Miller Global Investments LLC Invests $663,000 in NVIDIA Corporation $NVDA

Miller Global Investments LLC acquired a new stake in NVIDIA Corporation (NASDAQ:NVDA) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund acquired 3,553 shares of the computer hardware maker’s stock, valued at approximately $663,000.

Several other institutional investors have also added to or reduced their stakes in the business. Joule Financial LLC lifted its stake in shares of NVIDIA by 2.2% during the 3rd quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker’s stock valued at $431,000 after buying an additional 50 shares in the last quarter. Vision Financial Markets LLC boosted its holdings in shares of NVIDIA by 1.2% in the third quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock worth $866,000 after acquiring an additional 53 shares during the period. Websterrogers Financial Advisors LLC grew its position in shares of NVIDIA by 2.6% in the third quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock valued at $395,000 after purchasing an additional 54 shares in the last quarter. IMG Wealth Management Inc. grew its position in shares of NVIDIA by 1.4% in the third quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker’s stock valued at $713,000 after purchasing an additional 54 shares in the last quarter. Finally, Cyr Financial Inc. raised its stake in shares of NVIDIA by 0.7% during the 3rd quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker’s stock valued at $1,444,000 after purchasing an additional 54 shares during the period. 65.27% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Major cloud order visibility — Nvidia told Amazon Web Services it will sell ~1 million AI chips plus systems by end-2027, reinforcing multi-year revenue visibility and datacenter demand. Nvidia to sell 1 million chips to Amazon by 2027
• Positive Sentiment: GTC highlights and blowout quarter underpin the long-term bull case — management projected a multi‑year $1T+ AI revenue opportunity and posted a $68.13B quarter that beat expectations, supporting conviction in NVDA’s platform moat. GTC keynote and quarter reaction
• Positive Sentiment: Robust partner/customer momentum — multiple infrastructure partners (Cadence, CoreWeave, Coherent) and public comments from big customers (Elon Musk: Tesla/SpaceX will keep buying) signal persistent demand across cloud, AI and automotive. Strong Micron results also validate surging HBM demand tied to Nvidia GPUs. Partner and customer demand context
• Neutral Sentiment: Product roadmap/consumer tech updates (e.g., DLSS 5) strengthen long-term gaming/graphics positioning but are unlikely to move earnings in the near term. DLSS 5 technical details
• Neutral Sentiment: Analyst upgrades and lofty price targets (Raymond James, others) support upside narratives but much of that optimism appears priced in after GTC. Price target/upgrade coverage
• Negative Sentiment: Regulatory/PR overhang — U.S. prosecutors charged associates tied to a server maker for allegedly smuggling Nvidia‑powered servers to China; while Nvidia isn’t accused, the story raises geopolitical/supply‑chain scrutiny around its chips. Bloomberg: Super Micro smuggling charges
• Negative Sentiment: Tax/headline risk — new disclosures show Nvidia made a large U.S. tax payment reported at ~$17B, which investors may view as a cash/timing headwind or governance disclosure to digest. WSJ: $17B U.S. tax payment
• Negative Sentiment: Technical and sentiment pressure — charts showed a bearish signal after GTC and options flow indicated heavy call selling/put buying (sell‑the‑news), creating short‑term downside risk despite strong fundamentals. MarketWatch: bearish technical signal

Insider Activity

In other news, CFO Colette Kress sold 42,650 shares of the business’s stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $174.89, for a total value of $7,459,058.50. Following the completion of the sale, the chief financial officer owned 881,387 shares of the company’s stock, valued at approximately $154,145,772.43. The trade was a 4.62% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Ajay K. Puri sold 300,000 shares of the stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total value of $54,675,000.00. Following the sale, the executive vice president owned 3,018,547 shares of the company’s stock, valued at $550,130,190.75. This represents a 9.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders 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 recently issued reports on NVDA. Fundamental Research set a $218.00 target price on NVIDIA in a research note on Thursday, February 26th. Sanford C. Bernstein raised their price target on shares of NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a report on Thursday, February 26th. BNP Paribas Exane increased their price objective on NVIDIA from $260.00 to $270.00 and gave the stock an “outperform” rating in a research report on Thursday, February 26th. Barclays reissued a “buy” rating on shares of NVIDIA in a research note on Thursday, February 26th. Finally, CICC Research upped their target price on NVIDIA from $228.00 to $240.60 and gave the stock an “outperform” rating in a research note on Friday, February 27th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, NVIDIA presently has a consensus rating of “Buy” and a consensus target price of $275.40.

NVIDIA Trading Down 3.2%

Shares of NVDA opened at $172.76 on Friday. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The firm has a market cap of $4.20 trillion, a price-to-earnings ratio of 35.26, a PEG ratio of 0.58 and a beta of 2.33. The firm has a 50 day moving average price of $184.60 and a 200-day moving average price of $184.20. 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 (NASDAQ:NVDA) last released its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, beating the consensus estimate of $1.54 by $0.08. The company had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm’s quarterly revenue was up 73.2% compared to the same quarter last year. During the same quarter last year, the firm earned $0.89 EPS. As a group, equities research analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders 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 dividend yield of 0.0%. The ex-dividend date of this dividend is Wednesday, March 11th. NVIDIA’s dividend payout ratio (DPR) is 0.82%.

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.