Riverbridge Partners LLC Sells 197,851 Shares of NVIDIA Corporation $NVDA

Riverbridge Partners LLC lowered its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 11.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,526,980 shares of the computer hardware maker’s stock after selling 197,851 shares during the period. NVIDIA accounts for 5.3% of Riverbridge Partners LLC’s holdings, making the stock its biggest position. Riverbridge Partners LLC’s holdings in NVIDIA were worth $284,782,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. PMG Family Office LLC acquired a new stake in shares of NVIDIA in the third quarter valued at approximately $2,150,000. Svenska Handelsbanken AB publ acquired a new position in shares of NVIDIA during the 3rd quarter worth approximately $37,316,000. Oak Ridge Investments LLC raised its stake in NVIDIA by 2.2% in the 3rd quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock valued at $181,143,000 after acquiring an additional 20,559 shares during the period. Circle Wealth Management LLC raised its stake in NVIDIA by 16.1% in the 3rd quarter. Circle Wealth Management LLC now owns 107,787 shares of the computer hardware maker’s stock valued at $20,111,000 after acquiring an additional 14,936 shares during the period. Finally, Whalen Wealth Management Inc. lifted its holdings in NVIDIA by 20.3% during the 3rd quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock valued at $6,808,000 after purchasing an additional 6,162 shares during the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have commented on NVDA shares. Morgan Stanley set a $260.00 price objective on shares of NVIDIA in a research report on Monday, March 2nd. Oppenheimer reissued an “outperform” rating and issued a $265.00 price objective on shares of NVIDIA in a research report on Thursday, February 26th. Rothschild & Co Redburn lifted their target price on shares of NVIDIA from $245.00 to $268.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $250.00 target price on shares of NVIDIA in a report on Tuesday, March 17th. Finally, Bank of America increased their price target on shares of NVIDIA from $275.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, February 26th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $275.25.

Insider Transactions at NVIDIA

In related news, CFO Colette Kress sold 42,650 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The stock was sold at an average price of $174.89, for a total value of $7,459,058.50. Following the completion of the sale, the chief financial officer directly owned 881,387 shares in the company, valued at approximately $154,145,772.43. The trade was a 4.62% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Ajay K. Puri sold 300,000 shares of the stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total value of $54,675,000.00. Following the sale, the executive vice president directly owned 3,018,547 shares in the company, valued at $550,130,190.75. This represents a 9.04% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 1,401,616 shares of company stock valued at $253,555,407. 4.17% of the stock is currently owned by company insiders.

NVIDIA Trading Up 0.9%

Shares of NVIDIA stock opened at $177.39 on Friday. 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 firm has a 50-day moving average of $182.62 and a 200-day moving average of $184.17. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19. The stock has a market cap of $4.31 trillion, a PE ratio of 36.20, a PEG ratio of 0.59 and a beta of 2.34.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The business had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. During the same period last year, the firm earned $0.89 earnings per share. NVIDIA’s revenue for the quarter was up 73.2% compared to the same quarter last year. As a group, sell-side analysts forecast that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Announces Dividend

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

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA made a $2 billion equity investment and expanded its NVLink Fusion partnership with Marvell — a deal that strengthens NVDA’s AI‑infrastructure ecosystem and prompted sector buying. Nvidia Makes Equity Investment In Marvell Technology
• Positive Sentiment: Major Wall Street shops and independent researchers continue to back NVDA: Wolfe Research maintained a Buy and other firms (Benchmark) reaffirmed Buy ratings with elevated price targets — supporting demand for the shares. Wolfe Research Maintains a Buy Rating on Nvidia (NVDA)
• Positive Sentiment: NVIDIA’s recent results show very high profitability (gross margins near 75%) and huge revenue growth year-over-year, which underpins bullish analyst earnings/forecast models. NVIDIA’s Gross Margin Hovers Near 75%
• Neutral Sentiment: NVDA is a top holding in several AI-focused ETFs and thematic pieces highlighting ETFs/sector exposure — which can amplify flows into or out of NVDA depending on ETF rebalancing. 3 AI ETFs That Let You Invest in the Entire AI Boom at Once
• Neutral Sentiment: Some research shops trimmed price targets (New Street cut its target but kept a Buy) — a mixed signal: it tempers upside expectations while leaving institutional conviction intact. New Street Research Adjusts Nvidia Price Target
• Negative Sentiment: Geopolitical risk is pressuring chip stocks: threats from Iran and the broader Middle East conflict have raised supply‑chain and security concerns for NVDA and peers. Iran threatens Nvidia, Apple and other tech giants
• Negative Sentiment: Data show Chinese AI chipmakers gaining material share in China’s server accelerator market — a threat to NVDA’s dominance in a key end market. Chinese chipmakers claim nearly half of local market as Nvidia’s lead shrinks
• Negative Sentiment: Some large investors trimmed exposure (D. E. Shaw reported a stake reduction), which can add selling pressure during sector weakness. NVIDIA Corporation (NVDA): D. E. Shaw Trims Stake

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.