NVIDIA Corporation $NVDA Shares Sold by Charles Schwab Trust Co

Key Points

• Charles Schwab Trust Co. reduced its NVIDIA stake by 4.6% in the second quarter, selling 6,434 shares and retaining 134,175 shares valued at approximately $26.85 million. Institutional investors collectively own 65.27% of NVIDIA.
• NVIDIA continues to benefit from strong AI demand, with analysts maintaining bullish views ahead of earnings and the company exploring investments in data-center infrastructure and potential AI-chip partnerships.
• Risks include potential competition from Microsoft’s Maia 300 chip, uncertainty around Rubin Ultra’s memory configuration and China shipments, elevated valuation pressure, and substantial insider selling totaling about $410.6 million over the past 90 days.

Charles Schwab Trust Co decreased its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 4.6% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 134,175 shares of the computer hardware maker's stock after selling 6,434 shares during the quarter. NVIDIA comprises about 1.5% of Charles Schwab Trust Co's holdings, making the stock its 19th largest position. Charles Schwab Trust Co's holdings in NVIDIA were worth $26,847,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of NVDA. Lifetime Wealth Management P.C. acquired a new position in NVIDIA during the 4th quarter worth approximately $26,000. Longview Financial Advisors Inc. bought a new stake in NVIDIA in the first quarter valued at $27,000. Longfellow Investment Management Co. LLC raised its stake in NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after acquiring an additional 67 shares in the last quarter. Phillip James Consulting Co. bought a new stake in shares of NVIDIA during the 1st quarter worth about $40,000. Finally, Inspire Investing LLC bought a new stake in NVIDIA in the fourth quarter worth about $44,000. Hedge funds and other institutional investors own 65.27% of the company's stock.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA is reportedly in advanced talks to invest several hundred million dollars in Cloverleaf Infrastructure, a developer of U.S. data-center power and infrastructure. The move could help address the electricity bottleneck limiting AI capacity while strengthening NVIDIA’s role in projects that use its systems. Nvidia in Talks to Invest in Data-Center Power Developer Cloverleaf Infrastructure
• Positive Sentiment: Analyst support remains strong before earnings. BMO named NVIDIA its top semiconductor pick with a $340 price target, while Jefferies reportedly expects revenue to exceed consensus by roughly $3 billion. Consensus forecasts call for approximately $91 billion of quarterly revenue, supported by Blackwell and broader AI infrastructure demand. Nvidia stock dubbed top pick ahead of Q2 earnings
• Positive Sentiment: Reports that SpaceX is standardizing its AI infrastructure on NVIDIA chips reinforce the company’s competitive position and could support demand for its next-generation Vera Rubin platform. NVIDIA is also exploring a potential partnership or acquisition involving South Korean AI-chip designer Rebellions, indicating continued investment in its AI ecosystem. NVIDIA Could Snap up Korean AI Chip Startup Rebellions
• Neutral Sentiment: NVIDIA’s proposed investment in Cloverleaf follows other efforts to finance AI infrastructure and convert future GPU capacity into a financeable asset. The strategy could accelerate deployments, but it also exposes NVIDIA to capital-allocation and customer-financing risks. Nvidia Makes Another Bet on the AI Power Bottleneck
• Negative Sentiment: Investors are weighing possible competitive and product risks. NVIDIA is reportedly testing Rubin Ultra configurations with less high-bandwidth memory than originally planned, while Microsoft is preparing its own Maia 300 AI chip. These developments could raise questions about performance, supply availability and long-term customer diversification. NVIDIA and AMD: Rubin Ultra memory reports
• Negative Sentiment: NVIDIA denied a report that it plans small-batch shipments of a China-specific AI chip by year-end, removing a potential near-term catalyst. Analysts also say any renewed China H200 sales may have only a limited effect on revenue. Nvidia to ship AI chip for China by year-end
• Negative Sentiment: Higher Treasury yields and warnings from investors such as Michael Burry that AI data-center financing may be excessive are adding valuation pressure ahead of a high-expectation earnings event.

NVIDIA Stock Performance

NASDAQ NVDA opened at $214.75 on Friday. 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 firm has a 50-day moving average of $207.47 and a 200-day moving average of $199.52. NVIDIA Corporation has a 52-week low of $164.07 and a 52-week high of $236.54. The stock has a market cap of $5.20 trillion, a PE ratio of 32.89, a P/E/G ratio of 0.43 and a beta of 2.23.

NVIDIA (NASDAQ:NVDA - Get Free Report) last released its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.76 by $0.11. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The company had revenue of $81.61 billion for the quarter, compared to analyst estimates of $78.42 billion. During the same period in the prior year, the firm posted $0.81 EPS. NVIDIA's quarterly revenue was up 85.2% on a year-over-year basis. On average, sell-side analysts anticipate that NVIDIA Corporation will post 8.61 EPS for the current year.

NVIDIA declared that its Board of Directors has initiated a share buyback plan on Wednesday, May 20th that authorizes the company to buyback $80.00 billion in outstanding shares. This buyback authorization authorizes the computer hardware maker to purchase up to 1.5% of its shares through open market purchases. Shares buyback plans are generally an indication that the company's management believes its shares are undervalued.

Wall Street Analyst Weigh In

NVDA has been the subject of a number of research reports. Cantor Fitzgerald restated an "overweight" rating and set a $350.00 price objective on shares of NVIDIA in a research report on Thursday, May 21st. Barclays reiterated an "overweight" rating on shares of NVIDIA in a research note on Thursday, May 21st. Wall Street Zen cut shares of NVIDIA from a "strong-buy" rating to a "buy" rating in a research note on Saturday, July 4th. Craig Hallum boosted their target price on shares of NVIDIA from $245.00 to $275.00 and gave the company a "buy" rating in a research note on Thursday, May 21st. Finally, The Goldman Sachs Group restated a "buy" rating on shares of NVIDIA in a research report on Tuesday, August 11th. Three equities research analysts have rated the stock with a Strong Buy rating, forty-nine have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average price target of $308.01.

Insiders Place Their Bets

In other news, 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 value of $3,343,815.00. Following the transaction, the director owned 116,135 shares in the company, valued at approximately $25,053,803.55. The trade was a 11.77% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Mark A. Stevens sold 885,000 shares of the business's stock in a transaction that occurred 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 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 position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 1,901,125 shares of company stock worth $410,583,015. 3.94% of the stock is currently owned by insiders.

NVIDIA 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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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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