14,540 Shares in NVIDIA Corporation $NVDA Bought by Dickmeyer Boyce Financial Management Inc.

Dickmeyer Boyce Financial Management Inc. purchased a new stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 14,540 shares of the computer hardware maker's stock, valued at approximately $2,536,000. NVIDIA accounts for 1.5% of Dickmeyer Boyce Financial Management Inc.'s investment portfolio, making the stock its 19th biggest position.

Several other institutional investors and hedge funds also recently modified their holdings of the company. Gibbs Wealth Management grew its holdings in shares of NVIDIA by 173.7% during the first quarter. Gibbs Wealth Management now owns 116,374 shares of the computer hardware maker's stock worth $20,296,000 after buying an additional 73,862 shares in the last quarter. Sei Investments Co. grew its stake in shares of NVIDIA by 12.7% during the 1st quarter. Sei Investments Co. now owns 21,684,924 shares of the computer hardware maker's stock worth $3,781,851,000 after acquiring an additional 2,446,818 shares in the last quarter. Keynote Financial Services LLC grew its stake in shares of NVIDIA by 7.9% during the 1st quarter. Keynote Financial Services LLC now owns 10,340 shares of the computer hardware maker's stock worth $1,803,000 after acquiring an additional 758 shares in the last quarter. Alamar Capital Management LLC acquired a new stake in shares of NVIDIA in the first quarter valued at approximately $352,000. Finally, Davis R M Inc. raised its holdings in shares of NVIDIA by 1.4% in the first quarter. Davis R M Inc. now owns 1,438,997 shares of the computer hardware maker's stock valued at $250,975,000 after purchasing an additional 19,641 shares during the last quarter. 65.27% of the stock is owned by institutional investors and hedge funds.

NVIDIA Stock Performance

NVDA opened at $206.64 on Tuesday. The company has a quick ratio of 2.85, a current ratio of 3.44 and a debt-to-equity ratio of 0.04. NVIDIA Corporation has a 12-month low of $164.07 and a 12-month high of $236.54. The business has a 50 day moving average of $205.24 and a 200-day moving average of $196.34. The stock has a market cap of $5.00 trillion, a price-to-earnings ratio of 31.64, a PEG ratio of 0.39 and a beta of 2.23.

NVIDIA (NASDAQ:NVDA - Get Free Report) last posted its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share for the quarter, topping analysts' consensus estimates of $1.76 by $0.11. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business had revenue of $81.61 billion for the quarter, compared to analyst estimates of $78.42 billion. During the same period in the previous year, the firm earned $0.81 EPS. The firm's revenue was up 85.2% compared to the same quarter last year. On average, equities research analysts expect that NVIDIA Corporation will post 8.79 earnings per share for the current year.

NVIDIA Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Stockholders of record on Thursday, June 4th were given a $0.25 dividend. The ex-dividend date of this dividend was Thursday, June 4th. This is a boost from NVIDIA's previous quarterly dividend of $0.01. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. NVIDIA's payout ratio is currently 15.31%.

NVIDIA declared that its board has authorized a stock repurchase program on Wednesday, May 20th that permits the company to buyback $80.00 billion in outstanding shares. This buyback authorization permits the computer hardware maker to reacquire up to 1.5% of its stock through open market purchases. Stock buyback programs are often a sign that the company's board of directors believes its shares are undervalued.

Analysts Set New Price Targets

A number of research analysts recently weighed in on NVDA shares. KeyCorp reaffirmed an "overweight" rating and issued a $330.00 target price (up from $310.00) on shares of NVIDIA in a research report on Tuesday, July 14th. New Street Research cut their price target on shares of NVIDIA from $343.00 to $340.00 in a research report on Thursday, May 21st. BTIG Research initiated coverage on NVIDIA in a report on Wednesday, April 15th. They issued a "buy" rating for the company. Argus lifted their target price on NVIDIA from $220.00 to $270.00 and gave the company a "buy" rating in a research report on Thursday, May 21st. Finally, Tigress Financial reiterated a "strong-buy" rating and set a $425.00 target price (up from $360.00) on shares of NVIDIA in a report on Wednesday, May 27th. Three analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, NVIDIA has a consensus rating of "Buy" and a consensus target price of $304.26.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Cloud providers are accelerating spending on AI infrastructure, particularly NVIDIA’s liquid-cooled Blackwell systems. This reinforced expectations that demand for NVIDIA’s data-center GPUs remains well ahead of supply ahead of the company’s next earnings report. Nvidia stock climbs as AI infrastructure demand boosts investor sentiment
• Positive Sentiment: Analyst and earnings-preview coverage remains bullish. NVIDIA has a strong history of beating estimates, while reported first-quarter revenue of $81.6 billion and data-center revenue of $75.2 billion showed exceptional year-over-year growth. Forecasts also point to continued momentum from the Blackwell and upcoming Vera Rubin platforms. Will Nvidia beat estimates again
• Positive Sentiment: A strong Nasdaq and semiconductor-sector rebound lifted sentiment across chip stocks, providing an additional market-wide catalyst for NVDA. Some analysts argue that NVIDIA’s valuation remains reasonable relative to its growth and potential future sales. Nvidia beats stock market upswing
• Neutral Sentiment: NVIDIA is using financial guarantees, equity investments, and revenue-sharing arrangements to help customers build AI data centers and secure demand for Vera Rubin. The strategy could strengthen its ecosystem and market share, but it also increases exposure to customer defaults, cash outflows, and weaker AI-investment returns. Nvidia financial engineering and Vera Rubin
• Negative Sentiment: Risk-focused coverage highlights concerns about circular financing, rising AI infrastructure costs, and whether hyperscaler spending can remain economically justified. NVIDIA has also traded sideways for several months, suggesting investors may require stronger earnings or guidance to sustain a breakout. Nvidia stock remains in a $200 rut
• Negative Sentiment: Longer-term competitive risks are emerging as custom AI chips gain traction and AI-generated software could weaken CUDA’s traditional competitive moat, particularly as workloads shift from training toward inference. AI threats to Nvidia CUDA

Insider Transactions at NVIDIA

In other news, Director Stephen C. Neal sold 15,500 shares of the business's stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the completion of the sale, the director owned 116,135 shares in the company, valued at $25,053,803.55. The trade was a 11.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director John Dabiri sold 625 shares of the company's stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total value of $133,750.00. Following the completion of the transaction, the director directly owned 14,163 shares in the company, valued at $3,030,882. The trade was a 4.23% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 1,901,125 shares of company stock worth $410,583,015. 3.94% of the stock is owned by insiders.

NVIDIA Company Profile

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.

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