Plimoth Trust Co. LLC Sells 3,712 Shares of NVIDIA Corporation $NVDA

Plimoth Trust Co. LLC lessened its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 2.9% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 125,605 shares of the computer hardware maker’s stock after selling 3,712 shares during the quarter. NVIDIA makes up 5.2% of Plimoth Trust Co. LLC’s portfolio, making the stock its 3rd largest holding. Plimoth Trust Co. LLC’s holdings in NVIDIA were worth $23,425,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of NVDA. Brighton Jones LLC grew its position in shares of NVIDIA by 12.4% during the 4th 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 during the last quarter. Bank Pictet & Cie Europe AG grew its position 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 valued at $315,100,000 after buying an additional 22,929 shares during the last quarter. Highview Capital Management LLC DE grew its position 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 buying an additional 3,653 shares during the last quarter. Hudson Value Partners LLC grew its position in shares of NVIDIA by 30.7% during 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 buying an additional 11,900 shares during the last quarter. Finally, Wealth Group Ltd. grew its position in shares of NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after buying an additional 896 shares during the last quarter. Institutional investors own 65.27% of the company’s stock.

Insiders Place Their Bets

In other news, Director John Dabiri sold 3,004 shares of the stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $184.90, for a total value of $555,439.60. Following the completion of the transaction, the director directly owned 14,788 shares in the company, valued at $2,734,301.20. This trade represents a 16.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Colette Kress sold 42,650 shares of the stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $174.89, for a total transaction 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 $154,145,772.43. This trade represents a 4.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 906,336 shares of company stock valued at $162,802,518. 4.17% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the stock. DA Davidson reaffirmed a “buy” rating and set a $250.00 price objective on shares of NVIDIA in a research report on Monday, February 23rd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of NVIDIA in a research report on Friday, April 10th. Mizuho set a $275.00 target price on shares of NVIDIA and gave the stock an “outperform” rating in a research report on Friday, January 9th. Fundamental Research set a $218.00 target price on shares of NVIDIA in a research report on Thursday, February 26th. Finally, William Blair set a $300.00 target price on shares of NVIDIA in a research report on Thursday, March 12th. Four investment analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, NVIDIA currently has an average rating of “Buy” and a consensus price target of $275.25.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia confirmed multi‑billion dollar funding for new Corning optical‑fiber plants and an equity arrangement, reducing supply‑chain risk for high‑speed optical connectivity that limits AI rack performance. This materially derisks future data‑center rollouts that depend on NVDA compute. Nvidia funds construction of Corning plants, in addition to equity investment
• Positive Sentiment: CEO Jensen Huang framed the Corning partnership as a push to revitalize U.S. manufacturing for AI, signaling long‑term vertical integration that supports NVDA’s data‑center roadmap and may improve supply predictability. Nvidia CEO says AI partnership with Corning will ‘revitalize American manufacturing’
• Positive Sentiment: Nvidia agreed to invest up to $2.1B in IREN and to support deployment of up to 5 gigawatts of DSX‑aligned AI infrastructure — a move that expands NVDA’s ecosystem downstream into data‑center capacity and gives the company preferential economics and access. Nvidia to invest up to $2.1 billion in IREN as part of AI data center deal
• Positive Sentiment: Goldman Sachs reiterated a Buy on NVDA, providing fresh analyst backing that supports further upside and investor confidence. Nvidia Corp: Goldman Sachs reiterates its buy rating
• Positive Sentiment: Institutional investors continue to add to NVDA positions (recent reported increases from funds such as Fisher Asset and Antipodes), reinforcing demand from large, long‑term holders. Fisher Asset Management Boosts Nvidia Stake by 2.5M Shares
• Neutral Sentiment: Intraday market coverage notes NVDA advanced while the broader market had mixed action — momentum remains, but day‑to‑day moves are being driven by sector rotation as much as company news. Nvidia (NVDA) Advances While Market Declines: Some Information for Investors
• Negative Sentiment: Some commentary and social‑media analysts argue NVDA is overbought or risky near current levels — pieces urging “should not be touched” highlight valuation and crowding risks that could sap near‑term momentum. NVIDIA Corporation (NVDA): Should Not Be Touched?
• Negative Sentiment: Analysis noting NVDA’s underperformance versus other chip names and divergent analyst opinions warns investors the stock may lag in short windows despite strong fundamentals — a reminder to watch valuation and sector breadth. Nvidia stock underperforms the semiconductor sector by the largest margin in years

NVIDIA Price Performance

NASDAQ NVDA opened at $211.54 on Friday. NVIDIA Corporation has a 52 week low of $115.21 and a 52 week high of $216.82. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. The stock has a market cap of $5.14 trillion, a price-to-earnings ratio of 43.17, a price-to-earnings-growth ratio of 0.68 and a beta of 2.25. The company has a 50-day moving average price of $187.59 and a two-hundred day moving average price of $186.68.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data 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. The business had revenue of $68.13 billion during the quarter, compared to analysts’ expectations of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The business’s revenue was up 73.2% on a year-over-year basis. During the same period last year, the firm posted $0.89 earnings per share. Analysts forecast that NVIDIA Corporation will post 7.78 EPS for the current year.

NVIDIA Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th were issued a $0.01 dividend. The ex-dividend date was 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%.

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.