NVIDIA Corporation $NVDA Stake Raised by Harrington Investments INC

Harrington Investments INC boosted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 57.6% in the fourth quarter, HoldingsChannel reports. The fund owned 11,968 shares of the computer hardware maker’s stock after buying an additional 4,373 shares during the quarter. Harrington Investments INC’s holdings in NVIDIA were worth $2,232,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Winnow Wealth LLC acquired a new position in NVIDIA in the 2nd quarter valued at approximately $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 valued at $33,000 after buying an additional 67 shares during the period. Spurstone Advisory Services LLC acquired a new stake in shares of NVIDIA during the 2nd quarter valued at $40,000. Sellwood Investment Partners LLC purchased a new position in shares of NVIDIA during the 3rd quarter valued at $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new position in shares of NVIDIA during the 2nd quarter valued at $54,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Insiders Place Their Bets

In related news, Director Aarti S. Shah sold 19,000 shares of the company’s stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the completion of the sale, the director directly owned 36,007 shares of the company’s stock, valued at approximately $6,362,796.97. This represents a 34.54% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Mark A. Stevens sold 221,682 shares of the firm’s stock in a transaction on Friday, March 20th. The shares were sold at an average price of $173.68, for a total transaction of $38,501,729.76. Following the completion of the transaction, the director owned 7,399,771 shares in the company, valued at $1,285,192,227.28. The trade was a 2.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,401,616 shares of company stock valued at $253,555,407 in the last three months. Company insiders own 4.17% of the company’s stock.

NVIDIA Price Performance

Shares of NASDAQ:NVDA opened at $175.75 on Thursday. The stock has a market capitalization of $4.27 trillion, a P/E ratio of 35.87, a P/E/G ratio of 0.58 and a beta of 2.34. The business has a 50-day moving average of $182.77 and a two-hundred day moving average of $184.22. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data 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. The business had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The firm’s revenue was up 73.2% compared to the same quarter last year. During the same period last year, the business earned $0.89 EPS. On average, equities research analysts predict that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th were paid a $0.01 dividend. 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 payout ratio is presently 0.82%.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Jefferies Financial Group reiterated a “buy” rating and set a $275.00 price objective (up from $250.00) on shares of NVIDIA in a report on Friday, January 16th. Wall Street Zen raised NVIDIA from a “hold” rating to a “buy” rating in a research report on Saturday, February 28th. Macquarie Infrastructure raised NVIDIA to an “outperform” rating in a research note on Monday, December 29th. Rosenblatt Securities reiterated a “buy” rating and set a $325.00 price target on shares of NVIDIA in a report on Monday, March 23rd. Finally, Benchmark restated a “buy” rating and issued a $250.00 price objective on shares of NVIDIA in a report on Tuesday. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $275.25.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA broadened its AI ecosystem with a strategic, $2 billion investment and NVLink Fusion tie‑up with Marvell — investors see this as a move to lock partners into Nvidia’s rack‑scale fabric and protect long‑term data‑center share. Nvidia takes stake in Marvell (CNBC)
• Positive Sentiment: Product pipeline: coverage points to Rubin Ultra and other next‑gen AI capabilities that could drive outsized revenue growth if adopted broadly, supporting longer‑term upside. Rubin Ultra revenue upside (InsiderMonkey)
• Positive Sentiment: Big‑name investors and institutional conviction are supporting sentiment — recent disclosures show purchases by well‑known allocators alongside continued high sell‑side buy ratings and above‑consensus price targets. Analyst bullishness and price targets (InsiderMonkey) Paul Tudor Jones bullish on NVDA (Yahoo) Ray Dalio buying activity (MSN)
• Positive Sentiment: Profitability remains a strength: gross margins are running near 75%, which supports cash flow generation and the company’s ability to fund investments and ecosystem stakes. Gross margin analysis (Zacks)
• Neutral Sentiment: Some analysts adjusted targets downward from earlier peaks but kept buy ratings (New Street cut its target to $275 while maintaining a buy), which tempers upside expectations but keeps institutional backing intact. New Street price target adjustment (MarketScreener)
• Neutral Sentiment: Corporate actions and cash returns — including a near‑term dividend payment — are incremental positives for income‑focused holders but unlikely to move the long‑term growth story. Dividend announcement (Finbold)
• Negative Sentiment: Competitive pressure in China: IDC data show local GPU/AI‑accelerator vendors gaining meaningful share, which raises execution risk in a key international market. Chinese competition eroding share (Reuters)
• Negative Sentiment: Near‑term market pressure and technical/headline-driven selloffs (including an AI memory‑led rout that knocked shares lower) are reminding investors that NVDA’s premium valuation is vulnerable to sentiment swings. AI memory rout analysis (BeInCrypto)
• Negative Sentiment: Operational/earnings caution: NVDA has recorded consecutive quarterly share price declines for the first time in years — history offers rebound scenarios but the streak highlights short‑term earnings/guide risk. Two‑quarter loss and outlook (Barron’s)
• Negative Sentiment: Some long‑standing holders trimmed positions (D. E. Shaw reported a reduction), a reminder that portfolio rebalancing can add selling pressure even amid broad conviction. D. E. Shaw trims NVDA stake (InsiderMonkey)

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.