NVIDIA Corporation $NVDA Shares Sold by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. reduced its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 7.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 1,171,024 shares of the computer hardware maker’s stock after selling 96,378 shares during the period. NVIDIA makes up 2.7% of Oppenheimer & Co. Inc.’s investment portfolio, making the stock its 3rd largest holding. Oppenheimer & Co. Inc.’s holdings in NVIDIA were worth $218,490,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Harbor Asset Planning Inc. purchased a new position in shares of NVIDIA in the 2nd quarter valued at approximately $28,000. Winnow Wealth LLC acquired a new stake in shares of NVIDIA during the second quarter worth $32,000. Longfellow Investment Management Co. LLC grew its position 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. Finally, Sellwood Investment Partners LLC purchased a new position in NVIDIA during the 3rd quarter worth $50,000. 65.27% of the stock is owned by hedge funds and other institutional investors.

NVIDIA Stock Performance

Shares of NVDA stock opened at $183.04 on Thursday. The stock has a fifty day moving average price of $186.12 and a 200 day moving average price of $183.87. 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 stock has a market cap of $4.45 trillion, a PE ratio of 37.36, a P/E/G ratio of 0.61 and a beta of 2.33. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year 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 analysts’ consensus estimates of $1.54 by $0.08. The business had revenue of $68.13 billion during the quarter, compared to analysts’ expectations of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The business’s revenue for the quarter was up 73.2% on a year-over-year basis. During the same quarter last year, the business posted $0.89 earnings per share. Sell-side analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

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

Wall Street Analyst Weigh In

Several analysts have recently weighed in on NVDA shares. Stifel Nicolaus set a $250.00 target price on shares of NVIDIA in a report on Thursday, January 8th. Seaport Research Partners lifted their price objective on NVIDIA from $100.00 to $140.00 and gave the company a “sell” rating in a report on Monday, November 17th. Citic Securities increased their target price on NVIDIA from $237.00 to $242.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. Cantor Fitzgerald restated an “overweight” rating on shares of NVIDIA in a research note on Monday, February 23rd. Finally, Morgan Stanley set a $260.00 price objective on NVIDIA in a report on Monday. Four analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, NVIDIA currently has an average rating of “Buy” and a consensus target price of $273.41.

Insider Activity at NVIDIA

In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of the company’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the sale, the director owned 6,933,280 shares of the company’s stock, valued at $1,229,478,542.40. This represents a 3.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Colette Kress sold 30,500 shares of the firm’s stock in a transaction that occurred on 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 transaction, the chief financial officer directly owned 1,286,826 shares of the company’s stock, valued at approximately $229,196,578.86. This trade represents a 2.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,598,120 shares of company stock valued at $289,278,314 in the last quarter. 4.17% of the stock is owned by corporate insiders.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Large inference demand validated — Akamai announced deployments of thousands of NVIDIA Blackwell GPUs to power distributed AI inference, signaling durable enterprise demand for NVIDIA’s inference stack. Akamai to Deploy Thousands of NVIDIA Blackwell GPUs
• Positive Sentiment: Inference shift highlighted by ecosystem deals — Partners and cloud specialists (e.g., CoreWeave/Perplexity) are closing large inference-focused contracts, which increases recurring, high‑utilization GPU demand that benefits NVIDIA’s hardware and software ecosystem. CoreWeave Deal Signals Inference Market
• Positive Sentiment: Wall Street backing and higher price targets — Several broker notes and upgrades (including a notable Wedbush hike) have pushed bullish analyst sentiment and bigger multi‑quarter price targets, supporting upside expectations. Wedbush Raises NVDA Price Target to $300
• Neutral Sentiment: CEO signals end to large private stakes in OpenAI/Anthropic — Jensen Huang said the recent ~$30B OpenAI investment “might be the last” and that a $100B stake is unlikely as OpenAI prepares to IPO; that changes the path to future strategic ownership but reduces ambiguity around large private commitments. Reuters: Nvidia will not be able to invest $100 billion in OpenAI
• Negative Sentiment: Market remains wary despite blowout quarter — NVDA reported blockbuster results in late February, but the stock has struggled to clear near‑term resistance and some traders view the post‑earnings pullback and rotation into specialized inference clouds as signs of profit‑taking and higher short‑term volatility. 247WallSt: Blowout earnings weren’t enough to fuel an NVIDIA breakout

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.