Key Highlights
- Executive Vice President and CFO Colette Kress completed a $10.9M stock transaction on March 20, executing at prices spanning $171.97 to $177.51
- Board member Aarti Shah disposed of $3.36M in shares on March 19 through three separate executions
- Shares currently valued at $173, reflecting a 7.3% year-to-date decline alongside a ~47% gain over twelve months
- An earlier March 18 disposal by Kress involving 76,535 shares at $181.93 served to satisfy tax requirements
- Each transaction proceeded under established Rule 10b5-1 arrangements
Senior leadership at NVIDIA conducted stock disposals totaling $14.26 million across a two-day window this week, capturing investor attention as market watchers monitor insider transactions at the semiconductor giant.
Colette Kress, holding the positions of Executive Vice President and Chief Financial Officer, executed the sale of 68,798 shares on March 20. The transaction prices spanned from $171.97 to $177.51, generating proceeds of $10.9 million. Her remaining direct holdings stand at 881,387 shares, with additional indirect positions maintained through trust structures and a limited liability company.
Preceding this by two days, Kress completed another disposal on March 18 involving 76,535 shares. This transaction occurred at $181.93 per share, yielding approximately $13.9 million. The purpose behind this sale related to satisfying tax liabilities connected to equity-based compensation packages. Such disposals represent standard practice for corporate officers receiving stock compensation.
Board member Aarti Shah submitted SEC Form 4 documentation revealing the disposal of 19,000 shares on March 19. Three separate transactions composed this sale, with weighted average pricing ranging between $176.27 and $177.73. The combined value reached $3.36 million. Shah’s direct ownership currently totals 36,007 shares.
NVDA stock registered at $173 during the filing period, placing the company’s market capitalization at $4.19 trillion.
Scheduled Trading Arrangements
Each disposal occurred through Rule 10b5-1 trading arrangements. Shah’s specific plan received adoption on November 25, 2024. These frameworks enable corporate insiders to establish predetermined selling schedules or price thresholds, creating separation between disposal decisions and exposure to confidential company information.
Current share pricing shows a 7.3% year-to-date decrease, marking a substantial retreat from the 52-week peak of $212.19. The broader picture reveals NVDA delivering approximately 47% returns across the preceding twelve-month period.
Wall Street Perspectives
Analyst consensus continues leaning toward optimism regarding the stock. Wolfe Research maintains an Outperform designation alongside a $275 price objective, referencing executive commentary about potential trajectory toward $1 trillion in annual revenue by 2027.
Raymond James adopted a more aggressive stance, elevating its target to $323 while sustaining a Strong Buy recommendation. The firm points to robust projected cumulative GPU sales extending through 2027. Argus similarly upholds a Buy rating with a $220 target, emphasizing the recently introduced Vera Rubin rack-scale architecture designed for data center applications.
From a valuation perspective, InvestingPro analysis places NVIDIA’s PEG ratio at 0.54. This metric generally indicates favorable pricing relative to anticipated earnings expansion.
Meanwhile, developments affecting the broader Nvidia ecosystem emerged as federal prosecutors in New York revealed an indictment against Super Micro Computer co-founder Wally Liaw alongside two additional individuals. The charges center on allegations of conspiring to unlawfully divert $2.5 billion in AI server equipment — incorporating Nvidia GPU technology — to China, contravening U.S. export regulations.
Bernstein SocGen maintained a Market Perform assessment on Super Micro following this announcement, holding a $37 price objective.
In separate corporate developments, Qnity Electronics disclosed a collaborative arrangement with Nvidia to leverage its sophisticated computing platforms for semiconductor and electronics materials research initiatives.
NVDA shares settled at $173 on March 20, 2026.
