NVIDIA Corporation $NVDA Shares Acquired by Burton Enright Welch

Key Points

• Burton Enright Welch increased its NVIDIA stake by 83.8% in the second quarter, adding 13,881 shares for a total of 30,449 shares valued at approximately $6.1 million. Institutional investors and hedge funds collectively own 65.27% of NVIDIA.
• NVIDIA reported strong quarterly results, with revenue rising 105.9% year over year to $96.22 billion and EPS of $2.22, exceeding analyst expectations. The company also authorized an $80 billion share-repurchase program, while analysts maintain a “Moderate Buy” consensus with an average price target of $324.23.
• Insiders have been selling shares, including an EVP’s $6.5 million Rule 10b5-1 transaction and a director’s $186 million sale; insiders sold $335.4 million of stock over the past 90 days. Investors are also monitoring margin pressure from higher memory and networking costs, along with tariff and interest-rate risks.

Burton Enright Welch increased its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 83.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,449 shares of the computer hardware maker's stock after buying an additional 13,881 shares during the quarter. NVIDIA comprises 0.7% of Burton Enright Welch's portfolio, making the stock its 12th largest holding. Burton Enright Welch's holdings in NVIDIA were worth $6,093,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Defender Capital LLC. increased its holdings in shares of NVIDIA by 0.7% during the second 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 during the period. Spectrum Financial Alliance Ltd LLC raised its stake in shares of NVIDIA by 3.8% during the first quarter. Spectrum Financial Alliance Ltd LLC now owns 1,395 shares of the computer hardware maker's stock valued at $243,000 after purchasing an additional 51 shares in the last quarter. LMG Wealth Partners LLC lifted its holdings in NVIDIA by 0.7% in the fourth quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker's stock worth $1,427,000 after purchasing an additional 53 shares during the period. Vision Financial Markets LLC lifted its holdings in NVIDIA by 1.2% in the third quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker's stock worth $866,000 after purchasing an additional 53 shares during the period. Finally, Penobscot Wealth Management grew its position in NVIDIA by 0.7% in the 1st quarter. Penobscot Wealth Management now owns 7,930 shares of the computer hardware maker's stock valued at $1,383,000 after buying an additional 55 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at NVIDIA

In other news, EVP Timothy S. Teter sold 30,000 shares of the business's stock in a transaction on 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 sale, the executive vice president directly owned 2,687,660 shares of the company's stock, valued at $585,587,360.80. The trade was 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 available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark A. Stevens sold 885,000 shares of the company's stock in a transaction on 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 approximately $1,094,412,146.07. This represents a 14.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,563,501 shares of company stock worth $335,380,530 in the last ninety days. 3.94% of the stock is owned by corporate insiders.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Hugging Face acquisition: NVIDIA agreed to acquire open-source AI platform Hugging Face for approximately $12.93 billion. The deal could strengthen CUDA adoption, improve developer retention and give NVIDIA a larger role in AI model development and deployment beyond selling chips. Nvidia to buy Hugging Face for nearly $13 billion
• Positive Sentiment: Growth outlook remains strong: NVIDIA’s recent quarterly results exceeded expectations, with $96.22 billion in revenue and $2.22 in EPS. Management’s roughly 70% fiscal 2028 revenue-growth outlook was materially above consensus, reducing concerns that AI demand is rapidly decelerating. Nvidia: The Market Is Crazy Not To Push The Stock Higher
• Positive Sentiment: Customer spending validation: Dell Technologies’ stronger guidance and expanding AI-server demand reinforced NVIDIA’s view that enterprise and hyperscaler capital expenditures remain elevated. NVIDIA also announced that Lenovo and Acer will launch RTX Spark AI PCs in October, extending its reach into client computing. Nvidia sets October launch for RTX Spark AI PCs
• Positive Sentiment: Broader AI ecosystem exposure: Partnerships with Equinix and Together AI on enterprise inference, plus a reported $6 billion GPU deployment connected to humanoid-robotics company Figure, point to additional demand for NVIDIA’s platforms in inference and physical AI. Nvidia lands surprise $6B GPU windfall with Figure
• Neutral Sentiment: Strategic execution will be closely watched: The Hugging Face transaction is intended to preserve an open developer ecosystem, but NVIDIA must integrate the platform without undermining its neutrality or causing developers to migrate elsewhere. The acquisition also comes as cloud providers continue developing custom AI chips.
• Negative Sentiment: Margin pressure: Rising memory and networking costs are expected to weigh on gross margins, even though they reflect supply constraints and strong demand. Investors are monitoring whether NVIDIA can maintain profitability above 70%. Memory Costs Rise: Can NVIDIA Protect Its 70% Gross Margin?
• Negative Sentiment: Insider selling and policy risks: Executives and directors recently sold shares, including a Rule 10b5-1 sale by EVP Timothy Teter. Possible U.S. semiconductor tariffs and elevated interest rates remain additional risks to valuation and global supply chains.

NVIDIA Price Performance

Shares of NASDAQ NVDA opened at $228.45 on Friday. NVIDIA Corporation has a twelve month low of $164.07 and a twelve month high of $236.54. 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 $209.85 and a two-hundred day moving average of $201.85. The company has a market capitalization of $5.51 trillion, a price-to-earnings ratio of 28.88, a PEG ratio of 1.76 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA - Get Free Report) last announced its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.13. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The company had revenue of $96.22 billion for the quarter, compared to analysts' expectations of $92.27 billion. During the same quarter in the previous year, the company posted $1.05 EPS. The business's revenue was up 105.9% compared to the same quarter last year. As a group, analysts expect that NVIDIA Corporation will post 9.1 earnings per share for the current fiscal year.

NVIDIA declared that its board has authorized a stock repurchase program on Wednesday, May 20th that permits the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization permits the computer hardware maker to purchase up to 1.5% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company's board of directors believes its stock is undervalued.

NVIDIA Announces Dividend

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

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. Oppenheimer set a $315.00 target price on shares of NVIDIA and gave the company an "outperform" rating in a research note on Thursday, August 27th. TD Cowen reaffirmed a "buy" rating on shares of NVIDIA in a research note on Tuesday, August 18th. Cantor Fitzgerald reiterated an "overweight" rating and issued a $350.00 price objective on shares of NVIDIA in a report on Monday, August 24th. Wolfe Research reiterated an "outperform" rating and set a $275.00 price objective on shares of NVIDIA in a research note on Thursday, May 21st. Finally, Robert W. Baird set a $500.00 target price on NVIDIA and gave the stock an "outperform" rating in a report on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, fifty have issued a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, NVIDIA currently has a consensus rating of "Moderate Buy" and an average target price of $324.23.

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.

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