Mendel Money Management Has $981,000 Stake in NVIDIA Corporation $NVDA

Mendel Money Management boosted its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 73.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,261 shares of the computer hardware maker’s stock after acquiring an additional 2,223 shares during the period. Mendel Money Management’s holdings in NVIDIA were worth $981,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of NVDA. Longfellow Investment Management Co. LLC increased its holdings in shares of NVIDIA by 47.9% during the 2nd 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 period. Spurstone Advisory Services LLC bought a new position in shares of NVIDIA during the 2nd quarter worth about $40,000. Sellwood Investment Partners LLC bought a new position in shares of NVIDIA during the 3rd quarter worth about $50,000. Networth Advisors LLC bought a new position in shares of NVIDIA during the 4th quarter worth about $51,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in shares of NVIDIA during the 2nd quarter worth about $54,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA Price Performance

NASDAQ:NVDA opened at $225.32 on Monday. The firm has a market cap of $5.46 trillion, a PE ratio of 45.98, a price-to-earnings-growth ratio of 0.70 and a beta of 2.25. NVIDIA Corporation has a 12 month low of $129.16 and a 12 month high of $236.54. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. The company’s 50-day moving average price is $192.36 and its two-hundred day moving average price is $188.36.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. The firm had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The company’s revenue for the quarter was up 73.2% compared to the same quarter last year. During the same period in the previous year, the business earned $0.89 earnings per share. On average, equities analysts anticipate that NVIDIA Corporation will post 7.84 EPS for the current fiscal year.

NVIDIA Announces Dividend

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

Analyst Ratings Changes

Several research firms have recently issued reports on NVDA. Royal Bank Of Canada restated an “outperform” rating and set a $250.00 price objective on shares of NVIDIA in a report on Thursday. Wolfe Research boosted their price objective on shares of NVIDIA from $250.00 to $275.00 and gave the stock an “outperform” rating in a report on Friday, January 30th. Tigress Financial reissued a “strong-buy” rating and issued a $360.00 target price (up from $350.00) on shares of NVIDIA in a research note on Thursday, March 5th. Itau BBA Securities reissued a “market perform” rating on shares of NVIDIA in a research note on Thursday, February 26th. Finally, Raymond James Financial upped their target price on shares of NVIDIA from $291.00 to $323.00 and gave the company a “strong-buy” rating in a research note on Thursday, March 19th. Four research analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, NVIDIA has a consensus rating of “Buy” and an average price target of $276.56.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Multiple reports said the U.S. has cleared Nvidia’s H200 AI chips for sale to about 10 Chinese companies, raising hopes for a meaningful rebound in China-related data center revenue. Reuters article
• Positive Sentiment: UBS and Cantor Fitzgerald both raised price targets on NVIDIA, reinforcing Wall Street’s view that AI demand and data center growth still have room to drive further upside. Proactive Investors article American Banking News article
• Positive Sentiment: Investors are increasingly betting that Nvidia will beat Q1 FY2027 expectations, with several previews citing strong hyperscaler spending, AI infrastructure demand, and a possible revenue surprise. Seeking Alpha article Investopedia article
• Neutral Sentiment: Coverage this morning emphasized that Nvidia’s stock has run hard into earnings, so some investors are locking in gains and watching whether the report can justify the valuation. CNBC article
• Negative Sentiment: The broader semiconductor complex sold off today, and some articles noted that Nvidia’s China opportunity is still not fully secured because approvals, deliveries, and Chinese domestic-chip competition remain uncertain. Benzinga article CNBC article

Insider Activity at NVIDIA

In other news, CFO Colette Kress sold 42,650 shares of the company’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 transaction, the chief financial officer directly owned 881,387 shares in the company, valued at approximately $154,145,772.43. This represents a 4.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Ajay K. Puri sold 300,000 shares of the company’s stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the transaction, the executive vice president owned 3,018,547 shares in the company, valued at $550,130,190.75. The trade was a 9.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 906,336 shares of company stock valued at $162,802,518 in the last three months. 4.17% of the stock is currently owned by corporate insiders.

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.