Fulcrum Wealth Advisors LLC Makes New Investment in NVIDIA Corporation $NVDA

Key Points

• Fulcrum Wealth Advisors initiated a new position in NVIDIA during the fourth quarter, buying 35,335 shares worth about $6.59 million. NVIDIA now represents roughly 5.4% of the firm’s portfolio and is its fourth-largest holding.
• NVIDIA reported strong quarterly results, posting EPS of $1.87 versus estimates of $1.76 and revenue of $81.62 billion, up 85.2% year over year. The company also authorized an $80 billion share buyback and raised its quarterly dividend to $0.25 per share.
• Wall Street remains bullish on the stock, with several analysts raising price targets and MarketBeat showing an average rating of Buy and a consensus target of $305.38. At the same time, the article notes some concerns about NVIDIA’s rich valuation and geopolitical scrutiny tied to export controls.

Fulcrum Wealth Advisors LLC acquired a new position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 35,335 shares of the computer hardware maker's stock, valued at approximately $6,590,000. NVIDIA makes up approximately 5.4% of Fulcrum Wealth Advisors LLC's investment portfolio, making the stock its 4th biggest holding.

Other institutional investors have also added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC raised its holdings in NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC bought a new position in NVIDIA in the second quarter worth $40,000. Syntax Research Inc. raised its holdings in NVIDIA by 62.5% in the fourth quarter. Syntax Research Inc. now owns 260 shares of the computer hardware maker's stock worth $49,000 after purchasing an additional 100 shares in the last quarter. Sellwood Investment Partners LLC bought a new position in NVIDIA in the third quarter worth $50,000. Finally, Networth Advisors LLC bought a new position in NVIDIA in the fourth quarter worth $51,000. Institutional investors own 65.27% of the company's stock.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, Director John Dabiri sold 3,004 shares of the business's stock in a transaction dated Friday, March 13th. The stock was sold at an average price of $184.90, for a total transaction of $555,439.60. Following the completion of the sale, the director directly owned 14,788 shares in the company, valued at $2,734,301.20. The trade was a 16.88% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Aarti S. Shah sold 19,000 shares of the business's stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $176.71, for a total value of $3,357,490.00. Following the sale, the director owned 36,007 shares of the company's stock, valued at approximately $6,362,796.97. This represents a 34.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 906,336 shares of company stock worth $162,802,518. 3.94% of the stock is owned by corporate insiders.

NVIDIA Trading Up 0.8%

NVIDIA stock opened at $214.25 on Friday. The business has a 50-day simple moving average of $198.67 and a two-hundred day simple moving average of $189.55. The company 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. NVIDIA Corporation has a 52-week low of $132.92 and a 52-week high of $236.54. The company has a quick ratio of 2.85, a current ratio of 3.44 and a debt-to-equity ratio of 0.04.

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 (EPS) for the quarter, beating analysts' consensus estimates of $1.76 by $0.11. The business had revenue of $81.62 billion during the quarter, compared to the consensus estimate of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business's quarterly revenue was up 85.2% compared to the same quarter last year. During the same period in the previous year, the company posted $0.81 EPS. Analysts predict that NVIDIA Corporation will post 8.04 EPS for the current year.

NVIDIA declared that its board has authorized a share buyback 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 purchase up to 1.5% of its shares through open market purchases. Shares buyback plans are generally an indication that the company's leadership believes its shares are undervalued.

NVIDIA Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, June 26th. Shareholders of record on Thursday, June 4th will be paid a dividend of $0.25 per share. 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 dividend payout ratio is presently 0.61%.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the company. Wells Fargo & Company reiterated an "overweight" rating and issued a $315.00 price objective (up from $265.00) on shares of NVIDIA in a report on Tuesday, May 12th. Royal Bank Of Canada set a $280.00 price target on NVIDIA in a report on Thursday, May 21st. Bank of America reaffirmed a "buy" rating and issued a $350.00 price target (up from $320.00) on shares of NVIDIA in a research report on Thursday, May 21st. Citic Securities lifted their price target on NVIDIA from $242.00 to $315.00 and gave the stock a "buy" rating in a research report on Friday, May 22nd. Finally, The Goldman Sachs Group reissued a "buy" rating and set a $285.00 price objective (up from $250.00) on shares of NVIDIA in a research report on Wednesday, May 20th. Three equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat, NVIDIA has an average rating of "Buy" and a consensus price target of $305.38.

NVIDIA News Summary

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.

NVIDIA Profile

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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