Guinness Asset Management LTD Lowers Stake in NVIDIA Corporation $NVDA

Posted by James Conley on Jun 7th, 2026

Guinness Asset Management LTD lowered its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 25.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 263,380 shares of the computer hardware maker’s stock after selling 88,876 shares during the period. Guinness Asset Management LTD’s holdings in NVIDIA were worth $49,319,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in NVDA. Longfellow Investment Management Co. LLC lifted its holdings in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC purchased a new position in shares of NVIDIA in the second quarter worth $40,000. Syntax Research Inc. lifted its holdings in shares of NVIDIA by 62.5% in the fourth quarter. Syntax Research Inc. now owns 260 shares of the computer hardware maker’s stock worth $49,000 after buying an additional 100 shares in the last quarter. Sellwood Investment Partners LLC purchased a new position in shares of NVIDIA in the third quarter worth $50,000. Finally, Networth Advisors LLC purchased a new position in shares of NVIDIA in the fourth quarter worth $51,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA Price Performance

NVIDIA stock opened at $205.10 on Friday. The company has a market cap of $4.96 trillion, a price-to-earnings ratio of 31.41, a PEG ratio of 0.46 and a beta of 2.22. The firm’s fifty day moving average is $203.37 and its 200 day moving average is $190.55. The company has a quick ratio of 2.85, a current ratio of 3.44 and a debt-to-equity ratio of 0.04. NVIDIA Corporation has a 52-week low of $140.85 and a 52-week high of $236.54.

NVIDIA (NASDAQ:NVDA – Get Free Report) last released its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.76 by $0.11. The company had revenue of $81.62 billion for 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%. NVIDIA’s revenue was up 85.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.81 earnings per share. Sell-side analysts forecast that NVIDIA Corporation will post 8.61 EPS for the current fiscal year.

NVIDIA declared that its board has authorized a share buyback plan on Wednesday, May 20th that permits the company to buyback $80.00 billion in outstanding shares. This buyback authorization permits the computer hardware maker to buy up to 1.5% of its stock through open market purchases. Stock buyback plans are usually a sign that the company’s leadership believes its stock is undervalued.

NVIDIA Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 26th. Shareholders of record on Thursday, June 4th will be given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. This is a positive change from NVIDIA’s previous quarterly dividend of $0.01. The ex-dividend date is Thursday, June 4th. NVIDIA’s dividend payout ratio (DPR) is presently 15.31%.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, EVP Ajay K. Puri sold 300,000 shares of the business’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the transaction, the executive vice president owned 3,018,547 shares in the company, valued at $550,130,190.75. The trade was a 9.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Mark A. Stevens sold 500,000 shares of the business’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $219.83, for a total transaction of $109,915,000.00. Following the transaction, the director owned 6,399,771 shares in the company, valued at $1,406,861,658.93. This trade represents a 7.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 1,922,461 shares of company stock valued at $387,385,083. Insiders own 3.94% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on NVDA shares. The Goldman Sachs Group reissued a “buy” rating and issued a $285.00 target price (up from $250.00) on shares of NVIDIA in a report on Wednesday, May 20th. Piper Sandler reissued an “overweight” rating on shares of NVIDIA in a report on Thursday, February 26th. Fundamental Research set a $218.00 target price on shares of NVIDIA in a report on Thursday, February 26th. Rosenblatt Securities reissued a “buy” rating and issued a $325.00 target price on shares of NVIDIA in a report on Thursday, May 21st. Finally, HSBC reissued a “buy” rating and issued a $325.00 target price (up from $295.00) on shares of NVIDIA in a report on Tuesday, May 19th. Three analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, NVIDIA presently has an average rating of “Buy” and an average price target of $305.67.

View Our Latest Stock Analysis on NVIDIA

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: NVIDIA continues to win bullish analyst coverage, with firms like China Renaissance and KeyBanc reiterating optimistic views and high price targets, reinforcing expectations for further upside. China Renaissance rating update
Positive Sentiment: NVIDIA’s ecosystem is expanding, including a major AI partnership with Taiwan Semiconductor and new collaborations across software, memory, and connectivity, which supports future demand for its AI platforms. Taiwan Semiconductor Manufacturing Signs Major AI Deal With Nvidia
Positive Sentiment: Jensen Huang’s trip to South Korea has highlighted new growth avenues, including robotics and deeper supplier relationships, adding to NVIDIA’s long-term growth narrative. Nvidia CEO sees robotics as next major sector in South Korea
Positive Sentiment: Recent commentary says NVIDIA’s Blackwell ramp, CUDA software moat, and AI inference exposure keep the growth story strong, helping investors view pullbacks as buyable. Analyst Picks NVIDIA Over Every Other AI Chip Stock Right Now
Positive Sentiment: The company’s new PC chip push and RTX Spark product could open another growth lane beyond data centers, even if the market is still digesting the near-term implications. Nvidia’s PC Chip Reveal Obscures a Bigger Catalyst for the Stock
Neutral Sentiment: NVIDIA recently reported strong quarterly results, beat revenue and EPS estimates, and authorized an $80 billion buyback plus a much larger dividend, but those positives are already well known and may be partly priced in. NVIDIA insider trades report
Negative Sentiment: Broad semiconductor weakness and softer risk appetite after strong jobs data have pressured AI chip stocks, with investors questioning whether the sector’s valuation has gotten ahead of fundamentals. Nvidia stock crashes another 3% today: why Computex failed to spark a rally
Negative Sentiment: Senator Elizabeth Warren’s invitation for Jensen Huang to testify on China chip sales adds regulatory and export-control overhang around NVIDIA’s business in China. Warren invites Nvidia CEO Jensen Huang to Senate hearing on China AI chip sales
Negative Sentiment: Director Mark Stevens’ large share sale is also weighing on sentiment, since insider selling can make investors cautious even when the underlying business remains strong. NVIDIA insider trading filing

NVIDIA Company Profile

(Free Report)

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.