DigitalBridge Group Inc. Sells 57,450 Shares of NVIDIA Corporation $NVDA

DigitalBridge Group Inc. decreased its position in NVIDIA Corporation (NASDAQ:NVDA) by 25.1% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 171,766 shares of the computer hardware maker’s stock after selling 57,450 shares during the quarter. NVIDIA makes up 2.5% of DigitalBridge Group Inc.’s portfolio, making the stock its 22nd biggest holding. DigitalBridge Group Inc.’s holdings in NVIDIA were worth $32,048,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Winnow Wealth LLC bought a new position in NVIDIA in the second quarter worth approximately $32,000. Longfellow Investment Management Co. LLC grew its position in shares of NVIDIA by 47.9% during the 2nd 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 during the period. Spurstone Advisory Services LLC purchased a new stake in shares of NVIDIA in the 2nd quarter worth $40,000. Sellwood Investment Partners LLC bought a new position in NVIDIA in the 3rd quarter worth $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new position in NVIDIA during the second quarter valued at $54,000. 65.27% of the stock is currently owned by institutional investors.

Insider Transactions at NVIDIA

In other news, Director Mark A. Stevens sold 222,500 shares of the company’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the sale, the director directly owned 7,621,453 shares of the company’s stock, valued at $1,373,157,187.01. This represents a 2.84% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of the 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 transaction, the executive vice president owned 3,318,547 shares of the company’s stock, valued at $605,701,198.44. This represents a 8.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,020,784 shares of company stock valued at $186,152,154 over the last three months. Corporate insiders own 4.17% of the company’s stock.

NVIDIA Trading Down 0.7%

NVIDIA stock opened at $181.93 on Wednesday. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year high of $212.19. The firm’s 50 day moving average price is $185.14 and its 200-day moving average price is $184.18. 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 stock has a market cap of $4.42 trillion, a P/E ratio of 37.13, a PEG ratio of 0.62 and a beta of 2.33.

NVIDIA (NASDAQ:NVDA) last posted its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, beating the consensus estimate of $1.54 by $0.08. The company had revenue of $68.13 billion during the quarter, compared to analysts’ expectations 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 period last year, the company posted $0.89 earnings per share. On average, equities analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently announced 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. 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 payout ratio is 0.82%.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Management projected more than $1 trillion in demand for Blackwell and Rubin systems through 2027 — a very large addressable market that underpins long-term revenue upside. Read More.
• Positive Sentiment: Product launches at GTC — Vera Rubin platform, Vera CPU, Dynamo inference OS, NemoClaw/Nemo toolset and DLSS 5 — broaden NVDA’s stack from chips into software, inference and agentic AI, increasing monetization pathways beyond GPUs. Read More.
• Positive Sentiment: Nvidia says it has received purchase orders and is restarting manufacturing of China‑compliant H200 chips — a reopening of a large addressable market if production and export licenses hold. Read More.
• Neutral Sentiment: Wall Street remains bullish on the long-term thesis (multiple firms reaffirm Buy/raise targets), which supports upside but doesn’t guarantee a near-term rally. Read More.
• Neutral Sentiment: New gaming and graphics tech (DLSS 5) expands TAM via consumer/gaming monetization, but this is incremental vs. the data‑center/inference opportunity. Read More.
• Negative Sentiment: Market reaction was muted — NVDA traded sideways/edged lower after the keynote as investors wait for concrete order recognition, supply timelines and margin implications. That cautious tone is weighing on the share price. Read More.
• Negative Sentiment: Insider/director selling and heavy disclosed insider sales across the company add a near-term sentiment headwind for some investors. Read More.
• Negative Sentiment: Geopolitical & competitive risks — China export rules, rising in‑house hyperscaler chips and rivals are cited as execution risks that could delay or compress the expected upside. Read More.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on NVDA. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $300.00 price objective on shares of NVIDIA in a research report on Thursday, March 12th. Oppenheimer restated an “outperform” rating and set a $265.00 target price on shares of NVIDIA in a research note on Thursday, February 26th. Citigroup upped their price target 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. Mizuho set a $275.00 price objective on shares of NVIDIA and gave the stock an “outperform” rating in a research note on Friday, January 9th. Finally, Rothschild & Co Redburn raised their price objective on shares of NVIDIA from $245.00 to $268.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. 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, the stock presently has an average rating of “Buy” and an average price target of $274.21.

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.