Welch Financial Planning LLC Acquires Shares of 3,831 NVIDIA Corporation $NVDA

Key Points

• Welch Financial Planning LLC opened a new position in NVIDIA, buying 3,831 shares valued at about $714,000 in the fourth quarter.
• Analysts remain broadly bullish on NVIDIA, with several firms issuing or reaffirming Buy/Outperform ratings and a consensus price target of about $305.38.
• NVIDIA reported strong quarterly results, including EPS of $1.87 and revenue of $81.62 billion, and it also boosted its quarterly dividend to $0.25 while authorizing an $80 billion stock repurchase program.

Welch Financial Planning LLC acquired a new stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 3,831 shares of the computer hardware maker's stock, valued at approximately $714,000.

A number of other hedge funds have also recently bought and sold shares of the business. Joule Financial LLC grew its stake in NVIDIA by 2.2% during the 3rd quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker's stock valued at $431,000 after purchasing an additional 50 shares in the last quarter. Presidio Capital Management LLC grew its stake in NVIDIA by 0.4% during the 4th quarter. Presidio Capital Management LLC now owns 15,137 shares of the computer hardware maker's stock valued at $2,823,000 after purchasing an additional 53 shares in the last quarter. LMG Wealth Partners LLC grew its stake in NVIDIA by 0.7% during the 4th quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker's stock valued at $1,427,000 after purchasing an additional 53 shares in the last quarter. Vision Financial Markets LLC grew its stake in NVIDIA by 1.2% during the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker's stock valued at $866,000 after purchasing an additional 53 shares in the last quarter. Finally, IMG Wealth Management Inc. grew its stake in NVIDIA by 1.4% during the 3rd quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker's stock valued at $713,000 after purchasing an additional 54 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company's stock.

Analysts Set New Price Targets

A number of brokerages have weighed in on NVDA. Robert W. Baird set a $500.00 price objective on NVIDIA and gave the company an "outperform" rating in a research note on Thursday, May 21st. Wolfe Research reaffirmed an "outperform" rating and set a $275.00 target price on shares of NVIDIA in a report on Thursday, May 21st. Fundamental Research set a $218.00 target price on NVIDIA in a report on Thursday, February 26th. Raymond James Financial reaffirmed a "strong-buy" rating and set a $330.00 target price on shares of NVIDIA in a report on Thursday, May 21st. Finally, Piper Sandler reaffirmed an "overweight" rating on shares of NVIDIA in a report on Thursday, February 26th. Three equities research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, NVIDIA has an average rating of "Buy" and a consensus target price of $305.38.

Insiders Place Their Bets

In related news, Director Mark A. Stevens sold 221,682 shares of the firm's stock in a transaction that occurred on Friday, March 20th. The stock was sold at an average price of $173.68, for a total value of $38,501,729.76. Following the sale, the director owned 7,399,771 shares of the company's stock, valued at approximately $1,285,192,227.28. This trade represents a 2.91% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Ajay K. Puri sold 300,000 shares of the firm's stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total value of $54,675,000.00. Following the completion of the sale, the executive vice president directly owned 3,018,547 shares in the company, valued at approximately $550,130,190.75. This trade represents a 9.04% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 906,336 shares of company stock worth $162,802,518. 3.94% of the stock is currently owned by insiders.

NVIDIA Trading Up 0.8%

NASDAQ:NVDA opened at $214.25 on Friday. 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 business's 50 day moving average is $198.67 and its two-hundred day moving average is $189.55. NVIDIA Corporation has a 52 week low of $132.92 and a 52 week high of $236.54. The company has a market cap of $5.18 trillion, a PE ratio of 32.81, a P/E/G ratio of 0.51 and a beta of 2.25.

NVIDIA (NASDAQ:NVDA - Get Free Report) last announced its quarterly 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. The business had revenue of $81.62 billion for the quarter, compared to the consensus estimate of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business's revenue was up 85.2% on a year-over-year basis. During the same quarter last year, the business posted $0.81 EPS. On average, analysts predict that NVIDIA Corporation will post 8.04 EPS for the current year.

NVIDIA Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, June 26th. Investors of record on Thursday, June 4th will be issued a $0.25 dividend. This is a positive change from NVIDIA's previous quarterly dividend of $0.01. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. NVIDIA's dividend payout ratio (DPR) is 0.61%.

NVIDIA announced that its Board of Directors has initiated a stock repurchase program on Wednesday, May 20th that authorizes the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization authorizes the computer hardware maker to reacquire up to 1.5% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company's management believes its stock is undervalued.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Wall Street analysts remain constructive after earnings, with Truist raising its price target to $307 and Tigress Financial lifting its target to $425, citing NVIDIA’s dominant position in AI hardware and strong growth outlook.
• Positive Sentiment: Management’s Taiwan expansion plan is reinforcing the long-term AI demand story. NVIDIA said it plans to spend about $150 billion a year in Taiwan and build a new headquarters there, underscoring confidence in the supply chain and future production capacity.
• Positive Sentiment: Recent commentary continues to frame NVIDIA as a key beneficiary of the AI infrastructure buildout, with articles pointing to ongoing shortages in memory, networking, and power as evidence that demand for NVIDIA’s Blackwell systems remains very strong.
• Neutral Sentiment: Several articles highlight Jensen Huang’s growing influence and visibility, including reports that he may join the advisory board of Tsinghua University and that he is now among the world’s richest people. These are notable but not direct stock catalysts.
• Neutral Sentiment: A number of pieces focus on broader AI ecosystem developments, including Groq’s fundraising, IREN’s Blackwell purchase, and other semiconductor names benefiting from the AI trade. These reinforce sector momentum but are mostly indirect for NVDA.
• Negative Sentiment: Some investors are worried NVIDIA’s valuation has become stretched and that the AI trade may be crowded, with bearish commentary warning that a lot of good news may already be priced in.
• Negative Sentiment: There are also geopolitical and regulatory concerns, including reports of possible NVIDIA chip smuggling to China via Japan, which could revive scrutiny around export controls and China exposure.

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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