Linden Thomas Advisory Services LLC Purchases 5,620 Shares of NVIDIA Corporation $NVDA

Linden Thomas Advisory Services LLC increased its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 3.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 187,267 shares of the computer hardware maker’s stock after buying an additional 5,620 shares during the period. NVIDIA comprises approximately 3.5% of Linden Thomas Advisory Services LLC’s holdings, making the stock its biggest holding. Linden Thomas Advisory Services LLC’s holdings in NVIDIA were worth $34,940,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in NVDA. Brighton Jones LLC increased its holdings in NVIDIA by 12.4% during the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after purchasing an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG grew its position in shares of NVIDIA by 1.0% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after buying an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE increased its stake in shares of NVIDIA by 6.7% in the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock worth $7,842,000 after buying an additional 3,653 shares during the last quarter. Hudson Value Partners LLC increased its stake in shares of NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after buying an additional 11,900 shares during the last quarter. Finally, Wealth Group Ltd. raised its holdings in NVIDIA by 15.7% in the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after acquiring an additional 896 shares in the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

NVIDIA News Roundup

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

Analyst Ratings Changes

Several research analysts have weighed in on the stock. Wolfe Research raised their price objective on shares of NVIDIA from $250.00 to $275.00 and gave the stock an “outperform” rating in a report on Friday, January 30th. Jefferies Financial Group reaffirmed a “buy” rating and set a $275.00 target price (up from $250.00) on shares of NVIDIA in a report on Friday, January 16th. Fundamental Research set a $218.00 price target on NVIDIA in a report on Thursday, February 26th. Benchmark restated a “buy” rating and set a $250.00 price objective on shares of NVIDIA in a research report on Thursday, February 26th. Finally, Stifel Nicolaus set a $250.00 target price on NVIDIA in a research report on Thursday, January 8th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $273.41.

Insider Buying and Selling

In other NVIDIA news, CFO Colette Kress sold 20,000 shares of the business’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total transaction of $3,514,400.00. Following the sale, the chief financial officer owned 93,060 shares in the company, valued at approximately $16,352,503.20. The trade was a 17.69% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Ajay K. Puri sold 200,000 shares of the company’s stock in a transaction dated 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 $651,483,201.88. This represents a 5.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 1,598,120 shares of company stock valued at $289,278,314. 4.17% of the stock is currently owned by company insiders.

NVIDIA Price Performance

NASDAQ:NVDA opened at $183.04 on Thursday. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. The business’s 50-day moving average price is $186.12 and its 200 day moving average price is $183.87. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19. The firm has a market cap of $4.45 trillion, a P/E ratio of 37.36, a PEG ratio of 0.61 and a beta of 2.33.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings results 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 company 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 company earned $0.89 earnings per share. The firm’s revenue was up 73.2% on a year-over-year basis. As a group, sell-side analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th will be given a dividend of $0.01 per share. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. NVIDIA’s payout ratio is 0.82%.

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.