Azimuth Capital Investment Management LLC Buys 3,323 Shares of NVIDIA Corporation $NVDA

Azimuth Capital Investment Management LLC grew its stake in NVIDIA Corporation (NASDAQ:NVDA) by 0.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 568,289 shares of the computer hardware maker’s stock after buying an additional 3,323 shares during the quarter. NVIDIA accounts for about 3.8% of Azimuth Capital Investment Management LLC’s investment portfolio, making the stock its 2nd biggest holding. Azimuth Capital Investment Management LLC’s holdings in NVIDIA were worth $106,031,000 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. Center for Financial Planning Inc. boosted its holdings in shares of NVIDIA by 4.6% in the 2nd quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker’s stock valued at $1,332,000 after buying an additional 367 shares during the last quarter. Atria Investments Inc increased its holdings in NVIDIA by 3.2% during the second quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock worth $148,859,000 after buying an additional 29,479 shares during the last quarter. Svenska Handelsbanken AB publ acquired a new position in NVIDIA during the third quarter worth $37,316,000. Oak Ridge Investments LLC raised its position in NVIDIA by 2.2% during the third quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock worth $181,143,000 after acquiring an additional 20,559 shares in the last quarter. Finally, Whalen Wealth Management Inc. raised its position in NVIDIA by 20.3% during the third quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock worth $6,808,000 after acquiring an additional 6,162 shares in the last quarter. Institutional investors own 65.27% of the company’s stock.

Insider Transactions at NVIDIA

In related news, Director Harvey C. Jones sold 250,000 shares of the business’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the sale, the director directly owned 6,933,280 shares in the company, valued at $1,229,478,542.40. The trade was a 3.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Mark A. Stevens sold 222,500 shares of the company’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $180.17, for a total value of $40,087,825.00. Following the completion of the transaction, the director directly owned 7,621,453 shares in the company, valued at approximately $1,373,157,187.01. This represents a 2.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 1,267,780 shares of company stock valued at $229,929,215. 4.17% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on NVDA shares. Macquarie Infrastructure raised shares of NVIDIA to an “outperform” rating in a research report on Monday, December 29th. Wells Fargo & Company reaffirmed an “overweight” rating on shares of NVIDIA in a report on Monday, December 29th. Raymond James Financial reiterated a “strong-buy” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Wolfe Research lifted their price target on NVIDIA from $250.00 to $275.00 and gave the stock an “outperform” rating in a report on Friday, January 30th. Finally, Seaport Research Partners boosted their price target on NVIDIA from $100.00 to $140.00 and gave the stock a “sell” rating in a research report on Monday, November 17th. Four equities 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 stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $274.21.

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

NVIDIA Stock Performance

Shares of NVDA stock opened at $180.25 on Friday. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The company 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. The company has a 50-day simple moving average of $185.35 and a 200 day simple moving average of $184.09. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91.

NVIDIA (NASDAQ:NVDA) last released 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 firm had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. During the same period in the prior year, the firm earned $0.89 EPS. The business’s revenue was up 73.2% on a year-over-year basis. On average, sell-side analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Announces Dividend

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 dividend of $0.01 per share. The ex-dividend date is Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. NVIDIA’s dividend payout ratio (DPR) is 0.82%.

About NVIDIA

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.