Crewe Advisors LLC Purchases 4,547 Shares of NVIDIA Corporation $NVDA

Crewe Advisors LLC raised its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 12.7% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 40,213 shares of the computer hardware maker's stock after buying an additional 4,547 shares during the period. NVIDIA accounts for about 0.6% of Crewe Advisors LLC's investment portfolio, making the stock its 24th biggest position. Crewe Advisors LLC's holdings in NVIDIA were worth $8,046,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Bank of America Corp DE increased its holdings in NVIDIA by 2.1% during the 1st quarter. Bank of America Corp DE now owns 191,200,989 shares of the computer hardware maker's stock valued at $33,345,453,000 after purchasing an additional 4,019,505 shares in the last quarter. Invesco Ltd. grew its holdings in shares of NVIDIA by 0.3% during the fourth quarter. Invesco Ltd. now owns 143,239,504 shares of the computer hardware maker's stock worth $26,714,167,000 after purchasing an additional 446,178 shares during the last quarter. J. Stern & Co. LLP increased its stake in shares of NVIDIA by 13,709.1% in the fourth quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker's stock valued at $23,454,297,000 after buying an additional 124,849,603 shares in the last quarter. Amundi increased its stake in shares of NVIDIA by 10.4% in the first quarter. Amundi now owns 133,768,018 shares of the computer hardware maker's stock valued at $23,329,141,000 after buying an additional 12,575,177 shares in the last quarter. Finally, Dimensional Fund Advisors LP raised its holdings in shares of NVIDIA by 0.6% in the first quarter. Dimensional Fund Advisors LP now owns 94,521,253 shares of the computer hardware maker's stock valued at $16,479,126,000 after buying an additional 555,221 shares during the last quarter. Institutional investors and hedge funds own 65.27% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the stock. KeyCorp reiterated an "overweight" rating and set a $330.00 price target on shares of NVIDIA in a research report on Monday, August 24th. Wells Fargo & Company restated an "overweight" rating and issued a $315.00 price objective on shares of NVIDIA in a research report on Tuesday, August 11th. Stifel Nicolaus set a $315.00 target price on shares of NVIDIA in a research note on Thursday, August 27th. New Street Research reduced their target price on shares of NVIDIA from $343.00 to $340.00 in a research report on Thursday, May 21st. Finally, William Blair reissued an "outperform" rating on shares of NVIDIA in a research note on Tuesday, June 2nd. Three investment analysts have rated the stock with a Strong Buy rating, fifty have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, NVIDIA presently has a consensus rating of "Buy" and a consensus price target of $324.34.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Management pushed back against AI slowdown concerns. CEO Jensen Huang said AI safety risks should be addressed through engineering and testing rather than new regulations, while also arguing that demand for data-center infrastructure remains strong. His planned attendance at a U.S.-China state dinner could also support investor hopes for constructive technology discussions. Nvidia's Huang on AI safety and antitrust
• Positive Sentiment: New products and partnerships reinforce ecosystem demand. Salesforce launched Koa, a CRM reasoning model built on NVIDIA’s Nemotron platform. NVIDIA is also expanding CUDA-Q Logical, which links GPUs with quantum processors and could create longer-term demand for GPUs, networking equipment and DGX systems. Salesforce launches Koa
• Positive Sentiment: Supply-chain developments point to sustained demand. MediaTek launched a flagship chip using TSMC’s 2-nanometer process, while its broader partnership with NVIDIA includes custom AI chips, PCs and automotive applications. Separate reports highlight demand for NVIDIA’s GB300 systems and the high GPU content of upcoming Vera Rubin racks. TSMC 2-nanometer technology and NVIDIA partnership
• Neutral Sentiment: Analysts remain broadly constructive but acknowledge execution risks. Commentary points to NVIDIA’s strong profitability, broad AI ecosystem and potential growth in CPUs, networking, inference and quantum computing. However, much of this optimism depends on successfully deploying new products and maintaining hyperscaler capital spending. NVIDIA revenue guidance outlook
• Negative Sentiment: AI spending and valuation concerns continue to cap upside. Calls from AI executives to slow frontier-model development have raised questions about whether enormous data-center investments can continue at the same pace. Higher Treasury yields and oil prices are also pressuring high-growth technology valuations, while rising memory costs may weigh on NVIDIA’s gross margins. AI development slowdown concerns

NVIDIA Stock Up 0.6%

Shares of NASDAQ:NVDA opened at $212.17 on Wednesday. NVIDIA Corporation has a one year low of $164.27 and a one year high of $236.54. The company has a 50 day moving average of $213.90 and a 200-day moving average of $203.66. 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 stock has a market cap of $5.11 trillion, a price-to-earnings ratio of 26.82, a P/E/G ratio of 1.65 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA - Get Free Report) last posted its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, topping analysts' consensus estimates of $2.09 by $0.13. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The business had revenue of $96.22 billion during the quarter, compared to the consensus estimate of $92.27 billion. During the same period in the previous year, the firm posted $1.05 earnings per share. NVIDIA's revenue for the quarter was up 105.9% compared to the same quarter last year. On average, sell-side analysts forecast that NVIDIA Corporation will post 9.12 earnings per share for the current year.

NVIDIA Announces Dividend

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

NVIDIA announced that its Board of Directors has authorized a share repurchase plan on Wednesday, May 20th that permits the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization permits the computer hardware maker to purchase up to 1.5% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company's board of directors believes its stock is undervalued.

Insider Buying and Selling at NVIDIA

In other news, Director Mark Stevens sold 622,239 shares of the stock in a transaction on Friday, September 4th. The stock was sold at an average price of $231.62, for a total value of $144,122,997.18. Following the transaction, the director owned 2,336,531 shares of the company's stock, valued at $541,187,310.22. This represents a 21.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Timothy Teter sold 30,000 shares of the firm'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 completion of the transaction, the executive vice president owned 2,687,660 shares in the company, valued at $585,587,360.80. This represents a 1.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 2,585,740 shares of company stock valued at $571,015,527 in the last quarter. Corporate insiders own 3.94% of the company's stock.

NVIDIA 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.

Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDA - Free Report).

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.