First Financial Bankshares Inc Sells 35,082 Shares of NVIDIA Corporation $NVDA

First Financial Bankshares Inc lowered its stake in NVIDIA Corporation (NASDAQ:NVDA) by 6.9% during the 4th quarter, Holdings Channel reports. The institutional investor owned 474,754 shares of the computer hardware maker’s stock after selling 35,082 shares during the quarter. NVIDIA comprises about 1.8% of First Financial Bankshares Inc’s holdings, making the stock its 15th biggest position. First Financial Bankshares Inc’s holdings in NVIDIA were worth $88,542,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC raised its stake 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 during the period. Spurstone Advisory Services LLC bought a new position in shares of NVIDIA in the second quarter worth about $40,000. Syntax Research Inc. raised its stake 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 during the period. Sellwood Investment Partners LLC bought a new position in shares of NVIDIA in the third quarter worth about $50,000. Finally, Networth Advisors LLC bought a new position in shares of NVIDIA in the fourth quarter worth about $51,000. Institutional investors own 65.27% of the company’s stock.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, Director Mark A. Stevens sold 500,000 shares of NVIDIA stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $219.83, for a total value of $109,915,000.00. Following the completion of the transaction, the director directly owned 6,399,771 shares of the company’s stock, valued at $1,406,861,658.93. This trade represents a 7.25% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Ajay K. Puri sold 300,000 shares of NVIDIA stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the completion of the transaction, the executive vice president directly owned 3,018,547 shares of the company’s stock, valued at $550,130,190.75. The trade was a 9.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,619,457 shares of company stock valued at $332,073,643 over the last ninety days. Corporate insiders own 3.94% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently commented on NVDA shares. Itau BBA Securities reaffirmed a “market perform” rating on shares of NVIDIA in a research note on Thursday, February 26th. Daiwa Securities Group boosted their price target on NVIDIA from $215.00 to $255.00 and gave the stock an “outperform” rating in a report on Friday, May 22nd. Robert W. Baird set a $500.00 price objective on shares of NVIDIA and gave the company an “outperform” rating in a report on Thursday, May 21st. Rosenblatt Securities reiterated a “buy” rating and set a $325.00 price objective on shares of NVIDIA in a research report on Thursday, May 21st. Finally, Citigroup initiated coverage on shares of NVIDIA in a report on Wednesday, April 15th. They issued a “buy” rating on the stock. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $305.67.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA is expanding its AI footprint through new partnerships, including work with Microsoft on agentic AI deployment and a healthcare AI model with Abridge, reinforcing its leadership beyond traditional chips.
• Positive Sentiment: The company helped launch Helix Digital Infrastructure with KKR, Vistra, and the Kuwait Investment Authority, a more than $10 billion AI infrastructure venture that highlights sustained demand for NVIDIA-powered data center buildouts.
• Positive Sentiment: Analysts remain constructive, with multiple notes arguing NVIDIA is undervalued and has major upside, while others continue to point to unusually strong Blackwell demand and durable profit margins.
• Positive Sentiment: NVIDIA increased its buyback authorization by $80 billion, lifting the total active authorization above $120 billion, which signals management confidence and supports shareholder returns.
• Neutral Sentiment: The company scheduled the 2026 Annual Meeting of Stockholders for June 24, a routine corporate update that does not by itself change the investment outlook. NVIDIA Stockholder Meeting Set for June 24; Individuals Can Participate Online
• Negative Sentiment: Some articles flagged pressure on AI hardware stocks and concerns that the broader market is no longer rewarding every AI name, which may explain why NVIDIA has also faced volatility despite strong fundamentals.

NVIDIA Stock Performance

NASDAQ:NVDA opened at $204.87 on Friday. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.44 and a quick ratio of 2.85. NVIDIA Corporation has a 1 year low of $140.85 and a 1 year high of $236.54. The stock’s 50 day simple moving average is $206.25 and its two-hundred day simple moving average is $191.25. The company has a market cap of $4.96 trillion, a price-to-earnings ratio of 31.37, a PEG ratio of 0.45 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA) last posted its 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. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The firm had revenue of $81.62 billion during the quarter, compared to the consensus estimate of $78.42 billion. During the same period in the prior year, the company earned $0.81 EPS. The company’s quarterly revenue was up 85.2% compared to the same quarter last year. As a group, equities analysts anticipate that NVIDIA Corporation will post 8.61 earnings per share for the current fiscal year.

NVIDIA declared that its Board of Directors has approved a share repurchase program on Wednesday, May 20th that allows the company to repurchase $80.00 billion in shares. This repurchase authorization allows the computer hardware maker to repurchase up to 1.5% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s leadership believes its stock is undervalued.

NVIDIA Increases Dividend

The firm 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 annualized dividend and a yield of 0.5%. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. The ex-dividend date is Thursday, June 4th. NVIDIA’s dividend payout ratio (DPR) is 15.31%.

NVIDIA 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.