NVIDIA Corporation $NVDA Shares Acquired by Madison Wealth Partners Inc

Key Points

• Madison Wealth Partners increased its NVIDIA stake by 14.9% in the second quarter, owning 30,492 shares valued at approximately $6.1 million. Institutional investors and hedge funds collectively own 65.27% of the company.
• NVIDIA reported strong quarterly results, with revenue rising 105.9% year over year to $96.22 billion and earnings of $2.22 per share, beating analyst expectations. Continued AI-server demand and favorable analyst ratings support the company’s growth outlook.
• NVIDIA authorized a $150 billion share-repurchase program, while maintaining a $0.25 quarterly dividend. However, valuation, rising competition, legal scrutiny and significant insider selling remain notable risks.

Madison Wealth Partners Inc lifted its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 14.9% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 30,492 shares of the computer hardware maker's stock after buying an additional 3,960 shares during the quarter. NVIDIA makes up 0.8% of Madison Wealth Partners Inc's holdings, making the stock its 19th largest position. Madison Wealth Partners Inc's holdings in NVIDIA were worth $6,101,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. J. Stern & Co. LLP boosted its position in NVIDIA by 13,709.1% in the 4th quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker's stock worth $23,454,297,000 after purchasing an additional 124,849,603 shares in the last quarter. Amundi increased its holdings in shares of NVIDIA by 10.4% during the 1st quarter. Amundi now owns 133,768,018 shares of the computer hardware maker's stock valued at $23,329,141,000 after purchasing an additional 12,575,177 shares in the last quarter. SEB Asset Management AB acquired a new position in shares of NVIDIA in the 1st quarter valued at $1,692,807,000. Employees Provident Fund Board acquired a new position in shares of NVIDIA in the 4th quarter valued at $1,243,336,000. Finally, H&H International Investment LLC boosted its holdings in NVIDIA by 91.3% during the first quarter. H&H International Investment LLC now owns 13,843,775 shares of the computer hardware maker's stock worth $2,414,354,000 after buying an additional 6,606,675 shares in the last quarter. 65.27% of the stock is owned by institutional investors and hedge funds.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: AI demand indicators remain strong. Foxconn reported record quarterly revenue, helped by accelerating demand for NVIDIA-linked AI servers. Separately, AM Intelligence announced firm orders for 20,000 NVIDIA Rubin GPUs for deployments in India and Malaysia, providing additional evidence of international infrastructure expansion. Foxconn revenue report
• Positive Sentiment: Analysts see further upside. Recent commentary argues that rising earnings estimates, NVIDIA’s platform advantages and broadening demand from frontier AI labs, agentic AI and physical AI could extend the rally. One analyst suggested Wall Street may be underestimating growth over the next six to eight quarters. Zacks AI stock analysis
• Positive Sentiment: Strategic ecosystem investments are adding optionality. NVIDIA-backed startups Reflection AI and Lambda are advancing new AI models and cloud infrastructure, with Lambda reportedly seeking up to $4 billion ahead of a planned IPO. These developments could support future demand for NVIDIA computing products and strengthen its influence across the AI stack. Lambda funding report
• Neutral Sentiment: The $6 trillion valuation is now a near-term market milestone. NVIDIA’s market capitalization is approaching that level, and options traders reportedly see a meaningful chance of reaching it this month. The milestone may attract additional momentum buying, but it also raises expectations for execution and earnings. NVIDIA options report
• Negative Sentiment: Valuation and concentration risks are increasing. Some market strategists warn that mega-cap technology stocks may be overbought after their recent advances, while NVIDIA’s enormous market value leaves less room for disappointment if AI infrastructure spending slows.
• Negative Sentiment: Competition and legal scrutiny remain risks. Broadcom is expanding its custom AI accelerator business through an Anthropic-related financing arrangement, potentially challenging NVIDIA’s dominance. In addition, a lawsuit alleges NVIDIA’s $20 billion Groq transaction disadvantaged Groq shareholders, creating legal and reputational uncertainty. Groq lawsuit report

NVIDIA Stock Up 0.1%

NVDA stock opened at $239.24 on Wednesday. NVIDIA Corporation has a 52 week low of $164.27 and a 52 week high of $243.37. The company has a quick ratio of 3.85, a current ratio of 4.59 and a debt-to-equity ratio of 0.14. The firm has a 50-day simple moving average of $220.43 and a 200-day simple moving average of $208.47. The stock has a market capitalization of $5.77 trillion, a P/E ratio of 30.25, a P/E/G ratio of 1.85 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA - Get Free Report) last issued 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. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The firm had revenue of $96.22 billion for the quarter, compared to analyst estimates of $92.27 billion. During the same period last year, the company posted $1.05 EPS. NVIDIA's quarterly revenue was up 105.9% compared to the same quarter last year. Equities analysts forecast that NVIDIA Corporation will post 9.25 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th were issued a dividend of $0.25 per share. The ex-dividend date of this dividend was Thursday, September 10th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.4%. NVIDIA's dividend payout ratio is presently 12.64%.

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

Wall Street Analyst Weigh In

NVDA has been the topic of several analyst reports. Oppenheimer set a $315.00 price target on shares of NVIDIA and gave the company an "outperform" rating in a research report on Thursday, August 27th. KGI Securities increased their target price on shares of NVIDIA from $335.00 to $345.00 in a research note on Thursday, August 27th. Phillip Securities raised their target price on NVIDIA from $285.00 to $300.00 and gave the company a "buy" rating in a research report on Monday, August 31st. Zacks Research upgraded NVIDIA from a "hold" rating to a "strong-buy" rating in a research note on Monday, September 21st. Finally, Needham & Company LLC restated a "buy" rating and issued a $300.00 price target on shares of NVIDIA in a research note on Friday, September 4th. Four investment analysts have rated the stock with a Strong Buy rating, fifty have issued a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Buy" and an average price target of $321.89.

Insider Activity

In related news, Director Mark A. Stevens sold 622,239 shares of the business's stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $231.62, for a total transaction of $144,122,997.18. Following the completion of the sale, the director directly owned 2,336,531 shares in the company, valued at approximately $541,187,310.22. The trade was a 21.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Timothy S. Teter sold 30,460 shares of the stock in a transaction on 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 completion of the transaction, the executive vice president directly owned 2,687,660 shares of the company's stock, valued at approximately $598,810,648. This represents a 1.12% 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. Insiders have sold a total of 1,766,118 shares of company stock worth $399,450,353 over the last quarter. 3.94% of the stock is currently 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.

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