BNP Paribas Has $159.55 Million Stock Position in NVIDIA Corporation $NVDA

BNP Paribas trimmed its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 2.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 861,493 shares of the computer hardware maker’s stock after selling 21,675 shares during the period. NVIDIA accounts for 4.8% of BNP Paribas’ portfolio, making the stock its 4th largest holding. BNP Paribas’ holdings in NVIDIA were worth $159,554,000 as of its most recent filing with the SEC.

A number of other large investors have also added to or reduced their stakes in NVDA. Joule Financial LLC increased its position in NVIDIA by 2.2% in the third quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker’s stock worth $431,000 after purchasing an additional 50 shares during the last quarter. Vision Financial Markets LLC raised its position in NVIDIA by 1.2% in the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock worth $866,000 after purchasing an additional 53 shares during the period. Websterrogers Financial Advisors LLC lifted its stake in shares of NVIDIA by 2.6% during the 3rd quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock worth $395,000 after acquiring an additional 54 shares during the last quarter. IMG Wealth Management Inc. lifted its position in shares of NVIDIA by 1.4% during the third quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker’s stock worth $713,000 after purchasing an additional 54 shares during the last quarter. Finally, Cyr Financial Inc. boosted its position in NVIDIA by 0.7% in the 3rd quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker’s stock valued at $1,444,000 after buying an additional 54 shares during the period. Institutional investors own 65.27% of the company’s stock.

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

NVIDIA Trading Down 1.6%

Shares of NVDA stock opened at $180.25 on Friday. 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 company has a market cap of $4.38 trillion, a price-to-earnings ratio of 36.79, a PEG ratio of 0.61 and a beta of 2.33. NVIDIA Corporation has a 1-year low of $86.62 and a 1-year high of $212.19. The stock has a 50 day simple moving average of $185.35 and a 200-day simple moving average of $184.09.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $65.56 billion. During the same quarter last year, the business earned $0.89 earnings per share. The company’s revenue for the quarter was up 73.2% compared to the same quarter last year. On average, equities research analysts expect that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be issued a $0.01 dividend. The ex-dividend date is Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. NVIDIA’s dividend payout ratio (DPR) is presently 0.82%.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on NVDA shares. DZ Bank reiterated a “buy” rating on shares of NVIDIA in a report on Thursday, November 20th. William Blair set a $300.00 target price on shares of NVIDIA in a research note on Thursday. Sanford C. Bernstein boosted their price target on NVIDIA from $275.00 to $300.00 and gave the stock an “outperform” rating in a research note on Thursday, February 26th. Robert W. Baird upped their target price on NVIDIA from $275.00 to $300.00 and gave the company an “outperform” rating in a research report on Thursday, February 26th. Finally, TD Cowen reiterated a “buy” rating and issued a $235.00 price target on shares of NVIDIA in a report on Thursday, February 26th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $274.21.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, CFO Colette Kress sold 27,640 shares of the company’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total value of $4,856,900.80. Following the completion of the sale, the chief financial officer directly owned 846,772 shares in the company, valued at $148,794,775.84. This represents a 3.16% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of the company’s stock in a transaction dated Tuesday, March 10th. The shares were 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 $605,701,198.44. This represents a 8.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 1,267,780 shares of company stock valued at $229,929,215. Insiders own 4.17% of the company’s stock.

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.