NVIDIA Corporation $NVDA Shares Purchased by Bryn Mawr Trust Advisors LLC

Key Points

• Bryn Mawr Trust Advisors increased its NVIDIA position by 9.7% in the second quarter, bringing its holdings to 82,069 shares valued at approximately $16.4 million. Institutional investors and hedge funds collectively own 65.27% of NVIDIA.
• Analyst sentiment remains broadly positive, with an average rating of “Buy” and a consensus price target of $324.34. Three analysts rate the stock a Strong Buy, while 50 rate it a Buy and two recommend Hold.
• NVIDIA reported quarterly earnings and revenue above expectations, with EPS of $2.22 and revenue of $96.22 billion, up 105.9% year over year. However, insiders sold roughly $392.7 million of stock over the past three months, including substantial sales by an executive and a director.

Bryn Mawr Trust Advisors LLC boosted its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 9.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 82,069 shares of the computer hardware maker's stock after acquiring an additional 7,225 shares during the quarter. NVIDIA comprises about 0.7% of Bryn Mawr Trust Advisors LLC's investment portfolio, making the stock its 29th biggest holding. Bryn Mawr Trust Advisors LLC's holdings in NVIDIA were worth $16,421,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of NVDA. Lifetime Wealth Management P.C. bought a new stake in shares of NVIDIA in the 4th quarter worth approximately $26,000. Longview Financial Advisors Inc. bought a new stake in NVIDIA during the first quarter worth approximately $27,000. Phillip James Consulting Co. acquired a new position in NVIDIA in the first quarter worth approximately $40,000. Syntax Research Inc. grew its position in NVIDIA by 62.5% in the fourth quarter. Syntax Research Inc. now owns 260 shares of the computer hardware maker's stock worth $49,000 after buying an additional 100 shares during the last quarter. Finally, Frankly Finances LLC bought a new position in shares of NVIDIA in the second quarter valued at $60,000. 65.27% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have recently commented on NVDA. Itau BBA Securities cut their price objective on NVIDIA from $256.00 to $218.00 in a research report on Wednesday, June 24th. Melius Research set a $420.00 target price on NVIDIA in a report on Thursday, August 27th. The Goldman Sachs Group reaffirmed a "buy" rating on shares of NVIDIA in a research report on Thursday, September 10th. Oppenheimer set a $315.00 target price on NVIDIA and gave the company an "outperform" rating in a report on Thursday, August 27th. Finally, Mizuho set a $315.00 price target on NVIDIA and gave the company an "outperform" rating in a research report on Thursday, August 27th. Three investment analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of "Buy" and a consensus target price of $324.34.

Insider Buying and Selling

In other NVIDIA news, EVP Timothy S. Teter sold 30,000 shares of the company's stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $217.88, for a total value of $6,536,400.00. Following the transaction, the executive vice president owned 2,687,660 shares in the company, valued at approximately $585,587,360.80. This represents a 1.10% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark A. Stevens sold 622,239 shares of the 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 owned 2,336,531 shares of the company's stock, valued at approximately $541,187,310.22. The trade was a 21.03% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 1,735,658 shares of company stock worth $392,663,865. 3.94% of the stock is owned by company insiders.

NVIDIA Price Performance

NASDAQ:NVDA opened at $222.27 on Monday. The firm has a market capitalization of $5.36 trillion, a price-to-earnings ratio of 28.10, a PEG ratio of 1.72 and a beta of 2.22. NVIDIA Corporation has a 1-year low of $164.27 and a 1-year 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 business's fifty day moving average price is $214.66 and its 200 day moving average price is $204.44.

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 return on equity of 96.04% and a net margin of 63.66%.The firm had revenue of $96.22 billion during the quarter, compared to the consensus estimate of $92.27 billion. During the same period in the prior year, the business earned $1.05 EPS. The business's revenue for the quarter was up 105.9% on a year-over-year basis. On average, sell-side analysts forecast that NVIDIA Corporation will post 9.25 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

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

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: CEO Jensen Huang said NVIDIA expects to sell roughly twice as many chips next year, reinforcing expectations that hyperscaler spending on AI data centers remains strong. The forecast includes demand for GPUs, CPUs, networking equipment and complete server racks. Nvidia Chip Sales Could Double Next Year, CEO Jensen Huang Says
• Positive Sentiment: Analysts and market commentators increasingly view NVIDIA as attractively valued relative to its growth. Its scale, diversified AI exposure, high profitability and lower forward valuation multiple give it an advantage over peers such as Credo, while some estimates suggest revenue growth could remain near 70% in fiscal 2028. Credo vs. NVIDIA After Earnings
• Positive Sentiment: AI infrastructure demand is expanding beyond processors into high-bandwidth memory and optical networking. NVIDIA has identified memory and silicon photonics as potential bottlenecks and has committed capital and purchase agreements involving suppliers such as Coherent and Lumentum, signaling sustained demand throughout its supply chain.
• Positive Sentiment: New ecosystem activity supports NVIDIA’s long-term growth narrative. Cloud partner CoreWeave is deploying next-generation Vera Rubin clusters, while NVIDIA-backed Nscale filed for a U.S. IPO. NVIDIA technology is also being used in autonomous trading systems, quantum-computing research and planned enterprise augmented-reality products.
• Neutral Sentiment: Speculative initiatives, including potential orbital data centers with SpaceX and NVIDIA’s quantum-computing software, could create future demand but are unlikely to materially affect near-term revenue.
• Negative Sentiment: Investors remain alert to competition from Huawei’s planned 2027 Ascend chips, possible AI-spending deceleration, rising memory costs that could pressure gross margins, and the effects of higher interest rates. The stock’s elevated valuation and dependence on continued hyperscaler capital expenditure also leave it sensitive to disappointing guidance.

About NVIDIA

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company's offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.

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