Opus Financial Solutions LLC Grows Stock Position in NVIDIA Corporation $NVDA

Opus Financial Solutions LLC raised its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 108.4% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 14,217 shares of the computer hardware maker's stock after purchasing an additional 7,396 shares during the period. NVIDIA accounts for approximately 2.3% of Opus Financial Solutions LLC's portfolio, making the stock its 15th biggest holding. Opus Financial Solutions LLC's holdings in NVIDIA were worth $2,845,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Bank of America Corp DE lifted its stake in shares of NVIDIA by 2.1% in the first quarter. Bank of America Corp DE now owns 191,200,989 shares of the computer hardware maker's stock worth $33,345,453,000 after buying an additional 4,019,505 shares in the last quarter. Invesco Ltd. grew its stake in NVIDIA by 0.3% during the 4th quarter. Invesco Ltd. now owns 143,239,504 shares of the computer hardware maker's stock valued at $26,714,167,000 after acquiring an additional 446,178 shares in the last quarter. J. Stern & Co. LLP raised its holdings in NVIDIA by 13,709.1% in the 4th quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker's stock valued at $23,454,297,000 after acquiring an additional 124,849,603 shares during the last quarter. Amundi raised its holdings in NVIDIA by 10.4% in the 1st quarter. Amundi now owns 133,768,018 shares of the computer hardware maker's stock valued at $23,329,141,000 after acquiring an additional 12,575,177 shares during the last quarter. Finally, Dimensional Fund Advisors LP lifted its stake in NVIDIA by 0.6% in the 1st quarter. Dimensional Fund Advisors LP now owns 94,521,253 shares of the computer hardware maker's stock worth $16,479,126,000 after purchasing an additional 555,221 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company's stock.

Analysts Set New Price Targets

Several analysts have issued reports on the company. JPMorgan Chase & Co. upped their target price on NVIDIA from $280.00 to $320.00 and gave the company an "overweight" rating in a report on Thursday, August 27th. Citic Securities lifted their price target on NVIDIA from $242.00 to $315.00 and gave the stock a "buy" rating in a report on Friday, May 22nd. Wolfe Research reissued an "outperform" rating and set a $275.00 price target on shares of NVIDIA in a research report on Thursday, May 21st. Daiwa Securities Group boosted their price target on shares of NVIDIA from $215.00 to $255.00 and gave the company an "outperform" rating in a research report on Friday, May 22nd. Finally, The Goldman Sachs Group reissued a "buy" rating on shares of NVIDIA in a report on Thursday, September 10th. Three investment analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and two have given a Hold rating to the company's stock. According to data from MarketBeat, the company has a consensus rating of "Buy" and an average price target of $324.34.

Insiders Place Their Bets

In other news, EVP Timothy S. Teter sold 30,000 shares of the business'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 transaction of $6,536,400.00. Following the completion of the sale, the executive vice president owned 2,687,660 shares in the company, valued at approximately $585,587,360.80. The trade was a 1.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark A. Stevens sold 622,239 shares of the company's stock in a transaction on Friday, September 4th. The shares were sold at an average price of $231.62, for a total transaction of $144,122,997.18. Following the completion of the transaction, 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,700,740 shares of company stock worth $385,015,077 over the last 90 days. Company insiders own 3.94% of the company's stock.

More 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 the view that hyperscaler and enterprise AI demand is not slowing. The comments directly counter concerns that the AI investment cycle is approaching a peak. Jensen Huang says Nvidia will sell twice as many chips next year
• Positive Sentiment: Customer and ecosystem activity provided additional validation: CoreWeave deployed multi-rack NVIDIA Vera Rubin clusters, while ASUS and Poesis demonstrated autonomous trading agents running locally on NVIDIA-powered systems. These developments expand demand beyond traditional model training into cloud computing, enterprise AI and agentic applications. CoreWeave Boosts Agentic AI With Multi-Rack NVIDIA Vera Rubin Clusters
• Positive Sentiment: NVIDIA’s work with IonQ and Oak Ridge National Laboratory showed generative AI reducing quantum-circuit compilation time from about 11 minutes to 28 seconds. The project highlights CUDA-Q and NVIDIA GPUs as an infrastructure layer for future hybrid quantum-classical computing. IonQ and NVIDIA Just Cracked a Major Quantum Computing Bottleneck
• Positive Sentiment: Reports that Apple is discussing NVIDIA high-speed networking for potential M8 Ultra-based servers suggest NVIDIA can benefit even when customers develop their own AI processors. This supports the company’s strategy of monetizing networking and data-center connectivity in addition to GPUs. Apple Is Quietly Building an AI Advantage Few Expected
• Neutral Sentiment: Shares also benefited from a broader semiconductor and Nasdaq rebound, with AMD and Broadcom among the stronger chip-sector performers. This improves near-term sentiment but is less specific to NVIDIA’s fundamentals. AMD Jumps as Semiconductor Rebound Reaches a Third Session
• Negative Sentiment: Huawei plans to launch two Ascend 960 AI chips in 2027, signaling intensifying competition and potential geopolitical pressure in China. Investors are also monitoring rising memory costs, which could weigh on NVIDIA’s gross margins as demand scales. Huawei Sets 2027 AI Chip Launches to Challenge Nvidia

NVIDIA Stock Up 2.5%

NVIDIA stock opened at $219.34 on Friday. NVIDIA Corporation has a twelve month low of $164.27 and a twelve month high of $236.54. The stock's fifty day simple moving average is $214.43 and its 200-day simple moving average is $204.16. 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 firm has a market capitalization of $5.29 trillion, a P/E ratio of 27.73, a P/E/G ratio of 1.68 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA - Get Free Report) last released its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, topping analysts' consensus estimates of $2.09 by $0.13. The firm had revenue of $96.22 billion for the quarter, compared to analyst estimates of $92.27 billion. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The business's quarterly revenue was up 105.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.05 earnings per share. As a group, equities analysts expect that NVIDIA Corporation will post 9.12 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th will be given a $0.25 dividend. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.5%. NVIDIA's dividend payout ratio is currently 12.64%.

NVIDIA Profile

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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