Falcon Wealth Planning Boosts Stake in NVIDIA Corporation $NVDA

Key Points

• Falcon Wealth Planning increased its NVIDIA stake by 9.5% in the fourth quarter, buying 4,976 more shares and bringing its total to 57,310 shares valued at about $10.7 million.
• NVIDIA posted another strong quarter, with earnings of $1.87 per share and revenue of $81.62 billion, both above analyst expectations; revenue jumped 85.2% from a year earlier.
• The company is getting a boost from continued AI demand and investor support: analysts mostly remain bullish, and NVIDIA also approved an $80 billion share buyback while raising its quarterly dividend to $0.25 per share.

Falcon Wealth Planning increased its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 9.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 57,310 shares of the computer hardware maker's stock after purchasing an additional 4,976 shares during the period. NVIDIA accounts for about 0.9% of Falcon Wealth Planning's holdings, making the stock its 21st biggest holding. Falcon Wealth Planning's holdings in NVIDIA were worth $10,688,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC raised its stake in NVIDIA by 12.4% during the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock valued at $43,631,000 after acquiring an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG raised its stake in NVIDIA by 1.0% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock valued at $315,100,000 after acquiring an additional 22,929 shares during the last quarter. Highview Capital Management LLC DE raised its stake in NVIDIA by 6.7% during the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock valued at $7,842,000 after acquiring an additional 3,653 shares during the last quarter. Hudson Value Partners LLC raised its stake in NVIDIA by 30.7% during the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock valued at $6,805,000 after acquiring an additional 11,900 shares during the last quarter. Finally, Wealth Group Ltd. raised its stake in NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock valued at $715,000 after acquiring an additional 896 shares during the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Wall Street analysts remain constructive after earnings, with Truist raising its price target to $307 and Tigress Financial lifting its target to $425, citing NVIDIA’s dominant position in AI hardware and strong growth outlook.
• Positive Sentiment: Management’s Taiwan expansion plan is reinforcing the long-term AI demand story. NVIDIA said it plans to spend about $150 billion a year in Taiwan and build a new headquarters there, underscoring confidence in the supply chain and future production capacity.
• Positive Sentiment: Recent commentary continues to frame NVIDIA as a key beneficiary of the AI infrastructure buildout, with articles pointing to ongoing shortages in memory, networking, and power as evidence that demand for NVIDIA’s Blackwell systems remains very strong.
• Neutral Sentiment: Several articles highlight Jensen Huang’s growing influence and visibility, including reports that he may join the advisory board of Tsinghua University and that he is now among the world’s richest people. These are notable but not direct stock catalysts.
• Neutral Sentiment: A number of pieces focus on broader AI ecosystem developments, including Groq’s fundraising, IREN’s Blackwell purchase, and other semiconductor names benefiting from the AI trade. These reinforce sector momentum but are mostly indirect for NVDA.
• Negative Sentiment: Some investors are worried NVIDIA’s valuation has become stretched and that the AI trade may be crowded, with bearish commentary warning that a lot of good news may already be priced in.
• Negative Sentiment: There are also geopolitical and regulatory concerns, including reports of possible NVIDIA chip smuggling to China via Japan, which could revive scrutiny around export controls and China exposure.

Analyst Ratings Changes

Several analysts have commented on NVDA shares. Zacks Research downgraded NVIDIA from a "strong-buy" rating to a "hold" rating in a research note on Thursday, May 21st. New Street Research reduced their price objective on NVIDIA from $343.00 to $340.00 in a research note on Thursday, May 21st. HSBC reaffirmed a "buy" rating and set a $325.00 price objective (up from $295.00) on shares of NVIDIA in a research note on Tuesday, May 19th. Rothschild & Co Redburn upped their price objective on NVIDIA from $280.00 to $300.00 and gave the company a "buy" rating in a research note on Tuesday. Finally, Itau BBA Securities reaffirmed a "market perform" rating on shares of NVIDIA in a research note on Thursday, February 26th. Three research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, NVIDIA currently has an average rating of "Buy" and an average price target of $305.38.

NVIDIA Stock Performance

NVDA opened at $214.25 on Friday. The stock has a market cap of $5.18 trillion, a P/E ratio of 32.81, a P/E/G ratio of 0.51 and a beta of 2.25. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.44 and a quick ratio of 2.85. The stock's 50 day simple moving average is $198.67 and its 200 day simple moving average is $189.55. NVIDIA Corporation has a 1-year low of $132.92 and a 1-year high of $236.54.

NVIDIA (NASDAQ:NVDA - Get Free Report) last released its quarterly 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. The business had revenue of $81.62 billion for the quarter, compared to analysts' expectations of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The company's revenue was up 85.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.81 EPS. As a group, equities analysts anticipate that NVIDIA Corporation will post 8.04 EPS for the current fiscal year.

NVIDIA Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, June 26th. Investors of record on Thursday, June 4th will be issued a $0.25 dividend. The ex-dividend date is Thursday, June 4th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.5%. This is an increase from NVIDIA's previous quarterly dividend of $0.01. NVIDIA's payout ratio is currently 0.61%.

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

Insiders Place Their Bets

In related news, EVP Ajay K. Puri sold 300,000 shares of the company's stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total value of $54,675,000.00. Following the sale, the executive vice president owned 3,018,547 shares in the company, valued at $550,130,190.75. This represents a 9.04% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Colette Kress sold 20,000 shares of the company's stock in a transaction that occurred on Friday, March 20th. The stock was sold at an average price of $174.89, for a total value of $3,497,800.00. Following the completion of the sale, the chief financial officer owned 83,060 shares in the company, valued at approximately $14,526,363.40. This represents a 19.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 906,336 shares of company stock worth $162,802,518. 3.94% of the stock is owned by insiders.

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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