Hill Island Financial LLC grew its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 17.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 30,556 shares of the computer hardware maker’s stock after purchasing an additional 4,537 shares during the period. NVIDIA comprises approximately 1.4% of Hill Island Financial LLC’s holdings, making the stock its 15th biggest holding. Hill Island Financial LLC’s holdings in NVIDIA were worth $5,699,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds also recently made changes to their positions in NVDA. Brighton Jones LLC boosted its stake in shares of NVIDIA by 12.4% in the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock valued at $43,631,000 after purchasing an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG boosted its stake in shares of NVIDIA by 1.0% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock valued at $315,100,000 after purchasing an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE boosted its stake in shares of NVIDIA by 6.7% in the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after purchasing an additional 3,653 shares in the last quarter. Hudson Value Partners LLC boosted its stake in shares of NVIDIA by 30.7% in the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock valued at $6,805,000 after purchasing an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. boosted its stake in shares of NVIDIA by 15.7% in the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after purchasing an additional 896 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.
NVIDIA Stock Performance
Shares of NASDAQ:NVDA opened at $199.64 on Friday. The stock has a market capitalization of $4.85 trillion, a P/E ratio of 40.74, a P/E/G ratio of 0.67 and a beta of 2.34. NVIDIA Corporation has a 1-year low of $103.11 and a 1-year high of $212.19. 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 business has a 50-day moving average price of $184.33 and a two-hundred day moving average price of $185.38.
NVIDIA Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th were issued 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 payout ratio is currently 0.82%.
Wall Street Analysts Forecast Growth
Several research analysts recently issued reports on NVDA shares. Weiss Ratings reiterated a “buy (b)” rating on shares of NVIDIA in a research report on Friday, April 10th. Stifel Nicolaus set a $250.00 price target on shares of NVIDIA in a research report on Thursday, January 8th. CICC Research upped their price target on shares of NVIDIA from $228.00 to $240.60 and gave the stock an “outperform” rating in a research report on Friday, February 27th. KeyCorp reiterated an “overweight” rating and set a $275.00 price target on shares of NVIDIA in a research report on Tuesday, March 17th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $250.00 price target on shares of NVIDIA in a research report on Tuesday, March 17th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $275.25.
Read Our Latest Report on NVIDIA
Key Stories Impacting NVIDIA
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: Continued vote of confidence on AI demand and estimates — analysts highlight NVDA as a top driver of 2026 earnings growth, reinforcing the view that NVDA remains central to the AI profit cycle. Only 2 Stocks Driving Explosive Earnings Growth in 2026 – NVDA & AVGO
- Positive Sentiment: Partnerships and customer wins keep demand visible — social chatter and deal reports point to collaboration with Google and infrastructure deals (including customers buying B300/Blackwell GPUs), supporting hardware revenue visibility. NVIDIA Stock (NVDA) Opinions on AI Partnerships and Infrastructure Deals
- Positive Sentiment: Supply-chain and ecosystem tailwinds — supplier SK Hynix reported blowout profits citing AI-driven memory demand, signaling healthy GPU-related component demand for NVDA’s ecosystem. Nvidia supplier SK Hynix Q1 profit rises more than five-fold, meets forecasts
- Neutral Sentiment: CEO messaging and technological initiatives emphasize long-term moat — Jensen Huang’s comments on performance-per-dollar and new initiatives (quantum/Ising, BlueField DPU integrations) bolster the narrative but are more strategic than immediately price-moving. Jensen Huang Says ‘Not One Company’ Can Match NVIDIA’s Performance Per Dollar
- Negative Sentiment: Short-term risk-off and sector sell-off hit gains — an oil price rebound and a sharp sell-off in software names pushed traders into risk reduction, which pressured NVDA after a strong rally. Nvidia Shares Slide As Oil Spikes, Software Stocks Sell Off
- Negative Sentiment: Rising competitive headlines from hyperscalers — Google and others unveiling custom AI chips (TPUs) raise longer-term competitive questions for training/inference budgets, which can temper sentiment despite NVDA’s current lead. Google Cloud launches two new AI chips to compete with Nvidia
- Negative Sentiment: Insider selling is visible — public filings show notable insider sales over recent months; while not unusual at NVDA’s scale, heavy selling can weigh on near-term sentiment. NVIDIA Stock (NVDA) Opinions on AI Partnerships and Infrastructure Deals (insider trading section)
Insider Activity
In other news, Director Mark A. Stevens sold 221,682 shares of the company’s 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 completion of the sale, the director directly owned 7,399,771 shares of the company’s stock, valued at $1,285,192,227.28. This represents a 2.91% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director John Dabiri sold 3,004 shares of the company’s stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $184.90, for a total value of $555,439.60. Following the completion of the sale, the director directly owned 14,788 shares of the company’s stock, valued at approximately $2,734,301.20. This trade represents a 16.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 953,976 shares of company stock worth $171,173,819. Corporate insiders own 4.17% of the company’s stock.
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.
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