Pursuit Wealth Management LLC acquired a new stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 10,341 shares of the computer hardware maker’s stock, valued at approximately $1,929,000. NVIDIA accounts for about 1.7% of Pursuit Wealth Management LLC’s investment portfolio, making the stock its 12th biggest holding.
Other institutional investors and hedge funds have also recently made changes to their positions in the company. Joule Financial LLC raised its position in NVIDIA by 2.2% in the 3rd quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker’s stock worth $431,000 after buying an additional 50 shares during the last quarter. Vision Financial Markets LLC raised its holdings in shares of NVIDIA by 1.2% during the third quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock valued at $866,000 after purchasing an additional 53 shares during the last quarter. Presidio Capital Management LLC lifted its position in NVIDIA by 0.4% during the fourth quarter. Presidio Capital Management LLC now owns 15,137 shares of the computer hardware maker’s stock valued at $2,823,000 after purchasing an additional 53 shares during the period. IMG Wealth Management Inc. lifted its position in NVIDIA by 1.4% during the third quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker’s stock valued at $713,000 after purchasing an additional 54 shares during the period. Finally, Cyr Financial Inc. boosted its holdings in NVIDIA by 0.7% in the third quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker’s stock worth $1,444,000 after purchasing an additional 54 shares during the last quarter. Institutional investors own 65.27% of the company’s stock.
Wall Street Analysts Forecast Growth
NVDA has been the subject of a number of research reports. Piper Sandler reiterated an “overweight” rating on shares of NVIDIA in a research note on Thursday, February 26th. Sanford C. Bernstein restated a “buy” rating on shares of NVIDIA in a research note on Friday, April 17th. Morgan Stanley set a $260.00 price objective on NVIDIA in a report on Monday, March 2nd. Raymond James Financial upped their price objective on NVIDIA from $291.00 to $323.00 and gave the company a “strong-buy” rating in a research report on Thursday, March 19th. Finally, Truist Financial increased their target price on NVIDIA from $283.00 to $287.00 and gave the company a “buy” rating in a report on Wednesday, March 18th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $275.25.
NVIDIA News Summary
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: Bernstein says AI agents are driving chip demand “off the charts,” and supply can’t keep up — a clear tailwind for Nvidia’s pricing power and long-term revenue trajectory. Bernstein: AI Agents Drive Chip Demand ‘Off the Charts’
- Positive Sentiment: Nvidia backed DeepInfra’s $107M round — strategic ecosystem investments that address inference bottlenecks and help lock in future GPU demand from cloud inference providers. Nvidia Backs DeepInfra in $107 Million Raise
- Positive Sentiment: Bloomberg reports Nvidia’s pivot to “physical AI” is igniting a rally across its Asian supply chain — signals expanding end-markets and stronger demand for partners that feed Nvidia’s ecosystem. Nvidia’s pivot to physical AI ignites rally
- Positive Sentiment: Institutional buying continues (Manning & Napier increased its NVDA stake) — supportive flows that can buoy the share price during volatility. Manning & Napier Boosts Nvidia Stake
- Neutral Sentiment: Barron’s discusses technicals around the $200 level — useful for traders watching momentum, but not new fundamental news. Nvidia’s Big Move: Breakout or Bear Trap?
- Negative Sentiment: Jensen Huang said Nvidia “now has zero market share in China” — highlights regulatory/export-control limits on direct China sales and the risk that losing that market could cap growth. Nvidia CEO: zero market share in China
- Negative Sentiment: Customers are seeking alternative suppliers (Anthropic in talks with Fractile; Cerebras targeting an IPO) — growing chip supply diversification could erode some future Nvidia share if rivals scale. Anthropic in talks to secure Fractile chips
- Negative Sentiment: Speculative bearish takes (trading experts warning of large crashes) increase narrative risk and volatility for NVDA — could pressure sentiment in short-term selloffs. Trading expert predicts NVDA crash
NVIDIA Stock Up 0.0%
NVDA opened at $198.51 on Tuesday. The stock has a market cap of $4.82 trillion, a price-to-earnings ratio of 40.51, a price-to-earnings-growth ratio of 0.65 and a beta of 2.25. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. The firm’s fifty day moving average is $186.75 and its 200 day moving average is $186.18. NVIDIA Corporation has a fifty-two week low of $110.82 and a fifty-two week high of $216.82.
NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, topping 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 return on equity of 97.37% and a net margin of 55.60%.NVIDIA’s revenue for the quarter was up 73.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.89 EPS. On average, sell-side analysts forecast that NVIDIA Corporation will post 7.78 earnings per share for the current fiscal year.
NVIDIA Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th were paid a dividend of $0.01 per share. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date of this dividend was Wednesday, March 11th. NVIDIA’s dividend payout ratio (DPR) is 0.82%.
Insider Buying and Selling
In other news, CFO Colette Kress sold 42,650 shares of the business’s stock in a transaction on Friday, March 20th. The shares were sold at an average price of $174.89, for a total value of $7,459,058.50. Following the transaction, the chief financial officer owned 881,387 shares of the company’s stock, valued at approximately $154,145,772.43. The trade was a 4.62% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director John Dabiri sold 3,004 shares of the company’s stock in a transaction on Friday, March 13th. The stock was sold at an average price of $184.90, for a total transaction of $555,439.60. Following the transaction, the director owned 14,788 shares of the company’s stock, valued at approximately $2,734,301.20. This represents a 16.88% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 953,976 shares of company stock worth $171,173,819 in the last quarter. 4.17% of the stock is owned by insiders.
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.
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