NVIDIA Corporation $NVDA is Kozak & Associates Inc.’s 9th Largest Position

Kozak & Associates Inc. lessened its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 4.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 134,836 shares of the computer hardware maker’s stock after selling 6,233 shares during the period. NVIDIA accounts for approximately 4.8% of Kozak & Associates Inc.’s portfolio, making the stock its 9th largest holding. Kozak & Associates Inc.’s holdings in NVIDIA were worth $24,926,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Winnow Wealth LLC purchased a new stake in NVIDIA in the 2nd quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC increased its position in 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 buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new position in shares of NVIDIA in the second quarter worth $40,000. Sellwood Investment Partners LLC purchased a new stake in shares of NVIDIA in the third quarter valued at $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new stake in shares of NVIDIA in the second quarter valued at $54,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA broadened its AI ecosystem with a strategic, $2 billion investment and NVLink Fusion tie?up with Marvell — investors see this as a move to lock partners into Nvidia’s rack?scale fabric and protect long?term data?center share. Nvidia takes stake in Marvell (CNBC)
• Positive Sentiment: Product pipeline: coverage points to Rubin Ultra and other next?gen AI capabilities that could drive outsized revenue growth if adopted broadly, supporting longer?term upside. Rubin Ultra revenue upside (InsiderMonkey)
• Positive Sentiment: Big?name investors and institutional conviction are supporting sentiment — recent disclosures show purchases by well?known allocators alongside continued high sell?side buy ratings and above?consensus price targets. Analyst bullishness and price targets (InsiderMonkey) Paul Tudor Jones bullish on NVDA (Yahoo) Ray Dalio buying activity (MSN)
• Positive Sentiment: Profitability remains a strength: gross margins are running near 75%, which supports cash flow generation and the company’s ability to fund investments and ecosystem stakes. Gross margin analysis (Zacks)
• Neutral Sentiment: Some analysts adjusted targets downward from earlier peaks but kept buy ratings (New Street cut its target to $275 while maintaining a buy), which tempers upside expectations but keeps institutional backing intact. New Street price target adjustment (MarketScreener)
• Neutral Sentiment: Corporate actions and cash returns — including a near?term dividend payment — are incremental positives for income?focused holders but unlikely to move the long?term growth story. Dividend announcement (Finbold)
• Negative Sentiment: Competitive pressure in China: IDC data show local GPU/AI?accelerator vendors gaining meaningful share, which raises execution risk in a key international market. Chinese competition eroding share (Reuters)
• Negative Sentiment: Near?term market pressure and technical/headline-driven selloffs (including an AI memory?led rout that knocked shares lower) are reminding investors that NVDA’s premium valuation is vulnerable to sentiment swings. AI memory rout analysis (BeInCrypto)
• Negative Sentiment: Operational/earnings caution: NVDA has recorded consecutive quarterly share price declines for the first time in years — history offers rebound scenarios but the streak highlights short?term earnings/guide risk. Two?quarter loss and outlook (Barron’s)
• Negative Sentiment: Some long?standing holders trimmed positions (D. E. Shaw reported a reduction), a reminder that portfolio rebalancing can add selling pressure even amid broad conviction. D. E. Shaw trims NVDA stake (InsiderMonkey)

Insider Transactions at NVIDIA

In related news, Director Mark A. Stevens sold 221,682 shares of the 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 represents a 2.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Colette Kress sold 42,650 shares of the firm’s 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 in the company, valued at $154,145,772.43. The trade was a 4.62% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,401,616 shares of company stock worth $253,555,407 in the last three months. 4.17% of the stock is currently owned by company insiders.

NVIDIA Stock Performance

Shares of NVDA stock opened at $175.75 on Thursday. 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 has a market capitalization of $4.27 trillion, a price-to-earnings ratio of 35.87, a price-to-earnings-growth ratio of 0.58 and a beta of 2.34. NVIDIA Corporation has a one year low of $86.62 and a one year high of $212.19. The company has a 50 day moving average price of $182.77 and a 200 day moving average price of $184.22.

NVIDIA (NASDAQ:NVDA) last announced 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 company 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 quarterly revenue was up 73.2% compared to the same quarter last year. During the same period in the previous year, the company earned $0.89 EPS. Sell-side analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current 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 paid a dividend of $0.01 per share. The ex-dividend date was Wednesday, March 11th. This represents a $0.04 annualized dividend and a yield of 0.0%. NVIDIA’s dividend payout ratio is currently 0.82%.

Analysts Set New Price Targets

NVDA has been the subject of a number of recent research reports. Wedbush lifted their price objective on NVIDIA from $230.00 to $300.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 3rd. Raymond James Financial lifted their price target on shares of NVIDIA from $291.00 to $323.00 and gave the stock a “strong-buy” rating in a report on Thursday, March 19th. Mizuho set a $275.00 price objective on shares of NVIDIA and gave the company an “outperform” rating in a research report on Friday, January 9th. HSBC set a $310.00 price objective on shares of NVIDIA in a research note on Tuesday, February 24th. Finally, Robert W. Baird lifted their target price on shares of NVIDIA from $275.00 to $300.00 and gave the stock an “outperform” rating in a research note on Thursday, February 26th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $275.25.

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.