CSM Advisors LLC Buys 71,595 Shares of NVIDIA Corporation $NVDA

CSM Advisors LLC lifted its stake in NVIDIA Corporation (NASDAQ:NVDA) by 57.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 197,105 shares of the computer hardware maker’s stock after buying an additional 71,595 shares during the period. NVIDIA comprises 1.0% of CSM Advisors LLC’s portfolio, making the stock its 18th biggest holding. CSM Advisors LLC’s holdings in NVIDIA were worth $36,777,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. Winnow Wealth LLC acquired a new stake in shares of NVIDIA during the 2nd quarter worth approximately $32,000. Longfellow Investment Management Co. LLC raised its stake in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new position in shares of NVIDIA in the second quarter valued at $40,000. Sellwood Investment Partners LLC bought a new position in NVIDIA in the third quarter worth $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new stake in NVIDIA during the second quarter worth $54,000. 65.27% of the stock is owned by institutional investors and hedge funds.

More NVIDIA News

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

Insider Activity

In other NVIDIA news, EVP Ajay K. Puri sold 300,000 shares of the business’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $182.52, for a total transaction of $54,756,000.00. Following the completion of the sale, the executive vice president directly owned 3,318,547 shares of the company’s stock, valued at approximately $605,701,198.44. The trade was a 8.29% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Mark A. Stevens sold 222,500 shares of the company’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 owned 7,621,453 shares in the company, valued at approximately $1,373,157,187.01. The trade was a 2.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,017,780 shares of company stock valued at $185,596,715 over the last 90 days. 4.17% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on NVDA shares. Truist Financial increased their price objective on shares of NVIDIA from $275.00 to $283.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Sanford C. Bernstein upped their target price on shares of NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, February 26th. Arete Research increased their price target on shares of NVIDIA from $244.00 to $261.00 and gave the stock a “buy” rating in a research report on Tuesday, November 25th. UBS Group set a $400.00 price objective on NVIDIA in a report on Monday, February 23rd. Finally, TD Cowen reiterated a “buy” rating and issued a $235.00 price objective on shares of NVIDIA in a research note on Thursday, February 26th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, NVIDIA has a consensus rating of “Buy” and a consensus price target of $274.21.

NVIDIA Price Performance

NVDA opened at $180.25 on Monday. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The stock has a market capitalization of $4.38 trillion, a P/E ratio of 36.79, a price-to-earnings-growth ratio of 0.61 and a beta of 2.33. The company’s 50 day simple moving average is $185.35 and its 200-day simple moving average is $184.10. NVIDIA Corporation has a one year low of $86.62 and a one year high of $212.19.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data 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. The firm had revenue of $68.13 billion during the quarter, compared to analysts’ expectations of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. NVIDIA’s revenue was up 73.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.89 EPS. Sell-side analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The company also recently declared 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. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date of this dividend is Wednesday, March 11th. NVIDIA’s dividend payout ratio is 0.82%.

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.