Keystone Wealth Services LLC Grows Stake in NVIDIA Corporation $NVDA

Keystone Wealth Services LLC lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 14.7% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 82,415 shares of the computer hardware maker’s stock after purchasing an additional 10,569 shares during the period. NVIDIA comprises approximately 3.2% of Keystone Wealth Services LLC’s portfolio, making the stock its 5th largest holding. Keystone Wealth Services LLC’s holdings in NVIDIA were worth $15,370,000 as of its most recent filing with the SEC.

Other large investors also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC lifted its position in shares of NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares during the last quarter. Spurstone Advisory Services LLC bought a new position in shares of NVIDIA in the second quarter worth about $40,000. Sellwood Investment Partners LLC purchased a new position in NVIDIA in the 3rd quarter worth about $50,000. Networth Advisors LLC purchased a new position in NVIDIA in the 4th quarter worth about $51,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new stake in NVIDIA during the 2nd quarter valued at about $54,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Major strategic deal with Corning: NVIDIA agreed to a large, multiyear partnership and a $500M warrant-style capital injection to scale U.S. optical connectivity capacity (three new factories). That reduces a key infrastructure bottleneck for hyperscale GPU clusters and de‑risks NVDA’s supply chain for high‑bandwidth systems. NVIDIA and Corning Announce Long-Term Partnership
• Positive Sentiment: Market tailwind: Nasdaq and S&P 500 hit new highs on easing geopolitical risk and lower oil, lifting demand sentiment for high‑beta AI leaders like NVDA and supporting broader buying. Nasdaq, S&P 500 Hit New Highs as Iran Deal Prospects Brighten
• Positive Sentiment: Strong ecosystem demand signals: Anthropic’s deal to tap SpaceX compute (access to >220,000 NVIDIA GPUs) and infrastructure deals being signed to NVIDIA specs point to near‑term capacity tightness and continued GPU pull through across cloud/AI providers. These deals imply sustained demand for NVDA hardware and software stack. Anthropic Secures SpaceX Compute Ahead of June IPO
• Positive Sentiment: Ecosystem wins & dedicated buildouts: A reported $9.8B AI lease for a data‑center campus built to NVIDIA specs signals hyperscaler/private cloud customers are locking capacity tailored for NVIDIA architecture — another demand confirmation for future GPU sales. Hut 8 Shares Rise 30% on $9.8B AI Lease
• Positive Sentiment: Analyst/positioning support: Banks and institutions have been raising targets and adding exposure to NVDA, which can amplify rallies and reduce seller concentration into news-driven moves. DBS Bank Raises PT on NVIDIA
• Neutral Sentiment: Macro/earnings context: U.S. corporate earnings aggregates are near record quarterly levels, supporting a favorable backdrop for tech profits — helpful but not NVDA‑specific. Record Earnings Expected in 2026 Q1
• Negative Sentiment: Competitive and structural risks: Google pushing TPUs direct to customers and broader chip‑packaging/EMIB discussions highlight longer‑term competitive threats and architectural alternatives that could erode some of NVIDIA’s market share or margin premium over time. Google Moves to Sell TPUs Directly
• Negative Sentiment: Short‑term sentiment risk: Prediction markets and some commentators show bearish positioning into month‑end or near earnings, meaning momentum reversals are possible if guidance or supply commentary disappoints (NVDA reports next earnings in May). Crypto markets predict Nvidia stock price for May 31, 2026

Insiders Place Their Bets

In related news, EVP Ajay K. Puri sold 300,000 shares of the stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the completion of the sale, the executive vice president owned 3,018,547 shares of the company’s stock, valued at $550,130,190.75. This represents a 9.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Mark A. Stevens sold 221,682 shares of the firm’s stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $173.68, for a total transaction of $38,501,729.76. Following the completion of the sale, the director owned 7,399,771 shares of the company’s stock, valued at approximately $1,285,192,227.28. This trade represents a 2.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 906,336 shares of company stock worth $162,802,518. Insiders own 4.17% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on NVDA shares. TD Cowen reissued a “buy” rating and issued a $235.00 price objective on shares of NVIDIA in a research report on Tuesday, March 17th. Truist Financial lifted their price target on shares of NVIDIA from $283.00 to $287.00 and gave the company a “buy” rating in a research note on Wednesday, March 18th. Fundamental Research set a $218.00 price target on NVIDIA in a report on Thursday, February 26th. Wall Street Zen cut NVIDIA from a “strong-buy” rating to a “buy” rating in a research note on Sunday, April 26th. Finally, Oppenheimer reissued an “outperform” rating and set a $265.00 price target on shares of NVIDIA in a research report on Thursday, February 26th. Four research analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $275.25.

NVIDIA Trading Up 6.0%

Shares of NASDAQ:NVDA opened at $208.20 on Thursday. The company has a market capitalization of $5.06 trillion, a PE ratio of 42.49, a P/E/G ratio of 0.65 and a beta of 2.25. 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 Corporation has a 12-month low of $112.28 and a 12-month high of $216.82. The business’s fifty day simple moving average is $187.21 and its 200-day simple moving average is $186.49.

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

NVIDIA Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th were given a dividend of $0.01 per share. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date of this dividend was Wednesday, March 11th. NVIDIA’s dividend payout ratio is presently 0.82%.

NVIDIA Company 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.