KADENSA CAPITAL Ltd Boosts Stake in NVIDIA Corporation $NVDA

KADENSA CAPITAL Ltd lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 167.6% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 273,210 shares of the computer hardware maker’s stock after acquiring an additional 171,123 shares during the period. NVIDIA accounts for about 5.2% of KADENSA CAPITAL Ltd’s portfolio, making the stock its 3rd biggest holding. KADENSA CAPITAL Ltd’s holdings in NVIDIA were worth $50,976,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in NVDA. Winnow Wealth LLC purchased a new position in shares of NVIDIA in the second quarter worth $32,000. Longfellow Investment Management Co. LLC grew 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 valued at $33,000 after acquiring an additional 67 shares in the last quarter. Spurstone Advisory Services LLC purchased a new position in NVIDIA during the second quarter valued at $40,000. Sellwood Investment Partners LLC bought a new stake in NVIDIA in the 3rd quarter valued at $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new stake in NVIDIA in the 2nd quarter valued at $54,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA Trading Up 1.6%

NVDA opened at $183.22 on Tuesday. The stock has a 50-day moving average of $185.25 and a 200 day moving average of $184.12. 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 Corporation has a 12 month low of $86.62 and a 12 month high of $212.19. The firm has a market cap of $4.45 trillion, a P/E ratio of 37.39, a P/E/G ratio of 0.61 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 (EPS) for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. The business had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The company’s quarterly revenue was up 73.2% compared to the same quarter last year. During the same period in the prior year, the business posted $0.89 earnings per share. As a group, research analysts forecast that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Announces Dividend

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

Insider Buying and Selling

In other NVIDIA news, Director Mark A. Stevens sold 222,500 shares of NVIDIA stock in a transaction on Friday, December 19th. The shares were sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the completion of the transaction, the director directly owned 7,621,453 shares of the company’s stock, valued at $1,373,157,187.01. The trade was a 2.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Ajay K. Puri sold 300,000 shares of the business’s stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $182.52, for a total transaction of $54,756,000.00. Following the transaction, the executive vice president owned 3,318,547 shares in the company, valued at $605,701,198.44. This trade represents a 8.29% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,017,780 shares of company stock worth $185,596,715 over the last three months. 4.17% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several research firms have commented on NVDA. Susquehanna increased their price objective on shares of NVIDIA from $230.00 to $250.00 and gave the company a “positive” rating in a report on Thursday, November 20th. President Capital lifted their target price on NVIDIA from $240.00 to $245.00 and gave the stock a “buy” rating in a report on Friday, November 28th. Fundamental Research set a $218.00 target price on NVIDIA in a research report on Thursday, February 26th. Robert W. Baird increased their price target on NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, February 26th. Finally, Wall Street Zen upgraded NVIDIA from a “hold” rating to a “buy” rating in a report on Saturday, February 28th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Buy” and an average price target of $274.21.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Jensen Huang projected massive demand — he said purchase orders for Blackwell and Vera Rubin systems could reach $1 trillion through 2027, a bullish volume signal for data-center GPU and inference spend. CNBC: Nvidia GTC 2026
• Positive Sentiment: Major product stack unveiled at GTC — NVIDIA introduced the Vera CPU (agentic AI focus), Vera Rubin inference systems, new Blackwell/Rubin chips, and software like Dynamo and NVL72 reference designs that together target inference/agentic workloads and AI factories, widening TAM for NVIDIA beyond traditional GPUs. TechCrunch: Jensen just put Nvidia’s …
• Positive Sentiment: Ecosystem & commercial traction — multiple customers and partners (Uber robotaxi rollout, automakers adopting DRIVE Hyperion, Samsung showcasing a 4nm inference chip, Nebius/Meta infrastructure deals, and broad ISV support) signal enterprise, cloud and automotive demand for NVIDIA platforms. These commercial commitments support near-term order visibility. Reuters: Samsung showcases Nvidia’s new inference chip
• Neutral Sentiment: Gaming & graphics upside — DLSS 5 (real-time neural rendering) may boost consumer GPU demand and strengthens NVIDIA’s moat in graphics, but is more incremental to the core data-center revenue story. GlobeNewswire: NVIDIA DLSS 5
• Neutral Sentiment: Software & agent tooling (NemoClaw, OpenClaw/OpenShell) aim to make enterprise agents easier to deploy — strengthens software stickiness but monetization timeline and margins are less certain. CNET: Nvidia Wants to Make It Easier …
• Negative Sentiment: Analyst and valuation scrutiny — some investors and analysts are pushing NVIDIA for clearer 2027 targets and cash allocation plans; with a richly priced stock, expectations are high and any execution miss could pressure the share price. MSN: Analysts push Nvidia …
• Negative Sentiment: Competitive & macro risks — growing inference specialization (in-house chips from big cloud/meta players and Chinese foundry/OSAT advances) plus supply-chain/capex cycles and the stock’s high multiple leave downside risk if orders or margins disappoint. Seeking Alpha: NVDA risk piece

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.