Accurate Wealth Management LLC Reduces Stake in NVIDIA Corporation $NVDA

Accurate Wealth Management LLC decreased its position in NVIDIA Corporation (NASDAQ:NVDA) by 6.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 100,812 shares of the computer hardware maker’s stock after selling 7,078 shares during the quarter. NVIDIA comprises approximately 2.4% of Accurate Wealth Management LLC’s investment portfolio, making the stock its 5th largest position. Accurate Wealth Management LLC’s holdings in NVIDIA were worth $18,636,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Generate Investment Management Ltd boosted its holdings in shares of NVIDIA by 22.0% during the 4th quarter. Generate Investment Management Ltd now owns 852,764 shares of the computer hardware maker’s stock valued at $159,040,000 after buying an additional 153,654 shares in the last quarter. Legacy Solutions LLC grew its position in shares of NVIDIA by 1.6% in the 4th quarter. Legacy Solutions LLC now owns 6,408 shares of the computer hardware maker’s stock worth $1,195,000 after buying an additional 98 shares during the period. Sherman Wealth Management LLC bought a new position in shares of NVIDIA in the 4th quarter worth about $1,695,000. BWM Planning LLC increased its stake in shares of NVIDIA by 58.6% in the 4th quarter. BWM Planning LLC now owns 3,233 shares of the computer hardware maker’s stock worth $603,000 after acquiring an additional 1,194 shares in the last quarter. Finally, Net Worth Advisory Group lifted its position in NVIDIA by 24.2% during the 4th quarter. Net Worth Advisory Group now owns 38,439 shares of the computer hardware maker’s stock valued at $7,169,000 after acquiring an additional 7,482 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: H100 rental prices have jumped ~40% amid a supply crunch, signaling robust enterprise demand for Nvidia’s datacenter GPUs and supporting pricing/power dynamics for AI infrastructure. Nvidia (NVDA) Stock Gains Momentum as H100 Rental Costs Jump 40% Amid Supply Crunch
• Positive Sentiment: Nvidia made a strategic equity investment and deeper technology partnership with Marvell (reported $2B), extending NVLink Fusion/partner ecosystem that could broaden Nvidia’s AI platform reach. Nvidia Makes Equity Investment In Marvell Technology, Deepens NVLink Fusion Partnership
• Positive Sentiment: CEO Jensen Huang is pushing the “Physical AI Data Factory” and robotics/edge-AI roadmap at GTC, highlighting new blueprints (Omniverse/AI factory) that expand addressable markets beyond data centers. ‘Every Industrial Company Will Become A Robotics Company,’ Nvidia CEO Jensen Huang Says
• Positive Sentiment: High‑profile investors and research houses remain supportive: coverage pieces note long‑term billionaire conviction (Steve Cohen/Point72) and firms like Wolfe Research maintaining buy ratings — signaling continued institutional interest. NVIDIA Corporation (NVDA): Billionaire Steve Cohen Has a Long-Term Bet on This Stock
• Positive Sentiment: Wolfe Research reiterated a buy on Nvidia, which supports investor confidence amid volatility. Wolfe Research Maintains a Buy Rating on Nvidia (NVDA)
• Neutral Sentiment: Analysts updated 12‑month targets and models — some remain bullish on long‑term upside even as 2026 YTD performance lags; watch divergent targets for volatility. Analyst updates Nvidia stock price target for the next 12 months
• Negative Sentiment: Some firms trimmed exposure: D. E. Shaw reduced its NVDA stake, a sign that a few institutional holders are taking profits or rebalancing after big gains. NVIDIA Corporation (NVDA): D. E. Shaw Trims Stake
• Negative Sentiment: New Street Research cut its price target (to $275), reflecting more conservative near‑term assumptions — analyst downgrades/target cuts can amplify selling during risk‑off days. New Street Research Cuts NVIDIA (NASDAQ:NVDA) Price Target to $275.00
• Negative Sentiment: Market commentators (Jim Cramer) and broader chip‑sector coverage note valuation concerns (high P/E) and warn geopolitical risks (Middle East tensions) are pressuring semiconductor supply chains and investor sentiment. Jim Cramer Notes That NVIDIA’s PE “Makes No Sense at All” Jim Cramer Analyzes the Impact of Geopolitical Conflict on NVIDIA Shares

NVIDIA Stock Performance

Shares of NASDAQ NVDA opened at $177.39 on Friday. The firm’s 50 day moving average price is $182.41 and its 200-day moving average price is $184.24. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. The company has a market cap of $4.31 trillion, a PE ratio of 36.20, a P/E/G ratio of 0.59 and a beta of 2.34.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, beating the consensus estimate 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 quarter last year, the firm earned $0.89 earnings per share. The firm’s quarterly revenue was up 73.2% compared to the same quarter last year. On average, equities research analysts expect that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th were issued a $0.01 dividend. The ex-dividend date of this dividend was Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. NVIDIA’s dividend payout ratio (DPR) is presently 0.82%.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on NVDA shares. Evercore reissued an “outperform” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Wells Fargo & Company reiterated an “overweight” rating on shares of NVIDIA in a report on Monday, December 29th. UBS Group reissued a “buy” rating on shares of NVIDIA in a research report on Tuesday, March 17th. Rosenblatt Securities restated a “buy” rating and issued a $325.00 price target on shares of NVIDIA in a research note on Monday, March 23rd. Finally, Barclays reaffirmed a “buy” rating on shares of NVIDIA in a research report on Thursday, February 26th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, NVIDIA currently has a consensus rating of “Buy” and an average target price of $275.25.

Insider Transactions at NVIDIA

In related news, CFO Colette Kress sold 42,650 shares of NVIDIA 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 directly owned 881,387 shares in the company, valued at approximately $154,145,772.43. This trade represents a 4.62% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of NVIDIA stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total value of $54,675,000.00. Following the completion of the sale, the executive vice president owned 3,018,547 shares of the company’s stock, valued at $550,130,190.75. The trade was a 9.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,401,616 shares of company stock worth $253,555,407 over the last quarter. 4.17% of the stock is currently owned by insiders.

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.