J.Safra Asset Management Corp Buys 22,106 Shares of NVIDIA Corporation $NVDA

Key Points

• J.Safra Asset Management increased its NVIDIA stake by 18.8% in the second quarter, acquiring 22,106 shares and bringing its holdings to 139,966 shares valued at approximately $28 million.
• Institutional investors own 65.27% of NVIDIA, with several funds adding to their positions or initiating new stakes during the quarter.
• NVIDIA reported quarterly earnings and revenue above analyst expectations, while its board authorized a $150 billion share-repurchase plan; analysts maintain a broadly bullish outlook with an average price target of $324.14.

J.Safra Asset Management Corp raised its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 18.8% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 139,966 shares of the computer hardware maker's stock after acquiring an additional 22,106 shares during the period. NVIDIA makes up 1.3% of J.Safra Asset Management Corp's investment portfolio, making the stock its 17th biggest holding. J.Safra Asset Management Corp's holdings in NVIDIA were worth $28,006,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of NVDA. Flputnam Investment Management Co. increased its stake in shares of NVIDIA by 8.9% during the second quarter. Flputnam Investment Management Co. now owns 1,717,562 shares of the computer hardware maker's stock worth $343,667,000 after acquiring an additional 139,872 shares during the period. 180 GPS Investments IC Ltd acquired a new stake in NVIDIA in the second quarter valued at about $13,181,000. Alberta Investment Management Corp purchased a new stake in NVIDIA in the 2nd quarter valued at approximately $94,963,000. Fielder Capital Group LLC boosted its holdings in NVIDIA by 0.5% in the 2nd quarter. Fielder Capital Group LLC now owns 47,509 shares of the computer hardware maker's stock valued at $9,506,000 after purchasing an additional 242 shares in the last quarter. Finally, Dodds Wealth LLC increased its position in NVIDIA by 1.2% during the 2nd quarter. Dodds Wealth LLC now owns 10,223 shares of the computer hardware maker's stock worth $2,046,000 after purchasing an additional 117 shares during the period. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

NVIDIA Stock Up 1.7%

NVDA opened at $228.86 on Tuesday. The business's fifty day moving average is $217.03 and its two-hundred day moving average is $206.33. The company has a debt-to-equity ratio of 0.14, a quick ratio of 3.85 and a current ratio of 4.59. The company has a market cap of $5.52 trillion, a price-to-earnings ratio of 28.93, a PEG ratio of 1.74 and a beta of 2.22. NVIDIA Corporation has a one year low of $164.27 and a one year high of $236.54.

NVIDIA (NASDAQ:NVDA - Get Free Report) last announced its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, beating analysts' consensus estimates of $2.09 by $0.13. The business had revenue of $96.22 billion during 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 business's revenue for the quarter was up 105.9% on a year-over-year basis. During the same quarter last year, the business posted $1.05 earnings per share. Analysts anticipate that NVIDIA Corporation will post 9.25 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Thursday, September 10th will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend is Thursday, September 10th. NVIDIA's dividend payout ratio is presently 12.64%.

NVIDIA announced that its Board of Directors has approved a share repurchase plan on Monday, September 28th that authorizes the company to buyback $150.00 billion in outstanding shares. This buyback authorization authorizes the computer hardware maker to reacquire up to 2.8% of its stock through open market purchases. Stock buyback plans are generally an indication that the company's board believes its shares are undervalued.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Record buyback signals confidence and may support earnings per share. NVIDIA authorized an additional $150 billion in share repurchases, bringing the remaining program to $235 billion through fiscal 2028—the largest increase in its history. The move highlights the company’s substantial cash generation and could reduce the share count over time. Nvidia adds $150 billion to existing share repurchase plan
• Positive Sentiment: Possible reopening of China demand provides an additional sales catalyst. Chinese officials reportedly asked ByteDance and Alibaba to outline potential purchases of NVIDIA’s RTX PRO 5500 processors, suggesting Beijing may permit selected companies to buy some NVIDIA chips despite U.S. export restrictions. Any approval would expand NVIDIA’s addressable market, although the policy remains unconfirmed. China weighs letting ByteDance and Alibaba buy new Nvidia chips
• Positive Sentiment: AI safety platform broadens NVIDIA’s software opportunity. The company launched its Open Agent Safety Platform, including tools that isolate AI agents, enforce access policies, monitor behavior, and shut down violations. The initiative addresses high-profile AI security incidents and could strengthen NVIDIA’s software ecosystem while encouraging safer enterprise adoption. Nvidia releases software platform to stop AI agents from misbehaving
• Positive Sentiment: Advanced packaging could increase future chip capacity. NVIDIA is reportedly exploring glass substrates to build larger packages with denser connections and more high-bandwidth memory. The technology could help address scaling constraints, though rising HBM prices make packaging economics increasingly important. Nvidia's Glass Packaging Push Could Reshape AI Chips
• Neutral Sentiment: Technical analysts see further upside but require a breakout. One forecast identifies $261.84–$265.30 as a potential target if NVDA clears approximately $234.76. This is market sentiment rather than a fundamental change and depends on continued momentum. NVIDIA Stock Forecast: Breakout Could Unlock $265 Target
• Negative Sentiment: Macro and valuation risks remain. Oil above $106 and Treasury yields above 5.20% pressured technology stocks, while NVIDIA’s multitrillion-dollar valuation leaves little room for execution or demand disappointments.
• Negative Sentiment: Competition and concentration could limit long-term returns. Hyperscalers and AI laboratories are developing proprietary chips, while most of NVIDIA’s revenue remains tied to data-center demand. Investors must also monitor energy costs, HBM prices, export controls, and whether AI spending ultimately produces sufficient returns.

Wall Street Analyst Weigh In

NVDA has been the subject of a number of analyst reports. William Blair reissued an "outperform" rating on shares of NVIDIA in a research note on Tuesday, June 2nd. Rothschild & Co Redburn lifted their price target on NVIDIA from $300.00 to $325.00 in a research note on Thursday, August 27th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating on shares of NVIDIA in a report on Monday, August 31st. Raymond James Financial set a $515.00 price objective on NVIDIA and gave the stock a "strong-buy" rating in a research report on Thursday, August 27th. Finally, Jefferies Financial Group reaffirmed a "buy" rating on shares of NVIDIA in a research note on Wednesday, August 26th. Four investment analysts have rated the stock with a Strong Buy rating, fifty have assigned a Buy rating and one has assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Buy" and an average target price of $324.14.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, EVP Timothy S. Teter sold 30,460 shares of the company's stock in a transaction dated Monday, September 21st. The shares were 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 $598,810,648. This represents a 1.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Colette Kress sold 34,918 shares of the stock in a transaction that occurred on Thursday, September 17th. The shares were sold at an average price of $219.05, for a total transaction of $7,648,787.90. Following the completion of the sale, the chief financial officer owned 765,103 shares in the company, valued at $167,595,812.15. This represents a 4.36% 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. In the last three months, insiders sold 1,766,118 shares of company stock worth $399,450,353. 3.94% of the stock is owned by corporate insiders.

About NVIDIA

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processing units (GPUs), central processing units (CPUs), networking products and related software. Its technologies are used in artificial intelligence, data centers, scientific and technical computing, gaming, professional visualization, automotive systems and robotics.

The company's products include GeForce GPUs and gaming software, data center computing platforms, networking solutions, and enterprise software for AI development and deployment.

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.