Capital Planning LLC Makes New $1.25 Million Investment in NVIDIA Corporation $NVDA

Key Points

• Capital Planning LLC bought 5,478 NVIDIA shares worth approximately $1.25 million in the third quarter. Institutional investors collectively own 65.27% of the company.
• NVIDIA insiders sold approximately 1.77 million shares valued at $399.5 million over the past 90 days, including major sales by Director Mark A. Stevens and EVP Timothy S. Teter.
• NVIDIA continues to show strong operating momentum, with quarterly revenue up 105.9% year over year and earnings exceeding estimates. Analysts maintain a consensus “Buy” rating with an average price target of $318.85, though valuation, execution and competitive risks remain concerns.

Capital Planning LLC purchased a new stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 5,478 shares of the computer hardware maker's stock, valued at approximately $1,253,000.

Several other institutional investors have also added to or reduced their stakes in the company. Retirement Wealth Solutions LLC grew its position in shares of NVIDIA by 1.2% in the 2nd quarter. Retirement Wealth Solutions LLC now owns 4,121 shares of the computer hardware maker's stock worth $825,000 after buying an additional 47 shares during the last quarter. LightSquare Wealth Management LLC increased its stake in shares of NVIDIA by 0.3% in the 2nd quarter. LightSquare Wealth Management LLC now owns 18,695 shares of the computer hardware maker's stock worth $3,741,000 after acquiring an additional 49 shares in the last quarter. Defender Capital LLC. increased its stake in shares of NVIDIA by 0.7% during the second quarter. Defender Capital LLC. now owns 7,534 shares of the computer hardware maker's stock valued at $1,507,000 after purchasing an additional 50 shares in the last quarter. Kooman & Associates raised its stake in NVIDIA by 0.6% during the second quarter. Kooman & Associates now owns 8,464 shares of the computer hardware maker's stock valued at $1,694,000 after buying an additional 50 shares during the last quarter. Finally, Roof Eidam Maycock Peralta LLC boosted its stake in NVIDIA by 0.3% in the 2nd quarter. Roof Eidam Maycock Peralta LLC now owns 18,827 shares of the computer hardware maker's stock worth $3,767,000 after purchasing an additional 50 shares in the last quarter. Hedge funds and other institutional investors own 65.27% of the company's stock.

Insiders Place Their Bets

In other news, Director Mark A. Stevens sold 622,239 shares of the stock in a transaction that occurred on 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 directly owned 2,336,531 shares in the company, valued at approximately $541,187,310.22. This trade represents a 21.03% 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. Also, EVP Timothy S. Teter sold 30,460 shares of the company's stock in a transaction on Monday, September 21st. The stock was sold at an average price of $222.80, for a total value of $6,786,488.00. Following the sale, the executive vice president owned 2,687,660 shares of the company's stock, valued at approximately $598,810,648. This represents a 1.12% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,766,118 shares of company stock worth $399,450,353 in the last ninety days. 3.94% of the stock is owned by company insiders.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Strong demand expectations ahead of Nov. 17 earnings: NVIDIA has guided for approximately $108 billion in quarterly revenue, while analysts expect a modest beat. Recent coverage points to continued hyperscaler capital spending, potentially exceeding $1 trillion next year, supporting demand for NVIDIA’s data-center accelerators. Prediction: Nvidia Stock Is Going to Soar After Nov. 17
• Positive Sentiment: Analysts still see upside: Melius Research maintained a Buy rating despite reducing its price target to $315 from $420. Other previews forecast another earnings beat, with revenue near $113 billion and supply—not demand—as the primary constraint. Melius Research NVIDIA rating
• Positive Sentiment: Additional AI growth opportunities: NVIDIA is reportedly positioned to benefit from SpaceX’s planned AI data-center buildout, while its investment in AI startup Hark could expand future ecosystem demand. Edge-computing markets that include NVIDIA are also forecast to grow rapidly through 2030. Nvidia: SpaceX Offers An Ignored Bonus
• Neutral Sentiment: Earnings volatility remains high: NVIDIA exceeded management’s revenue forecast range in each of its past 10 reports, but shares declined the following day in six instances. This suggests a strong report may already be partly anticipated by investors. Nvidia Reports Nov. 17
• Negative Sentiment: Valuation and technical pressure: Commentators described NVIDIA’s chart as vulnerable and argued that major AI-chip stocks have not sold off enough to become compelling bargains. A market strategist also called NVIDIA’s valuation “unbelievable.” Nvidia Rebounds but Its Stock Chart Is Looking Really Ugly
• Negative Sentiment: Spending and execution risks: A prominent investor sold most of his NVIDIA position while warning that AI infrastructure spending could slow. Separate analysis highlighted $279 billion in supply commitments, rising receivables and inventory, increasing balance-sheet risk. Wall Street Veteran Dumps Most of His NVIDIA Stake
• Negative Sentiment: Geopolitical and competitive concerns: NVIDIA’s humanoid-robot reference platforms rely on hands from Chinese-linked startups, highlighting potential supply-chain and regulatory exposure. Investors are also watching AMD’s Helios AI-system ramp as a measure of whether competition is gaining ground. Nvidia’s humanoid push relies on China-made robot hands

NVIDIA Price Performance

NVIDIA stock opened at $202.06 on Tuesday. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14. The firm has a market capitalization of $4.87 trillion, a PE ratio of 25.54, a price-to-earnings-growth ratio of 1.65 and a beta of 2.22. NVIDIA Corporation has a 12-month low of $164.27 and a 12-month high of $243.37. The firm has a 50-day moving average price of $221.49 and a 200-day moving average price of $204.33.

NVIDIA (NASDAQ:NVDA - Get Free Report) last released its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, beating analysts' consensus estimates of $2.09 by $0.13. The firm had revenue of $96.22 billion for the quarter, compared to analysts' expectations of $92.27 billion. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%. The company's quarterly revenue was up 105.9% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.05 earnings per share. As a group, equities research analysts forecast that NVIDIA Corporation will post 9.30 EPS for the current year.

NVIDIA declared that its Board of Directors has initiated a share repurchase program on Monday, September 28th that allows the company to buy back $150 billion in shares. This buyback authorization allows the computer hardware maker to reacquire up to 2.8% of its shares through open market purchases. Share buyback programs are often an indication that the company's board believes its stock is undervalued.

NVIDIA Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th were paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Thursday, September 10th. NVIDIA's dividend payout ratio is currently 12.64%.

Analyst Ratings Changes

NVDA has been the topic of several recent analyst reports. Royal Bank Of Canada increased their target price on NVIDIA from $300.00 to $330.00 and gave the company an "outperform" rating in a research note on Thursday, August 27th. UBS Group reiterated a "buy" rating on shares of NVIDIA in a research report on Friday, October 9th. Needham & Company LLC reaffirmed a "buy" rating and set a $300.00 price objective on shares of NVIDIA in a research report on Wednesday, October 21st. Melius Research dropped their target price on shares of NVIDIA from $420.00 to $315.00 and set a "buy" rating for the company in a report on Monday. Finally, Wells Fargo & Company set a $210.00 price objective on shares of NVIDIA in a report on Friday, October 2nd. Five research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, NVIDIA presently has a consensus rating of "Buy" and an average price target of $318.85.

NVIDIA Profile

NVIDIA Corporation NASDAQ: NVDA is a technology company that designs graphics processing units (GPUs), accelerated computing platforms, networking products and related software. Its technologies support artificial intelligence, machine learning, scientific computing, data analytics, professional visualization and computer graphics.

The company's products include GeForce GPUs for gaming and personal computing, data center GPUs and systems for AI and high-performance computing, and networking solutions used to connect and manage large-scale computing infrastructure.

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