Tritonpoint Wealth LLC Sells 15,232 Shares of NVIDIA Corporation $NVDA

Tritonpoint Wealth LLC reduced its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 16.5% in the fourth quarter, Holdings Channel reports. The fund owned 77,179 shares of the computer hardware maker’s stock after selling 15,232 shares during the quarter. NVIDIA accounts for about 1.5% of Tritonpoint Wealth LLC’s portfolio, making the stock its 15th largest position. Tritonpoint Wealth LLC’s holdings in NVIDIA were worth $14,394,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of NVDA. Longfellow Investment Management Co. LLC grew its position 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 valued at $33,000 after acquiring an additional 67 shares during the period. Spurstone Advisory Services LLC bought a new position in shares of NVIDIA during the 2nd quarter valued at approximately $40,000. Sellwood Investment Partners LLC bought a new position in shares of NVIDIA during the 3rd quarter valued at approximately $50,000. EDENTREE ASSET MANAGEMENT Ltd bought a new position in shares of NVIDIA during the 2nd quarter valued at approximately $54,000. Finally, Basso Capital Management L.P. bought a new position in shares of NVIDIA during the 3rd quarter valued at approximately $75,000. 65.27% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other NVIDIA 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 value of $54,675,000.00. Following the sale, the executive vice president directly owned 3,018,547 shares in the company, valued at $550,130,190.75. This represents a 9.04% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Mark A. Stevens sold 221,682 shares of the stock in a transaction that occurred on Friday, March 20th. The stock was 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 in the company, valued at $1,285,192,227.28. This represents a 2.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 1,153,976 shares of company stock worth $207,181,819. Company insiders own 4.17% of the company’s stock.

NVIDIA Stock Performance

Shares of NVDA stock opened at $198.87 on Thursday. The stock has a market capitalization of $4.83 trillion, a P/E ratio of 40.59, a PEG ratio of 0.65 and a beta of 2.34. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. The firm’s 50 day moving average is $182.51 and its 200 day moving average is $184.77. NVIDIA Corporation has a 12 month low of $95.04 and a 12 month high of $212.19.

NVIDIA (NASDAQ:NVDA) last announced 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. 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 in the prior year, the company posted $0.89 EPS. NVIDIA’s revenue was up 73.2% compared to the same quarter last year. On average, sell-side analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th were paid a $0.01 dividend. 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%.

Analyst Ratings Changes

NVDA has been the subject of a number of research reports. Citigroup initiated coverage on shares of NVIDIA in a research report on Wednesday. They set a “buy” rating for the company. Weiss Ratings reissued a “buy (b)” rating on shares of NVIDIA in a research report on Friday, April 10th. BNP Paribas Exane increased their target price on shares of NVIDIA from $260.00 to $270.00 and gave the company an “outperform” rating in a research report on Thursday, February 26th. Wells Fargo & Company restated an “overweight” rating on shares of NVIDIA in a research note on Monday, December 29th. Finally, BTIG Research began coverage on shares of NVIDIA in a research note on Wednesday. They set a “buy” rating on the stock. Four research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $275.25.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA’s launch of the Ising open‑source quantum AI models is a clear catalyst — the move validates a new Software+AI layer for quantum hardware, drove a rally in quantum peers and signals a potential new TAM for NVIDIA beyond GPUs. NVIDIA’s Quantum Computing Play Just Sent IonQ and Rigetti Flying
• Positive Sentiment: Expanded ecosystem deals (Cadence partnership, Google/Gemma4 optimization) deepen enterprise adoption of NVIDIA’s stack and make it harder for competitors to displace its software/hardware platform. Cadence and NVIDIA Expand Partnership to Reinvent Engineering for the Age of AI and Accelerated Computing
• Positive Sentiment: Momentum signals — a long winning streak and a technical “golden cross” (50‑day SMA > 200‑day SMA) — plus management commentary about massive GPU orders are driving momentum traders and technical buyers into NVDA. Nvidia (NVDA) Now Trades Above Golden Cross: Time to Buy?
• Positive Sentiment: Sector tailwinds (chip‑equipment maker ASML raising guidance; continued AI compute capacity shortages, big cloud GPU bookings) support durable demand for NVIDIA’s data‑center products. ASML lifts 2026 outlook on the back of stronger AI demand
• Neutral Sentiment: Analyst views are mixed — some bulls (BNP, others) see large upside while other analysts point to “multiple compression” despite strong execution; that leaves headline risk if guidance or macro data disappoints. Nvidia: Multiple Compression Is No Compliment (Rating Upgrade)
• Negative Sentiment: Regulatory scrutiny: Senator Elizabeth Warren has flagged concerns about NVIDIA’s acquisition of SchedMD/Slurm, which could slow integration or invite closer government review of important software control in national labs and defense contexts. US Senator Warren voices concern over Nvidia’s acquisition of Slurm
• Negative Sentiment: Competitive and structural risks — reports that rivals (Anthropic, Elon Musk projects, quantum incumbents) are developing custom chips and challengers’ rhetoric about quantum threats keep the debate alive over how durable NVIDIA’s moat will be. Nvidia’s Moat Vulnerable As Anthropic And Elon Musk Build Chips
• Negative Sentiment: Insider‑selling and valuation headlines remain a potential drag for sentiment if momentum stalls; high multiples mean the stock can be sensitive to any disappointment. NVIDIA Rises Even as Quantum Computing Threat Looms and Insider Selling Sparks Debate

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.