NVIDIA Corporation $NVDA Shares Sold by Blue Fin Capital Inc.

Blue Fin Capital Inc. decreased its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 7.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 620,644 shares of the computer hardware maker’s stock after selling 49,266 shares during the period. NVIDIA comprises approximately 18.2% of Blue Fin Capital Inc.’s holdings, making the stock its biggest holding. Blue Fin Capital Inc.’s holdings in NVIDIA were worth $115,800,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Winnow Wealth LLC acquired a new stake in NVIDIA during the 2nd quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC grew its holdings 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 acquiring an additional 67 shares in the last quarter. Spurstone Advisory Services LLC bought a new stake in shares of NVIDIA in the 2nd quarter worth about $40,000. Sellwood Investment Partners LLC bought a new position in shares of NVIDIA during the third quarter worth about $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new position in NVIDIA in the second quarter worth about $54,000. 65.27% of the stock is owned by hedge funds and other institutional investors.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia says Chinese authorities approved H200 sales and the company has received purchase orders — management is restarting China‑compliant H200 production, reopening a large market if licenses and supply hold. Chinese authorities approve Nvidia H200 sales
• Positive Sentiment: Jensen Huang guided to >$1 trillion in demand for Blackwell and Rubin systems through 2027 — that figure reset investor expectations about the size of Nvidia’s inference/AI‑infrastructure TAM. $1T Blackwell/Rubin opportunity
• Positive Sentiment: GTC product roadmap expands monetization beyond GPUs (Vera Rubin platform, Vera CPU, Nemotron inference, OpenClaw/NemoClaw agent tools, DLSS 5) — broadens software, inference and agentic AI revenue pathways. GTC product and OpenClaw coverage
• Positive Sentiment: Wall Street stayed largely bullish after GTC — multiple firms reaffirmed/raised price targets and Buy ratings, supporting upside expectations. Analyst updates after GTC
• Positive Sentiment: Management signaled capital returns — a plan to deploy ~50% of free cash flow to buybacks/dividends improves shareholder return outlook. FCF return plan
• Neutral Sentiment: Multiple partner wins and ecosystem integrations (robotaxi partners, cloud and optics suppliers, hospital/healthcare use cases) validate demand but are multi‑quarter revenue plays. WeRide / DRIVE partnerships
• Negative Sentiment: Market reaction was muted — shares traded sideways/edged lower after the keynote as investors look for concrete order recognition, supply timelines and margin impact. That caution is weighing on near‑term performance. Muted market reaction
• Negative Sentiment: Insider selling and profit‑taking: a director disclosed a sale this week, which can pressure sentiment even if it’s small versus institutional ownership. Insider Form 4 disclosure
• Negative Sentiment: Regulatory, tariff and competitive risks remain — potential U.S. export/tariff friction, DOJ antitrust scrutiny around talent deals, and rising hyperscaler/in‑house rivals could slow or compress upside. DOJ antitrust comments China tariff risk

Analyst Ratings Changes

A number of research analysts have commented on the company. Rosenblatt Securities reaffirmed a “buy” rating and set a $300.00 target price on shares of NVIDIA in a report on Tuesday. Fundamental Research set a $218.00 target price on shares of NVIDIA in a research note on Thursday, February 26th. Melius Research raised their price target on shares of NVIDIA from $300.00 to $320.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Rothschild & Co Redburn lifted their price target on shares of NVIDIA from $245.00 to $268.00 and gave the company a “buy” rating in a report on Thursday, January 15th. Finally, Wedbush boosted their price objective on shares of NVIDIA from $230.00 to $300.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $274.30.

NVIDIA Stock Down 0.8%

NVIDIA stock opened at $180.40 on Thursday. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. NVIDIA Corporation has a one year low of $86.62 and a one year high of $212.19. The company has a 50-day simple moving average of $184.97 and a 200-day simple moving average of $184.15. The firm has a market capitalization of $4.38 trillion, a P/E ratio of 36.82, a P/E/G 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 (EPS) for the quarter, beating 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 firm had revenue of $68.13 billion during the quarter, compared to analyst estimates of $65.56 billion. During the same period in the previous year, the business posted $0.89 EPS. NVIDIA’s revenue 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 year.

NVIDIA Announces Dividend

The firm 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. The ex-dividend date is Wednesday, March 11th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. NVIDIA’s payout ratio is currently 0.82%.

Insiders Place Their Bets

In related news, EVP Ajay K. Puri sold 300,000 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $182.52, for a total value of $54,756,000.00. Following the sale, the executive vice president directly owned 3,318,547 shares in the company, valued at $605,701,198.44. This trade represents a 8.29% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director John Dabiri sold 3,004 shares of NVIDIA stock in a transaction on Friday, March 13th. The shares were sold at an average price of $184.90, for a total value of $555,439.60. Following the sale, the director directly owned 14,788 shares in the company, valued at $2,734,301.20. The trade was a 16.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 1,020,784 shares of company stock valued at $186,152,154. 4.17% of the stock is owned by corporate insiders.

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.