Elevation Point Wealth Partners LLC Raises Holdings in NVIDIA Corporation $NVDA

Elevation Point Wealth Partners LLC increased its stake in NVIDIA Corporation (NASDAQ:NVDA) by 73.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 158,434 shares of the computer hardware maker’s stock after purchasing an additional 67,029 shares during the quarter. NVIDIA comprises about 2.1% of Elevation Point Wealth Partners LLC’s portfolio, making the stock its 5th biggest holding. Elevation Point Wealth Partners LLC’s holdings in NVIDIA were worth $29,562,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Center for Financial Planning Inc. lifted its holdings in shares of NVIDIA by 4.6% in the second quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker’s stock valued at $1,332,000 after buying an additional 367 shares during the period. Atria Investments Inc grew its holdings in NVIDIA by 3.2% during the second quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock worth $148,859,000 after acquiring an additional 29,479 shares during the period. Svenska Handelsbanken AB publ acquired a new position in NVIDIA during the third quarter worth about $37,316,000. Oak Ridge Investments LLC raised its position in NVIDIA by 2.2% in the third quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock worth $181,143,000 after acquiring an additional 20,559 shares in the last quarter. Finally, Whalen Wealth Management Inc. lifted its holdings in NVIDIA by 20.3% in the 3rd quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock valued at $6,808,000 after acquiring an additional 6,162 shares during the last quarter. Institutional investors own 65.27% of the company’s stock.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA struck a high‑profile strategic deal, committing $2 billion to Nebius to scale hyperscale AI cloud capacity — a move that secures future demand for NVIDIA GPUs and signals long‑term revenue/market share benefits. NVIDIA Bets $2 Billion on Nebius
• Positive Sentiment: NVIDIA released Nemotron 3 (an advanced open AI model) and continues to push agentic‑AI positioning — extending software/IP monetization beyond chips and supporting higher attach rates for its data‑center stack. NVIDIA Launches Nemotron 3
• Positive Sentiment: Reports show ByteDance is assembling AI capacity using NVIDIA’s top chips outside China, which reinforces global enterprise demand for NVIDIA hardware. ByteDance Access to Nvidia AI Chips
• Neutral Sentiment: Investors are focused on next week’s GTC where NVIDIA is expected to emphasize new CPU and system announcements (the company says CPUs are becoming a bottleneck for agentic AI) — the event can swing sentiment either way depending on product details and guidance. Nvidia’s GTC will mark an AI chip pivot
• Neutral Sentiment: Macro and geopolitical risks (oil price moves, regional conflicts) are elevating market volatility and capping near‑term upside for high‑beta AI names like NVDA. Dow Jones Futures Fall; Crude Oil Prices Top $90
• Neutral Sentiment: Competing chip/cloud moves — e.g., Cerebras partnering with Amazon to offer alternative AI accelerators — underline growing competition in AI compute, a factor to monitor for margin/market‑share dynamics. Cerebras and Amazon deal
• Negative Sentiment: A sizable insider sale (EVP Ajay Puri sold 300,000 shares) has been flagged by the market and can feed short‑term profit‑taking narratives. Ajay K. Puri insider sale filing
• Negative Sentiment: U.S. policymakers are considering tighter export/permit controls on advanced AI chips — any formal restriction would directly affect NVIDIA’s addressable market and create regulatory uncertainty. US mulling export permits for Nvidia chips

NVIDIA Stock Performance

NVIDIA stock opened at $180.25 on Monday. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The firm’s 50 day simple moving average is $185.35 and its 200-day simple moving average is $184.10. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The company has a market cap of $4.38 trillion, a P/E ratio of 36.79, a price-to-earnings-growth ratio of 0.61 and a beta of 2.33.

NVIDIA (NASDAQ:NVDA) last issued its quarterly 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. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The business had revenue of $68.13 billion during the quarter, compared to the consensus estimate of $65.56 billion. During the same quarter in the prior year, the firm earned $0.89 EPS. The firm’s quarterly revenue was up 73.2% on a year-over-year basis. As a group, equities research analysts predict that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th will be issued a $0.01 dividend. The ex-dividend date is 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 is presently 0.82%.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the stock. Susquehanna raised their price objective on shares of NVIDIA from $230.00 to $250.00 and gave the company a “positive” rating in a research report on Thursday, November 20th. Rothschild & Co Redburn boosted their target price on shares of NVIDIA from $245.00 to $268.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. JPMorgan Chase & Co. increased their target price on shares of NVIDIA from $250.00 to $265.00 and gave the company an “overweight” rating in a research note on Thursday, February 26th. Mizuho set a $275.00 target price on shares of NVIDIA and gave the stock an “outperform” rating in a report on Friday, January 9th. Finally, Royal Bank Of Canada lifted their price target on shares of NVIDIA from $240.00 to $250.00 and gave the stock an “outperform” rating in a research report on Thursday, February 26th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $274.21.

Insider Transactions at NVIDIA

In related news, CFO Colette Kress sold 20,000 shares of the stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total value of $3,514,400.00. Following the completion of the sale, the chief financial officer directly owned 93,060 shares of the company’s stock, valued at approximately $16,352,503.20. This represents a 17.69% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Mark A. Stevens sold 222,500 shares of the firm’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $180.17, for a total value of $40,087,825.00. Following the sale, the director owned 7,621,453 shares of the company’s stock, valued at $1,373,157,187.01. The trade was a 2.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,017,780 shares of company stock valued at $185,596,715 over the last quarter. Company insiders own 4.17% of the company’s stock.

NVIDIA 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.