NVIDIA Corporation $NVDA Shares Acquired by Mesirow Financial Investment Management Inc.

Mesirow Financial Investment Management Inc. lifted its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 3.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 111,058 shares of the computer hardware maker’s stock after purchasing an additional 3,496 shares during the period. Mesirow Financial Investment Management Inc.’s holdings in NVIDIA were worth $20,722,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of NVDA. Winnow Wealth LLC acquired a new stake in NVIDIA in the second quarter valued at $32,000. Longfellow Investment Management Co. LLC increased its position in shares of NVIDIA by 47.9% in the 2nd 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 during the last quarter. Spurstone Advisory Services LLC bought a new stake in shares of NVIDIA in the 2nd quarter worth about $40,000. Sellwood Investment Partners LLC acquired a new stake in shares of NVIDIA in the 3rd quarter valued at about $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in shares of NVIDIA during the second quarter worth about $54,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA agreed to a $2 billion strategic investment in Nebius to build hyperscale AI cloud infrastructure — a major follow‑on to its cloud partnerships that supports longer‑term GPU demand. Read More.
• Positive Sentiment: Product/news flow: NVIDIA released the Nemotron 3 super model (aimed at advanced agentic AI) and is launching agentic/AI infrastructure initiatives ahead of GTC, which can drive new GPU and software adoption. Read More.
• Positive Sentiment: Strategic partnerships and investments continue: Nvidia made a significant investment and multi‑year supply/compute deals with startups (Thinking Machines Lab) that will deploy large volumes of Nvidia systems — a direct demand signal for future GPU shipments. Read More.
• Positive Sentiment: Supply‑chain and customer confirmations: Suppliers and partners (Coherent, Scintil Photonics) are publicly describing multibillion‑dollar, multi‑year NVIDIA deals and product testing — underlining durable commercial pull for Nvidia chips and optics. Read More.
• Neutral Sentiment: Macro backdrop is steady: Feb CPI was largely in line with expectations, keeping the macro risk profile stable for growth names like NVIDIA. Read More.
• Neutral Sentiment: Analyst/street tone remains mostly constructive — multiple outlets reiterate buy/bull narratives ahead of GTC, which may support momentum but also sets high expectations for the event. Read More.
• Negative Sentiment: Insider selling: EVP Ajay K. Puri disclosed sale of 300,000 shares (~$54.8M at the time), trimming his stake — an event some investors view as a near‑term negative signal. Read More.
• Negative Sentiment: Regulatory risk: analysts (Bernstein and others) flag potential export licensing or tighter rules on AI chip exports — any new curbs would be a material headwind for NVDA’s international sales. Read More.
• Negative Sentiment: Reputational/short‑term headlines: high‑profile critics and social commentary (e.g., Michael Burry’s comments) add noise and can amplify short‑term volatility even if they lack immediate operational impact. Read More.

Analysts Set New Price Targets

NVDA has been the subject of a number of research reports. Stifel Nicolaus set a $250.00 price target on NVIDIA in a research note on Thursday, January 8th. Sanford C. Bernstein increased their target price on NVIDIA from $275.00 to $300.00 and gave the stock an “outperform” rating in a report on Thursday, February 26th. Truist Financial lifted their target price on NVIDIA from $275.00 to $283.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Mizuho set a $275.00 price target on NVIDIA and gave the company an “outperform” rating in a report on Friday, January 9th. Finally, Wedbush lifted their target price on NVIDIA from $230.00 to $300.00 and gave the company an “outperform” rating in a research note on Tuesday, March 3rd. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $273.64.

NVIDIA Stock Up 0.7%

NVIDIA stock opened at $186.00 on Thursday. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The stock has a market cap of $4.52 trillion, a price-to-earnings ratio of 37.96, a PEG ratio of 0.63 and a beta of 2.33. The company’s 50-day moving average price is $185.59 and its two-hundred day moving average price is $184.07. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, topping analysts’ consensus estimates of $1.54 by $0.08. The company had revenue of $68.13 billion during the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The business’s revenue for the quarter was up 73.2% compared to the same quarter last year. During the same period in the prior year, the business posted $0.89 EPS. On average, analysts expect that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Announces Dividend

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

Insider Buying and Selling at NVIDIA

In other news, CFO Colette Kress sold 20,000 shares of NVIDIA stock in a transaction that occurred 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 transaction, the chief financial officer owned 93,060 shares of the company’s stock, valued at $16,352,503.20. The trade was a 17.69% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Harvey C. Jones sold 250,000 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the completion of the sale, the director owned 6,933,280 shares in the company, valued at $1,229,478,542.40. The trade was a 3.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,388,120 shares of company stock valued at $251,344,814 in the last ninety days. 4.17% of the stock is owned by insiders.

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.