NVIDIA Corporation $NVDA Shares Purchased by SeaTown Holdings Pte. Ltd.

SeaTown Holdings Pte. Ltd. raised its position in NVIDIA Corporation (NASDAQ:NVDA) by 8.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 92,467 shares of the computer hardware maker’s stock after purchasing an additional 7,000 shares during the quarter. NVIDIA makes up approximately 9.9% of SeaTown Holdings Pte. Ltd.’s holdings, making the stock its 2nd biggest position. SeaTown Holdings Pte. Ltd.’s holdings in NVIDIA were worth $17,252,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC raised its holdings in NVIDIA by 12.4% during the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock valued at $43,631,000 after buying an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG boosted its stake in shares of NVIDIA by 1.0% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after acquiring an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE increased its holdings in shares of NVIDIA by 6.7% during the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after acquiring an additional 3,653 shares during the last quarter. Hudson Value Partners LLC raised its stake in shares of NVIDIA by 30.7% in the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock valued at $6,805,000 after acquiring an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. raised its stake in shares of NVIDIA by 15.7% in the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after acquiring an additional 896 shares in the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other NVIDIA news, Director Mark A. Stevens sold 222,500 shares of the business’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $180.17, for a total value of $40,087,825.00. Following the sale, the director owned 7,621,453 shares of the company’s stock, valued at $1,373,157,187.01. The trade was a 2.84% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Ajay K. Puri sold 200,000 shares of the stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $180.04, for a total transaction of $36,008,000.00. Following the completion of the transaction, the executive vice president owned 3,618,547 shares of the company’s stock, valued at approximately $651,483,201.88. This represents a 5.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,168,120 shares of company stock valued at $210,900,814 in the last ninety days. 4.17% of the stock is currently owned by insiders.

NVIDIA Stock Performance

NASDAQ NVDA opened at $184.77 on Wednesday. The company’s fifty day moving average is $185.60 and its two-hundred day moving average is $184.06. NVIDIA Corporation has a 52-week low of $86.62 and a 52-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. The firm has a market capitalization of $4.49 trillion, a price-to-earnings ratio of 37.71, a P/E/G ratio of 0.62 and a beta of 2.33.

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 business had revenue of $68.13 billion during the quarter, compared to analyst estimates of $65.56 billion. During the same quarter in the prior year, the business earned $0.89 earnings per share. The firm’s revenue for the quarter was up 73.2% on a year-over-year basis. Equities research analysts forecast that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th will be issued 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 (DPR) is presently 0.82%.

Analyst Ratings Changes

Several equities analysts have commented on the company. CICC Research increased their price target on NVIDIA from $228.00 to $240.60 and gave the company an “outperform” rating in a report on Friday, February 27th. Macquarie Infrastructure raised shares of NVIDIA to an “outperform” rating in a report on Monday, December 29th. Robert W. Baird lifted their target price on shares of NVIDIA from $275.00 to $300.00 and gave the stock an “outperform” rating in a report on Thursday, February 26th. Piper Sandler reissued an “overweight” rating on shares of NVIDIA in a research report on Thursday, February 26th. Finally, Sanford C. Bernstein upped their price target on shares of NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a report on Thursday, February 26th. Four 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.com, NVIDIA presently has an average rating of “Buy” and a consensus target price of $273.64.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia made a significant multi-year investment and chip-supply pact with Mira Murati’s Thinking Machines Lab — the startup agreed to deploy at least one gigawatt of Nvidia’s next‑gen systems, a clear signal of durable hyperscaler/frontrunner demand for NVIDIA compute. AI startup Thinking Machines clinches capital and a major chip supply deal from Nvidia
• Positive Sentiment: NTT DATA announced enterprise “AI factories” built on NVIDIA AI Enterprise software (NeMo, NIM microservices), expanding opportunities for NVIDIA’s stack in healthcare, manufacturing and regulated environments — a commercialization pathway for repeatable, enterprise GPU deployments. NTT DATA Unveils NVIDIA-Powered Enterprise AI Factories to Support Secure AI Adoption and Help Clients Drive Measurable ROI
• Positive Sentiment: OpenAI’s CEO publicly thanked Jensen Huang for Nvidia’s rapid capacity ramp at AWS, underscoring strong, real-world demand from leading AI model providers and reinforcing NVIDIA’s central role in cloud AI infrastructure. Sam Altman Thanks Jensen Huang As Nvidia Ramps AI Capacity ‘Like Mad’ For OpenAI On Amazon Web Services: ‘Very Grateful’
• Positive Sentiment: Analysts and media are recommending accumulation ahead of Nvidia’s GTC event next week, which is expected to showcase new chips, networking and software that could sustain enterprise AI spending — a near-term informational catalyst. Buy Nvidia ahead of its pivotal AI conference, analysts say
• Neutral Sentiment: Nvidia-backed infrastructure plays continue to attract capital (Nscale raised funding) and the company’s ecosystem investments aim to secure optics and other supply-chain elements — supportive for long-term demand but incremental to near-term earnings. Nvidia-backed Nscale raises $2 Billion to expand AI infrastructure
• Neutral Sentiment: Market commentaries highlighting Nvidia’s 60% YTD+/year growth reinforce investor enthusiasm, but they mostly summarize fundamentals rather than adding new, market-moving data. What’s Behind The 60% Rise In Nvidia Stock?
• Negative Sentiment: Critical analysis flags “narrative noise” — concerns about China revenue sustainability, smaller-than-usual beats and capital deployment — issues that could limit upside if investor sentiment shifts. Nvidia: Regime Change And Narrative Noise (Rating Downgrade)
• Negative Sentiment: Speculative downside scenarios and technical-calls forecasting sharp pullbacks remain in the press — these amplify headline risk and could trigger short-term volatility around macro or supply‑control headlines. Nvidia to crash to $115 on this date, expert predicts ?

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.