Mitsubishi UFJ Asset Management Co. Ltd. Buys 2,112,826 Shares of NVIDIA Corporation $NVDA

Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in NVIDIA Corporation (NASDAQ:NVDA) by 4.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 50,228,277 shares of the computer hardware maker’s stock after buying an additional 2,112,826 shares during the period. NVIDIA accounts for 6.7% of Mitsubishi UFJ Asset Management Co. Ltd.’s investment portfolio, making the stock its largest holding. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in NVIDIA were worth $9,371,592,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently modified their holdings of NVDA. Clarion Wealth Managment Partners LLC raised its stake in NVIDIA by 4.8% during the 3rd quarter. Clarion Wealth Managment Partners LLC now owns 6,243 shares of the computer hardware maker’s stock worth $1,165,000 after acquiring an additional 287 shares in the last quarter. Brucke Financial Inc. grew its holdings in shares of NVIDIA by 12.1% during the third quarter. Brucke Financial Inc. now owns 35,064 shares of the computer hardware maker’s stock worth $7,100,000 after purchasing an additional 3,794 shares during the last quarter. Citizens Business Bank increased its position in shares of NVIDIA by 5.1% during the third quarter. Citizens Business Bank now owns 179,393 shares of the computer hardware maker’s stock worth $33,471,000 after purchasing an additional 8,676 shares in the last quarter. Headwater Capital Co Ltd acquired a new stake in shares of NVIDIA during the third quarter worth about $18,658,000. Finally, Sumitomo Life Insurance Co. lifted its holdings in shares of NVIDIA by 1.2% in the 3rd quarter. Sumitomo Life Insurance Co. now owns 552,487 shares of the computer hardware maker’s stock valued at $103,083,000 after purchasing an additional 6,403 shares during the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

NVIDIA Trading Up 1.2%

NASDAQ:NVDA opened at $184.77 on Wednesday. NVIDIA Corporation has a 12-month low of $86.62 and a 12-month 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 stock’s 50 day simple moving average is $185.60 and its 200-day simple moving average is $184.06. The firm has a market cap of $4.49 trillion, a P/E ratio of 37.71, a PEG ratio of 0.62 and a beta of 2.33.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, topping 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 firm had revenue of $68.13 billion during the quarter, compared to the consensus estimate of $65.56 billion. During the same period last year, the company earned $0.89 earnings per share. The company’s revenue for the quarter was up 73.2% on a year-over-year basis. Equities analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

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

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia struck a multi‑year strategic partnership and made a significant investment in Mira Murati’s Thinking Machines Lab, which has agreed to deploy at least one gigawatt of Nvidia’s next‑gen processors — a direct multi‑year demand commitment for Nvidia hardware. AI startup Thinking Machines clinches capital and a major chip supply deal from Nvidia — Reuters
• Positive Sentiment: Analysts expect Nvidia to unveil a broader suite of specialized AI chips and networking tech at its GTC developer conference next week — an event that could drive near‑term buying if new systems and networking solutions meet investor expectations. Nvidia set to spotlight next wave of AI infrastructure at GTC — Proactive Investors
• Positive Sentiment: Reports that Nvidia is developing an open‑source AI agent platform (reported as ‘NemoClaw’/agent tools) signal a strategic push into higher‑level software/platforms that could expand TAM and deepen vendor lock‑in for its chips. Nvidia plans open‑source AI agent platform ‘NemoClaw’ for enterprises — CNBC
• Positive Sentiment: Visibility into strong customer demand: OpenAI’s CEO publicly thanked Jensen Huang for accelerating Nvidia capacity at AWS, underscoring Nvidia’s central role supplying compute for leading AI customers. Sam Altman Thanks Jensen Huang As Nvidia Ramps AI Capacity — Yahoo Finance
• Neutral Sentiment: Nvidia adopted a new variable compensation plan for FY2027 setting a $4M target cash bonus for CEO Jensen Huang — a governance/compensation update that may draw attention but is unlikely to move fundamentals. NVIDIA Adopts New Variable Compensation Plan for Fiscal 2027 — InsiderMonkey (Reuters)
• Neutral Sentiment: Wall Street coverage remains active (upgrades and fresh price targets), supporting liquidity and interest; these analyst actions can sustain momentum but also amplify volatility around earnings and GTC. Wall Street sets Nvidia stock price target for next 12 months — Finbold
• Negative Sentiment: Macro and downside risks persist: geopolitical tensions (supply‑chain fears tied to Middle East conflict) and high valuation have prompted some bearish technical/price forecasts — including one analyst projecting a deep pullback if key supports fail. These risks can amplify short‑term volatility around macro headlines. Nvidia to crash to $115 on this date, expert predicts — Finbold

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on NVDA shares. Tigress Financial restated a “strong-buy” rating and set a $360.00 price target (up from $350.00) on shares of NVIDIA in a research note on Thursday, March 5th. Barclays reiterated a “buy” rating on shares of NVIDIA in a research note on Thursday, February 26th. Stifel Nicolaus set a $250.00 target price on shares of NVIDIA in a research report on Thursday, January 8th. Benchmark reaffirmed a “buy” rating and issued a $250.00 target price on shares of NVIDIA in a report on Thursday, February 26th. Finally, JPMorgan Chase & Co. upped their price target on shares of NVIDIA from $250.00 to $265.00 and gave the company an “overweight” rating in a research report on Thursday, February 26th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, NVIDIA presently has a consensus rating of “Buy” and a consensus target price of $273.64.

Insider Activity

In other news, Director Mark A. Stevens sold 222,500 shares of the business’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 transaction, the director directly owned 7,621,453 shares in the company, valued at $1,373,157,187.01. The trade was a 2.84% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the transaction, the director directly owned 6,933,280 shares of the company’s stock, valued at $1,229,478,542.40. This represents a 3.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,168,120 shares of company stock worth $210,900,814 in the last ninety days. 4.17% of the stock is currently owned by insiders.

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.