EFG Asset Management Americas Corp. Buys 4,827 Shares of NVIDIA Corporation $NVDA

EFG Asset Management Americas Corp. increased its stake in NVIDIA Corporation (NASDAQ:NVDA) by 3.5% during the third quarter, Holdings Channel reports. The firm owned 143,104 shares of the computer hardware maker’s stock after acquiring an additional 4,827 shares during the period. NVIDIA makes up approximately 4.6% of EFG Asset Management Americas Corp.’s investment portfolio, making the stock its 2nd biggest position. EFG Asset Management Americas Corp.’s holdings in NVIDIA were worth $26,700,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of NVDA. Center for Financial Planning Inc. raised its holdings in shares of NVIDIA by 4.6% during the 2nd quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker’s stock worth $1,332,000 after buying an additional 367 shares in the last quarter. Atria Investments Inc boosted its stake in NVIDIA by 3.2% in the second quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock valued at $148,859,000 after buying an additional 29,479 shares in the last quarter. Svenska Handelsbanken AB publ acquired a new stake in NVIDIA in the third quarter valued at about $37,316,000. Oak Ridge Investments LLC grew its position in NVIDIA by 2.2% in the third quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock valued at $181,143,000 after acquiring an additional 20,559 shares during the last quarter. Finally, Whalen Wealth Management Inc. grew its position in NVIDIA by 20.3% in the third quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock valued at $6,808,000 after acquiring an additional 6,162 shares during the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA News Roundup

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

Wall Street Analysts Forecast Growth

NVDA has been the subject of several research analyst reports. The Goldman Sachs Group set a $250.00 target price on NVIDIA and gave the stock a “buy” rating in a research note on Wednesday, February 25th. Citic Securities lifted their price target on shares of NVIDIA from $237.00 to $242.00 and gave the company a “buy” rating in a report on Thursday, November 20th. HSBC set a $310.00 price objective on shares of NVIDIA in a research report on Tuesday, February 24th. BNP Paribas Exane increased their price objective on shares of NVIDIA from $260.00 to $270.00 and gave the company an “outperform” rating in a research note on Thursday, February 26th. Finally, William Blair set a $300.00 target price on shares of NVIDIA in a research note on Thursday. Four research 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 stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $274.21.

NVIDIA Trading Down 1.6%

NASDAQ:NVDA opened at $180.25 on Monday. 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 quick ratio of 3.24 and a current ratio of 3.91. The firm’s fifty day moving average is $185.35 and its 200-day moving average is $184.10. The firm has a market cap of $4.38 trillion, a P/E ratio of 36.79, a P/E/G ratio of 0.61 and a beta of 2.33.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, topping analysts’ consensus estimates of $1.54 by $0.08. The business 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%. NVIDIA’s quarterly revenue was up 73.2% on a year-over-year basis. During the same quarter last year, the firm earned $0.89 earnings per share. Equities analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

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

Insider Activity

In other NVIDIA news, CFO Colette Kress sold 27,640 shares of NVIDIA stock in a transaction that occurred 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 approximately $148,794,775.84. The trade was a 3.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Mark A. Stevens sold 222,500 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the director directly owned 7,621,453 shares in the company, valued at approximately $1,373,157,187.01. This trade represents 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 in the last ninety days. 4.17% of the stock is owned by company 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.