Danske Bank A S Takes Position in NVIDIA Corporation $NVDA

Danske Bank A S bought a new position in NVIDIA Corporation (NASDAQ:NVDA) in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 17,045,305 shares of the computer hardware maker’s stock, valued at approximately $3,180,313,000. NVIDIA makes up 7.9% of Danske Bank A S’s portfolio, making the stock its biggest holding. Danske Bank A S owned approximately 0.07% of NVIDIA at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. State Street Corp grew its position in NVIDIA by 1.0% in the 2nd quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker’s stock worth $154,556,803,000 after purchasing an additional 9,554,857 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of NVIDIA by 1.5% during the 2nd quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker’s stock worth $91,150,170,000 after buying an additional 8,521,936 shares in the last quarter. Norges Bank purchased a new position in shares of NVIDIA in the 2nd quarter worth approximately $51,386,863,000. Legal & General Group Plc boosted its stake in shares of NVIDIA by 1.5% in the 3rd quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock worth $33,808,862,000 after buying an additional 2,609,560 shares during the last quarter. Finally, Capital Research Global Investors grew its holdings in shares of NVIDIA by 16.1% in the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock valued at $30,855,564,000 after acquiring an additional 22,896,705 shares in the last quarter. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA Stock Performance

NASDAQ:NVDA opened at $181.93 on Wednesday. The business’s fifty day moving average is $185.14 and its 200 day moving average is $184.18. The firm has a market cap of $4.42 trillion, a price-to-earnings ratio of 37.13, a PEG ratio of 0.62 and a beta of 2.33. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19.

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 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 period in the prior year, the business posted $0.89 earnings per share. The company’s revenue was up 73.2% on a year-over-year basis. Research analysts predict that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

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

Insiders Place Their Bets

In other news, EVP Ajay K. Puri sold 300,000 shares of the business’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $182.52, for a total transaction of $54,756,000.00. Following the completion of the transaction, the executive vice president owned 3,318,547 shares of the company’s stock, valued at approximately $605,701,198.44. The trade was a 8.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Mark A. Stevens sold 222,500 shares of the company’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the completion of the transaction, the director owned 7,621,453 shares in the company, valued at approximately $1,373,157,187.01. This trade represents a 2.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 1,020,784 shares of company stock worth $186,152,154. 4.17% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of analysts recently commented on the company. KeyCorp reiterated an “overweight” rating and set a $275.00 price target on shares of NVIDIA in a report on Tuesday. Evercore reaffirmed an “outperform” rating on shares of NVIDIA in a research report on Tuesday, January 6th. Bank of America lifted their target price on NVIDIA from $275.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. HSBC set a $310.00 price target on shares of NVIDIA in a report on Tuesday, February 24th. Finally, Piper Sandler restated an “overweight” rating on shares of NVIDIA in a research report on Thursday, February 26th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $274.21.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Management projected more than $1 trillion in demand for Blackwell and Rubin systems through 2027 — a very large addressable market that underpins long-term revenue upside. Read More.
• Positive Sentiment: Product launches at GTC — Vera Rubin platform, Vera CPU, Dynamo inference OS, NemoClaw/Nemo toolset and DLSS 5 — broaden NVDA’s stack from chips into software, inference and agentic AI, increasing monetization pathways beyond GPUs. Read More.
• Positive Sentiment: Nvidia says it has received purchase orders and is restarting manufacturing of China‑compliant H200 chips — a reopening of a large addressable market if production and export licenses hold. Read More.
• Neutral Sentiment: Wall Street remains bullish on the long-term thesis (multiple firms reaffirm Buy/raise targets), which supports upside but doesn’t guarantee a near-term rally. Read More.
• Neutral Sentiment: New gaming and graphics tech (DLSS 5) expands TAM via consumer/gaming monetization, but this is incremental vs. the data‑center/inference opportunity. Read More.
• Negative Sentiment: Market reaction was muted — NVDA traded sideways/edged lower after the keynote as investors wait for concrete order recognition, supply timelines and margin implications. That cautious tone is weighing on the share price. Read More.
• Negative Sentiment: Insider/director selling and heavy disclosed insider sales across the company add a near-term sentiment headwind for some investors. Read More.
• Negative Sentiment: Geopolitical & competitive risks — China export rules, rising in‑house hyperscaler chips and rivals are cited as execution risks that could delay or compress the expected upside. Read More.

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.