Westview Management dba Westview Investment Advisors acquired a new stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 33,321 shares of the computer hardware maker’s stock, valued at approximately $6,214,000. NVIDIA comprises approximately 3.0% of Westview Management dba Westview Investment Advisors’ investment portfolio, making the stock its 8th largest holding.
A number of other institutional investors have also made changes to their positions in the business. Winnow Wealth LLC bought a new stake in NVIDIA during the 2nd quarter worth about $32,000. Longfellow Investment Management Co. LLC boosted its stake in shares of NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after buying an additional 67 shares during the last quarter. Spurstone Advisory Services LLC bought a new position in shares of NVIDIA in the 2nd quarter valued at about $40,000. Sellwood Investment Partners LLC bought a new position in shares of NVIDIA in the 3rd quarter valued at about $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new stake in shares of NVIDIA in the second quarter valued at about $54,000. Institutional investors own 65.27% of the company’s stock.
Analyst Ratings Changes
Several research analysts recently commented on the company. Benchmark reissued a “buy” rating and set a $250.00 price target on shares of NVIDIA in a research report on Tuesday, March 17th. Barclays reaffirmed a “buy” rating on shares of NVIDIA in a research report on Thursday, February 26th. Truist Financial increased their price objective on NVIDIA from $283.00 to $287.00 and gave the company a “buy” rating in a report on Wednesday, March 18th. TD Cowen reissued a “buy” rating and issued a $235.00 target price on shares of NVIDIA in a research note on Tuesday, March 17th. Finally, Evercore restated an “outperform” rating on shares of NVIDIA in a report on Tuesday, January 6th. 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 data from MarketBeat.com, NVIDIA has an average rating of “Buy” and a consensus price target of $275.95.
More NVIDIA News
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: Analyst/valuation support: Multiple pieces argue NVDA is trading cheaply vs. its growth profile and some brokers/analysts reiterated buys or raised long‑term estimates, providing a buy‑the‑dip narrative that could attract value buyers. 5 April Buys With Double-Digit Year-End Targets
- Positive Sentiment: Enterprise deployments and partnerships expand demand: NVIDIA’s tech is being embedded across industries (energy partnership with SLB, healthcare deployments and HGX systems for regional AI factories), which supports recurring data‑center GPU demand beyond hyperscalers. SLB expands Nvidia partnership to develop AI infrastructure for energy sector
- Positive Sentiment: Ecosystem capital: A Reuters report that a Nvidia‑backed startup (Reflection) is seeking a large funding round signals continued investor appetite for NVDA‑adjacent AI ecosystems that can drive future software and services spend tied to NVIDIA hardware. Nvidia-backed Reflection AI eyes $25 billion valuation, WSJ reports
- Neutral Sentiment: Valuation narrative shifts: Several outlets note NVDA’s forward multiple has compressed (trading near S&P valuation levels), which can be read as either a buying opportunity or a signal that the market is discounting growth — the net impact depends on investor time horizon. Nvidia (NVDA) Stock Trades Below S&P 500 Valuation for First Time in Over a Decade
- Negative Sentiment: Regulatory/export risk: Senators have pushed to pause NVIDIA export licenses after DOJ charges in an alleged AI‑chip diversion/smuggling case — any tighter export controls would directly reduce addressable revenue from China and adjacent markets. Senators Push to Freeze Nvidia Export Licenses
- Negative Sentiment: Legal and reputational headwinds: A revived class‑action/lawsuit environment and separate suits tied to alleged undisclosed revenues or compliance issues increase near‑term legal risk and uncertainty for guidance/controls. Super Micro Computer Hit With Securities Fraud Lawsuit
- Negative Sentiment: Geopolitical/supply‑chain concentration: Analysts warn war risk (Iran/Taiwan tensions) could hit NVDA because most advanced GPUs are manufactured at TSMC in Taiwan; heightened geopolitical risk compresses multiples and prompts sectorwide selling. Nvidia Share Price Could Be Hit Hard By Iran War
- Negative Sentiment: Insider selling and short‑term uncertainty: Director share sales and vocal skeptics (media/pundits warning of dramatic downside) add to near‑term caution and can amplify momentum selling. NVIDIA Director Sells $38.5M in Stock
NVIDIA Stock Performance
Shares of NASDAQ NVDA opened at $167.52 on Friday. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. NVIDIA Corporation has a 12 month low of $86.62 and a 12 month high of $212.19. The stock has a 50 day moving average of $183.42 and a 200-day moving average of $184.25. The company has a market capitalization of $4.07 trillion, a P/E ratio of 34.19, a P/E/G ratio of 0.57 and a beta of 2.33.
NVIDIA (NASDAQ:NVDA – Get Free Report) last posted 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. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The business 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 business earned $0.89 EPS. The firm’s revenue for the quarter was up 73.2% on a year-over-year basis. As a group, equities research analysts predict that NVIDIA Corporation will post 2.77 EPS for the current year.
NVIDIA Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th will be given a $0.01 dividend. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. NVIDIA’s dividend payout ratio is presently 0.82%.
Insider Buying and Selling at NVIDIA
In other NVIDIA news, EVP Ajay K. Puri sold 300,000 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the completion of the sale, the executive vice president directly owned 3,018,547 shares in the company, valued at $550,130,190.75. This trade represents a 9.04% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Mark A. Stevens sold 221,682 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The stock was sold at an average price of $173.68, for a total value of $38,501,729.76. Following the sale, the director owned 7,399,771 shares of the company’s stock, valued at approximately $1,285,192,227.28. This represents a 2.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,401,616 shares of company stock worth $253,555,407 in the last ninety days. Insiders own 4.17% of the company’s stock.
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.
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