Hapanowicz & Associates Financial Services Inc increased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 239.5% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 7,598 shares of the computer hardware maker’s stock after purchasing an additional 5,360 shares during the period. NVIDIA accounts for approximately 0.7% of Hapanowicz & Associates Financial Services Inc’s investment portfolio, making the stock its 11th biggest position. Hapanowicz & Associates Financial Services Inc’s holdings in NVIDIA were worth $1,418,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of NVDA. Winnow Wealth LLC purchased a new stake in NVIDIA during the 2nd quarter valued at about $32,000. Longfellow Investment Management Co. LLC lifted its stake in NVIDIA by 47.9% in 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 2nd quarter worth approximately $40,000. Sellwood Investment Partners LLC acquired a new position in shares of NVIDIA during the 3rd quarter worth approximately $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new stake in shares of NVIDIA in the second quarter valued at approximately $54,000. 65.27% of the stock is owned by hedge funds and other institutional investors.
Insider Activity
In related news, CFO Colette Kress sold 30,500 shares of the stock in a transaction on Friday, December 12th. The stock was sold at an average price of $178.11, for a total value of $5,432,355.00. Following the transaction, the chief financial officer owned 1,286,826 shares of the company’s stock, valued at $229,196,578.86. This represents a 2.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Mark A. Stevens sold 222,500 shares of the firm’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $180.17, for a total value of $40,087,825.00. Following the completion of the sale, the director owned 7,621,453 shares in the company, valued at approximately $1,373,157,187.01. This represents a 2.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 1,168,120 shares of company stock valued at $210,900,814. Insiders own 4.17% of the company’s stock.
NVIDIA Stock Up 1.2%
NVIDIA (NASDAQ:NVDA – Get Free Report) last released its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping the consensus estimate of $1.54 by $0.08. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The firm 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 firm posted $0.89 EPS. NVIDIA’s revenue for the quarter was up 73.2% on a year-over-year basis. As a group, equities analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.
NVIDIA Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th will be given a dividend of $0.01 per share. 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%.
Wall Street Analyst Weigh In
Several research firms recently commented on NVDA. JPMorgan Chase & Co. increased their price target on NVIDIA from $250.00 to $265.00 and gave the company an “overweight” rating in a report on Thursday, February 26th. HSBC set a $310.00 target price on NVIDIA in a report on Tuesday, February 24th. Stifel Nicolaus set a $250.00 target price on NVIDIA in a research note on Thursday, January 8th. Seaport Research Partners lifted their price target on NVIDIA from $100.00 to $140.00 and gave the stock a “sell” rating in a report on Monday, November 17th. Finally, Needham & Company LLC reissued a “buy” rating and set a $240.00 price target on shares of NVIDIA in a research report on Thursday, February 26th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, NVIDIA currently has a consensus rating of “Buy” and a consensus target price of $273.64.
Read Our Latest Analysis on NVDA
More NVIDIA News
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: Nvidia struck a multi‑year strategic partnership and made a significant investment in Mira Murati’s Thinking Machines Lab, which has agreed to deploy at least one gigawatt of Nvidia’s next‑gen processors — a direct multi‑year demand commitment for Nvidia hardware. AI startup Thinking Machines clinches capital and a major chip supply deal from Nvidia — Reuters
- Positive Sentiment: Analysts expect Nvidia to unveil a broader suite of specialized AI chips and networking tech at its GTC developer conference next week — an event that could drive near‑term buying if new systems and networking solutions meet investor expectations. Nvidia set to spotlight next wave of AI infrastructure at GTC — Proactive Investors
- Positive Sentiment: Reports that Nvidia is developing an open‑source AI agent platform (reported as ‘NemoClaw’/agent tools) signal a strategic push into higher‑level software/platforms that could expand TAM and deepen vendor lock‑in for its chips. Nvidia plans open‑source AI agent platform ‘NemoClaw’ for enterprises — CNBC
- Positive Sentiment: Visibility into strong customer demand: OpenAI’s CEO publicly thanked Jensen Huang for accelerating Nvidia capacity at AWS, underscoring Nvidia’s central role supplying compute for leading AI customers. Sam Altman Thanks Jensen Huang As Nvidia Ramps AI Capacity — Yahoo Finance
- Neutral Sentiment: Nvidia adopted a new variable compensation plan for FY2027 setting a $4M target cash bonus for CEO Jensen Huang — a governance/compensation update that may draw attention but is unlikely to move fundamentals. NVIDIA Adopts New Variable Compensation Plan for Fiscal 2027 — InsiderMonkey (Reuters)
- Neutral Sentiment: Wall Street coverage remains active (upgrades and fresh price targets), supporting liquidity and interest; these analyst actions can sustain momentum but also amplify volatility around earnings and GTC. Wall Street sets Nvidia stock price target for next 12 months — Finbold
- Negative Sentiment: Macro and downside risks persist: geopolitical tensions (supply‑chain fears tied to Middle East conflict) and high valuation have prompted some bearish technical/price forecasts — including one analyst projecting a deep pullback if key supports fail. These risks can amplify short‑term volatility around macro headlines. Nvidia to crash to $115 on this date, expert predicts — Finbold
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.
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