Udine Wealth Management Inc. Sells 2,901 Shares of NVIDIA Corporation $NVDA

15 Apr 2026, 06:26 by Teresa Graham · The Cerbat Gem

Udine Wealth Management Inc. cut its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 9.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 26,894 shares of the computer hardware maker’s stock after selling 2,901 shares during the quarter. NVIDIA makes up 2.4% of Udine Wealth Management Inc.’s portfolio, making the stock its 10th biggest holding. Udine Wealth Management Inc.’s holdings in NVIDIA were worth $5,016,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently bought and sold shares of the business. PMG Family Office LLC bought a new stake in shares of NVIDIA in the third quarter valued at about $2,150,000. Svenska Handelsbanken AB publ bought a new stake in shares of NVIDIA in the third quarter valued at about $37,316,000. Oak Ridge Investments LLC lifted its stake in shares of NVIDIA by 2.2% in the third quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock valued at $181,143,000 after buying an additional 20,559 shares during the period. Circle Wealth Management LLC lifted its stake in shares of NVIDIA by 16.1% in the third quarter. Circle Wealth Management LLC now owns 107,787 shares of the computer hardware maker’s stock valued at $20,111,000 after buying an additional 14,936 shares during the period. Finally, Whalen Wealth Management Inc. lifted its stake in shares of NVIDIA by 20.3% in the third quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock valued at $6,808,000 after buying an additional 6,162 shares during the period. 65.27% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms recently weighed in on NVDA. Truist Financial increased their target price 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. Needham & Company LLC reiterated a “buy” rating and issued a $240.00 target price on shares of NVIDIA in a research note on Wednesday, March 18th. Mizuho set a $275.00 target price on shares of NVIDIA and gave the company an “outperform” rating in a research note on Friday, January 9th. Raymond James Financial increased 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. Finally, Citigroup increased their target price on shares of NVIDIA from $270.00 to $300.00 and gave the company a “buy” rating in a research note on Thursday, February 26th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $275.25.

Get Our Latest Stock Analysis on NVIDIA

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: NVIDIA launched “Ising,” an open‑source family of AI models for quantum calibration and error correction — a structural move that validates the quantum ecosystem, accelerates adoption of NVIDIA software across hardware vendors, and sparked a sector rally that benefits Nvidia’s platform positioning. NVIDIA Launches Ising (Press Release)
Positive Sentiment: The stock is on a multi‑day winning streak as momentum returns to the AI trade; CEO Jensen Huang citing ~$1 trillion of GPU orders through 2027 underscores robust demand visibility for data‑center GPUs. Nvidia stock is on a 10-day winning streak (CNBC)
Positive Sentiment: Product and partner signals — including work to optimize Gemma‑4 and a new multi‑chip AI strategy — reinforce that Nvidia is extending its ecosystem beyond GPUs into full‑stack AI infrastructure, which can expand revenue per customer. NVIDIA partners with Google on Gemma 4 (MSN)
Neutral Sentiment: Wall Street remains divided on valuation and duration of growth — some analysts see material upside from platform adoption while others highlight “multiple compression” despite strong execution; this keeps NVDA both a momentum and macro/valuation trade. Multiple compression debate (Seeking Alpha)
Neutral Sentiment: Nvidia denied takeover talks about major PC/server vendors, removing one source of M&A speculation that had pushed peers higher — the confirmation calms takeover rumors but is not a direct business catalyst. Nvidia shuts down Dell rumor (Barron’s)
Negative Sentiment: Competitive and technological risks are resurfacing: quantum vendors and some commentators suggest quantum approaches could displace GPU workloads over time, and rival silicon (e.g., TPUs) remains a longer‑term threat to pricing/mix. These narratives can cap the stock if they gain traction. D‑Wave CEO warns Nvidia (AOL)
Negative Sentiment: Insider selling and concerns about how long exceptional growth can persist are getting airtime; investors should watch insider activity, guidance assumptions and order cadence for signs of softening demand. Insider selling debate (247WallSt)

NVIDIA Stock Performance

NASDAQ:NVDA opened at $196.38 on Wednesday. NVIDIA Corporation has a 12-month low of $95.04 and a 12-month high of $212.19. 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 firm has a market capitalization of $4.77 trillion, a PE ratio of 40.08, a price-to-earnings-growth ratio of 0.63 and a beta of 2.34. The firm has a 50-day moving average price of $182.01 and a 200 day moving average price of $184.67.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm had revenue of $68.13 billion during the quarter, compared to analyst estimates of $65.56 billion. During the same quarter in the prior year, the business posted $0.89 earnings per share. The company’s quarterly revenue was up 73.2% compared to the same quarter last year. Research analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

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

Insider Transactions at NVIDIA

In related news, EVP Ajay K. Puri sold 300,000 shares of the stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $182.52, for a total value of $54,756,000.00. Following the completion of the transaction, the executive vice president owned 3,318,547 shares of the company’s stock, valued at $605,701,198.44. This represents a 8.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director John Dabiri sold 3,004 shares of the firm’s stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $184.90, for a total transaction of $555,439.60. Following the sale, the director directly owned 14,788 shares of the company’s stock, valued at approximately $2,734,301.20. The trade was a 16.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 1,153,976 shares of company stock valued at $207,181,819. Corporate insiders own 4.17% of the company’s stock.

About NVIDIA

(Free Report)

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.