Grant Street Asset Management Inc. Buys 2,438 Shares of NVIDIA Corporation $NVDA

Grant Street Asset Management Inc. increased its stake in NVIDIA Corporation (NASDAQ:NVDA) by 51.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 7,164 shares of the computer hardware maker’s stock after purchasing an additional 2,438 shares during the quarter. NVIDIA makes up approximately 0.3% of Grant Street Asset Management Inc.’s investment portfolio, making the stock its 26th biggest position. Grant Street Asset Management Inc.’s holdings in NVIDIA were worth $1,336,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. North Point Portfolio Managers Corp OH bought a new stake in NVIDIA during the fourth quarter valued at about $201,000. G&S Capital LLC raised its holdings in NVIDIA by 2.5% during the fourth quarter. G&S Capital LLC now owns 30,440 shares of the computer hardware maker’s stock valued at $5,677,000 after acquiring an additional 742 shares during the period. Core Wealth Management Inc. raised its holdings in NVIDIA by 1.9% during the fourth quarter. Core Wealth Management Inc. now owns 3,062 shares of the computer hardware maker’s stock valued at $571,000 after acquiring an additional 58 shares during the period. Caprock Group LLC raised its holdings in NVIDIA by 9.4% during the fourth quarter. Caprock Group LLC now owns 888,342 shares of the computer hardware maker’s stock valued at $165,676,000 after acquiring an additional 76,050 shares during the period. Finally, Boston Trust Walden Corp raised its holdings in NVIDIA by 12.1% during the fourth quarter. Boston Trust Walden Corp now owns 1,115,905 shares of the computer hardware maker’s stock valued at $208,116,000 after acquiring an additional 120,044 shares during the period. 65.27% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. Rosenblatt Securities reissued a “buy” rating and set a $325.00 price target on shares of NVIDIA in a report on Monday, March 23rd. Zacks Research raised NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Wednesday, February 25th. Wedbush raised their price target on NVIDIA from $230.00 to $300.00 and gave the company an “outperform” rating in a report on Tuesday, March 3rd. Tigress Financial reissued a “strong-buy” rating and set a $360.00 price target (up from $350.00) on shares of NVIDIA in a report on Thursday, March 5th. Finally, William Blair set a $300.00 price target on NVIDIA in a report on Thursday, March 12th. Four research analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $275.69.

Insider Transactions at NVIDIA

In other news, Director Mark A. Stevens sold 221,682 shares of NVIDIA stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $173.68, for a total value of $38,501,729.76. Following the sale, the director directly owned 7,399,771 shares of the company’s stock, valued at approximately $1,285,192,227.28. The trade was a 2.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Colette Kress sold 20,000 shares of NVIDIA stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $174.89, for a total value of $3,497,800.00. Following the completion of the sale, the chief financial officer directly owned 83,060 shares in the company, valued at $14,526,363.40. This trade represents a 19.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 906,336 shares of company stock valued at $162,802,518. 4.17% of the stock is owned by insiders.

NVIDIA Trading Up 4.4%

Shares of NVDA stock opened at $235.74 on Friday. NVIDIA Corporation has a 12-month low of $129.16 and a 12-month high of $236.54. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. The stock’s 50-day moving average price is $191.52 and its 200-day moving average price is $188.12. The stock has a market capitalization of $5.71 trillion, a price-to-earnings ratio of 48.11, a price-to-earnings-growth ratio of 0.74 and a beta of 2.25.

NVIDIA (NASDAQ:NVDA) last issued its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. During the same period in the previous year, the firm posted $0.89 earnings per share. The business’s revenue was up 73.2% compared to the same quarter last year. Equities research analysts predict that NVIDIA Corporation will post 7.84 EPS for the current fiscal year.

NVIDIA Dividend Announcement

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

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: U.S. approval for H200 chip sales to several Chinese tech giants has fueled hopes that Nvidia may finally start monetizing more of the China AI market. Reuters article
• Positive Sentiment: Jensen Huang’s presence on Trump’s China trip is being viewed as a sign that Nvidia’s trade and export issues may improve. Reuters article
• Positive Sentiment: Analysts raised price targets, reinforcing the view that the stock still has room to run before earnings. Benzinga article
• Positive Sentiment: Nvidia’s SAP partnership and broader AI infrastructure expansion support the company’s long-term enterprise AI growth narrative. Insider Monkey article
• Neutral Sentiment: Cerebras’ blockbuster IPO adds a new AI-chip rival, but it is not yet a direct threat to Nvidia’s dominant position. Yahoo Finance article
• Negative Sentiment: Some reports warn that China is still favoring domestic AI chips, which could limit how much of the approved Nvidia business actually converts into revenue. CNBC article
• Negative Sentiment: Bears are also warning that AI spending enthusiasm may be getting ahead of actual utilization, raising valuation risk for the whole sector. Finbold article

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.