Sava Penzisko Drushtvo A.D. Skopje Invests $9.55 Million in NVIDIA Corporation $NVDA

Sava Penzisko Drushtvo A.D. Skopje purchased a new stake in NVIDIA Corporation (NASDAQ:NVDA) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 51,165 shares of the computer hardware maker’s stock, valued at approximately $9,546,000. NVIDIA accounts for approximately 3.2% of Sava Penzisko Drushtvo A.D. Skopje’s investment portfolio, making the stock its 12th biggest position.

Several other institutional investors and hedge funds have also recently bought and sold shares of NVDA. Winnow Wealth LLC acquired a new position in NVIDIA in the 2nd quarter worth approximately $32,000. Longfellow Investment Management Co. LLC lifted its holdings in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new stake in shares of NVIDIA in the second quarter worth $40,000. Sellwood Investment Partners LLC purchased a new position in shares of NVIDIA during the third quarter valued at $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new position in shares of NVIDIA during the second quarter valued at $54,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA News Roundup

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.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on NVDA shares. Seaport Research Partners lifted their target price on NVIDIA from $100.00 to $140.00 and gave the company a “sell” rating in a research note on Monday, November 17th. Macquarie Infrastructure raised shares of NVIDIA to an “outperform” rating in a research report on Monday, December 29th. Citigroup increased their target price on shares of NVIDIA from $270.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. The Goldman Sachs Group set a $250.00 target price on shares of NVIDIA and gave the company a “buy” rating in a research note on Wednesday, February 25th. Finally, DA Davidson reaffirmed a “buy” rating and issued a $250.00 price target on shares of NVIDIA in a research note on Monday, February 23rd. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, NVIDIA has an average rating of “Buy” and a consensus target price of $273.64.

NVIDIA Trading Up 0.7%

Shares of NVDA stock opened at $186.00 on Thursday. NVIDIA Corporation has a 12 month low of $86.62 and a 12 month high of $212.19. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. The business’s 50 day moving average is $185.59 and its two-hundred day moving average is $184.07. The company has a market cap of $4.52 trillion, a PE ratio of 37.96, a price-to-earnings-growth ratio of 0.63 and a beta of 2.33.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data 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. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The business had revenue of $68.13 billion during the quarter, compared to analysts’ expectations of $65.56 billion. During the same period in the previous year, the company earned $0.89 earnings per share. NVIDIA’s revenue for the quarter was up 73.2% on a year-over-year basis. Equities analysts predict that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th will be given 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 is Wednesday, March 11th. NVIDIA’s dividend payout ratio (DPR) is currently 0.82%.

Insider Buying and Selling at NVIDIA

In related news, EVP Ajay K. Puri sold 300,000 shares of the stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $182.52, for a total transaction of $54,756,000.00. Following the completion of the sale, the executive vice president owned 3,318,547 shares in the company, valued at $605,701,198.44. This represents a 8.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the transaction, the director directly owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. This represents a 3.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,388,120 shares of company stock worth $251,344,814 in the last ninety days. 4.17% of the stock is owned by insiders.

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.