NVIDIA Corporation $NVDA Holdings Increased by Zurcher Kantonalbank Zurich Cantonalbank

Zurcher Kantonalbank Zurich Cantonalbank grew its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 4.2% in the fourth quarter, Holdings Channel reports. The firm owned 16,499,389 shares of the computer hardware maker’s stock after acquiring an additional 666,484 shares during the period. NVIDIA accounts for approximately 6.6% of Zurcher Kantonalbank Zurich Cantonalbank’s holdings, making the stock its largest position. Zurcher Kantonalbank Zurich Cantonalbank’s holdings in NVIDIA were worth $3,077,136,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC boosted its position in NVIDIA by 47.9% in 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 purchased a new position in shares of NVIDIA during the second quarter worth approximately $40,000. Sellwood Investment Partners LLC bought a new stake in shares of NVIDIA during the third quarter valued at approximately $50,000. Networth Advisors LLC bought a new stake in shares of NVIDIA during the fourth quarter valued at approximately $51,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new stake in shares of NVIDIA in the second quarter valued at approximately $54,000. 65.27% of the stock is currently owned by institutional investors.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA announced Suzanne Nora Johnson, former Goldman Sachs vice chairman, will join its board in July, a move that adds high-profile governance and financial expertise. NVIDIA Names Suzanne Nora Johnson to Board of Directors
• Positive Sentiment: The company expanded its AI infrastructure footprint with a strategic partnership and potential $2.1 billion investment in IREN, tied to up to 5 gigawatts of AI data-center capacity. Nvidia to invest up to $2.1 billion in IREN as part of AI data center deal
• Positive Sentiment: NVIDIA also struck a major partnership with Corning to expand U.S. optical fiber manufacturing for AI data centers, reinforcing demand for its hardware and networking stack. Nvidia funds construction of Corning plants, in addition to equity investment
• Positive Sentiment: Several reports highlighted continued enterprise AI adoption and upbeat commentary on NVIDIA’s long-term growth, including a view that the stock still has room to run ahead of earnings later this month. NVIDIA (NVDA) Gains Another Enterprise AI Win As Adoption Continues To Expand
• Neutral Sentiment: Some articles framed NVIDIA as expensive or underperforming relative to the semiconductor group, suggesting investors are watching for whether recent gains can hold through earnings and broader sector rotation. Here’s just how much Nvidia has been left behind in the extreme semiconductor rally
• Negative Sentiment: Reports about suspected smuggling of NVIDIA chips to China through Thailand add regulatory and geopolitical risk around the company’s supply chain and international sales exposure. US suspects Nvidia chips smuggled to Alibaba via Thailand, Bloomberg News reports
• Negative Sentiment: One recurring concern is that capital and investor attention are spreading across other AI names like Intel, AMD, Micron, and memory suppliers, which could temper NVIDIA’s relative performance even if AI demand stays strong. Wall Street sees ‘changing of the guard in AI’ as Intel, AMD shares soar while Nvidia lags

Analysts Set New Price Targets

Several brokerages recently issued reports on NVDA. Royal Bank Of Canada reissued an “outperform” rating and issued a $250.00 price objective on shares of NVIDIA in a research note on Tuesday, March 17th. Zacks Research raised NVIDIA from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, February 25th. New Street Research lowered their target price on NVIDIA from $307.00 to $275.00 and set a “buy” rating for the company in a report on Tuesday, March 31st. Citigroup assumed coverage on NVIDIA in a research report on Wednesday, April 15th. They set a “buy” rating on the stock. Finally, Barclays restated a “buy” rating on shares of NVIDIA in a research note on Thursday, February 26th. Four investment analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Buy” and an average target price of $275.25.

NVIDIA Stock Up 1.7%

Shares of NASDAQ NVDA opened at $215.10 on Friday. NVIDIA Corporation has a 12-month low of $115.21 and a 12-month high of $217.80. The stock’s fifty day simple moving average is $187.59 and its two-hundred day simple moving average is $186.68. The stock has a market capitalization of $5.23 trillion, a PE ratio of 43.90, a price-to-earnings-growth ratio of 0.71 and a beta of 2.25. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS 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 analyst estimates of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The business’s revenue for the quarter was up 73.2% compared to the same quarter last year. During the same period in the previous year, the company posted $0.89 EPS. As a group, analysts expect that NVIDIA Corporation will post 7.78 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th were issued a $0.01 dividend. The ex-dividend date 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 currently 0.82%.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, Director Aarti S. Shah sold 19,000 shares of the stock in a transaction dated 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director John Dabiri sold 3,004 shares of the firm’s stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $184.90, for a total transaction of $555,439.60. Following the completion of the sale, the director owned 14,788 shares in the company, valued at $2,734,301.20. This represents a 16.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 906,336 shares of company stock valued at $162,802,518. 4.17% of the stock is currently owned by corporate insiders.

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.