Kozak & Associates Inc. Has $26.32 Million Stock Holdings in NVIDIA Corporation $NVDA

Kozak & Associates Inc. cut its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 10.4% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 141,069 shares of the computer hardware maker’s stock after selling 16,408 shares during the period. NVIDIA comprises approximately 5.0% of Kozak & Associates Inc.’s holdings, making the stock its 8th largest holding. Kozak & Associates Inc.’s holdings in NVIDIA were worth $26,323,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Center for Financial Planning Inc. grew its position in shares of NVIDIA by 4.6% in the 2nd quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker’s stock valued at $1,332,000 after acquiring an additional 367 shares during the period. Atria Investments Inc increased its position in NVIDIA by 3.2% during the 2nd quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock worth $148,859,000 after buying an additional 29,479 shares during the period. Svenska Handelsbanken AB publ acquired a new stake in NVIDIA in the 3rd quarter worth about $37,316,000. Oak Ridge Investments LLC raised its position in shares of 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 buying an additional 20,559 shares in the last quarter. Finally, Whalen Wealth Management Inc. grew its position in NVIDIA by 20.3% during the third quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock worth $6,808,000 after buying an additional 6,162 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

NVIDIA Trading Down 0.7%

Shares of NVIDIA stock opened at $181.93 on Wednesday. The firm’s 50 day moving average is $185.14 and its 200 day moving average is $184.18. The firm has a market capitalization of $4.42 trillion, a PE ratio of 37.13, a price-to-earnings-growth ratio of 0.62 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 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 issued its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 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 during the quarter, compared to the consensus estimate of $65.56 billion. During the same quarter in the prior year, the firm earned $0.89 EPS. The firm’s revenue was up 73.2% compared to the same quarter last year. Equities research analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be paid 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 payout ratio is currently 0.82%.

Insider Buying and Selling

In other news, EVP Ajay K. Puri sold 300,000 shares of the firm’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $182.52, for a total transaction of $54,756,000.00. Following the completion of the transaction, the executive vice president directly owned 3,318,547 shares in the company, valued at $605,701,198.44. This trade represents a 8.29% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Mark A. Stevens sold 222,500 shares of NVIDIA stock in a transaction that occurred on Friday, December 19th. The stock was 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 represents a 2.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,020,784 shares of company stock valued at $186,152,154 in the last quarter. 4.17% of the stock is currently owned by company insiders.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Management projected more than $1 trillion in demand for Blackwell and Rubin systems through 2027 — a very large addressable market that underpins long-term revenue upside. Read More.
• Positive Sentiment: Product launches at GTC — Vera Rubin platform, Vera CPU, Dynamo inference OS, NemoClaw/Nemo toolset and DLSS 5 — broaden NVDA’s stack from chips into software, inference and agentic AI, increasing monetization pathways beyond GPUs. Read More.
• Positive Sentiment: Nvidia says it has received purchase orders and is restarting manufacturing of China‑compliant H200 chips — a reopening of a large addressable market if production and export licenses hold. Read More.
• Neutral Sentiment: Wall Street remains bullish on the long-term thesis (multiple firms reaffirm Buy/raise targets), which supports upside but doesn’t guarantee a near-term rally. Read More.
• Neutral Sentiment: New gaming and graphics tech (DLSS 5) expands TAM via consumer/gaming monetization, but this is incremental vs. the data‑center/inference opportunity. Read More.
• Negative Sentiment: Market reaction was muted — NVDA traded sideways/edged lower after the keynote as investors wait for concrete order recognition, supply timelines and margin implications. That cautious tone is weighing on the share price. Read More.
• Negative Sentiment: Insider/director selling and heavy disclosed insider sales across the company add a near-term sentiment headwind for some investors. Read More.
• Negative Sentiment: Geopolitical & competitive risks — China export rules, rising in‑house hyperscaler chips and rivals are cited as execution risks that could delay or compress the expected upside. Read More.

Analysts Set New Price Targets

NVDA has been the subject of several analyst reports. Susquehanna lifted their price objective on NVIDIA from $230.00 to $250.00 and gave the company a “positive” rating in a report on Thursday, November 20th. TD Cowen reiterated a “buy” rating and set a $235.00 price objective on shares of NVIDIA in a research note on Tuesday. Wells Fargo & Company reissued an “overweight” rating on shares of NVIDIA in a report on Monday, December 29th. Barclays reaffirmed a “buy” rating on shares of NVIDIA in a report on Thursday, February 26th. Finally, Rothschild & Co Redburn increased their price target on shares of NVIDIA from $245.00 to $268.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. 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. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $274.21.

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.