Yahav Achim Ve Achayot Provident Funds Management Co Ltd. Has $2.86 Million Stock Holdings in NVIDIA Corporation $NVDA

Yahav Achim Ve Achayot Provident Funds Management Co Ltd. cut its position in NVIDIA Corporation (NASDAQ:NVDA) by 32.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 15,358 shares of the computer hardware maker’s stock after selling 7,502 shares during the period. NVIDIA comprises 8.1% of Yahav Achim Ve Achayot Provident Funds Management Co Ltd.’s portfolio, making the stock its 3rd largest holding. Yahav Achim Ve Achayot Provident Funds Management Co Ltd.’s holdings in NVIDIA were worth $2,858,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Harbor Asset Planning Inc. bought a new stake in NVIDIA during the 2nd quarter valued at approximately $28,000. Winnow Wealth LLC purchased a new stake in NVIDIA during the 2nd quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC grew its holdings in NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC bought a new stake in shares of NVIDIA during the second quarter valued at approximately $40,000. Finally, Sellwood Investment Partners LLC purchased a new position in shares of NVIDIA in the third quarter worth $50,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Insider Activity at NVIDIA

In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of the company’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the transaction, the director directly owned 6,933,280 shares in the company, valued at $1,229,478,542.40. This represents a 3.48% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Ajay K. Puri sold 200,000 shares of the firm’s stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $180.04, for a total transaction of $36,008,000.00. Following the transaction, the executive vice president directly owned 3,618,547 shares in the company, valued at approximately $651,483,201.88. This trade represents a 5.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,248,120 shares of company stock valued at $225,672,814 in the last quarter. Corporate insiders own 4.17% of the company’s stock.

NVIDIA Price Performance

NVDA opened at $183.32 on Friday. The business has a fifty day moving average of $186.02 and a 200 day moving average of $183.87. The stock has a market cap of $4.45 trillion, a P/E ratio of 37.41, a PEG ratio of 0.62 and a beta of 2.33. 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 $86.62 and a 52-week high of $212.19.

NVIDIA (NASDAQ:NVDA) last released its 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 business had revenue of $68.13 billion during the quarter, compared to the consensus estimate of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The business’s revenue for the quarter was up 73.2% compared to the same quarter last year. During the same period last year, the company earned $0.89 earnings per share. As a group, sell-side analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be issued a dividend of $0.01 per share. The ex-dividend date is Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. NVIDIA’s dividend payout ratio (DPR) is presently 0.82%.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Street upgrades and higher price targets lift sentiment — several firms bumped targets into the ~$300 range after NVIDIA’s blowout quarter, signaling Wall Street sees more upside based on data‑center dominance and guidance. Could Nvidia Stock Double in 12 Months? This Analyst Thinks So.
• Positive Sentiment: Record quarter reinforces long-term growth thesis — NVDA reported ~$68.1B revenue with huge data‑center strength and raised forward expectations, supporting premium valuation and buy-side conviction. Nvidia’s Earnings Prove Why It’s Earned Its Spot
• Positive Sentiment: NVIDIA remains central to AI ecosystem funding — NVDA joined a massive funding round for OpenAI, underlining strategic partnerships that could drive long-term platform revenues. That supports investor confidence in NVDA’s role across training and inference. Amazon and Nvidia Just Poured $110 Billion Into OpenAI — Here Are the 5 Stocks That Benefit Most
• Neutral Sentiment: Management signals limit future private investments — CEO Jensen Huang said the recent $30B OpenAI stake “might be the last” before IPO, which reduces further balance‑sheet commitments but also limits upside from future private stakes. Nvidia will not be able to invest $100 billion in OpenAI due to IPO, CEO Jensen Huang says
• Neutral Sentiment: Stock‑split chatter and valuation debate keep volatility elevated — commentators discuss splits and whether NVDA’s multiple is justified after the run, which can amplify intraday moves but doesn’t change fundamentals. Stock-Split Watch: Is Nvidia Next?
• Negative Sentiment: U.S. draft rules may require export licenses for global AI‑chip shipments — reports that export controls could expand to require permits for sales to all countries create near‑term risk to NVDA’s international revenue and add regulatory uncertainty. US said to consider requiring permits for global AI chip sales by Nvidia and AMD
• Negative Sentiment: Concrete pullback from China — reports that NVIDIA stopped production of H200 chips destined for China and is reallocating TSMC capacity to its next‑gen Vera Rubin platform point to lost near‑term China revenue and show supply‑chain shifts driven by geopolitics. Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports
• Negative Sentiment: Market attention on export restrictions already pressured the stock — coverage linking new export rules to today’s dip underscores how policy headlines can overwhelm positive fundamentals in the short term. New Export Rules Could Be Coming for AI Chipmakers’ Sales

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. Itau BBA Securities reaffirmed a “market perform” rating on shares of NVIDIA in a research note on Thursday, February 26th. Argus restated a “buy” rating and set a $220.00 price objective on shares of NVIDIA in a research report on Thursday, November 20th. Oppenheimer reiterated an “outperform” rating and issued a $265.00 target price on shares of NVIDIA in a research report on Thursday, February 26th. BNP Paribas Exane raised their price target on NVIDIA from $260.00 to $270.00 and gave the company an “outperform” rating in a report on Thursday, February 26th. Finally, CICC Research lifted their price objective on NVIDIA from $228.00 to $240.60 and gave the stock an “outperform” rating in a research note on Friday, February 27th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, NVIDIA presently has an average rating of “Buy” and an average price target of $273.64.

NVIDIA 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.