NVIDIA Corporation $NVDA Position Raised by Pacific Excel Wealth Advisors Inc.

Key Points

• Pacific Excel Wealth Advisors increased its NVIDIA stake by 400.8% in the second quarter, bringing its holdings to 34,193 shares worth approximately $6.84 billion. Institutional investors collectively own 65.27% of NVIDIA.
• Wall Street remains broadly bullish, with a consensus “Buy” rating and an average price target of $305.94. Analysts cited strong AI demand and potential earnings upside, while NVIDIA’s latest quarter exceeded expectations with $81.61 billion in revenue.
• Risks include elevated expectations, insider selling and financing concerns. Insiders sold about 1.9 million shares worth $410.6 million over the past 90 days, while analysts highlighted valuation, AI infrastructure bottlenecks and the possibility of debt-fueled GPU demand.

Pacific Excel Wealth Advisors Inc. boosted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 400.8% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 34,193 shares of the computer hardware maker's stock after buying an additional 27,366 shares during the period. NVIDIA makes up about 2.6% of Pacific Excel Wealth Advisors Inc.'s holdings, making the stock its 8th largest holding. Pacific Excel Wealth Advisors Inc.'s holdings in NVIDIA were worth $6,842,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the business. Diversified Enterprises LLC grew its stake in shares of NVIDIA by 44.2% in the fourth quarter. Diversified Enterprises LLC now owns 127,604 shares of the computer hardware maker's stock worth $23,798,000 after purchasing an additional 39,129 shares during the last quarter. Altshuler Shaham Ltd increased its holdings in NVIDIA by 6,451.9% during the 1st quarter. Altshuler Shaham Ltd now owns 637,236 shares of the computer hardware maker's stock valued at $111,134,000 after purchasing an additional 627,510 shares during the period. ASR Vermogensbeheer N.V. raised its position in NVIDIA by 1.8% during the 4th quarter. ASR Vermogensbeheer N.V. now owns 3,169,377 shares of the computer hardware maker's stock valued at $591,086,000 after purchasing an additional 54,877 shares during the last quarter. Storen Legacy Partners LLC bought a new position in NVIDIA during the 4th quarter valued at approximately $1,350,000. Finally, Weaver Capital Management LLC lifted its holdings in NVIDIA by 5.5% in the 4th quarter. Weaver Capital Management LLC now owns 85,216 shares of the computer hardware maker's stock worth $15,893,000 after buying an additional 4,439 shares during the period. 65.27% of the stock is currently owned by institutional investors.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: UBS expects another major earnings beat. The firm reiterated a Buy rating and $280 price target, forecasting that NVIDIA could exceed its fiscal second-quarter revenue outlook of $91 billion by several billion dollars as GB300 demand ramps ahead of the Vera Rubin platform. UBS earnings outlook
• Positive Sentiment: A proposed $500 billion financing initiative could expand customers’ purchasing capacity. Apollo, BlackRock, Brookfield, Goldman Sachs and other financial firms are discussing capital pools and securitized loans for AI data centers. The structure could support continued GPU deployments and create a secondary market for older NVIDIA systems. NVIDIA GPU financing deal
• Positive Sentiment: Demand catalysts continue to broaden. NVIDIA is promoting open-source AI tools, expanding into robotics and physical AI, partnering with former rival Groq, and deepening its networking and infrastructure business. A $2 billion investment in Marvell also highlights efforts to strengthen the broader AI supply chain. NVIDIA open-source AI strategy
• Neutral Sentiment: Market volatility appears driven more by liquidity than fundamentals. Asian market circuit breakers and currency-related selling pressured semiconductor shares, but the underlying hyperscaler data-center buildout and long-term AI infrastructure commitments remain intact. Asian market volatility and AI demand
• Negative Sentiment: Expectations and valuation leave little room for disappointment. Analysts note that NVIDIA’s strong pre-earnings performance has set a high bar, while critics—including Michael Burry—warn that AI financing may become circular if customers rely heavily on borrowed capital. Concerns also include power, labor and chip-supply bottlenecks, as well as the risk that Chinese developers optimize models for Huawei hardware instead of U.S. GPUs. AI infrastructure bottlenecks

Insider Activity

In other news, Director Mark A. Stevens sold 885,000 shares of the company's stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $210.17, for a total value of $186,000,450.00. Following the sale, the director directly owned 5,207,271 shares of the company's stock, valued at $1,094,412,146.07. This represents a 14.53% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Stephen C. Neal sold 15,500 shares of the stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the completion of the transaction, the director owned 116,135 shares of the company's stock, valued at approximately $25,053,803.55. The trade was a 11.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 1,901,125 shares of company stock worth $410,583,015. Corporate insiders own 3.94% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on NVDA shares. Daiwa Securities Group lifted their price objective on NVIDIA from $215.00 to $255.00 and gave the stock an "outperform" rating in a research report on Friday, May 22nd. BNP Paribas Exane raised their price target on NVIDIA from $270.00 to $285.00 and gave the stock an "outperform" rating in a research note on Thursday, May 21st. President Capital lifted their price target on shares of NVIDIA from $280.00 to $295.00 and gave the company a "buy" rating in a report on Thursday, May 21st. Evercore reissued an "outperform" rating and set a $413.00 price objective (up from $352.00) on shares of NVIDIA in a research report on Thursday, May 21st. Finally, Wall Street Zen lowered shares of NVIDIA from a "strong-buy" rating to a "buy" rating in a report on Saturday, July 4th. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Buy" and a consensus target price of $305.94.

NVIDIA Stock Down 0.1%

Shares of NASDAQ:NVDA opened at $225.16 on Friday. The firm has a market capitalization of $5.45 trillion, a P/E ratio of 34.48, a P/E/G ratio of 0.44 and a beta of 2.23. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44. The stock has a 50 day moving average price of $206.14 and a 200-day moving average price of $198.51. NVIDIA Corporation has a 52-week low of $164.07 and a 52-week 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, beating the consensus estimate of $1.76 by $0.11. The company had revenue of $81.61 billion for the quarter, compared to analyst estimates of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The firm's revenue was up 85.2% on a year-over-year basis. During the same period in the previous year, the company posted $0.81 earnings per share. As a group, equities research analysts anticipate that NVIDIA Corporation will post 8.79 EPS for the current fiscal year.

NVIDIA declared that its board has initiated a stock buyback plan on Wednesday, May 20th that allows the company to buyback $80.00 billion in shares. This buyback authorization allows the computer hardware maker to purchase up to 1.5% of its stock through open market purchases. Stock buyback plans are typically a sign that the company's board believes its shares are undervalued.

NVIDIA Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Shareholders of record on Thursday, June 4th were given a dividend of $0.25 per share. This is an increase from NVIDIA's previous quarterly dividend of $0.01. This represents a $1.00 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Thursday, June 4th. NVIDIA's payout ratio is 15.31%.

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.

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.

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