Boxwood Ventures Inc. Increases Stock Holdings in NVIDIA Corporation $NVDA

Boxwood Ventures Inc. raised its position in NVIDIA Corporation (NASDAQ:NVDA) by 60.9% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 53,909 shares of the computer hardware maker’s stock after acquiring an additional 20,400 shares during the period. NVIDIA makes up about 11.2% of Boxwood Ventures Inc.’s holdings, making the stock its 3rd largest position. Boxwood Ventures Inc.’s holdings in NVIDIA were worth $10,059,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Joule Financial LLC increased its stake in NVIDIA by 2.2% during the 3rd quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker’s stock valued at $431,000 after purchasing an additional 50 shares in the last quarter. Vision Financial Markets LLC lifted its stake in shares of NVIDIA by 1.2% in the third quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock valued at $866,000 after buying an additional 53 shares in the last quarter. Websterrogers Financial Advisors LLC grew its holdings in shares of NVIDIA by 2.6% during the third quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock valued at $395,000 after buying an additional 54 shares during the last quarter. IMG Wealth Management Inc. grew its holdings in shares of NVIDIA by 1.4% during the third quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker’s stock valued at $713,000 after buying an additional 54 shares during the last quarter. Finally, Cyr Financial Inc. increased its position in shares of NVIDIA by 0.7% during the third quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker’s stock worth $1,444,000 after acquiring an additional 54 shares in the last quarter. 65.27% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about NVIDIA

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

Insider Buying and Selling at NVIDIA

In related 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 value of $3,514,400.00. Following the sale, the chief financial officer directly 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 sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Mark A. Stevens sold 222,500 shares of the company’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the sale, the director directly 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 SEC filing for this sale provides additional information. Insiders have sold a total of 1,017,780 shares of company stock worth $185,596,715 over the last ninety days. 4.17% of the stock is currently owned by company insiders.

NVIDIA Trading Down 1.6%

NASDAQ NVDA opened at $180.25 on Monday. The business’s fifty day moving average is $185.35 and its 200-day 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 stock has a market capitalization of $4.38 trillion, a price-to-earnings ratio of 36.79, a PEG ratio of 0.61 and a beta of 2.33. NVIDIA Corporation has a one year low of $86.62 and a one year high of $212.19.

NVIDIA (NASDAQ:NVDA) last posted 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 net margin of 55.60% and a return on equity of 97.37%. The company had revenue of $68.13 billion during the quarter, compared to analyst estimates of $65.56 billion. During the same quarter in the prior year, the business earned $0.89 earnings per share. The firm’s revenue for the quarter was up 73.2% on a year-over-year basis. Equities research analysts predict that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

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 $0.01 dividend. 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 is presently 0.82%.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on NVDA. JPMorgan Chase & Co. upped their target price on shares of NVIDIA from $250.00 to $265.00 and gave the stock an “overweight” rating in a report on Thursday, February 26th. Weiss Ratings reiterated a “buy (b-)” rating on shares of NVIDIA in a research note on Monday, December 29th. Robert W. Baird increased their price objective on NVIDIA from $275.00 to $300.00 and gave the stock an “outperform” rating in a research note on Thursday, February 26th. Itau BBA Securities restated a “market perform” rating on shares of NVIDIA in a report on Thursday, February 26th. Finally, Deutsche Bank Aktiengesellschaft lifted their target price on NVIDIA from $180.00 to $215.00 and gave the company a “hold” rating in a research report on Thursday, November 20th. 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 company. According to MarketBeat, the company has an average rating of “Buy” and a consensus price target of $274.21.

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.