NVIDIA Corporation $NVDA Stock Holdings Raised by Northern Financial Advisors Inc

Northern Financial Advisors Inc increased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 16.4% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 26,087 shares of the computer hardware maker’s stock after acquiring an additional 3,672 shares during the period. NVIDIA makes up approximately 2.6% of Northern Financial Advisors Inc’s holdings, making the stock its 10th largest holding. Northern Financial Advisors Inc’s holdings in NVIDIA were worth $4,867,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Harbor Asset Planning Inc. acquired a new position in shares of NVIDIA during the second quarter worth $28,000. Winnow Wealth LLC acquired a new stake in NVIDIA during the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC increased its stake 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 buying an additional 67 shares during the period. Spurstone Advisory Services LLC purchased a new stake in NVIDIA during the 2nd quarter worth $40,000. Finally, Sellwood Investment Partners LLC acquired a new position in NVIDIA in the 3rd quarter worth $50,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Analyst Ratings Changes

NVDA has been the subject of a number of analyst reports. HSBC set a $310.00 price objective on shares of NVIDIA in a research report on Tuesday, February 24th. Rosenblatt Securities boosted their price target on NVIDIA from $245.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. Arete Research increased their price target on NVIDIA from $244.00 to $261.00 and gave the company a “buy” rating in a report on Tuesday, November 25th. UBS Group set a $400.00 price objective on NVIDIA in a research note on Monday, February 23rd. Finally, Zacks Research upgraded NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Wednesday, February 25th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $273.64.

Insider Activity

In other NVIDIA news, EVP Ajay K. Puri sold 200,000 shares of the stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $180.04, for a total transaction of $36,008,000.00. Following the sale, the executive vice president directly owned 3,618,547 shares of the company’s stock, valued at approximately $651,483,201.88. This represents a 5.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Colette Kress sold 30,500 shares of the firm’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $178.11, for a total transaction of $5,432,355.00. Following the completion of the transaction, the chief financial officer owned 1,286,826 shares in the company, valued at approximately $229,196,578.86. The trade was a 2.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,248,120 shares of company stock valued at $225,672,814 over the last three months. 4.17% of the stock is currently owned by company insiders.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Analysts raise targets and reiterate upside — Several firms lifted NVDA price targets (Deutsche Bank to $220; Baird/Wedbush much higher), pointing to continued revenue and margin upside after the quarterly beat. This supports bullish outlooks and likely underpins buying from momentum and institutional desks. NVIDIA Price Target Increased to $220 at Deutsche Bank
• Positive Sentiment: Strong quarterly results and demand narrative — NVDA reported record revenue and robust data-center demand; analysts and bull pieces highlight durable platform strength and Ruben/Blackwell product cycle tailwinds that support above-consensus growth. Nvidia’s Earnings Prove Why It’s Earned Its Spot
• Positive Sentiment: Strategic AI investments and ecosystem deals — Continued strategic investments (OpenAI/Anthropic participation) and new AI partnerships/bets are cited as catalytic for long-term platform control and ecosystem monetization. Nvidia Just Made Another Pair of Brilliant AI Bets
• Neutral Sentiment: CEO compensation update — SEC filing shows a new FY2027 variable-comp plan with a $4M target cash bonus for Jensen Huang. Governance/compensation items typically have limited directional impact but draw investor attention. Nvidia sets $4 million cash bonus for CEO Huang under 2027 compensation plan
• Neutral Sentiment: Pause on new startup bets — Company statements that it will pause further startup investments after recent big bets could be read as capital discipline; market reaction depends on how investors value future optionality vs. cash conservation. Nvidia pauses new AI startup bets after backing OpenAI, Anthropic
• Negative Sentiment: U.S. export-permit rulemaking risk — Reports that U.S. authorities are considering global licensing requirements for AI-chip exports (affecting shipments to all countries) create uncertainty around international sales and could materially limit market access and growth paths. US said to consider requiring permits for global AI chip sales by Nvidia and AMD
• Negative Sentiment: Pullback from China production — Reuters/FT reporting that NVIDIA stopped production of H200 chips for China and refocused TSMC capacity to next‑gen Vera Rubin confirms the company is scaling back China exposure. That reduces near-term addressable market in China and raises execution/earnings pacing concerns even if domestic hyperscalers capture redirected supply. Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports

NVIDIA Stock Down 3.0%

NASDAQ:NVDA opened at $177.83 on Friday. 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 capitalization of $4.32 trillion, a price-to-earnings ratio of 36.29, a price-to-earnings-growth ratio of 0.60 and a beta of 2.33. NVIDIA Corporation has a one year low of $86.62 and a one year high of $212.19. The stock has a 50-day simple moving average of $185.77 and a 200 day simple moving average of $183.90.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.54 by $0.08. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The firm had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. During the same quarter in the prior year, the firm posted $0.89 earnings per share. NVIDIA’s revenue for the quarter was up 73.2% compared to the same quarter last year. Sell-side analysts predict that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be paid a dividend of $0.01 per share. The ex-dividend date is Wednesday, March 11th. This represents a $0.04 annualized dividend and a yield of 0.0%. NVIDIA’s dividend payout ratio (DPR) is 0.82%.

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.