NVIDIA Corporation $NVDA Shares Bought by Farmers National Bank

Key Points

• Farmers National Bank increased its NVIDIA stake by 49.9% in the fourth quarter, buying 11,064 more shares and bringing its total to 33,224 shares valued at about $6.2 million.
• NVIDIA continues to benefit from upbeat industry and company news, including the launch of Halos for Robotics, the rollout of its Vera Rubin supercomputing platform, and a new geothermal digital twin partnership involving Fervo Energy, NVIDIA, and PNNL.
• The company reported strong quarterly results with EPS of $1.87 and revenue of $81.61 billion, beating estimates, while also boosting its quarterly dividend and authorizing an $80 billion share buyback.

Farmers National Bank grew its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 49.9% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 33,224 shares of the computer hardware maker's stock after purchasing an additional 11,064 shares during the period. NVIDIA makes up about 1.4% of Farmers National Bank's holdings, making the stock its 19th largest position. Farmers National Bank's holdings in NVIDIA were worth $6,196,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. State Street Corp grew its position in NVIDIA by 1.2% during the fourth quarter. State Street Corp now owns 991,480,489 shares of the computer hardware maker's stock worth $184,911,111,000 after buying an additional 11,451,386 shares during the period. Geode Capital Management LLC lifted its position in shares of NVIDIA by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 588,803,093 shares of the computer hardware maker's stock valued at $109,446,217,000 after acquiring an additional 3,383,441 shares during the period. Norges Bank purchased a new stake in shares of NVIDIA during the 4th quarter worth approximately $62,244,133,000. Bank of America Corp DE boosted its stake in shares of NVIDIA by 1.5% during the 4th quarter. Bank of America Corp DE now owns 187,181,484 shares of the computer hardware maker's stock worth $34,909,347,000 after acquiring an additional 2,849,678 shares in the last quarter. Finally, Legal & General Group Plc grew its holdings in shares of NVIDIA by 1.5% in the 3rd quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker's stock worth $33,808,862,000 after acquiring an additional 2,609,560 shares during the period. 65.27% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA unveiled Halos for Robotics, a full-stack safety system for physical AI that strengthens its position in robotics and autonomous machines by making its platform more useful for partners building real-world AI systems. NVIDIA Announces Halos for Robotics, the Industry's First Full-Stack Safety System for Physical AI
• Positive Sentiment: The company also highlighted its Vera Rubin supercomputing platform and a growing European deployment base, reinforcing demand for NVIDIA hardware in AI, scientific computing, and research infrastructure. NVIDIA Vera Rubin Delivers World-Class Supercomputers for Science
• Positive Sentiment: New coverage around Fervo Energy’s partnership with NVIDIA and PNNL on a geothermal digital twin suggests NVIDIA is extending its AI stack into clean-energy and industrial simulation use cases, another long-term demand driver for its compute platforms. Fervo Energy to partner with Nvidia, PNNL on geothermal digital twin
• Neutral Sentiment: Several articles argue NVIDIA remains a strong long-term AI winner, citing continued revenue growth and attractive valuation relative to its growth profile; these are supportive but do not provide a fresh near-term catalyst. Nvidia: The $1 Trillion Trade Hiding In Plain Sight
• Neutral Sentiment: On the other hand, some reports note that investors are rotating toward memory chips, infrastructure, and lower-priced semiconductor opportunities, while Kalshi-linked commentary suggests chip prices could soften, which can weigh on NVIDIA sentiment even if it does not change the company’s fundamentals. Nvidia's stock struggles as Kalshi traders bet chip prices are coming down
• Negative Sentiment: Some market commentary says NVIDIA is being held back by profit-taking and macro uncertainty, including softer risk appetite tied to U.S.-Iran peace-talk headlines and broader worries about whether AI chip pricing has further room to fall. Nvidia Stock: How the Chip Maker Is Trading Today

NVIDIA Stock Performance

NVIDIA stock opened at $208.65 on Tuesday. 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 fifty day moving average of $210.40 and a two-hundred day moving average of $192.66. The company has a market capitalization of $5.05 trillion, a price-to-earnings ratio of 31.95, a PEG ratio of 0.47 and a beta of 2.22. NVIDIA Corporation has a fifty-two week low of $142.03 and a fifty-two week high of $236.54.

NVIDIA (NASDAQ:NVDA - Get Free Report) last issued its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.76 by $0.11. The business had revenue of $81.61 billion for the quarter, compared to the consensus estimate of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business's revenue was up 85.2% on a year-over-year basis. During the same period in the prior year, the business earned $0.81 earnings per share. On average, analysts anticipate that NVIDIA Corporation will post 8.65 EPS for the current fiscal year.

NVIDIA Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Investors of record on Thursday, June 4th will be paid a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Thursday, June 4th. This is a positive change from NVIDIA's previous quarterly dividend of $0.01. NVIDIA's dividend payout ratio is presently 15.31%.

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

Analyst Ratings Changes

NVDA has been the subject of several research analyst reports. DA Davidson reaffirmed a "buy" rating and issued a $300.00 price objective on shares of NVIDIA in a research note on Monday, June 1st. Susquehanna reiterated a "positive" rating and set a $275.00 target price (up from $250.00) on shares of NVIDIA in a research report on Tuesday, May 12th. HSBC reissued a "buy" rating and issued a $325.00 target price (up from $295.00) on shares of NVIDIA in a report on Tuesday, May 19th. TD Cowen reaffirmed a "buy" rating and set a $275.00 price target (up from $235.00) on shares of NVIDIA in a research note on Friday, May 15th. Finally, Craig Hallum boosted their price objective on shares of NVIDIA from $245.00 to $275.00 and gave the stock a "buy" rating in a research report on Thursday, May 21st. Three research analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of "Buy" and a consensus target price of $305.67.

Insider Buying and Selling at NVIDIA

In other news, Director John Dabiri sold 625 shares of NVIDIA stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total transaction of $133,750.00. Following the completion of the sale, the director directly owned 14,163 shares in the company, valued at $3,030,882. The trade was a 4.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen C. Neal sold 15,500 shares of the business's stock in a transaction that occurred on Wednesday, June 3rd. The shares were 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 directly owned 116,135 shares of the company's stock, valued at approximately $25,053,803.55. This represents a 11.77% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 1,016,125 shares of company stock worth $224,582,565. Corporate insiders own 3.94% of the company's stock.

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.

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