NVIDIA Corporation $NVDA Stake Reduced by Kozak & Associates Inc.

Kozak & Associates Inc. decreased its stake in NVIDIA Corporation (NASDAQ:NVDA) by 4.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 134,836 shares of the computer hardware maker’s stock after selling 6,233 shares during the period. NVIDIA makes up 4.8% of Kozak & Associates Inc.’s portfolio, making the stock its 9th biggest position. Kozak & Associates Inc.’s holdings in NVIDIA were worth $24,926,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also modified their holdings of the stock. Winnow Wealth LLC acquired a new stake in NVIDIA in the second quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC lifted its position in shares of NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC purchased a new position in shares of NVIDIA in the second quarter valued at $40,000. Sellwood Investment Partners LLC acquired a new stake in NVIDIA during the 3rd quarter valued at $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new stake in NVIDIA during the 2nd quarter worth $54,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have commented on NVDA shares. UBS Group reiterated a “buy” rating on shares of NVIDIA in a report on Tuesday, March 17th. Benchmark reaffirmed a “buy” rating and set a $250.00 target price on shares of NVIDIA in a research report on Tuesday. TD Cowen reiterated a “buy” rating and issued a $235.00 price target on shares of NVIDIA in a research note on Tuesday, March 17th. New Street Research lowered their price objective on NVIDIA from $307.00 to $275.00 and set a “buy” rating for the company in a research note on Tuesday. Finally, Fundamental Research set a $218.00 price objective on NVIDIA in a report on Thursday, February 26th. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $275.25.

Key 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 Trading Up 0.8%

Shares of NASDAQ NVDA opened at $175.75 on Thursday. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. The stock’s 50 day moving average price is $182.77 and its two-hundred day moving average price is $184.22. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19. The stock has a market capitalization of $4.27 trillion, a P/E ratio of 35.87, a PEG ratio of 0.58 and a beta of 2.34.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping analysts’ consensus estimates of $1.54 by $0.08. The firm had revenue of $68.13 billion during the quarter, compared to the consensus estimate of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm’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 earnings per share. On average, analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The firm 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. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date of this dividend was Wednesday, March 11th. NVIDIA’s dividend payout ratio is currently 0.82%.

Insider Activity

In other NVIDIA news, 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 value of $555,439.60. Following the transaction, the director owned 14,788 shares of the company’s stock, valued at $2,734,301.20. This trade represents a 16.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Colette Kress sold 42,650 shares of NVIDIA stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $174.89, for a total value of $7,459,058.50. Following the completion of the transaction, the chief financial officer owned 881,387 shares of the company’s stock, valued at approximately $154,145,772.43. The trade was a 4.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,401,616 shares of company stock valued at $253,555,407 over the last quarter. Corporate insiders own 4.17% of the company’s stock.

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.