Lbp Am Sa Purchases 9,130 Shares of NVIDIA Corporation $NVDA

Lbp Am Sa boosted its position in NVIDIA Corporation (NASDAQ:NVDA) by 0.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,001,702 shares of the computer hardware maker’s stock after buying an additional 9,130 shares during the quarter. NVIDIA makes up about 6.5% of Lbp Am Sa’s holdings, making the stock its 2nd biggest position. Lbp Am Sa’s holdings in NVIDIA were worth $559,817,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Longfellow Investment Management Co. LLC grew its stake in NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after buying an additional 67 shares during the last quarter. Spurstone Advisory Services LLC acquired a new position in NVIDIA in the 2nd quarter valued at $40,000. Sellwood Investment Partners LLC acquired a new position in NVIDIA in the 3rd quarter valued at $50,000. Networth Advisors LLC acquired a new position in NVIDIA in the 4th quarter valued at $51,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new position in NVIDIA in the 2nd quarter valued at $54,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

NVIDIA Price Performance

Shares of NVDA stock opened at $198.45 on Monday. The stock has a market cap of $4.82 trillion, a P/E ratio of 40.50, a price-to-earnings-growth ratio of 0.65 and a beta of 2.25. NVIDIA Corporation has a one year low of $110.82 and a one year high of $216.82. The stock has a fifty day moving average price of $186.75 and a 200 day moving average price of $186.18. 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 issued its 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 business had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. During the same period in the previous year, the business earned $0.89 EPS. The firm’s revenue was up 73.2% on a year-over-year basis. Analysts predict that NVIDIA Corporation will post 7.78 earnings per share for the current year.

NVIDIA Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th were given a dividend of $0.01 per share. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date was Wednesday, March 11th. NVIDIA’s payout ratio is 0.82%.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Pentagon deals with leading AI vendors including NVIDIA bolster defense revenue visibility and credibility for classified AI deployments. Pentagon reaches agreements with leading AI companies
• Positive Sentiment: Hyperscaler capex commitments remain massive (reports cite $700–$725B+ on AI), supporting long-term GPU demand for NVDA. The Big 4 Hyperscalers Are Spending $710 Billion on AI
• Positive Sentiment: NVIDIA’s recent track record of earnings beats and ultra-high margins keeps the fundamental bull case intact heading into the next quarter. Will Nvidia (NVDA) Beat Estimates Again?
• Positive Sentiment: Surging B300 server prices in China signal tight supply and strong demand for Nvidia-powered AI infrastructure, supporting pricing power. Exclusive: Prices of Nvidia’s B300 server at $1 million in China
• Neutral Sentiment: Minor analyst model changes (small FY2027 EPS tweak) and technical indicators are sending mixed signals — keep an eye on upcoming guidance. MarketBeat NVDA summary
• Neutral Sentiment: Chart/technical analysis is noisy: some traders call the drop a pullback in a larger uptrend, others see a false breakout — short-term volatility likely. Nvidia Stock Is Moving Today: Here’s What The Chart Is Signaling
• Negative Sentiment: Competition risk is rising as hyperscalers (Google, Amazon) push custom AI chips — analysts warn this could erode Nvidia’s long-term dominance if adoption accelerates. Nvidia’s $4.9 trillion chip empire has a new problem
• Negative Sentiment: Regulatory/political scrutiny: a senator has questioned U.S. chip exports to China (H200 licensing), adding execution and geopolitical risk for international revenue. Lutnick gets grilling on Nvidia chip sales to China
• Negative Sentiment: Short-term selling/rotation into other tech names knocked NVDA below key technical levels ($200 area), prompting momentum-based outflows. Nvidia stock is in the red, back below $200
• Negative Sentiment: Despite the rally, consensus price targets still sit well above the market, creating downside if guidance or growth cadence disappoints. NVIDIA Trades 23% Below Analyst Price Targets

Insider Buying and Selling at NVIDIA

In other news, CFO Colette Kress sold 20,000 shares of NVIDIA stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $174.89, for a total transaction of $3,497,800.00. Following the sale, the chief financial officer directly owned 83,060 shares in the company, valued at approximately $14,526,363.40. The trade was a 19.41% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Aarti S. Shah sold 19,000 shares of NVIDIA stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the sale, the director owned 36,007 shares in the company, valued at approximately $6,362,796.97. This trade represents a 34.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 953,976 shares of company stock worth $171,173,819 in the last 90 days. 4.17% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on NVDA shares. Wedbush raised their target price on shares of NVIDIA from $230.00 to $300.00 and gave the company an “outperform” rating in a research note on Tuesday, March 3rd. Morgan Stanley set a $260.00 price target on shares of NVIDIA in a research report on Monday, March 2nd. Truist Financial raised their price target on shares of NVIDIA from $283.00 to $287.00 and gave the stock a “buy” rating in a research report on Wednesday, March 18th. Sanford C. Bernstein restated a “buy” rating on shares of NVIDIA in a research report on Friday, April 17th. Finally, Wolfe Research raised their price target on shares of NVIDIA from $250.00 to $275.00 and gave the stock an “outperform” rating in a research report on Friday, January 30th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $275.25.

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.