St. Louis Trust Co lifted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 508.5% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 24,352 shares of the computer hardware maker’s stock after acquiring an additional 20,350 shares during the period. NVIDIA comprises about 0.5% of St. Louis Trust Co’s holdings, making the stock its 28th biggest position. St. Louis Trust Co’s holdings in NVIDIA were worth $4,542,000 as of its most recent filing with the SEC.
A number of other institutional investors also recently modified their holdings of the business. Buckhead Capital Management LLC raised its holdings in shares of NVIDIA by 68.7% during the 4th quarter. Buckhead Capital Management LLC now owns 5,479 shares of the computer hardware maker’s stock worth $1,022,000 after buying an additional 2,231 shares in the last quarter. Schwarz Dygos Wheeler Investment Advisors LLC raised its holdings in shares of NVIDIA by 10.7% during the 4th quarter. Schwarz Dygos Wheeler Investment Advisors LLC now owns 18,021 shares of the computer hardware maker’s stock worth $3,361,000 after buying an additional 1,740 shares in the last quarter. White Lighthouse Investment Management Inc. raised its holdings in shares of NVIDIA by 15.0% during the 4th quarter. White Lighthouse Investment Management Inc. now owns 4,812 shares of the computer hardware maker’s stock worth $897,000 after buying an additional 629 shares in the last quarter. MQS Management LLC acquired a new position in shares of NVIDIA during the 4th quarter worth $805,000. Finally, Planning Alternatives Ltd. ADV raised its holdings in shares of NVIDIA by 11.0% during the 4th quarter. Planning Alternatives Ltd. ADV now owns 19,905 shares of the computer hardware maker’s stock worth $3,712,000 after buying an additional 1,970 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.
Trending Headlines about 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
Insider Buying and Selling
Wall Street Analyst Weigh In
A number of equities analysts have issued reports on NVDA shares. Royal Bank Of Canada set a $280.00 target price on NVIDIA in a report on Thursday, May 21st. Susquehanna reaffirmed a “positive” rating and issued a $275.00 target price (up from $250.00) on shares of NVIDIA in a report on Tuesday, May 12th. BNP Paribas Exane upped their target price on NVIDIA from $270.00 to $285.00 and gave the stock an “outperform” rating in a report on Thursday, May 21st. Citic Securities upped their target price on NVIDIA from $242.00 to $315.00 and gave the stock a “buy” rating in a report on Friday, May 22nd. Finally, China Renaissance started coverage on NVIDIA in a report on Friday. They issued a “buy” rating and a $319.00 target price for the company. Three analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $305.67.
View Our Latest Report on NVDA
NVIDIA Trading Down 6.2%
Shares of NVDA stock opened at $205.10 on Friday. The stock 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 stock has a 50-day moving average of $203.37 and a 200-day moving average of $190.55. The company has a current ratio of 3.44, a quick ratio of 2.85 and a debt-to-equity ratio of 0.04. NVIDIA Corporation has a 1-year low of $140.85 and a 1-year high of $236.54.
NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share for the quarter, beating the consensus estimate of $1.76 by $0.11. The company had revenue of $81.62 billion during the quarter, compared to analysts’ expectations of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business’s quarterly revenue was up 85.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.81 earnings per share. On average, equities research analysts forecast that NVIDIA Corporation will post 8.61 earnings per share for the current year.
NVIDIA announced that its Board of Directors has approved a stock repurchase plan on Wednesday, May 20th that allows the company to buyback $80.00 billion in outstanding shares. This buyback authorization allows the computer hardware maker to reacquire up to 1.5% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s board of directors believes its shares are undervalued.
NVIDIA Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Thursday, June 4th will be paid a $0.25 dividend. The ex-dividend date of this dividend is Thursday, June 4th. This is a positive change from NVIDIA’s previous quarterly dividend of $0.01. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. NVIDIA’s payout ratio is currently 15.31%.
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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