14,228 Shares in NVIDIA Corporation $NVDA Purchased by Portus Wealth Advisors LLC

Portus Wealth Advisors LLC acquired a new position in shares of NVIDIA Corporation (NASDAQ:NVDA) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 14,228 shares of the computer hardware maker’s stock, valued at approximately $2,655,000. NVIDIA accounts for approximately 2.6% of Portus Wealth Advisors LLC’s holdings, making the stock its 10th largest holding.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC lifted its position in shares of NVIDIA by 12.4% in the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock valued at $43,631,000 after acquiring an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG boosted its stake in NVIDIA by 1.0% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after purchasing an additional 22,929 shares during the period. Highview Capital Management LLC DE grew its position in NVIDIA by 6.7% during the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock worth $7,842,000 after purchasing an additional 3,653 shares in the last quarter. Hudson Value Partners LLC raised its stake in NVIDIA by 30.7% during the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock valued at $6,805,000 after purchasing an additional 11,900 shares during the period. Finally, Wealth Group Ltd. raised its stake in NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after purchasing an additional 896 shares during the period. 65.27% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts have recently commented on NVDA shares. Mizuho set a $275.00 target price on NVIDIA and gave the stock an “outperform” rating in a research report on Friday, January 9th. Rosenblatt Securities reissued a “buy” rating and set a $300.00 price target on shares of NVIDIA in a research report on Tuesday. Rothschild & Co Redburn increased their price objective on NVIDIA from $245.00 to $268.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. DA Davidson reissued a “buy” rating and issued a $250.00 price objective on shares of NVIDIA in a research note on Monday, February 23rd. Finally, Wedbush lifted their target price on NVIDIA from $230.00 to $300.00 and gave the company an “outperform” rating in a research note on Tuesday, March 3rd. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $274.30.

Insider Transactions at NVIDIA

In other NVIDIA news, EVP Ajay K. Puri sold 300,000 shares of the business’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $182.52, for a total value of $54,756,000.00. Following the completion of the sale, the executive vice president directly owned 3,318,547 shares of the company’s stock, valued at $605,701,198.44. The trade was a 8.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Colette Kress sold 27,640 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total transaction of $4,856,900.80. Following the transaction, the chief financial officer owned 846,772 shares in the company, valued at approximately $148,794,775.84. This trade represents a 3.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 1,020,784 shares of company stock worth $186,152,154. Corporate insiders own 4.17% of the company’s stock.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia says Chinese authorities approved H200 sales and the company has received purchase orders — management is restarting China‑compliant H200 production, reopening a large market if licenses and supply hold. Chinese authorities approve Nvidia H200 sales
• Positive Sentiment: Jensen Huang guided to >$1 trillion in demand for Blackwell and Rubin systems through 2027 — that figure reset investor expectations about the size of Nvidia’s inference/AI‑infrastructure TAM. $1T Blackwell/Rubin opportunity
• Positive Sentiment: GTC product roadmap expands monetization beyond GPUs (Vera Rubin platform, Vera CPU, Nemotron inference, OpenClaw/NemoClaw agent tools, DLSS 5) — broadens software, inference and agentic AI revenue pathways. GTC product and OpenClaw coverage
• Positive Sentiment: Wall Street stayed largely bullish after GTC — multiple firms reaffirmed/raised price targets and Buy ratings, supporting upside expectations. Analyst updates after GTC
• Positive Sentiment: Management signaled capital returns — a plan to deploy ~50% of free cash flow to buybacks/dividends improves shareholder return outlook. FCF return plan
• Neutral Sentiment: Multiple partner wins and ecosystem integrations (robotaxi partners, cloud and optics suppliers, hospital/healthcare use cases) validate demand but are multi‑quarter revenue plays. WeRide / DRIVE partnerships
• Negative Sentiment: Market reaction was muted — shares traded sideways/edged lower after the keynote as investors look for concrete order recognition, supply timelines and margin impact. That caution is weighing on near‑term performance. Muted market reaction
• Negative Sentiment: Insider selling and profit‑taking: a director disclosed a sale this week, which can pressure sentiment even if it’s small versus institutional ownership. Insider Form 4 disclosure
• Negative Sentiment: Regulatory, tariff and competitive risks remain — potential U.S. export/tariff friction, DOJ antitrust scrutiny around talent deals, and rising hyperscaler/in‑house rivals could slow or compress upside. DOJ antitrust comments China tariff risk

NVIDIA Price Performance

Shares of NASDAQ:NVDA opened at $180.40 on Thursday. The firm has a market cap of $4.38 trillion, a price-to-earnings ratio of 36.82, a P/E/G ratio of 0.62 and a beta of 2.33. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year high of $212.19. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. The business has a fifty day simple moving average of $184.97 and a 200 day simple moving average of $184.15.

NVIDIA (NASDAQ:NVDA) last issued its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $65.56 billion. During the same quarter in the previous year, the company posted $0.89 earnings per share. The business’s quarterly revenue was up 73.2% compared to the same quarter last year. As a group, sell-side analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal 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 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 yield of 0.0%. NVIDIA’s dividend payout ratio is currently 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.