NVIDIA Corporation $NVDA Position Boosted by Elevation Point Wealth Partners LLC

Elevation Point Wealth Partners LLC grew its position in NVIDIA Corporation (NASDAQ:NVDA) by 73.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 158,434 shares of the computer hardware maker’s stock after purchasing an additional 67,029 shares during the period. NVIDIA makes up approximately 2.1% of Elevation Point Wealth Partners LLC’s holdings, making the stock its 5th largest holding. Elevation Point Wealth Partners LLC’s holdings in NVIDIA were worth $29,562,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Center for Financial Planning Inc. boosted its position in shares of NVIDIA by 4.6% in the second quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker’s stock worth $1,332,000 after buying an additional 367 shares during the period. Atria Investments Inc boosted its stake in shares of NVIDIA by 3.2% during the 2nd quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock valued at $148,859,000 after buying an additional 29,479 shares during the last quarter. Svenska Handelsbanken AB publ acquired a new position in NVIDIA during the 3rd quarter worth $37,316,000. Oak Ridge Investments LLC grew its stake in NVIDIA by 2.2% in the third quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock worth $181,143,000 after purchasing an additional 20,559 shares in the last quarter. Finally, Whalen Wealth Management Inc. grew its position in shares of NVIDIA by 20.3% in the 3rd quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock worth $6,808,000 after acquiring an additional 6,162 shares in the last quarter. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA struck a high‑profile strategic deal, committing $2 billion to Nebius to scale hyperscale AI cloud capacity — a move that secures future demand for NVIDIA GPUs and signals long‑term revenue/market share benefits. NVIDIA Bets $2 Billion on Nebius
• Positive Sentiment: NVIDIA released Nemotron 3 (an advanced open AI model) and continues to push agentic‑AI positioning — extending software/IP monetization beyond chips and supporting higher attach rates for its data‑center stack. NVIDIA Launches Nemotron 3
• Positive Sentiment: Reports show ByteDance is assembling AI capacity using NVIDIA’s top chips outside China, which reinforces global enterprise demand for NVIDIA hardware. ByteDance Access to Nvidia AI Chips
• Neutral Sentiment: Investors are focused on next week’s GTC where NVIDIA is expected to emphasize new CPU and system announcements (the company says CPUs are becoming a bottleneck for agentic AI) — the event can swing sentiment either way depending on product details and guidance. Nvidia’s GTC will mark an AI chip pivot
• Neutral Sentiment: Macro and geopolitical risks (oil price moves, regional conflicts) are elevating market volatility and capping near‑term upside for high‑beta AI names like NVDA. Dow Jones Futures Fall; Crude Oil Prices Top $90
• Neutral Sentiment: Competing chip/cloud moves — e.g., Cerebras partnering with Amazon to offer alternative AI accelerators — underline growing competition in AI compute, a factor to monitor for margin/market‑share dynamics. Cerebras and Amazon deal
• Negative Sentiment: A sizable insider sale (EVP Ajay Puri sold 300,000 shares) has been flagged by the market and can feed short‑term profit‑taking narratives. Ajay K. Puri insider sale filing
• Negative Sentiment: U.S. policymakers are considering tighter export/permit controls on advanced AI chips — any formal restriction would directly affect NVIDIA’s addressable market and create regulatory uncertainty. US mulling export permits for Nvidia chips

NVIDIA Price Performance

Shares of NASDAQ NVDA opened at $180.25 on Monday. 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 firm has a market capitalization of $4.38 trillion, a PE ratio of 36.79, a P/E/G ratio of 0.61 and a beta of 2.33. NVIDIA Corporation has a 1-year low of $86.62 and a 1-year high of $212.19. The business’s fifty day moving average price is $185.35 and its two-hundred day moving average price is $184.10.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) 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 the consensus estimate of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The company’s revenue for the quarter was up 73.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.89 earnings per share. On average, research analysts expect that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

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

Analysts Set New Price Targets

NVDA has been the subject of a number of research analyst reports. Wells Fargo & Company reiterated an “overweight” rating on shares of NVIDIA in a report on Monday, December 29th. Stifel Nicolaus set a $250.00 price objective on shares of NVIDIA in a report on Thursday, January 8th. Jefferies Financial Group reiterated a “buy” rating and set a $275.00 target price (up from $250.00) on shares of NVIDIA in a research note on Friday, January 16th. Seaport Research Partners raised their price target on shares of NVIDIA from $100.00 to $140.00 and gave the stock a “sell” rating in a research report on Monday, November 17th. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of NVIDIA in a 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 given a Hold rating to the company. According to data from MarketBeat.com, NVIDIA has an average rating of “Buy” and an average price target of $274.21.

Insiders Place Their Bets

In other NVIDIA news, EVP Ajay K. Puri sold 300,000 shares of the company’s stock in a transaction dated 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 approximately $605,701,198.44. This represents a 8.29% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Mark A. Stevens sold 222,500 shares of the firm’s stock in a transaction that occurred 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 sale, the director owned 7,621,453 shares in the company, valued at $1,373,157,187.01. The trade was a 2.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 1,017,780 shares of company stock worth $185,596,715. Insiders own 4.17% of the company’s stock.

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.