Lansing Street Advisors Boosts Holdings in NVIDIA Corporation $NVDA

Lansing Street Advisors raised its position in NVIDIA Corporation (NASDAQ:NVDA) by 33.5% during the third quarter, Holdings Channel.com reports. The firm owned 10,769 shares of the computer hardware maker’s stock after buying an additional 2,705 shares during the period. NVIDIA accounts for about 0.5% of Lansing Street Advisors’ holdings, making the stock its 29th largest holding. Lansing Street Advisors’ holdings in NVIDIA were worth $2,009,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in NVDA. Norges Bank purchased a new position in shares of NVIDIA in the second quarter valued at $51,386,863,000. Laurel Wealth Advisors LLC raised its position in shares of NVIDIA by 15,496.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock worth $3,454,534,000 after buying an additional 21,725,326 shares in the last quarter. Massachusetts Financial Services Co. MA increased its position in shares of NVIDIA by 25.0% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 71,720,593 shares of the computer hardware maker’s stock valued at $13,381,628,000 after purchasing an additional 14,358,048 shares during the period. State Street Corp lifted its position in shares of NVIDIA by 1.0% during the 2nd quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker’s stock valued at $154,556,803,000 after acquiring an additional 9,554,857 shares during the last quarter. Finally, Geode Capital Management LLC increased its position in shares of NVIDIA by 1.5% in the second quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker’s stock worth $91,150,170,000 after acquiring an additional 8,521,936 shares in the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA agreed to a $2 billion strategic investment in Nebius to build hyperscale AI cloud infrastructure — a major follow‑on to its cloud partnerships that supports longer‑term GPU demand. Read More.
• Positive Sentiment: Product/news flow: NVIDIA released the Nemotron 3 super model (aimed at advanced agentic AI) and is launching agentic/AI infrastructure initiatives ahead of GTC, which can drive new GPU and software adoption. Read More.
• Positive Sentiment: Strategic partnerships and investments continue: Nvidia made a significant investment and multi‑year supply/compute deals with startups (Thinking Machines Lab) that will deploy large volumes of Nvidia systems — a direct demand signal for future GPU shipments. Read More.
• Positive Sentiment: Supply‑chain and customer confirmations: Suppliers and partners (Coherent, Scintil Photonics) are publicly describing multibillion‑dollar, multi‑year NVIDIA deals and product testing — underlining durable commercial pull for Nvidia chips and optics. Read More.
• Neutral Sentiment: Macro backdrop is steady: Feb CPI was largely in line with expectations, keeping the macro risk profile stable for growth names like NVIDIA. Read More.
• Neutral Sentiment: Analyst/street tone remains mostly constructive — multiple outlets reiterate buy/bull narratives ahead of GTC, which may support momentum but also sets high expectations for the event. Read More.
• Negative Sentiment: Insider selling: EVP Ajay K. Puri disclosed sale of 300,000 shares (~$54.8M at the time), trimming his stake — an event some investors view as a near‑term negative signal. Read More.
• Negative Sentiment: Regulatory risk: analysts (Bernstein and others) flag potential export licensing or tighter rules on AI chip exports — any new curbs would be a material headwind for NVDA’s international sales. Read More.
• Negative Sentiment: Reputational/short‑term headlines: high‑profile critics and social commentary (e.g., Michael Burry’s comments) add noise and can amplify short‑term volatility even if they lack immediate operational impact. Read More.

Analysts Set New Price Targets

Several analysts recently commented on NVDA shares. Zacks Research upgraded shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Wednesday, February 25th. DZ Bank reissued a “buy” rating on shares of NVIDIA in a research note on Thursday, November 20th. Needham & Company LLC restated a “buy” rating and issued a $240.00 target price on shares of NVIDIA in a research note on Thursday, February 26th. JPMorgan Chase & Co. increased their price objective on shares of NVIDIA from $250.00 to $265.00 and gave the stock an “overweight” rating in a report on Thursday, February 26th. Finally, Susquehanna raised their price objective on shares of NVIDIA from $230.00 to $250.00 and gave the company a “positive” rating in a research report on Thursday, November 20th. Four research 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 stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $273.64.

NVIDIA Stock Up 0.7%

NVIDIA stock opened at $186.00 on Thursday. The firm has a market capitalization of $4.52 trillion, a price-to-earnings ratio of 37.96, a PEG ratio of 0.63 and a beta of 2.33. The company’s 50 day simple moving average is $185.59 and its 200 day simple moving average is $184.07. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19.

NVIDIA (NASDAQ:NVDA) last announced its quarterly 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. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The company had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. During the same period last year, the firm posted $0.89 earnings per share. The business’s quarterly revenue was up 73.2% compared to the same quarter last year. As a group, sell-side analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Announces Dividend

The firm also recently declared 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. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date is Wednesday, March 11th. NVIDIA’s dividend payout ratio is 0.82%.

Insiders Place Their Bets

In other NVIDIA news, CFO Colette Kress sold 20,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $175.72, for a total transaction of $3,514,400.00. Following the sale, the chief financial officer directly owned 93,060 shares in the company, valued at approximately $16,352,503.20. This trade represents a 17.69% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the completion of the transaction, the director directly owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. The trade was a 3.48% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 1,388,120 shares of company stock worth $251,344,814. 4.17% of the stock is owned by company insiders.

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.