Oak Barrel Wealth Advisory LLC Purchases 12,252 Shares of NVIDIA Corporation $NVDA

Key Points

• Oak Barrel Wealth Advisory initiated a 12,252-share NVIDIA position worth approximately $2.45 million, making NVDA its 10th-largest holding at 1.1% of the portfolio. Institutional investors collectively own 65.27% of NVIDIA.
• NVIDIA reported strong quarterly results, with revenue up 105.9% year over year to $96.22 billion and EPS of $2.22, beating analyst expectations. Analysts remain broadly bullish, with a consensus “Buy” rating and a $324.14 price target.
• The company authorized an additional $150 billion share buyback, while investors continue to monitor risks from rising memory costs, supply-chain constraints, macroeconomic pressure and potential financing risks among smaller AI infrastructure customers.

Oak Barrel Wealth Advisory LLC acquired a new stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 12,252 shares of the computer hardware maker's stock, valued at approximately $2,452,000. NVIDIA accounts for about 1.1% of Oak Barrel Wealth Advisory LLC's portfolio, making the stock its 10th largest position.

Other institutional investors also recently modified their holdings of the company. Palatine Hill Wealth Management LLC increased its stake in shares of NVIDIA by 9.9% during the 2nd quarter. Palatine Hill Wealth Management LLC now owns 1,581 shares of the computer hardware maker's stock worth $316,000 after purchasing an additional 143 shares during the last quarter. Phillips Wealth Planners LLC lifted its stake in NVIDIA by 62.7% in the 2nd quarter. Phillips Wealth Planners LLC now owns 4,903 shares of the computer hardware maker's stock valued at $966,000 after purchasing an additional 1,889 shares during the last quarter. Trust Co. of Vermont bought a new position in NVIDIA during the second quarter worth about $72,750,000. Principle Wealth Partners LLC grew its holdings in NVIDIA by 0.7% during the second quarter. Principle Wealth Partners LLC now owns 285,774 shares of the computer hardware maker's stock worth $57,180,000 after purchasing an additional 1,968 shares during the period. Finally, Focused Wealth Management Inc increased its position in NVIDIA by 6.0% during the second quarter. Focused Wealth Management Inc now owns 92,033 shares of the computer hardware maker's stock worth $18,415,000 after buying an additional 5,199 shares during the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA’s decision to authorize an additional $150 billion in share repurchases, bringing total remaining authorization to approximately $235 billion through fiscal 2028, signals management’s confidence in future cash flow and could support earnings per share through a lower share count. Nvidia adds $150 billion to existing share repurchase plan
• Positive Sentiment: The company launched its Open Agent Safety Platform, including tools to control, monitor and isolate AI agents. Investors may see the initiative as a new software and inference-infrastructure opportunity rather than a constraint on AI spending. NVIDIA launches Open Agent Safety Platform
• Positive Sentiment: Demand indicators remain strong. SpaceX is reportedly purchasing more NVIDIA GPUs, Uniserve signed a five-year agreement involving NVIDIA B300 servers, and potential Chinese purchases of RTX PRO 5500 processors could expand the company’s addressable market if approved. SpaceX orders more Nvidia chips
• Neutral Sentiment: Analyst optimism persists, including Rosenblatt’s reiterated Buy rating and $390 price target. Commentary also highlights accelerating TSMC 2-nanometer capacity and continued hyperscaler capital spending as longer-term support for NVIDIA’s growth. TSMC prices out the competition
• Negative Sentiment: Near-term trading was pressured by rising bond yields and macroeconomic uncertainty, while NVIDIA’s shares consolidated below their recent high after Monday’s buyback-driven advance.
• Negative Sentiment: Investors are monitoring higher memory costs and supply-chain bottlenecks that could compress gross margins even as AI revenue grows. A Netlist complaint seeking to restrict imports of Micron memory used in NVIDIA-related AI systems adds a further legal and supply risk. Netlist seeks U.S. import ban on Micron chips
• Negative Sentiment: NVIDIA is also exploring insurance structures for chip-backed loans to smaller “neocloud” customers. The effort could broaden demand, but it highlights concerns about financing risk and the ability of emerging customers to support massive AI infrastructure investments. Nvidia turns to insurers to spread risk of AI build-out

Wall Street Analyst Weigh In

Several research firms have issued reports on NVDA. Piper Sandler started coverage on NVIDIA in a research note on Wednesday, September 9th. They issued an "overweight" rating and a $300.00 price objective on the stock. BMO Capital Markets set a $340.00 target price on NVIDIA and gave the stock an "outperform" rating in a report on Thursday, August 20th. DA Davidson restated a "buy" rating and issued a $300.00 price target on shares of NVIDIA in a research note on Thursday, August 27th. The Goldman Sachs Group reaffirmed a "buy" rating on shares of NVIDIA in a report on Thursday, September 10th. Finally, Wells Fargo & Company reiterated an "overweight" rating and issued a $315.00 price objective on shares of NVIDIA in a report on Tuesday, August 11th. Four investment analysts have rated the stock with a Strong Buy rating, fifty have assigned a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of "Buy" and a consensus price target of $324.14.

NVIDIA Trading Down 0.7%

Shares of NVIDIA stock opened at $227.21 on Wednesday. The firm's 50-day moving average price is $217.43 and its two-hundred day moving average price is $206.62. The company has a market capitalization of $5.48 trillion, a price-to-earnings ratio of 28.72, a PEG ratio of 1.77 and a beta of 2.22. The company has a quick ratio of 3.85, a current ratio of 4.59 and a debt-to-equity ratio of 0.14. NVIDIA Corporation has a 12-month low of $164.27 and a 12-month high of $236.54.

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 (EPS) for the quarter, beating 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 company had revenue of $96.22 billion for the quarter, compared to analyst estimates of $92.27 billion. During the same quarter last year, the company posted $1.05 EPS. The company's revenue for the quarter was up 105.9% compared to the same quarter last year. On average, analysts forecast that NVIDIA Corporation will post 9.25 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Thursday, September 10th will be given a dividend of $0.25 per share. The ex-dividend date is Thursday, September 10th. This represents a $1.00 annualized dividend and a yield of 0.4%. NVIDIA's dividend payout ratio (DPR) is currently 12.64%.

NVIDIA declared that its board has initiated a share buyback program on Monday, September 28th that authorizes the company to buyback $150.00 billion in outstanding shares. This buyback authorization authorizes the computer hardware maker to reacquire up to 2.8% of its shares through open market purchases. Shares buyback programs are often a sign that the company's board of directors believes its shares are undervalued.

Insiders Place Their Bets

In related news, CFO Colette Kress sold 34,918 shares of the company's stock in a transaction that occurred on Thursday, September 17th. The stock was sold at an average price of $219.05, for a total value of $7,648,787.90. Following the sale, the chief financial officer directly owned 765,103 shares in the company, valued at $167,595,812.15. This represents a 4.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Timothy S. Teter sold 30,460 shares of the stock in a transaction on Monday, September 21st. The stock was sold at an average price of $222.80, for a total transaction of $6,786,488.00. Following the sale, the executive vice president owned 2,687,660 shares of the company's stock, valued at approximately $598,810,648. This trade represents a 1.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,766,118 shares of company stock valued at $399,450,353 in the last ninety days. 3.94% of the stock is currently owned by insiders.

NVIDIA Profile

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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