NVIDIA (NASDAQ:NVDA) Director Sells $38,501,729.76 in Stock

March 26, 2026 by InsiderTrades.com

Key Points

Director Mark Stevens sold 221,682 NVIDIA shares on March 20 for about $38.5 million, leaving him with 7,399,771 shares (a 2.91% reduction in his position).
NVIDIA beat quarterly expectations with EPS of $1.62 versus $1.54 and revenue of $68.13 billion (up 73.2% YoY), reflecting very strong profitability (net margin 55.6%, ROE ~97%).
Analysts remain broadly positive (average "Buy" rating, target ~ $275.95) and institutions have added to positions, but heightened regulatory scrutiny on exports and recent insider selling introduce short‑term uncertainty.

NVIDIA Corporation (NASDAQ:NVDA - Get Free Report) Director Mark Stevens sold 221,682 shares of the company's stock in a transaction on Friday, March 20th. The shares were sold at an average price of $173.68, for a total value of $38,501,729.76. Following the completion of the transaction, the director directly owned 7,399,771 shares in the company, valued at $1,285,192,227.28. This represents a 2.91% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

NVIDIA Price Performance

5 April Buys With Double-Digit Year-End Targets

Shares of NASDAQ:NVDA opened at $178.68 on Thursday. The company has a market capitalization of $4.34 trillion, a PE ratio of 36.47, a price-to-earnings-growth ratio of 0.59 and a beta of 2.33. 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 stock has a fifty day moving average of $184.11 and a 200-day moving average of $184.34. NVIDIA Corporation has a one year low of $86.62 and a one year high of $212.19.

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

NVIDIA Announces Dividend

As Tech Earnings Grow, This ETF Still Hasn't Caught Up

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be paid a $0.01 dividend. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. NVIDIA's dividend payout ratio (DPR) is currently 0.82%.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: ASML’s nearly $8B order for EUV lithography gear signals a multi‑year buildout of AI infrastructure and confirms demand for the high‑bandwidth memory (HBM) that pairs with NVIDIA GPUs — a structural tailwind for NVDA’s addressable market. ASML’s $8B Deal: More Than a Purchase, It's a Prophecy
Positive Sentiment: SLB expanded its partnership with NVIDIA to build modular data centers and industry‑specific AI models for energy — another enterprise deployment that increases near‑term GPU demand and diversifies end markets. SLB expands Nvidia partnership to develop AI infrastructure for energy sector
Positive Sentiment: Product adoption and alliances keep momentum: KeyCare deployed NVIDIA’s Nemotron model in clinical workflows and Adobe/other partners continue integrating NVIDIA tech — proof points for commercial traction beyond hyperscalers. KeyCare Deploys NVIDIA Nemotron Adobe–NVIDIA alliance
Positive Sentiment: Bullish analyst/market context: Cantor Fitzgerald and other bulls, plus a broader tech bounce on easing geopolitical oil risk, support sentiment that AI leaders like NVIDIA will recover on earnings/valuation re‑rating. NVIDIA given Overweight by Cantor Fitzgerald Today's Market: Dow jumps
Neutral Sentiment: Photonics and supply‑chain bets (investments in Lumentum/Coherent, TSMC capacity bottlenecks) could raise NVDA’s long‑term TAM but may also shift partners and cost dynamics; outcome depends on execution and timelines. 2 Lesser‑Known Photonics Firms May Play an Outsized Role in AI
Negative Sentiment: Regulatory risk rose after DOJ charges tied to alleged diversion of servers and senators asked Commerce to pause NVIDIA export licenses to China/Southeast Asia — a direct sales and licensing headwind if restrictions expand. Senators Push to Freeze Nvidia Export Licenses
Negative Sentiment: U.S. lawmakers have asked whether CEO Jensen Huang’s prior comments misled regulators about chip diversion — political scrutiny could lead to tighter licensing or reputational risk. US lawmakers ask whether Nvidia CEO's smuggling remarks misled regulators
Negative Sentiment: Insider selling (director Mark A. Stevens sold ~221k shares) and competitive claims (e.g., Huawei’s Atlas 350 performance assertions) add short‑term uncertainty that can cap rallies until clarity on regulation and supply is reached. Director Mark A. Stevens sold shares Huawei Atlas 350 claims

Institutional Inflows and Outflows

ASML’s $8B Deal: More Than a Purchase, It's a Prophecy

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its holdings in shares of NVIDIA by 12.4% during the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock valued at $43,631,000 after acquiring an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG raised its holdings in shares of NVIDIA by 1.0% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock worth $315,100,000 after acquiring an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE boosted its position in NVIDIA by 6.7% during the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock valued at $7,842,000 after purchasing an additional 3,653 shares during the last quarter. Hudson Value Partners LLC grew its stake in NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock valued at $6,805,000 after purchasing an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. grew its stake in NVIDIA by 15.7% in the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock valued at $715,000 after purchasing an additional 896 shares in the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts have commented on NVDA shares. President Capital raised their target price on shares of NVIDIA from $240.00 to $245.00 and gave the stock a "buy" rating in a report on Friday, November 28th. Rosenblatt Securities restated a "buy" rating and set a $325.00 price target on shares of NVIDIA in a report on Monday. Stifel Nicolaus set a $250.00 price target on shares of NVIDIA in a research report on Thursday, January 8th. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $250.00 price objective on shares of NVIDIA in a research note on Tuesday, March 17th. Finally, Benchmark reissued a "buy" rating and set a $250.00 target price on shares of NVIDIA in a research note on Tuesday, March 17th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of "Buy" and an average target price of $275.95.

Read Our Latest Stock Report on NVDA

About NVIDIA

(Get 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.