NVIDIA Corporation $NVDA Shares Sold by Fragasso Financial Advisors Inc

Fragasso Financial Advisors Inc trimmed its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 3.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 103,342 shares of the computer hardware maker’s stock after selling 3,797 shares during the period. NVIDIA makes up about 1.2% of Fragasso Financial Advisors Inc’s holdings, making the stock its 16th biggest holding. Fragasso Financial Advisors Inc’s holdings in NVIDIA were worth $19,273,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Winnow Wealth LLC acquired a new position in shares of NVIDIA in the 2nd quarter valued at about $32,000. Longfellow Investment Management Co. LLC increased its position in NVIDIA by 47.9% during 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 in the last quarter. Spurstone Advisory Services LLC purchased a new position in NVIDIA in the second quarter valued at approximately $40,000. Sellwood Investment Partners LLC purchased a new position in NVIDIA in the third quarter valued at approximately $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new position in NVIDIA during the second quarter valued at approximately $54,000. 65.27% of the stock is owned by hedge funds and other institutional investors.

NVIDIA Trading Down 0.3%

NASDAQ:NVDA opened at $175.20 on Wednesday. The stock has a market cap of $4.26 trillion, a price-to-earnings ratio of 35.76, a price-to-earnings-growth ratio of 0.59 and a beta of 2.33. NVIDIA Corporation has a one year low of $86.62 and a one year high of $212.19. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. The business’s 50-day simple moving average is $184.20 and its 200 day simple moving average is $184.38.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.54 by $0.08. The company 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%.NVIDIA’s revenue for the quarter was up 73.2% compared to the same quarter last year. During the same period in the previous year, the business earned $0.89 EPS. As a group, sell-side analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

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

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Wall Street support: Multiple firms reaffirmed or raised price targets and ratings (Raymond James, Cantor Fitzgerald, Rosenblatt, Tigress), arguing NVDA’s AI momentum and recent $68.13B quarter justify higher valuations. Raymond James Raises PT
• Positive Sentiment: Commercial traction and deployments: Customers are deploying NVIDIA LLMs and systems (Nemotron in healthcare, NCX/infra partnerships, energy “AI factories”), showing real revenue pathways beyond chips. Nemotron Deployment
• Positive Sentiment: Product ecosystem momentum from GTC: New software/hardware (OpenClaw, NCX, Blackwell/Rubin roadmap) reinforce NVDA’s platform lead and long-term TAM thesis. OpenClaw Explainer
• Positive Sentiment: Supply‑chain validation: Large ASML/SK Hynix orders for advanced lithography and HBM capacity support the memory and packaging roadmap critical to NVIDIA GPUs, reducing some long‑term supply uncertainty. ASML / SK Hynix Order
• Neutral Sentiment: Valuation debate: Several commentators say NVDA looks relatively cheap vs. its growth (forward P/E ~21–35x comparisons), which supports buy‑the‑dip narratives but keeps upside tied to execution. Experts on Valuation
• Negative Sentiment: Regulatory/PR risk from CEO comments: Jensen Huang’s public AGI remarks generated excitement but also prompted U.S. senators to ask whether his earlier comments misled regulators on chip exports to China—raising potential licensing and political scrutiny. Reuters: Lawmakers Probe CEO Remarks
• Negative Sentiment: Insider selling and governance headlines: Recent filings show insiders sold shares (reports of ~$14.3M over 48 hours and a director sale), which can amplify short‑term negative sentiment. Insider Selling
• Negative Sentiment: Competition and technical risk: Huawei claims and other rivals tout faster chips (Atlas 350), and some charts show technical downside risk to key support levels—both raise near‑term pressure on shares. Huawei Atlas Claims

Insider Activity at NVIDIA

In other news, Director Aarti S. Shah sold 19,000 shares of NVIDIA stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $176.71, for a total value of $3,357,490.00. Following the completion of the transaction, the director owned 36,007 shares in the company, valued at approximately $6,362,796.97. This trade represents a 34.54% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of NVIDIA stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the completion of the transaction, the executive vice president directly owned 3,018,547 shares of the company’s stock, valued at approximately $550,130,190.75. This represents a 9.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,179,934 shares of company stock worth $215,053,678. Company insiders own 4.17% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on NVDA. 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. Morgan Stanley set a $260.00 price target on NVIDIA in a report on Monday, March 2nd. DA Davidson reissued a “buy” rating and issued a $250.00 price objective on shares of NVIDIA in a research report on Monday, February 23rd. Rosenblatt Securities restated a “buy” rating and set a $325.00 price objective on shares of NVIDIA in a research note on Monday. Finally, Macquarie Infrastructure raised NVIDIA to an “outperform” rating in a research report on Monday, December 29th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $275.95.

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.