Duncker Streett & Co. Inc. Lowers Position in NVIDIA Corporation $NVDA

Duncker Streett & Co. Inc. cut its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 19.3% during the fourth quarter, HoldingsChannel.com reports. The firm owned 93,765 shares of the computer hardware maker’s stock after selling 22,466 shares during the period. NVIDIA accounts for about 3.1% of Duncker Streett & Co. Inc.’s investment portfolio, making the stock its 6th largest holding. Duncker Streett & Co. Inc.’s holdings in NVIDIA were worth $17,487,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Longfellow Investment Management Co. LLC boosted 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 in the last quarter. Spurstone Advisory Services LLC acquired a new stake in NVIDIA in the 2nd quarter valued at $40,000. Sellwood Investment Partners LLC acquired a new stake in NVIDIA in the 3rd quarter valued at $50,000. Networth Advisors LLC acquired a new stake in NVIDIA in the 4th quarter valued at $51,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new stake in NVIDIA in the 2nd quarter valued at $54,000. 65.27% of the stock is currently owned by institutional investors.

NVIDIA Price Performance

NVIDIA stock opened at $215.10 on Monday. 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 firm has a market cap of $5.23 trillion, a P/E ratio of 43.90, a P/E/G ratio of 0.71 and a beta of 2.25. The business’s fifty day moving average is $187.59 and its two-hundred day moving average is $186.68. NVIDIA Corporation has a 52 week low of $115.21 and a 52 week high of $217.80.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping analysts’ consensus estimates 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 return on equity of 97.37% and a net margin of 55.60%.The business’s revenue was up 73.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.89 earnings per share. Equities research analysts forecast that NVIDIA Corporation will post 7.78 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th were paid 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 yield of 0.0%. NVIDIA’s payout ratio is currently 0.82%.

Insider Buying and Selling

In other NVIDIA news, Director Mark A. Stevens sold 221,682 shares of the business’s stock in a transaction on Friday, March 20th. The stock was sold at an average price of $173.68, for a total value of $38,501,729.76. Following the transaction, the director owned 7,399,771 shares of the company’s stock, valued at approximately $1,285,192,227.28. The trade was a 2.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director John Dabiri sold 3,004 shares of the company’s 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 transaction, the director directly owned 14,788 shares in the company, valued at $2,734,301.20. This trade represents a 16.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 906,336 shares of company stock valued at $162,802,518. Insiders own 4.17% of the company’s stock.

Wall Street Analyst Weigh In

NVDA has been the topic of several recent analyst reports. Truist Financial boosted their price target on NVIDIA from $283.00 to $287.00 and gave the company a “buy” rating in a research note on Wednesday, March 18th. Barclays reaffirmed a “buy” rating on shares of NVIDIA in a research note on Thursday, February 26th. TD Cowen reaffirmed a “buy” rating and issued a $235.00 price target on shares of NVIDIA in a research note on Tuesday, March 17th. Raymond James Financial boosted their price target on NVIDIA from $291.00 to $323.00 and gave the company a “strong-buy” rating in a research note on Thursday, March 19th. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of NVIDIA in a research note on Thursday, February 26th. Four research analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $275.25.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA announced Suzanne Nora Johnson, former Goldman Sachs vice chairman, will join its board in July, a move that adds high-profile governance and financial expertise. NVIDIA Names Suzanne Nora Johnson to Board of Directors
• Positive Sentiment: The company expanded its AI infrastructure footprint with a strategic partnership and potential $2.1 billion investment in IREN, tied to up to 5 gigawatts of AI data-center capacity. Nvidia to invest up to $2.1 billion in IREN as part of AI data center deal
• Positive Sentiment: NVIDIA also struck a major partnership with Corning to expand U.S. optical fiber manufacturing for AI data centers, reinforcing demand for its hardware and networking stack. Nvidia funds construction of Corning plants, in addition to equity investment
• Positive Sentiment: Several reports highlighted continued enterprise AI adoption and upbeat commentary on NVIDIA’s long-term growth, including a view that the stock still has room to run ahead of earnings later this month. NVIDIA (NVDA) Gains Another Enterprise AI Win As Adoption Continues To Expand
• Neutral Sentiment: Some articles framed NVIDIA as expensive or underperforming relative to the semiconductor group, suggesting investors are watching for whether recent gains can hold through earnings and broader sector rotation. Here’s just how much Nvidia has been left behind in the extreme semiconductor rally
• Negative Sentiment: Reports about suspected smuggling of NVIDIA chips to China through Thailand add regulatory and geopolitical risk around the company’s supply chain and international sales exposure. US suspects Nvidia chips smuggled to Alibaba via Thailand, Bloomberg News reports
• Negative Sentiment: One recurring concern is that capital and investor attention are spreading across other AI names like Intel, AMD, Micron, and memory suppliers, which could temper NVIDIA’s relative performance even if AI demand stays strong. Wall Street sees ‘changing of the guard in AI’ as Intel, AMD shares soar while Nvidia lags

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.