NVIDIA Corporation $NVDA Holdings Boosted by Acumen Wealth Advisors LLC

Acumen Wealth Advisors LLC increased its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 177.3% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 109,033 shares of the computer hardware maker's stock after buying an additional 69,710 shares during the period. NVIDIA comprises approximately 4.6% of Acumen Wealth Advisors LLC's investment portfolio, making the stock its 4th biggest holding. Acumen Wealth Advisors LLC's holdings in NVIDIA were worth $21,816,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Defender Capital LLC. lifted its stake in shares of NVIDIA by 0.7% during the 2nd quarter. Defender Capital LLC. now owns 7,534 shares of the computer hardware maker's stock worth $1,507,000 after purchasing an additional 50 shares during the last quarter. Kooman & Associates grew its stake in NVIDIA by 0.6% in the second quarter. Kooman & Associates now owns 8,464 shares of the computer hardware maker's stock valued at $1,694,000 after purchasing an additional 50 shares during the last quarter. Roof Eidam Maycock Peralta LLC grew its stake in NVIDIA by 0.3% in the second quarter. Roof Eidam Maycock Peralta LLC now owns 18,827 shares of the computer hardware maker's stock valued at $3,767,000 after purchasing an additional 50 shares during the last quarter. Persium Advisors LLC raised its holdings in NVIDIA by 3.5% in the second quarter. Persium Advisors LLC now owns 1,466 shares of the computer hardware maker's stock worth $293,000 after purchasing an additional 50 shares in the last quarter. Finally, Spectrum Financial Alliance Ltd LLC raised its holdings in NVIDIA by 3.8% in the first quarter. Spectrum Financial Alliance Ltd LLC now owns 1,395 shares of the computer hardware maker's stock worth $243,000 after purchasing an additional 51 shares in the last quarter. Hedge funds and other institutional investors own 65.27% of the company's stock.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: China sales could receive a boost: Upcoming discussions between U.S. President Donald Trump and Chinese President Xi Jinping have raised hopes that restrictions on Nvidia’s ability to sell advanced chips in China could ease. However, negotiations have not yet produced licenses or customer orders. Nvidia Stock Can Surge on Trump’s China Talks
• Positive Sentiment: AI demand is expanding: Nvidia is positioning its technology for AI agents, CPUs, cybersecurity, autonomous vehicles and potentially orbital data centers. Its support for Swedish autonomous-truck company Einride highlights additional growth opportunities beyond traditional data-center GPUs. Nvidia to Support Scale-Up of Autonomous Trucks at Sweden's Einride
• Positive Sentiment: Strategic AI acquisition: Nvidia reportedly agreed to acquire Hugging Face for approximately $12.9 billion, giving it access to a large ecosystem of AI models, datasets, applications and developers. The deal could strengthen Nvidia’s software and developer distribution, though its financial impact is not yet clear. Nvidia’s Hugging Face Deal
• Positive Sentiment: Analyst support remains strong: Wall Street’s average price target implies substantial additional upside, while a broker raised its fiscal 2027 EPS estimate. Nvidia’s latest reported quarter also showed revenue growth above 100% year over year and an earnings beat. Wall Street Analysts See Upside in Nvidia
• Neutral Sentiment: CEO Jensen Huang rejected AI “doomsday” forecasts and argued that existing laws are sufficient, reinforcing Nvidia’s stance against regulation that could slow adoption. His comments may support sentiment but do not directly change earnings expectations. Nvidia CEO Rejects AI Doomsday Fears
• Negative Sentiment: Rates and valuation remain key risks: Commentary warned that higher interest rates could pressure heavily valued AI stocks by raising financing costs and reducing the present value of future growth. Nvidia’s high expectations leave the shares sensitive to any slowdown in hyperscaler spending or AI demand. Why Higher Rates Are Becoming Nvidia’s Biggest Threat
• Negative Sentiment: Nvidia’s CFO sold roughly $7.6 million of stock. The transaction is small relative to the company’s market value but may add modest insider-selling pressure.

Insiders Place Their Bets

In other NVIDIA news, EVP Timothy Teter sold 30,000 shares of the firm's stock in a transaction that occurred 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 sale, the executive vice president directly owned 2,687,660 shares of the company's stock, valued at approximately $585,587,360.80. This trade represents a 1.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 value of $7,648,787.90. Following the transaction, the chief financial officer owned 765,103 shares in the company, valued at $167,595,812.15. This trade represents a 4.36% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 1,735,658 shares of company stock worth $392,663,865. 3.94% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on NVDA. Truist Financial raised their price target on shares of NVIDIA from $307.00 to $346.00 and gave the company a "buy" rating in a report on Thursday, August 27th. TD Cowen reiterated a "buy" rating on shares of NVIDIA in a research note on Tuesday, August 18th. Royal Bank Of Canada lifted their target price on shares of NVIDIA from $300.00 to $330.00 and gave the stock an "outperform" rating in a research note on Thursday, August 27th. Wells Fargo & Company restated an "overweight" rating and set a $315.00 price target on shares of NVIDIA in a research note on Tuesday, August 11th. Finally, Stifel Nicolaus set a $315.00 price objective on shares of NVIDIA in a research note on Thursday, August 27th. Three equities research analysts have rated the stock with a Strong Buy rating, fifty have issued a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average price target of $324.34.

NVIDIA Trading Up 2.3%

NVIDIA stock opened at $227.38 on Tuesday. The firm has a market cap of $5.48 trillion, a PE ratio of 28.75, a P/E/G ratio of 1.72 and a beta of 2.22. NVIDIA Corporation has a 12 month low of $164.27 and a 12 month high of $236.54. The stock's 50 day simple moving average is $215.13 and its two-hundred day simple moving average is $204.77. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14.

NVIDIA (NASDAQ:NVDA - Get Free Report) last posted its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.13. The firm had revenue of $96.22 billion during the quarter, compared to analysts' expectations of $92.27 billion. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The business's revenue was up 105.9% compared to the same quarter last year. During the same period in the previous year, the business posted $1.05 EPS. Analysts anticipate that NVIDIA Corporation will post 9.25 earnings per share for the current year.

NVIDIA Dividend Announcement

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

About NVIDIA

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.

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