NVIDIA Corporation $NVDA Position Boosted by IFP Advisors Inc

IFP Advisors Inc raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 663,778 shares of the computer hardware maker's stock after buying an additional 11,936 shares during the period. NVIDIA comprises approximately 2.4% of IFP Advisors Inc's portfolio, making the stock its 6th largest position. IFP Advisors Inc's holdings in NVIDIA were worth $132,815,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Defender Capital LLC. increased its stake in NVIDIA by 0.7% during the 2nd quarter. Defender Capital LLC. now owns 7,534 shares of the computer hardware maker's stock valued at $1,507,000 after purchasing an additional 50 shares in the last quarter. Spectrum Financial Alliance Ltd LLC lifted its stake in shares of 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 buying an additional 51 shares in the last quarter. PFS Partners LLC grew its holdings in shares of NVIDIA by 1.2% during the second quarter. PFS Partners LLC now owns 4,375 shares of the computer hardware maker's stock valued at $875,000 after buying an additional 51 shares during the last quarter. Vision Financial Markets LLC grew its holdings in shares of NVIDIA by 1.2% during the third quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker's stock valued at $866,000 after buying an additional 53 shares during the last quarter. Finally, LMG Wealth Partners LLC increased its position in shares of NVIDIA by 0.7% during the fourth quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker's stock valued at $1,427,000 after acquiring an additional 53 shares in the last quarter. 65.27% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on NVDA shares. Robert W. Baird set a $500.00 price objective on shares of NVIDIA and gave the stock an "outperform" rating in a report on Thursday, May 21st. Truist Financial increased their target price on NVIDIA from $307.00 to $346.00 and gave the company a "buy" rating in a research note on Thursday, August 27th. Wolfe Research reissued an "outperform" rating and issued a $275.00 target price on shares of NVIDIA in a report on Thursday, May 21st. HSBC boosted their price target on NVIDIA from $360.00 to $365.00 in a research note on Thursday, August 27th. Finally, Citigroup reaffirmed a "buy" rating and set a $315.00 price target (up from $300.00) on shares of NVIDIA in a report on Thursday, August 27th. Two equities research analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $324.83.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, EVP Timothy Teter sold 30,000 shares of the business's stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $217.88, for a total transaction of $6,536,400.00. Following the completion of the sale, the executive vice president owned 2,687,660 shares of the company's stock, valued at approximately $585,587,360.80. The trade was a 1.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark Stevens sold 885,000 shares of the company's stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $210.17, for a total value of $186,000,450.00. Following the completion of the sale, the director owned 5,207,271 shares of the company's stock, valued at approximately $1,094,412,146.07. The trade was a 14.53% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,563,501 shares of company stock worth $335,380,530 over the last quarter. 3.94% of the stock is owned by company insiders.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA’s planned $12.93 billion acquisition of Hugging Face could expand its full-stack AI strategy by combining its chips and CUDA software with Hugging Face’s open-model library and developer community. Analysts view the deal as potentially strengthening NVIDIA’s competitive moat. NVIDIA's Hugging Face Buyout article
• Positive Sentiment: CEO Jensen Huang said OpenAI’s GPT-6 Astra was trained on more than 100,000 Grace Blackwell systems, with another 400,000 GPUs coming online. The announcement reinforces NVIDIA’s role in the largest AI model deployments and highlights potential demand for future systems. Jensen Huang and OpenAI Astra article
• Positive Sentiment: NVIDIA’s $20 billion Groq investment is moving toward commercialization, with Groq 3 LPX racks expected to deploy alongside Vera CPUs and Rubin GPUs at Nebius later this year. This supports the company’s effort to broaden beyond standalone GPUs into complete AI infrastructure. NVIDIA Groq rack article
• Neutral Sentiment: Broadcom raised its expected fiscal 2027 AI-chip revenue to about $115 billion, signaling continued hyperscaler spending but also showing that customers increasingly want custom accelerators in addition to NVIDIA GPUs. Broadcom AI forecast article
• Negative Sentiment: Investors face growing risks from custom chips, AMD and older GPUs being redeployed for longer periods, potentially slowing replacement demand. Opposition to energy-intensive data centers could also delay the infrastructure buildout that supports NVIDIA’s sales. NVIDIA competition article
• Negative Sentiment: Despite exceptional growth, valuation expectations are demanding, while higher memory costs, rising receivables and weaker sequential free cash flow could pressure margins and investor confidence.

NVIDIA Stock Performance

Shares of NASDAQ NVDA opened at $230.36 on Tuesday. NVIDIA Corporation has a 12-month low of $164.07 and a 12-month high of $236.54. The firm has a market capitalization of $5.55 trillion, a price-to-earnings ratio of 29.12, a price-to-earnings-growth ratio of 1.81 and a beta of 2.22. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14. The firm has a 50 day moving average of $211.32 and a 200 day moving average of $202.51.

NVIDIA (NASDAQ:NVDA - Get Free Report) last released its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, topping the consensus estimate of $2.09 by $0.13. The business had revenue of $96.22 billion for the quarter, compared to the consensus estimate of $92.27 billion. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The company's quarterly revenue was up 105.9% on a year-over-year basis. During the same period last year, the firm earned $1.05 earnings per share. On average, research analysts anticipate that NVIDIA Corporation will post 9.1 earnings per share for the current year.

NVIDIA Announces Dividend

The business also recently announced 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. 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 (DPR) is currently 12.64%.

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

NVIDIA Company 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.

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.