Boston Trust Walden Corp Has $252.65 Million Stake in NVIDIA Corporation $NVDA

Boston Trust Walden Corp raised its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 14.5% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,262,697 shares of the computer hardware maker's stock after purchasing an additional 160,300 shares during the quarter. NVIDIA accounts for approximately 1.9% of Boston Trust Walden Corp's investment portfolio, making the stock its 5th biggest position. Boston Trust Walden Corp's holdings in NVIDIA were worth $252,653,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in NVDA. Bartlett & CO. Wealth Management LLC raised its holdings in NVIDIA by 1.5% during the 2nd quarter. Bartlett & CO. Wealth Management LLC now owns 1,208,102 shares of the computer hardware maker's stock worth $241,730,000 after purchasing an additional 18,051 shares during the last quarter. TCV Trust & Wealth Management Inc. increased its position in shares of NVIDIA by 3.3% during the second quarter. TCV Trust & Wealth Management Inc. now owns 86,886 shares of the computer hardware maker's stock worth $17,385,000 after buying an additional 2,777 shares during the period. CRA Financial Services LLC increased its position in shares of NVIDIA by 1.6% during the second quarter. CRA Financial Services LLC now owns 134,550 shares of the computer hardware maker's stock worth $26,922,000 after buying an additional 2,119 shares during the period. Meredith Wealth Planning raised its stake in NVIDIA by 0.9% during the second quarter. Meredith Wealth Planning now owns 18,873 shares of the computer hardware maker's stock worth $3,776,000 after buying an additional 175 shares during the last quarter. Finally, Brookmont Capital Management raised its stake in NVIDIA by 3.1% during the second quarter. Brookmont Capital Management now owns 9,232 shares of the computer hardware maker's stock worth $1,847,000 after buying an additional 276 shares during the last quarter. 65.27% of the stock is owned by institutional investors.

NVIDIA Stock Up 2.5%

Shares of NASDAQ NVDA opened at $219.34 on Friday. The company has a debt-to-equity ratio of 0.14, a current ratio of 4.59 and a quick ratio of 3.85. The company has a 50-day moving average price of $214.43 and a 200-day moving average price of $204.16. The stock has a market capitalization of $5.29 trillion, a P/E ratio of 27.73, a P/E/G ratio of 1.68 and a beta of 2.22. NVIDIA Corporation has a 1 year low of $164.27 and a 1 year high of $236.54.

NVIDIA (NASDAQ:NVDA - Get Free Report) last posted its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, beating analysts' consensus estimates of $2.09 by $0.13. The company had revenue of $96.22 billion for the quarter, compared to analyst estimates of $92.27 billion. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The company's revenue for the quarter was up 105.9% on a year-over-year basis. During the same quarter last year, the company earned $1.05 earnings per share. On average, equities research analysts forecast that NVIDIA Corporation will post 9.12 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th will be given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Thursday, September 10th. NVIDIA's dividend payout ratio is presently 12.64%.

Wall Street Analyst Weigh In

A number of brokerages have commented on NVDA. Craig Hallum upped their price target on shares of NVIDIA from $245.00 to $275.00 and gave the company a "buy" rating in a research report on Thursday, May 21st. Robert W. Baird set a $500.00 target price on NVIDIA and gave the company an "outperform" rating in a research report on Thursday, May 21st. Raymond James Financial set a $515.00 price target on NVIDIA and gave the company a "strong-buy" rating in a research note on Thursday, August 27th. William Blair restated an "outperform" rating on shares of NVIDIA in a report on Tuesday, June 2nd. Finally, DZ Bank reiterated a "buy" rating on shares of NVIDIA in a research report on Wednesday, August 26th. Three research analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Buy" and an average target price of $324.34.

Insider Activity at NVIDIA

In other NVIDIA news, EVP Timothy S. Teter sold 30,000 shares of the business's stock in a transaction on Monday, August 31st. The stock was sold at an average price of $217.88, for a total value of $6,536,400.00. Following the transaction, the executive vice president owned 2,687,660 shares of the company's stock, valued at approximately $585,587,360.80. The trade was a 1.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark A. Stevens sold 622,239 shares of the stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $231.62, for a total transaction of $144,122,997.18. Following the transaction, the director owned 2,336,531 shares of the company's stock, valued at approximately $541,187,310.22. The trade was a 21.03% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 1,700,740 shares of company stock worth $385,015,077. Insiders own 3.94% of the company's stock.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: CEO Jensen Huang said NVIDIA expects to sell roughly twice as many chips next year, reinforcing the view that hyperscaler and enterprise AI demand is not slowing. The comments directly counter concerns that the AI investment cycle is approaching a peak. Jensen Huang says Nvidia will sell twice as many chips next year
• Positive Sentiment: Customer and ecosystem activity provided additional validation: CoreWeave deployed multi-rack NVIDIA Vera Rubin clusters, while ASUS and Poesis demonstrated autonomous trading agents running locally on NVIDIA-powered systems. These developments expand demand beyond traditional model training into cloud computing, enterprise AI and agentic applications. CoreWeave Boosts Agentic AI With Multi-Rack NVIDIA Vera Rubin Clusters
• Positive Sentiment: NVIDIA’s work with IonQ and Oak Ridge National Laboratory showed generative AI reducing quantum-circuit compilation time from about 11 minutes to 28 seconds. The project highlights CUDA-Q and NVIDIA GPUs as an infrastructure layer for future hybrid quantum-classical computing. IonQ and NVIDIA Just Cracked a Major Quantum Computing Bottleneck
• Positive Sentiment: Reports that Apple is discussing NVIDIA high-speed networking for potential M8 Ultra-based servers suggest NVIDIA can benefit even when customers develop their own AI processors. This supports the company’s strategy of monetizing networking and data-center connectivity in addition to GPUs. Apple Is Quietly Building an AI Advantage Few Expected
• Neutral Sentiment: Shares also benefited from a broader semiconductor and Nasdaq rebound, with AMD and Broadcom among the stronger chip-sector performers. This improves near-term sentiment but is less specific to NVIDIA’s fundamentals. AMD Jumps as Semiconductor Rebound Reaches a Third Session
• Negative Sentiment: Huawei plans to launch two Ascend 960 AI chips in 2027, signaling intensifying competition and potential geopolitical pressure in China. Investors are also monitoring rising memory costs, which could weigh on NVIDIA’s gross margins as demand scales. Huawei Sets 2027 AI Chip Launches to Challenge Nvidia

NVIDIA Company Profile

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company's offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.