Chesapeake Capital Corp IL Acquires New Shares in NVIDIA Corporation $NVDA

Chesapeake Capital Corp IL acquired a new position in NVIDIA Corporation (NASDAQ:NVDA) in the third quarter, HoldingsChannel reports. The fund acquired 6,156 shares of the computer hardware maker’s stock, valued at approximately $1,149,000. NVIDIA comprises 1.0% of Chesapeake Capital Corp IL’s investment portfolio, making the stock its 18th biggest holding.

A number of other institutional investors have also added to or reduced their stakes in the business. Winnow Wealth LLC bought a new position in NVIDIA in the second quarter worth approximately $32,000. Longfellow Investment Management Co. LLC increased its holdings in shares of NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after acquiring an additional 67 shares during the period. Spurstone Advisory Services LLC bought a new position in shares of NVIDIA in the 2nd quarter worth $40,000. Sellwood Investment Partners LLC purchased a new stake in shares of NVIDIA during the 3rd quarter worth $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new stake in shares of NVIDIA during the 2nd quarter worth $54,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA struck a high‑profile strategic deal, committing $2 billion to Nebius to scale hyperscale AI cloud capacity — a move that secures future demand for NVIDIA GPUs and signals long‑term revenue/market share benefits. NVIDIA Bets $2 Billion on Nebius
• Positive Sentiment: NVIDIA released Nemotron 3 (an advanced open AI model) and continues to push agentic‑AI positioning — extending software/IP monetization beyond chips and supporting higher attach rates for its data‑center stack. NVIDIA Launches Nemotron 3
• Positive Sentiment: Reports show ByteDance is assembling AI capacity using NVIDIA’s top chips outside China, which reinforces global enterprise demand for NVIDIA hardware. ByteDance Access to Nvidia AI Chips
• Neutral Sentiment: Investors are focused on next week’s GTC where NVIDIA is expected to emphasize new CPU and system announcements (the company says CPUs are becoming a bottleneck for agentic AI) — the event can swing sentiment either way depending on product details and guidance. Nvidia’s GTC will mark an AI chip pivot
• Neutral Sentiment: Macro and geopolitical risks (oil price moves, regional conflicts) are elevating market volatility and capping near‑term upside for high‑beta AI names like NVDA. Dow Jones Futures Fall; Crude Oil Prices Top $90
• Neutral Sentiment: Competing chip/cloud moves — e.g., Cerebras partnering with Amazon to offer alternative AI accelerators — underline growing competition in AI compute, a factor to monitor for margin/market‑share dynamics. Cerebras and Amazon deal
• Negative Sentiment: A sizable insider sale (EVP Ajay Puri sold 300,000 shares) has been flagged by the market and can feed short‑term profit‑taking narratives. Ajay K. Puri insider sale filing
• Negative Sentiment: U.S. policymakers are considering tighter export/permit controls on advanced AI chips — any formal restriction would directly affect NVIDIA’s addressable market and create regulatory uncertainty. US mulling export permits for Nvidia chips

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the company. Stifel Nicolaus set a $250.00 target price on NVIDIA in a research note on Thursday, January 8th. Citigroup increased their price target on shares of NVIDIA from $270.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. William Blair set a $300.00 price target on shares of NVIDIA in a report on Thursday. Itau BBA Securities reaffirmed a “market perform” rating on shares of NVIDIA in a research report on Thursday, February 26th. Finally, Fundamental Research set a $218.00 price objective on shares of NVIDIA in a research note on Thursday, February 26th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, NVIDIA presently has a consensus rating of “Buy” and a consensus target price of $274.21.

Insider Transactions at NVIDIA

In related news, Director Harvey C. Jones sold 250,000 shares of the company’s stock in a transaction on Monday, December 15th. The stock was 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 of the company’s stock, valued at $1,229,478,542.40. This represents a 3.48% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Colette Kress sold 27,640 shares of the firm’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total value of $4,856,900.80. Following the completion of the transaction, the chief financial officer owned 846,772 shares of the company’s stock, valued at $148,794,775.84. This trade represents a 3.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,267,780 shares of company stock valued at $229,929,215 in the last quarter. Insiders own 4.17% of the company’s stock.

NVIDIA Stock Performance

Shares of NVIDIA stock opened at $180.25 on Friday. The company has a 50 day moving average price of $185.35 and a 200 day moving average price of $184.07. The firm has a market capitalization of $4.38 trillion, a P/E ratio of 36.79, 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. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The company had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. During the same quarter in the previous year, the firm earned $0.89 EPS. NVIDIA’s revenue was up 73.2% compared to the same quarter last year. Sell-side analysts expect that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

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

NVIDIA Company 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.