NVIDIA Corporation $NVDA is Onex Canada Asset Management Inc.’s 4th Largest Position

Onex Canada Asset Management Inc. reduced its position in NVIDIA Corporation (NASDAQ:NVDA) by 1.5% during the third quarter, Holdings Channel reports. The institutional investor owned 183,861 shares of the computer hardware maker’s stock after selling 2,794 shares during the quarter. NVIDIA comprises 4.3% of Onex Canada Asset Management Inc.’s investment portfolio, making the stock its 4th largest holding. Onex Canada Asset Management Inc.’s holdings in NVIDIA were worth $34,305,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Winnow Wealth LLC purchased a new stake in shares of NVIDIA during the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC grew its stake 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 worth $33,000 after buying an additional 67 shares during the last quarter. Spurstone Advisory Services LLC acquired a new position in NVIDIA during the 2nd quarter valued at about $40,000. Sellwood Investment Partners LLC acquired a new position in NVIDIA during the 3rd quarter valued at about $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new stake in NVIDIA in the second quarter valued at about $54,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA Price Performance

NASDAQ:NVDA opened at $180.25 on Friday. The firm’s fifty day moving average is $185.35 and its two-hundred day moving average is $184.07. The firm has a market cap of $4.38 trillion, a price-to-earnings ratio of 36.79, a PEG ratio of 0.62 and a beta of 2.33. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. NVIDIA Corporation has a one year low of $86.62 and a one year high of $212.19.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.54 by $0.08. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The business had revenue of $68.13 billion during the quarter, compared to analysts’ expectations of $65.56 billion. During the same quarter in the previous year, the firm posted $0.89 EPS. The company’s revenue for the quarter was up 73.2% on a year-over-year basis. Research analysts expect that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Announces Dividend

The business also recently declared 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. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. NVIDIA’s payout ratio is presently 0.82%.

Insider Buying and Selling

In related news, EVP Ajay K. Puri sold 300,000 shares of the business’s stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $182.52, for a total value of $54,756,000.00. Following the completion of the transaction, the executive vice president directly owned 3,318,547 shares in the company, valued at $605,701,198.44. The trade was a 8.29% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Colette Kress sold 20,000 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total transaction of $3,514,400.00. Following the sale, the chief financial officer directly owned 93,060 shares in the company, valued at $16,352,503.20. This trade represents a 17.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 1,267,780 shares of company stock worth $229,929,215. 4.17% of the stock is currently owned by company insiders.

More NVIDIA News

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 Analysts Forecast Growth

Several brokerages recently commented on NVDA. CICC Research increased their price objective on shares of NVIDIA from $228.00 to $240.60 and gave the company an “outperform” rating in a research report on Friday, February 27th. Susquehanna upped their price target on shares of NVIDIA from $230.00 to $250.00 and gave the company a “positive” rating in a research note on Thursday, November 20th. Tigress Financial reaffirmed a “strong-buy” rating and issued a $360.00 price target (up from $350.00) on shares of NVIDIA in a report on Thursday, March 5th. The Goldman Sachs Group set a $250.00 price objective on shares of NVIDIA and gave the stock a “buy” rating in a research note on Wednesday, February 25th. Finally, HSBC set a $310.00 price objective on shares of NVIDIA in a report on Tuesday, February 24th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, NVIDIA currently has a consensus rating of “Buy” and an average target price of $274.21.

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.