J. Safra Sarasin Holding AG Grows Stock Holdings in NVIDIA Corporation $NVDA

J. Safra Sarasin Holding AG increased its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 1.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,715,590 shares of the computer hardware maker’s stock after purchasing an additional 27,954 shares during the quarter. NVIDIA accounts for 5.2% of J. Safra Sarasin Holding AG’s holdings, making the stock its 2nd biggest position. J. Safra Sarasin Holding AG’s holdings in NVIDIA were worth $319,996,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. State Street Corp raised its holdings in shares of NVIDIA by 1.0% in the 2nd quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker’s stock worth $154,556,803,000 after purchasing an additional 9,554,857 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of NVIDIA by 1.5% during the second quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker’s stock valued at $91,150,170,000 after acquiring an additional 8,521,936 shares during the period. Norges Bank acquired a new stake in shares of NVIDIA during the second quarter valued at approximately $51,386,863,000. Legal & General Group Plc raised its holdings in shares of NVIDIA by 1.5% during the third quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock valued at $33,808,862,000 after acquiring an additional 2,609,560 shares during the period. Finally, Capital Research Global Investors raised its holdings in shares of NVIDIA by 16.1% during the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock valued at $30,855,564,000 after acquiring an additional 22,896,705 shares during the period. 65.27% of the stock is currently owned by institutional investors.

NVIDIA Stock Performance

Shares of NVDA opened at $182.08 on Thursday. The company’s 50 day moving average price is $181.84 and its 200 day moving average price is $184.34. NVIDIA Corporation has a 52 week low of $95.04 and a 52 week high of $212.19. The company has a market capitalization of $4.42 trillion, a PE ratio of 37.16, a PEG ratio of 0.59 and a beta of 2.34. 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 announced its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, beating 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 firm had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. During the same period in the previous year, the firm posted $0.89 earnings per share. The firm’s revenue was up 73.2% on a year-over-year basis. Research analysts expect that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

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

Analyst Ratings Changes

NVDA has been the topic of a number of recent analyst reports. Mizuho set a $275.00 price target on shares of NVIDIA and gave the company an “outperform” rating in a report on Friday, January 9th. CICC Research boosted their price target on shares of NVIDIA from $228.00 to $240.60 and gave the company an “outperform” rating in a report on Friday, February 27th. Wedbush boosted their price target on shares of NVIDIA from $230.00 to $300.00 and gave the company an “outperform” rating in a report on Tuesday, March 3rd. William Blair set a $300.00 price target on shares of NVIDIA in a report on Thursday, March 12th. Finally, TD Cowen restated a “buy” rating and set a $235.00 price target on shares of NVIDIA in a report on Tuesday, March 17th. Four equities 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. According to MarketBeat, NVIDIA has a consensus rating of “Buy” and an average target price of $275.25.

Insider Activity at NVIDIA

In other NVIDIA news, EVP Ajay K. Puri sold 300,000 shares of the business’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 value of $54,675,000.00. Following the completion of the sale, the executive vice president directly owned 3,018,547 shares of the company’s stock, valued at $550,130,190.75. The trade was a 9.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, 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 transaction of $7,459,058.50. Following the completion of the sale, the chief financial officer directly owned 881,387 shares of the company’s stock, valued at $154,145,772.43. This represents a 4.62% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 1,201,616 shares of company stock valued at $215,991,407. Corporate insiders own 4.17% of the company’s stock.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Macro/market catalyst — a U.S.-Iran ceasefire announcement reduced geopolitical risk and sparked a broad tech rally, lifting NVDA alongside other mega‑caps. Alphabet, Nvidia, Microsoft lead tech rally after Trump announces ceasefire with Iran
• Positive Sentiment: Investor/flow momentum — NVDA shows up on hedge‑fund buy lists and “strong setup” screens, suggesting institutional interest could prop the stock as funds reposition into AI winners. NVIDIA among the hedge fund favorites
• Positive Sentiment: Strategic investments and ecosystem expansion — NVDA’s $2B investment in Marvell and partnerships (NVLink Fusion) deepen its data‑center footprint and make NVDA more central to rack-scale AI deployments, supporting long-term revenue visibility. NVIDIA Invests $2B in Marvell
• Positive Sentiment: Strategic narrative — MarketBeat and others highlight NVDA’s push into “Industrial Revolution 4.0” (robotics, edge AI, full‑stack software + hardware), reinforcing the bull case that demand extends beyond hyperscale training. NVIDIA Bets Big on Industrial Revolution 4.0
• Neutral Sentiment: Trading strategies and technical setups — some analysts are outlining cheap ways to play a potential NVDA rally (options/strategies), which can amplify short-term volume but also add volatility. Bet on an Nvidia rally – and do it on the cheap
• Neutral Sentiment: Performance context — while NVDA is advancing with the market, some data show it has recently underperformed peers on short horizons, indicating mixed near‑term breadth. Nvidia Advances But Underperforms Market
• Negative Sentiment: Liquidity/flow risk — reports show hedge funds have been net sellers at a pace not seen in years, which can pressure NVDA episodically despite strong fundamentals. Hedge funds selling off equities
• Negative Sentiment: Supply & geopolitical risks — analysts flag potential memory supply constraints that could limit production and continued Taiwan/exposure and targeted threats remain headline risks. Potential production cut due to memory supply constraints

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.