NVIDIA Corporation $NVDA Shares Bought by BridgePort Financial Solutions LLC

BridgePort Financial Solutions LLC lifted its stake in NVIDIA Corporation (NASDAQ:NVDA) by 22.1% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 36,066 shares of the computer hardware maker’s stock after purchasing an additional 6,535 shares during the quarter. NVIDIA accounts for about 1.8% of BridgePort Financial Solutions LLC’s investment portfolio, making the stock its 12th largest holding. BridgePort Financial Solutions LLC’s holdings in NVIDIA were worth $6,729,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Brighton Jones LLC increased its position in NVIDIA by 12.4% during the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after buying an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG lifted its position in shares of NVIDIA by 1.0% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after buying an additional 22,929 shares during the last quarter. Highview Capital Management LLC DE boosted its stake in shares of NVIDIA by 6.7% during the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock worth $7,842,000 after acquiring an additional 3,653 shares in the last quarter. Hudson Value Partners LLC increased its holdings in shares of NVIDIA by 30.7% during the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock valued at $6,805,000 after acquiring an additional 11,900 shares during the last quarter. Finally, Wealth Group Ltd. raised its stake in shares of NVIDIA by 15.7% in the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after acquiring an additional 896 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

Insider Transactions at NVIDIA

In other news, Director Harvey C. Jones sold 250,000 shares of the company’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the sale, the director directly owned 6,933,280 shares of the company’s stock, valued at $1,229,478,542.40. This represents a 3.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Debora Shoquist sold 80,000 shares of the company’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $178.90, for a total transaction of $14,312,000.00. Following the completion of the sale, the executive vice president directly owned 1,494,443 shares of the company’s stock, valued at $267,355,852.70. The trade was a 5.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 1,248,120 shares of company stock valued at $225,672,814. Corporate insiders own 4.17% of the company’s stock.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Record earnings and data‑center dominance — NVDA reported a $68.1B quarter with strong data‑center results and bullish multi‑year growth commentary, underpinning investor confidence in its platform lead. Nvidia’s Earnings Prove Why It’s Earned Its Spot
• Positive Sentiment: Analyst upgrades lift sentiment — Baird and Wedbush have boosted price targets (Baird raised its PT to $300), signaling continued buy‑side conviction after the quarter. Baird Raises Price Target on Nvidia (NVDA) Wedbush Raises Nvidia (NVDA) Price Target to $300
• Positive Sentiment: Deepening AI ecosystem exposure — NVDA participated in the massive OpenAI funding and continues to be a central supplier/partner across inference/cloud providers, which supports durable demand for GPUs. Amazon and Nvidia Just Poured $110 Billion Into OpenAI — Here Are the 5 Stocks That Benefit Most
• Neutral Sentiment: Management signals a pause on future large private investments — CEO Jensen Huang said the recent $30B OpenAI investment “might be the last” before OpenAI’s IPO, limiting further big equity bets but reducing potential capital deployment uncertainty. Jensen Huang Says Nvidia’s $30 Billion OpenAI Investment ‘Might Be The Last’
• Negative Sentiment: China production pullback weighs on TAM — Reports say NVDA stopped producing H200 chips intended for China and is redirecting TSMC capacity toward Vera Rubin, confirming the company is de‑emphasizing near‑term China data‑center revenue in guidance. This reduces upside in China and highlights regulatory risk. Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports
• Negative Sentiment: Tighter export rules could limit global chip sales — U.S. proposals to require licenses for advanced AI chip exports add uncertainty and could restrict NVIDIA’s addressable markets or create compliance frictions. New Export Rules Could Be Coming for AI Chipmakers’ Sales

Analyst Upgrades and Downgrades

NVDA has been the subject of several recent analyst reports. Wells Fargo & Company reaffirmed an “overweight” rating on shares of NVIDIA in a report on Monday, December 29th. Needham & Company LLC reissued a “buy” rating and set a $240.00 target price on shares of NVIDIA in a research report on Thursday, February 26th. Macquarie Infrastructure raised NVIDIA to an “outperform” rating in a research report on Monday, December 29th. HSBC set a $310.00 price objective on NVIDIA in a research note on Tuesday, February 24th. Finally, Arete Research increased their target price on NVIDIA from $244.00 to $261.00 and gave the company a “buy” rating in a research note on Tuesday, November 25th. 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 company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $273.64.

NVIDIA Stock Up 0.2%

Shares of NVDA opened at $183.32 on Friday. The company has a market capitalization of $4.45 trillion, a P/E ratio of 37.41, a PEG ratio of 0.62 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 business’s 50 day simple moving average is $186.02 and its 200-day simple moving average is $183.87. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, topping analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The company had revenue of $68.13 billion during the quarter, compared to the consensus estimate of $65.56 billion. During the same period in the previous year, the firm posted $0.89 earnings per share. The company’s revenue was up 73.2% on a year-over-year basis. As a group, sell-side analysts predict that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Announces Dividend

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

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.