Natixis Advisors LLC Has $3.33 Billion Stock Holdings in NVIDIA Corporation $NVDA

Natixis Advisors LLC raised its position in NVIDIA Corporation (NASDAQ:NVDA) by 3.3% in the 3rd quarter, Holdings Channel.com reports. The fund owned 17,825,020 shares of the computer hardware maker’s stock after acquiring an additional 562,574 shares during the quarter. NVIDIA makes up approximately 4.8% of Natixis Advisors LLC’s portfolio, making the stock its biggest position. Natixis Advisors LLC’s holdings in NVIDIA were worth $3,325,792,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund increased its position in shares of NVIDIA by 9.3% during the third quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund now owns 877,177 shares of the computer hardware maker’s stock worth $163,664,000 after purchasing an additional 74,269 shares in the last quarter. Grantham Mayo Van Otterloo & Co. LLC boosted its position in shares of NVIDIA by 72.6% in the 3rd quarter. Grantham Mayo Van Otterloo & Co. LLC now owns 328,468 shares of the computer hardware maker’s stock worth $61,286,000 after purchasing an additional 138,214 shares in the last quarter. Munich Reinsurance Co Stock Corp in Munich purchased a new position in NVIDIA during the 3rd quarter worth $191,103,000. Ameriflex Group Inc. increased its position in NVIDIA by 17.8% during the 3rd quarter. Ameriflex Group Inc. now owns 89,820 shares of the computer hardware maker’s stock valued at $16,759,000 after buying an additional 13,557 shares in the last quarter. Finally, Angeles Wealth Management LLC increased its position in NVIDIA by 22.4% during the 3rd quarter. Angeles Wealth Management LLC now owns 140,212 shares of the computer hardware maker’s stock valued at $26,161,000 after buying an additional 25,705 shares in the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities research analysts have weighed in on NVDA shares. Tigress Financial reissued a “strong-buy” rating and issued a $360.00 price target (up from $350.00) on shares of NVIDIA in a report on Thursday, March 5th. The Goldman Sachs Group set a $250.00 price objective on shares of NVIDIA and gave the company a “buy” rating in a report on Wednesday, February 25th. DZ Bank reaffirmed a “buy” rating on shares of NVIDIA in a research report on Thursday, November 20th. Truist Financial lifted their target price on shares of NVIDIA from $275.00 to $283.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. Finally, Sanford C. Bernstein upped their price target on shares of NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, February 26th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, NVIDIA presently has a consensus rating of “Buy” and a consensus price target of $274.21.

NVIDIA Stock Down 1.5%

Shares of NASDAQ NVDA opened at $183.16 on Friday. 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 company’s 50-day simple moving average is $185.52 and its 200-day simple moving average is $184.07. The firm has a market cap of $4.45 trillion, a price-to-earnings ratio of 37.38, a price-to-earnings-growth ratio of 0.63 and a beta of 2.33. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. The firm 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%. NVIDIA’s quarterly revenue was up 73.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.89 earnings per share. Equities analysts predict that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be paid 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 is Wednesday, March 11th. NVIDIA’s dividend payout ratio is presently 0.82%.

Insider Buying and Selling at NVIDIA

In related news, EVP Ajay K. Puri sold 300,000 shares of NVIDIA stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $182.52, for a total value of $54,756,000.00. Following the completion of the transaction, the executive vice president owned 3,318,547 shares in the company, valued at $605,701,198.44. The trade was a 8.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction that occurred on Monday, December 15th. The shares were 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 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 SEC filing for this sale provides additional information. Insiders have sold 1,267,780 shares of company stock valued at $229,929,215 in the last quarter. Corporate insiders own 4.17% of the company’s stock.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA announced a $2 billion strategic investment in Nebius to build hyperscale AI cloud capacity (multi‑GW deployments by 2030), validating long‑term GPU demand and prompting a strong rally in Nebius. Nvidia to invest $2 billion in AI cloud firm Nebius
• Positive Sentiment: NVIDIA released Nemotron 3 Super, an advanced open AI model aimed at agentic AI — a move that expands software/IP monetization and increases demand for its data‑center GPUs. NVIDIA Releases New Nemotron 3 Super Model
• Positive Sentiment: New partnerships and ecosystem wins (Thinking Machines Lab compute commitments; startups like Scintil Photonics moving to customer testing) deepen demand visibility for NVIDIA’s Vera/Rubin systems and optical interconnect roadmap. NVIDIA Enters Partnership With Thinking Machines Lab
• Neutral Sentiment: Investors are watching the upcoming GTC conference as a potential catalyst for product announcements and guidance — it could swing sentiment either way. Nvidia stock stuck below $190: can GTC event be a catalyst?
• Neutral Sentiment: Broader market volatility and geopolitics (oil price swings, CPI noise) are capping risk appetite for high‑beta mega‑cap tech names like NVDA. Dow Jones Futures Fall; Crude Oil Prices Top $90
• Negative Sentiment: Reports say the U.S. Commerce Dept. is drafting rules that would require permits for AI chip exports — a policy that could materially constrain NVIDIA’s global sales and cloud deployments if implemented. US Mulling Rule Requiring Permits for NVIDIA Global AI Chip Sales
• Negative Sentiment: An EVP executed a large sale (300,000 shares), and analysts/press note some investors are booking profits after recent gains — both contribute to near‑term selling pressure. NVIDIA EVP Sells $54,756,000.00 in Stock
• Negative Sentiment: High‑profile criticism (e.g., Michael Burry’s remarks) and heightened headline risk can amplify short‑term bearish flows, even as fundamentals remain strong. Michael Burry warns Nvidia ‘is mafia-like’

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.