Rede Wealth LLC Grows Stake in NVIDIA Corporation $NVDA

Rede Wealth LLC grew its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 46.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 14,219 shares of the computer hardware maker’s stock after purchasing an additional 4,498 shares during the quarter. NVIDIA accounts for 0.9% of Rede Wealth LLC’s investment portfolio, making the stock its 11th biggest position. Rede Wealth LLC’s holdings in NVIDIA were worth $2,652,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently modified their holdings 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 in the last quarter. Spurstone Advisory Services LLC acquired a new stake in NVIDIA during the 2nd quarter valued at $40,000. Sellwood Investment Partners LLC acquired a new stake in NVIDIA during the 3rd quarter valued at $50,000. Networth Advisors LLC purchased a new stake in NVIDIA during the 4th quarter worth $51,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new stake in NVIDIA during the 2nd quarter worth $54,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on NVDA. Fundamental Research set a $218.00 price objective on shares of NVIDIA in a research report on Thursday, February 26th. New Street Research cut their price target on NVIDIA from $307.00 to $275.00 and set a “buy” rating on the stock in a research note on Tuesday, March 31st. The Goldman Sachs Group set a $250.00 price target on NVIDIA and gave the company a “buy” rating in a report on Wednesday, February 25th. Benchmark restated a “buy” rating and set a $250.00 price objective on shares of NVIDIA in a research note on Tuesday, March 31st. Finally, Mizuho set a $275.00 price objective on NVIDIA and gave the stock an “outperform” rating in a report on Friday, January 9th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $275.25.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Hyperscaler AI capex remains large and rising, supporting long-term demand for GPUs and data-center kit — a tailwind for NVIDIA’s revenue outlook. AI Data Center Spending Rushes Toward $800 Billion
• Positive Sentiment: Pricing power in constrained markets: advanced B300 server prices in China have jumped toward ~$1M amid supply tightness, indicating strong demand and potential margin lift for NVIDIA’s top-end products. Exclusive: Prices of Nvidia’s B300 server at $1 million in China on US curbs, sources say
• Positive Sentiment: Strategic investments and product momentum — NVDA’s venture arm backed legal?tech startup Legora and the company pushed new models (Nemotron) and server/platform updates that expand addressable markets. Nvidia just invested in the AI legal startup that’s splashing Jude Law ads everywhere
• Neutral Sentiment: NVIDIA set a May 20 conference call to discuss Q1 FY2027 results (webcast + CFO commentary), which creates a near-term reporting date for updated guidance and could move the stock on surprises. NVIDIA Sets Conference Call for First-Quarter Financial Results
• Neutral Sentiment: Product launches (Nemotron 3 Nano Omni) and ecosystem partnerships keep the longer-term narrative intact, though these are more medium-term catalysts than immediate stock drivers. As Nvidia launches Nemotron 3 Nano Omni model, should you buy, sell, or hold NVDA stock?
• Negative Sentiment: Short-term rotation and profit?taking after a huge run: investors rotated into other chip names and rebalanced after a multi-week rally, pressuring NVDA despite strong cloud spending signals. NVIDIA Falls 4% on Rotation Concerns: How Strong Profitability Could Save the Bull Case
• Negative Sentiment: Competitive risk from hyperscalers: Google and Amazon are developing/custom selling AI chips, creating a potential long?term threat to NVIDIA’s dominance and prompting investor caution. Nvidia’s $4.9 trillion chip empire has a new problem: its biggest customers
• Negative Sentiment: Minor analyst/estimate tweaks and heavy insider selling headlines (persistent exec share sales reported) add to near?term caution, even though fundamentals remain strong. (Estimates were nudged slightly; insiders have been net sellers.)

Insider Transactions at NVIDIA

In other NVIDIA news, Director Aarti S. Shah sold 19,000 shares of the business’s stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the completion of the sale, the director owned 36,007 shares in the company, valued at $6,362,796.97. The trade was a 34.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Colette Kress sold 42,650 shares of the stock in a transaction on Friday, March 20th. The stock was sold at an average price of $174.89, for a total transaction of $7,459,058.50. Following the sale, the chief financial officer directly owned 881,387 shares in the company, 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. Insiders have sold a total of 953,976 shares of company stock valued at $171,173,819 over the last quarter. Insiders own 4.17% of the company’s stock.

NVIDIA Stock Down 4.6%

NASDAQ:NVDA opened at $199.57 on Friday. 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 company has a market capitalization of $4.85 trillion, a price-to-earnings ratio of 40.73, a price-to-earnings-growth ratio of 0.69 and a beta of 2.34. NVIDIA Corporation has a one year low of $110.82 and a one year high of $216.82. The stock has a 50-day simple moving average of $186.75 and a 200 day simple moving average of $186.15.

NVIDIA (NASDAQ:NVDA) last released its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping analysts’ consensus estimates of $1.54 by $0.08. The company had revenue of $68.13 billion for the quarter, compared to the consensus estimate of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.NVIDIA’s quarterly revenue was up 73.2% compared to the same quarter last year. During the same quarter last year, the business posted $0.89 EPS. Sell-side analysts predict that NVIDIA Corporation will post 7.78 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 1st. Investors 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 (DPR) is 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.