’t enough to fuel an NVIDIA breakout

Insider Buying and Selling

In related news, Director Mark A. Stevens sold 350,000 shares of the company’s stock in a transaction on Friday, December 5th. The stock was sold at an average price of $181.73, for a total transaction of $63,605,500.00. Following the completion of the sale, the director directly owned 7,049,803 shares in the company, valued at $1,281,160,699.19. This represents a 4.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Debora Shoquist sold 80,000 shares of the firm’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $178.90, for a total value of $14,312,000.00. Following the completion of the sale, the executive vice president directly owned 1,494,443 shares in the company, valued at $267,355,852.70. This trade represents a 5.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,598,120 shares of company stock worth $289,278,314. 4.17% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. Zacks Research upgraded shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, February 25th. JPMorgan Chase & Co. raised their price objective on shares of NVIDIA from $250.00 to $265.00 and gave the stock an “overweight” rating in a research report on Thursday, February 26th. The Goldman Sachs Group set a $250.00 target price on NVIDIA and gave the company a “buy” rating in a research report on Wednesday, February 25th. Evercore reiterated an “outperform” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Finally, CICC Research lifted their price target on NVIDIA from $228.00 to $240.60 and gave the stock an “outperform” rating in a report on Friday, February 27th. Four research 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 company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $273.41.

NVIDIA Trading Up 1.7%

Shares of NVIDIA stock opened at $183.04 on Thursday. 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 12-month low of $86.62 and a 12-month high of $212.19. The company has a market capitalization of $4.45 trillion, a price-to-earnings ratio of 37.36, a PEG ratio of 0.61 and a beta of 2.33. The firm’s 50-day moving average price is $186.12 and its two-hundred day moving average price is $183.87.

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 analysts’ consensus estimates of $1.54 by $0.08. The company had revenue of $68.13 billion during the quarter, compared to the consensus estimate of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm’s quarterly revenue was up 73.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.89 EPS. On average, analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be issued 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 is Wednesday, March 11th. NVIDIA’s dividend payout ratio (DPR) 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.