DeLarme Wealth Management Inc. Buys New Stake in NVIDIA Corporation $NVDA

DeLarme Wealth Management Inc. purchased a new stake in shares of NVIDIA Corporation (NASDAQ:NVDA) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 2,720 shares of the computer hardware maker’s stock, valued at approximately $507,000.

Several other institutional investors have also bought and sold shares of the business. Longfellow Investment Management Co. LLC raised its position in shares of 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 purchased a new position in NVIDIA in the second quarter worth about $40,000. Sellwood Investment Partners LLC bought a new stake in NVIDIA during the third quarter worth approximately $50,000. Networth Advisors LLC purchased a new stake in NVIDIA during the fourth quarter valued at approximately $51,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new stake in shares of NVIDIA in the 2nd quarter valued at approximately $54,000. Institutional investors own 65.27% of the company’s stock.

Insider Activity at NVIDIA

In other NVIDIA news, Director Aarti S. Shah sold 19,000 shares of NVIDIA stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the completion of the sale, the director directly owned 36,007 shares of the company’s stock, valued at $6,362,796.97. The trade was a 34.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Colette Kress sold 42,650 shares of the company’s stock in a transaction on Friday, March 20th. The stock was sold at an average price of $174.89, for a total value of $7,459,058.50. Following the completion of the sale, the chief financial officer owned 881,387 shares of the company’s stock, valued at $154,145,772.43. This represents a 4.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 953,976 shares of company stock worth $171,173,819 over the last three months. Corporate insiders own 4.17% of the company’s stock.

NVIDIA Trading Down 0.6%

Shares of NVDA opened at $198.45 on Friday. The firm has a market capitalization of $4.82 trillion, a price-to-earnings ratio of 40.50, a PEG ratio of 0.65 and a beta of 2.25. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. NVIDIA Corporation has a 1-year low of $110.82 and a 1-year high of $216.82. The company has a 50-day moving average of $186.75 and a 200 day moving average of $186.14.

NVIDIA (NASDAQ:NVDA) last issued its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The business had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. During the same period in the prior year, the firm earned $0.89 EPS. The company’s revenue for the quarter was up 73.2% compared to the same quarter last year. On average, research analysts expect that NVIDIA Corporation will post 7.78 EPS for the current year.

NVIDIA Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th were paid a $0.01 dividend. The ex-dividend date of this dividend was Wednesday, March 11th. This represents a $0.04 annualized dividend and a yield of 0.0%. NVIDIA’s dividend payout ratio is 0.82%.

Wall Street Analyst Weigh In

NVDA has been the subject of a number of recent research reports. Fundamental Research set a $218.00 target price on NVIDIA in a report on Thursday, February 26th. Wall Street Zen downgraded NVIDIA from a “strong-buy” rating to a “buy” rating in a research report on Sunday, April 26th. Robert W. Baird lifted their price objective on shares of NVIDIA from $275.00 to $300.00 and gave the stock an “outperform” rating in a research note on Thursday, February 26th. Royal Bank Of Canada reiterated an “outperform” rating and set a $250.00 price objective on shares of NVIDIA in a research report on Tuesday, March 17th. Finally, Wedbush raised their target price on shares of NVIDIA from $230.00 to $300.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd. Four investment analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, NVIDIA has a consensus rating of “Buy” and a consensus target price of $275.25.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Pentagon deals with leading AI vendors including NVIDIA bolster defense revenue visibility and credibility for classified AI deployments. Pentagon reaches agreements with leading AI companies
• Positive Sentiment: Hyperscaler capex commitments remain massive (reports cite $700–$725B+ on AI), supporting long-term GPU demand for NVDA. The Big 4 Hyperscalers Are Spending $710 Billion on AI
• Positive Sentiment: NVIDIA’s recent track record of earnings beats and ultra-high margins keeps the fundamental bull case intact heading into the next quarter. Will Nvidia (NVDA) Beat Estimates Again?
• Positive Sentiment: Surging B300 server prices in China signal tight supply and strong demand for Nvidia-powered AI infrastructure, supporting pricing power. Exclusive: Prices of Nvidia’s B300 server at $1 million in China
• Neutral Sentiment: Minor analyst model changes (small FY2027 EPS tweak) and technical indicators are sending mixed signals — keep an eye on upcoming guidance. MarketBeat NVDA summary
• Neutral Sentiment: Chart/technical analysis is noisy: some traders call the drop a pullback in a larger uptrend, others see a false breakout — short-term volatility likely. Nvidia Stock Is Moving Today: Here’s What The Chart Is Signaling
• Negative Sentiment: Competition risk is rising as hyperscalers (Google, Amazon) push custom AI chips — analysts warn this could erode Nvidia’s long-term dominance if adoption accelerates. Nvidia’s $4.9 trillion chip empire has a new problem
• Negative Sentiment: Regulatory/political scrutiny: a senator has questioned U.S. chip exports to China (H200 licensing), adding execution and geopolitical risk for international revenue. Lutnick gets grilling on Nvidia chip sales to China
• Negative Sentiment: Short-term selling/rotation into other tech names knocked NVDA below key technical levels ($200 area), prompting momentum-based outflows. Nvidia stock is in the red, back below $200
• Negative Sentiment: Despite the rally, consensus price targets still sit well above the market, creating downside if guidance or growth cadence disappoints. NVIDIA Trades 23% Below Analyst Price Targets

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.