Synergy Financial Group LTD Has $11.46 Million Stake in NVIDIA Corporation $NVDA

Key Points

• Synergy Financial Group reduced its NVIDIA stake by 7.6% in the second quarter, selling 4,689 shares. It still held 57,256 shares worth approximately $11.46 million, representing 8.2% of its portfolio.
• NVIDIA reported strong momentum, with quarterly revenue of $96.22 billion, up 105.9% year over year, and earnings of $2.22 per share. Analysts remain bullish, with a consensus “Buy” rating and an average price target of $324.34.
• Risks include NVIDIA’s elevated valuation, higher interest rates, potential export restrictions affecting China, rising memory costs and recent insider selling. Institutional investors own approximately 65.27% of the company.

Synergy Financial Group LTD cut its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 7.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 57,256 shares of the computer hardware maker's stock after selling 4,689 shares during the period. NVIDIA accounts for 8.2% of Synergy Financial Group LTD's portfolio, making the stock its largest position. Synergy Financial Group LTD's holdings in NVIDIA were worth $11,456,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently added to or reduced their stakes in the stock. Boyd Wealth Management LLC grew its position in shares of NVIDIA by 273.4% during the 2nd quarter. Boyd Wealth Management LLC now owns 9,145 shares of the computer hardware maker's stock valued at $1,830,000 after buying an additional 6,696 shares during the last quarter. Altshuler Shaham Ltd raised its stake in NVIDIA by 6,451.9% during the 1st quarter. Altshuler Shaham Ltd now owns 637,236 shares of the computer hardware maker's stock valued at $111,134,000 after acquiring an additional 627,510 shares in the last quarter. ASR Vermogensbeheer N.V. boosted its position in NVIDIA by 1.8% during the 4th quarter. ASR Vermogensbeheer N.V. now owns 3,169,377 shares of the computer hardware maker's stock worth $591,086,000 after acquiring an additional 54,877 shares during the period. Storen Legacy Partners LLC bought a new stake in shares of NVIDIA during the fourth quarter valued at about $1,350,000. Finally, Baker Tilly Wealth Management LLC increased its stake in NVIDIA by 7.4% during the 2nd quarter. Baker Tilly Wealth Management LLC now owns 71,898 shares of the computer hardware maker's stock valued at $14,386,000 after buying an additional 4,958 shares during the period. 65.27% of the stock is currently owned by institutional investors.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Demand for NVIDIA’s AI infrastructure remains strong. Management’s outlook implies roughly 70% revenue growth in fiscal 2028, while analysts and commentary continue to highlight the Vera Rubin product ramp, expanding data-center investment and potential supply constraints as catalysts. NVIDIA demand growth article
• Positive Sentiment: Super Micro Computer began shipping NVIDIA Vera Rubin NVL72 liquid-cooled server racks, providing evidence that NVIDIA’s latest systems are moving into customer deployments and supporting continued hyperscaler capital spending. Super Micro Vera Rubin shipment article
• Positive Sentiment: NVIDIA received a Zacks upgrade to Strong Buy. Other bullish analyses point to its broad AI hardware, networking and software portfolio, while IonQ’s planned quantum-computing deployment at an NVIDIA research center expands the company’s longer-term technology ecosystem. Zacks NVIDIA analysis
• Neutral Sentiment: Potential progress in Trump-Xi discussions could improve NVIDIA’s access to China, where the company’s latest revenue forecast assumes no data-center compute sales. However, export controls and the November tariff-truce deadline leave the opportunity highly uncertain. NVIDIA China sales outlook
• Negative Sentiment: Higher Treasury yields and renewed expectations for a possible October rate increase pressured high-growth technology stocks, making NVIDIA’s elevated valuation more vulnerable to multiple compression.
• Negative Sentiment: Insider-selling reports added to investor caution. EVP Timothy Teter sold approximately $6.8 million of shares under a pre-arranged Rule 10b5-1 plan, while separate coverage described a much larger sale by a senior director without a disclosed prearranged plan. The sales do not establish a fundamental problem but can weigh on sentiment. NVIDIA insider transaction
• Negative Sentiment: Management expects higher memory costs to pressure gross margins, highlighting a shift in AI bottleneck power toward memory and optical-networking suppliers. NVIDIA CEO Jensen Huang also said AI companies should not receive antitrust or liability exemptions, a stance that may increase compliance burdens across the industry. Reuters AI regulation article

Insider Buying and Selling at NVIDIA

In other news, CFO Colette Kress sold 34,918 shares of the firm's stock in a transaction dated 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 of the company's stock, valued at approximately $167,595,812.15. This trade represents a 4.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Timothy Teter sold 30,460 shares of NVIDIA stock in a transaction dated Monday, September 21st. The stock was sold at an average price of $222.80, for a total value of $6,786,488.00. Following the completion of the transaction, the executive vice president owned 2,687,660 shares in the company, valued at $598,810,648. The trade was a 1.12% decrease in their ownership of the stock. 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. Insiders sold 1,766,118 shares of company stock worth $399,450,353 over the last ninety days. Company insiders own 3.94% of the company's stock.

NVIDIA Price Performance

NASDAQ NVDA opened at $225.51 on Thursday. The company has a debt-to-equity ratio of 0.14, a current ratio of 4.59 and a quick ratio of 3.85. The firm has a market cap of $5.43 trillion, a P/E ratio of 28.51, a price-to-earnings-growth ratio of 1.77 and a beta of 2.22. The stock's 50-day moving average is $215.73 and its two-hundred day moving average is $205.39. NVIDIA Corporation has a fifty-two week low of $164.27 and a fifty-two week high of $236.54.

NVIDIA (NASDAQ:NVDA - Get Free Report) last posted its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share 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 analyst estimates of $92.27 billion. During the same period in the previous year, the company earned $1.05 EPS. The company's revenue for the quarter was up 105.9% on a year-over-year basis. On average, analysts anticipate that NVIDIA Corporation will post 9.25 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

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

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the stock. Rothschild & Co Redburn increased their price objective on shares of NVIDIA from $300.00 to $325.00 in a report on Thursday, August 27th. KGI Securities boosted their price objective on NVIDIA from $335.00 to $345.00 in a research note on Thursday, August 27th. President Capital lifted their price objective on shares of NVIDIA from $295.00 to $330.00 in a research note on Thursday, August 27th. Royal Bank Of Canada upped their price objective on shares of NVIDIA from $300.00 to $330.00 and gave the company an "outperform" rating in a research note on Thursday, August 27th. Finally, KeyCorp reissued an "overweight" rating and set a $330.00 price target on shares of NVIDIA in a research report on Monday, August 24th. Four research analysts have rated the stock with a Strong Buy rating, fifty have issued a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of "Buy" and a consensus price target of $324.34.

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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