Wealthquest Corp Acquires 3,698 Shares of NVIDIA Corporation $NVDA

Key Points

• Wealthquest Corp increased its NVIDIA stake by 15.6% in the first quarter, acquiring 3,698 shares to hold 27,339 shares worth approximately $4.77 million. Institutional investors collectively own 65.27% of NVIDIA.
• NVIDIA exceeded quarterly expectations with $1.87 in EPS and $81.61 billion in revenue, up 85.2% year over year. The company also authorized an $80 billion share buyback and raised its quarterly dividend to $0.25 per share.
• Analysts maintain a broadly bullish outlook, with a consensus “Buy” rating and average price target of $304.26, but investors face risks from insider selling, potential AI-financing losses, circular-financing concerns and growing competition in custom AI chips.

Wealthquest Corp increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 15.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 27,339 shares of the computer hardware maker's stock after purchasing an additional 3,698 shares during the quarter. NVIDIA makes up 0.3% of Wealthquest Corp's portfolio, making the stock its 25th biggest holding. Wealthquest Corp's holdings in NVIDIA were worth $4,768,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of NVIDIA during the fourth quarter valued at approximately $62,244,133,000. J. Stern & Co. LLP boosted its position in shares of NVIDIA by 13,709.1% during the fourth quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker's stock worth $23,454,297,000 after acquiring an additional 124,849,603 shares during the last quarter. Cardano Risk Management B.V. boosted its position in shares of NVIDIA by 896.4% during the fourth quarter. Cardano Risk Management B.V. now owns 78,123,960 shares of the computer hardware maker's stock worth $14,570,119,000 after acquiring an additional 70,283,539 shares during the last quarter. Capital Research Global Investors grew its stake in NVIDIA by 16.1% during the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker's stock valued at $30,855,564,000 after acquiring an additional 22,896,705 shares in the last quarter. Finally, Laurel Wealth Advisors LLC grew its stake in NVIDIA by 15,496.1% during the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker's stock valued at $3,454,534,000 after acquiring an additional 21,725,326 shares in the last quarter. Institutional investors own 65.27% of the company's stock.

Insider Transactions at NVIDIA

In related news, Director John Dabiri sold 625 shares of the stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $214.00, for a total transaction of $133,750.00. Following the sale, the director owned 14,163 shares in the company, valued at approximately $3,030,882. This represents a 4.23% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen C. Neal sold 15,500 shares of the firm's stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total value of $3,343,815.00. Following the completion of the sale, the director owned 116,135 shares of the company's stock, valued at approximately $25,053,803.55. This represents a 11.77% decrease in their ownership of the stock. 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 company insiders.

NVIDIA Stock Performance

NVIDIA stock opened at $217.50 on Wednesday. The company's 50-day moving average price is $205.42 and its 200-day moving average price is $197.78. The company has a quick ratio of 2.85, a current ratio of 3.44 and a debt-to-equity ratio of 0.04. The company has a market cap of $5.26 trillion, a PE ratio of 33.31, a price-to-earnings-growth ratio of 0.42 and a beta of 2.23. NVIDIA Corporation has a twelve month low of $164.07 and a twelve month high of $236.54.

NVIDIA (NASDAQ:NVDA - Get Free Report) last announced its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, beating analysts' consensus estimates of $1.76 by $0.11. The firm had revenue of $81.61 billion during the quarter, compared to the consensus estimate of $78.42 billion. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The firm's revenue for the quarter was up 85.2% compared to the same quarter last year. During the same quarter last year, the firm earned $0.81 EPS. On average, equities research analysts forecast that NVIDIA Corporation will post 8.79 EPS for the current fiscal year.

NVIDIA declared that its board has approved a share repurchase program on Wednesday, May 20th that permits the company to buyback $80.00 billion in shares. This buyback authorization permits the computer hardware maker to purchase up to 1.5% of its shares through open market purchases. Shares buyback programs are often an indication that the company's management believes its shares are undervalued.

NVIDIA Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Stockholders of record on Thursday, June 4th were paid a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Thursday, June 4th. This is a positive change from NVIDIA's previous quarterly dividend of $0.01. NVIDIA's dividend payout ratio is 15.31%.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA is partnering with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion in third-party capital for AI data centers, power infrastructure and GPU deployments. The initiative could accelerate customer purchases without requiring NVIDIA to fund the entire buildout directly. Nvidia Just Recruited Wall Street to Help Fund $500 Billion in AI Infrastructure
• Positive Sentiment: CEO Jensen Huang’s characterization of GPUs as “revenue-generating assets” supports a broader financing market for computing capacity. However, NVIDIA may provide residual-value support of up to 25% in some transactions, potentially helping overcome lender concerns and expanding demand for its systems. Nvidia Partners With Major Wall Street Players to Raise $500B
• Positive Sentiment: IBM and Together AI signed a multiyear, $240 million agreement to build an NVIDIA-powered AI inference cluster on IBM Cloud, providing a concrete commercial validation of continued demand for NVIDIA systems. IBM and Together AI Ink $240 Million Deal
• Positive Sentiment: Wells Fargo reaffirmed an Overweight rating with a $315 price target, while Bank of America maintained a Buy rating and expects NVIDIA’s August 26 earnings report could begin a multiquarter estimate-upgrade cycle. Wells Fargo on NVIDIA
• Positive Sentiment: Reports that NVIDIA is developing Nemotron 4 open-source models, following the release of Nemotron 3.5 Lightning, suggest the company is expanding beyond hardware into software that could lower customers’ AI costs and strengthen platform adoption. NVIDIA Is Developing Nemotron 4 Open-Source Models
• Neutral Sentiment: Investors are awaiting fiscal second-quarter results on August 26. Recent coverage points to roughly $91 billion in company guidance, with upside estimates near $94–$95 billion; the report is likely to determine whether the financing announcement translates into stronger operating expectations.
• Neutral Sentiment: Cathie Wood’s ARK Invest reportedly added NVIDIA shares, offering a modest sentiment boost, while reports of an asset-manager stake reduction and a congressional sale are unlikely to materially affect the company’s fundamentals.
• Negative Sentiment: Analysts warn that NVIDIA’s potential residual-value guarantees could expose it to losses if AI projects fail or GPU prices decline. Rapid hardware depreciation, particularly if China supplies cheaper computing capacity, could weaken the collateral backing the financing.
• Negative Sentiment: The strategy has prompted “circular financing” concerns: NVIDIA helps finance customers that then buy NVIDIA hardware. Critics fear this could inflate demand temporarily, increase credit risk and make the stock more vulnerable if AI infrastructure spending slows. Why Jensen Huang’s $500 Billion AI Financing Plan Faces China Risk
• Negative Sentiment: Microsoft’s development of custom AI silicon and Broadcom’s faster-growing custom-chip business highlight longer-term competitive risks to NVIDIA’s dominant position, even as near-term demand remains strong.

Wall Street Analysts Forecast Growth

Several analysts have commented on the stock. Rothschild & Co Redburn boosted their price target on shares of NVIDIA from $280.00 to $300.00 and gave the stock a "buy" rating in a research note on Tuesday, May 26th. Morgan Stanley restated an "overweight" rating on shares of NVIDIA in a research report on Tuesday. Barclays reaffirmed an "overweight" rating on shares of NVIDIA in a report on Thursday, May 21st. DA Davidson reiterated a "buy" rating and issued a $300.00 target price on shares of NVIDIA in a research report on Monday, June 1st. Finally, BNP Paribas Exane raised their price target on NVIDIA from $270.00 to $285.00 and gave the company an "outperform" rating in a report on Thursday, May 21st. Three analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have given a Hold rating to the company's stock. According to data from MarketBeat, NVIDIA has a consensus rating of "Buy" and an average price target of $304.26.

About NVIDIA

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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