Carroll Advisory Group LLC Makes New $11.98 Million Investment in NVIDIA Corporation $NVDA

Key Points

• Carroll Advisory Group disclosed a new position in NVIDIA during the fourth quarter, buying 64,211 shares worth about $11.98 million. The stake makes NVIDIA the firm’s 6th-largest holding and about 5.2% of its portfolio.
• Several other institutional investors also added to NVIDIA, and the stock remains heavily owned by institutions and hedge funds at 65.27%. At the same time, insider selling has been notable, including director Mark A. Stevens’ sale of 500,000 shares for more than $109.9 million.
• Analysts remain broadly positive on NVIDIA, with a consensus rating of Buy and an average price target of $305.67. The company also recently reported strong quarterly results, approved an $80 billion buyback, and increased its quarterly dividend to $0.25 per share.

Carroll Advisory Group LLC purchased a new position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 64,211 shares of the computer hardware maker's stock, valued at approximately $11,975,000. NVIDIA accounts for approximately 5.2% of Carroll Advisory Group LLC's investment portfolio, making the stock its 6th biggest position.

A number of other large investors have also bought and sold shares of the stock. Joule Financial LLC grew its holdings in NVIDIA by 2.2% in the third quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker's stock worth $431,000 after purchasing an additional 50 shares during the period. Presidio Capital Management LLC grew its holdings in shares of NVIDIA by 0.4% during the fourth quarter. Presidio Capital Management LLC now owns 15,137 shares of the computer hardware maker's stock valued at $2,823,000 after buying an additional 53 shares during the last quarter. LMG Wealth Partners LLC grew its holdings in shares of NVIDIA by 0.7% during the fourth quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker's stock valued at $1,427,000 after buying an additional 53 shares during the last quarter. Vision Financial Markets LLC grew its holdings in shares of NVIDIA by 1.2% during the third quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker's stock valued at $866,000 after buying an additional 53 shares during the last quarter. Finally, IMG Wealth Management Inc. grew its holdings in shares of NVIDIA by 1.4% during the third quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker's stock valued at $713,000 after buying an additional 54 shares during the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, Director John Dabiri sold 625 shares of the business'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 sale, the director owned 14,163 shares of the company's stock, valued at $3,030,882. The trade was a 4.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark A. Stevens sold 500,000 shares of the business's stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $219.83, for a total transaction of $109,915,000.00. Following the transaction, the director directly owned 6,399,771 shares of the company's stock, valued at approximately $1,406,861,658.93. This represents a 7.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,922,461 shares of company stock valued at $387,385,083. Corporate insiders own 3.94% of the company's stock.

Analyst Ratings Changes

A number of research analysts have recently issued reports on NVDA shares. BNP Paribas Exane lifted their price objective on shares of NVIDIA from $270.00 to $285.00 and gave the company an "outperform" rating in a report on Thursday, May 21st. CICC Research lifted their price objective on shares of NVIDIA from $240.60 to $268.30 and gave the company an "outperform" rating in a report on Friday, May 22nd. Zacks Research cut shares of NVIDIA from a "strong-buy" rating to a "hold" rating in a report on Thursday, May 21st. Stifel Nicolaus set a $282.00 price objective on shares of NVIDIA and gave the company a "buy" rating in a report on Thursday, May 21st. Finally, Piper Sandler restated an "overweight" rating on shares of NVIDIA in a report on Thursday, February 26th. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Buy" and a consensus price target of $305.67.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA continues to win bullish analyst coverage, with firms like China Renaissance and KeyBanc reiterating optimistic views and high price targets, reinforcing expectations for further upside. China Renaissance rating update
• Positive Sentiment: NVIDIA’s ecosystem is expanding, including a major AI partnership with Taiwan Semiconductor and new collaborations across software, memory, and connectivity, which supports future demand for its AI platforms. Taiwan Semiconductor Manufacturing Signs Major AI Deal With Nvidia
• Positive Sentiment: Jensen Huang’s trip to South Korea has highlighted new growth avenues, including robotics and deeper supplier relationships, adding to NVIDIA’s long-term growth narrative. Nvidia CEO sees robotics as next major sector in South Korea
• Positive Sentiment: Recent commentary says NVIDIA’s Blackwell ramp, CUDA software moat, and AI inference exposure keep the growth story strong, helping investors view pullbacks as buyable. Analyst Picks NVIDIA Over Every Other AI Chip Stock Right Now
• Positive Sentiment: The company’s new PC chip push and RTX Spark product could open another growth lane beyond data centers, even if the market is still digesting the near-term implications. Nvidia's PC Chip Reveal Obscures a Bigger Catalyst for the Stock
• Neutral Sentiment: NVIDIA recently reported strong quarterly results, beat revenue and EPS estimates, and authorized an $80 billion buyback plus a much larger dividend, but those positives are already well known and may be partly priced in. NVIDIA insider trades report
• Negative Sentiment: Broad semiconductor weakness and softer risk appetite after strong jobs data have pressured AI chip stocks, with investors questioning whether the sector’s valuation has gotten ahead of fundamentals. Nvidia stock crashes another 3% today: why Computex failed to spark a rally
• Negative Sentiment: Senator Elizabeth Warren’s invitation for Jensen Huang to testify on China chip sales adds regulatory and export-control overhang around NVIDIA’s business in China. Warren invites Nvidia CEO Jensen Huang to Senate hearing on China AI chip sales
• Negative Sentiment: Director Mark Stevens’ large share sale is also weighing on sentiment, since insider selling can make investors cautious even when the underlying business remains strong. NVIDIA insider trading filing

NVIDIA Stock Down 6.2%

NVIDIA stock opened at $205.10 on Friday. NVIDIA Corporation has a fifty-two week low of $140.85 and a fifty-two week high of $236.54. The stock has a market cap of $4.96 trillion, a PE ratio of 31.41, a price-to-earnings-growth ratio of 0.46 and a beta of 2.22. The firm's 50-day simple moving average is $203.37 and its 200 day simple moving average is $190.55. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44.

NVIDIA (NASDAQ:NVDA - Get Free Report) last announced its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, topping the consensus estimate of $1.76 by $0.11. The business had revenue of $81.62 billion for the quarter, compared to analyst estimates of $78.42 billion. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The company's revenue for the quarter was up 85.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.81 earnings per share. Research analysts predict that NVIDIA Corporation will post 8.61 EPS for the current fiscal year.

NVIDIA declared that its board has approved a share buyback program on Wednesday, May 20th that authorizes the company to repurchase $80.00 billion in shares. This repurchase authorization authorizes the computer hardware maker to buy up to 1.5% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company's board of directors believes its shares are undervalued.

NVIDIA Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Thursday, June 4th will be given a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. This is an increase from NVIDIA's previous quarterly dividend of $0.01. The ex-dividend date of this dividend is Thursday, June 4th. NVIDIA's payout ratio is presently 15.31%.

About NVIDIA

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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