NVIDIA Corporation $NVDA Stake Trimmed by ROI Financial Advisors LLC

Key Points

• ROI Financial Advisors trimmed its NVIDIA stake by 5.9% in the first quarter, selling 3,811 shares and retaining 60,596 shares worth approximately $10.6 million. NVIDIA remains the firm’s largest holding, representing about 6.3% of its portfolio.
• Institutional ownership remains substantial at 65.27%, while analysts maintain a bullish outlook: 48 rate the stock Buy and three rate it Strong Buy, with a consensus price target of $304.26.
• NVIDIA reported quarterly revenue of $81.61 billion, up 85.2% year over year, and authorized an $80 billion share-repurchase plan. However, insiders sold more than 1.9 million shares during the quarter, and the stock’s recent rally has raised concerns about limited near-term catalysts.

ROI Financial Advisors LLC lessened its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 5.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 60,596 shares of the computer hardware maker's stock after selling 3,811 shares during the quarter. NVIDIA makes up about 6.3% of ROI Financial Advisors LLC's portfolio, making the stock its biggest holding. ROI Financial Advisors LLC's holdings in NVIDIA were worth $10,568,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Diversified Enterprises LLC raised its stake in NVIDIA by 44.2% during the fourth quarter. Diversified Enterprises LLC now owns 127,604 shares of the computer hardware maker's stock worth $23,798,000 after purchasing an additional 39,129 shares during the period. ASR Vermogensbeheer N.V. grew its stake in shares of NVIDIA by 1.8% in the 4th quarter. ASR Vermogensbeheer N.V. now owns 3,169,377 shares of the computer hardware maker's stock valued at $591,086,000 after buying an additional 54,877 shares during the period. Storen Legacy Partners LLC acquired a new stake in shares of NVIDIA during the 4th quarter worth approximately $1,350,000. Weaver Capital Management LLC increased its holdings in shares of NVIDIA by 5.5% during the 4th quarter. Weaver Capital Management LLC now owns 85,216 shares of the computer hardware maker's stock worth $15,893,000 after buying an additional 4,439 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its position in shares of NVIDIA by 3.6% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 26,652,420 shares of the computer hardware maker's stock valued at $4,970,704,000 after buying an additional 936,506 shares during the period. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on NVDA. Wolfe Research reiterated an "outperform" rating and issued a $275.00 price objective on shares of NVIDIA in a research report on Thursday, May 21st. Truist Financial lifted their target price on NVIDIA from $287.00 to $307.00 and gave the company a "buy" rating in a research report on Thursday, May 21st. BNP Paribas Exane upped their price target on NVIDIA from $270.00 to $285.00 and gave the company an "outperform" rating in a research note on Thursday, May 21st. BTIG Research assumed coverage on NVIDIA in a report on Wednesday, April 15th. They set a "buy" rating for the company. Finally, DZ Bank reissued a "buy" rating on shares of NVIDIA in a research report on Thursday, May 21st. Three research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Buy" and a consensus price target of $304.26.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Reports that SpaceX plans to deploy NVIDIA’s next-generation AI hardware across terrestrial and orbital computing infrastructure reinforced expectations for another major customer and expanded demand for NVIDIA systems. Time to Buy Nvidia or SpaceX Stock After Their AI Partnership?
• Positive Sentiment: Strong spending by hyperscalers, demand for AI data-center capacity, and NVIDIA-backed projects such as Firmus’ $2 billion fundraising in Australia and Asia-Pacific supported the view that AI infrastructure investment remains robust. Firmus nearly doubles valuation to over $10.5 billion
• Positive Sentiment: Analyst and market commentary highlighted NVIDIA’s leadership in sovereign AI, with one report estimating a 92% share, while investors continued to describe the company as evolving from a GPU supplier into a broader AI infrastructure platform. What’s Going On With NVIDIA Stock Friday?
• Positive Sentiment: Recent commentary pointed to accelerating AI demand, strong cash flow and valuation support, with the median analyst price target reported at $308.50 versus recent trading levels. Should You Buy NVIDIA Stock After Its 11% Rally in a Month?
• Neutral Sentiment: NVIDIA’s rally has lifted the stock roughly 12% over five sessions, increasing focus on the upcoming earnings report. Analysts remain constructive, but some traders are pausing because near-term catalysts may be limited after the sharp advance. Two reasons why Nvidia's stock saw its biggest weekly surge
• Negative Sentiment: AMD’s acquisition of AI-inference chip startup Taalas could strengthen its competitive position and create a longer-term challenge to NVIDIA, although initial investor commentary suggested the deal does not immediately close NVIDIA’s AI gap. AMD Is Buying Its Way Deeper Into AI Inference
• Negative Sentiment: QuiverQuant data showed 45 NVIDIA insider sales and no insider purchases during the past six months, a potential caution signal as the stock trades near its highs. NVIDIA Stock Opinions on AI Market Position

Insider Activity

In other NVIDIA news, Director Stephen C. Neal sold 15,500 shares of the 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 sale, the director directly owned 116,135 shares in the company, valued at $25,053,803.55. This represents a 11.77% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director John Dabiri sold 625 shares of the firm's stock in a transaction that occurred on 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 transaction, the director directly owned 14,163 shares of the company's stock, valued at $3,030,882. This represents a 4.23% decrease in their position. 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. Over the last quarter, insiders sold 1,901,125 shares of company stock valued at $410,583,015. 3.94% of the stock is currently owned by company insiders.

NVIDIA Trading Up 2.3%

Shares of NASDAQ NVDA opened at $223.96 on Friday. The company has a current ratio of 3.44, a quick ratio of 2.85 and a debt-to-equity ratio of 0.04. The stock has a market capitalization of $5.42 trillion, a PE ratio of 34.30, a PEG ratio of 0.43 and a beta of 2.23. NVIDIA Corporation has a twelve month low of $164.07 and a twelve month high of $236.54. The stock has a fifty day simple moving average of $205.66 and a 200-day simple moving average of $197.19.

NVIDIA (NASDAQ:NVDA - Get Free Report) last posted 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 firm had revenue of $81.61 billion for the quarter, compared to analyst estimates of $78.42 billion. During the same quarter in the prior year, the company earned $0.81 EPS. NVIDIA's revenue was up 85.2% on a year-over-year basis. On average, equities analysts forecast that NVIDIA Corporation will post 8.79 earnings per share for the current year.

NVIDIA Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, June 26th. Stockholders of record on Thursday, June 4th were given a dividend of $0.25 per share. This is a boost from NVIDIA's previous quarterly dividend of $0.01. This represents a $1.00 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend was Thursday, June 4th. NVIDIA's dividend payout ratio is currently 15.31%.

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

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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