Oppenheimer & Co. Inc. Sells 96,378 Shares of NVIDIA Corporation $NVDA

Oppenheimer & Co. Inc. cut its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 7.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,171,024 shares of the computer hardware maker’s stock after selling 96,378 shares during the quarter. NVIDIA comprises approximately 2.7% of Oppenheimer & Co. Inc.’s investment portfolio, making the stock its 3rd biggest position. Oppenheimer & Co. Inc.’s holdings in NVIDIA were worth $218,490,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of NVDA. Harbor Asset Planning Inc. acquired a new position in shares of NVIDIA in the 2nd quarter worth approximately $28,000. Winnow Wealth LLC purchased a new stake in NVIDIA in the second quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC lifted its stake in NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC purchased a new position in shares of NVIDIA during the second quarter worth $40,000. Finally, Sellwood Investment Partners LLC acquired a new stake in shares of NVIDIA in the third quarter valued at $50,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA Stock Performance

NASDAQ:NVDA opened at $183.04 on Thursday. NVIDIA Corporation has a 12 month low of $86.62 and a 12 month high of $212.19. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The firm has a market capitalization of $4.45 trillion, a PE ratio of 37.36, a price-to-earnings-growth ratio of 0.61 and a beta of 2.33. The business’s fifty day moving average price is $186.12 and its 200 day moving average price is $183.87.

NVIDIA (NASDAQ:NVDA) last announced 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. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The company had revenue of $68.13 billion during the quarter, compared to the consensus estimate of $65.56 billion. During the same period in the previous year, the business earned $0.89 EPS. NVIDIA’s revenue for the quarter was up 73.2% on a year-over-year basis. On average, sell-side analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

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 paid a $0.01 dividend. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date is Wednesday, March 11th. NVIDIA’s dividend payout ratio is currently 0.82%.

Insider Activity at NVIDIA

In other NVIDIA news, CFO Colette Kress sold 20,000 shares of the company’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $175.72, for a total value of $3,514,400.00. Following the completion of the transaction, the chief financial officer owned 93,060 shares in the company, valued at $16,352,503.20. This represents a 17.69% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Ajay K. Puri sold 200,000 shares of the firm’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $180.04, for a total value of $36,008,000.00. Following the transaction, the executive vice president directly owned 3,618,547 shares in the company, valued at approximately $651,483,201.88. The trade was a 5.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,598,120 shares of company stock worth $289,278,314 in the last ninety days. Company insiders own 4.17% of the company’s stock.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Large inference demand validated — Akamai announced deployments of thousands of NVIDIA Blackwell GPUs to power distributed AI inference, signaling durable enterprise demand for NVIDIA’s inference stack. Akamai to Deploy Thousands of NVIDIA Blackwell GPUs
• Positive Sentiment: Inference shift highlighted by ecosystem deals — Partners and cloud specialists (e.g., CoreWeave/Perplexity) are closing large inference-focused contracts, which increases recurring, high‑utilization GPU demand that benefits NVIDIA’s hardware and software ecosystem. CoreWeave Deal Signals Inference Market
• Positive Sentiment: Wall Street backing and higher price targets — Several broker notes and upgrades (including a notable Wedbush hike) have pushed bullish analyst sentiment and bigger multi‑quarter price targets, supporting upside expectations. Wedbush Raises NVDA Price Target to $300
• Neutral Sentiment: CEO signals end to large private stakes in OpenAI/Anthropic — Jensen Huang said the recent ~$30B OpenAI investment “might be the last” and that a $100B stake is unlikely as OpenAI prepares to IPO; that changes the path to future strategic ownership but reduces ambiguity around large private commitments. Reuters: Nvidia will not be able to invest $100 billion in OpenAI
• Negative Sentiment: Market remains wary despite blowout quarter — NVDA reported blockbuster results in late February, but the stock has struggled to clear near‑term resistance and some traders view the post‑earnings pullback and rotation into specialized inference clouds as signs of profit‑taking and higher short‑term volatility. 247WallSt: Blowout earnings weren’t enough to fuel an NVIDIA breakout

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the company. TD Cowen reissued a “buy” rating and set a $235.00 target price on shares of NVIDIA in a research note on Thursday, February 26th. Truist Financial raised their price objective on shares of NVIDIA from $275.00 to $283.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Cantor Fitzgerald restated an “overweight” rating on shares of NVIDIA in a report on Monday, February 23rd. Robert W. Baird increased their target price on shares of NVIDIA from $275.00 to $300.00 and gave the stock an “outperform” rating in a report on Thursday, February 26th. Finally, DA Davidson reissued a “buy” rating and issued a $250.00 price target on shares of NVIDIA in a research report on Monday, February 23rd. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, NVIDIA presently has a consensus rating of “Buy” and an average price target of $273.41.

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.