Meiji Yasuda Life Insurance Co Sells 21,906 Shares of NVIDIA Corporation $NVDA

Meiji Yasuda Life Insurance Co trimmed its position in NVIDIA Corporation (NASDAQ:NVDA) by 9.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 209,312 shares of the computer hardware maker’s stock after selling 21,906 shares during the quarter. NVIDIA accounts for 1.4% of Meiji Yasuda Life Insurance Co’s holdings, making the stock its 4th largest holding. Meiji Yasuda Life Insurance Co’s holdings in NVIDIA were worth $41,881,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Jupiter Topco LLC acquired a new position in shares of NVIDIA during the 2nd quarter worth $16,156,076,000. Van ECK Associates Corp lifted its position in shares of NVIDIA by 34.7% during the 2nd quarter. Van ECK Associates Corp now owns 75,849,721 shares of the computer hardware maker’s stock worth $15,176,771,000 after buying an additional 19,522,304 shares during the last quarter. Amundi lifted its position in shares of NVIDIA by 10.4% during the 1st quarter. Amundi now owns 133,768,018 shares of the computer hardware maker’s stock worth $23,329,141,000 after buying an additional 12,575,177 shares during the last quarter. SEB Asset Management AB acquired a new stake in NVIDIA in the first quarter valued at about $1,692,807,000. Finally, Employees Provident Fund Board acquired a new stake in NVIDIA in the fourth quarter valued at about $1,243,336,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

NVDA has been the topic of a number of recent analyst reports. Sanford C. Bernstein reiterated a “buy” rating on shares of NVIDIA in a research report on Monday, September 21st. Wedbush increased their target price on shares of NVIDIA from $330.00 to $345.00 and gave the stock an “outperform” rating in a report on Thursday, August 27th. Melius Research set a $420.00 price target on shares of NVIDIA in a research note on Thursday, August 27th. Zacks Research raised shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Monday, September 21st. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of NVIDIA in a report on Monday, August 31st. Five investment analysts have rated the stock with a Strong Buy rating, forty-nine have given a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $321.89.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Automotive expansion: Volvo Cars is expanding its long-running partnership with NVIDIA, adopting three NVIDIA hardware and software components for automated driving systems designed for urban streets and highways. This strengthens NVIDIA’s position in physical AI and autonomous vehicles. Volvo Cars expands automated driving partnership with Nvidia
• Positive Sentiment: Broader enterprise adoption: Adobe and NVIDIA expanded their collaboration to optimize Photoshop, Premiere, Substance 3D, Frame.io and Brand Concierge for faster AI-powered creation. LSEG also selected NVIDIA GPUs to accelerate analysis of its large Tick History dataset, supporting demand beyond hyperscale cloud providers. Adobe and NVIDIA Expand Collaboration to Speed Agentic Creation
• Positive Sentiment: Demand remains substantial: QumulusAI put all GPUs covered by a $71.9 million, three-year NVIDIA Blackwell agreement into production, while industry coverage continues to highlight supply constraints and extensive hyperscaler AI spending. These developments support NVIDIA’s revenue outlook, although they do not eliminate financing risks. QumulusAI Blackwell agreement
• Neutral Sentiment: AI safety initiatives: NVIDIA committed $250 million in computing resources over five years for U.K. agentic AI safety and security research. The move may improve NVIDIA’s regulatory and reputational position, but it is primarily a strategic investment rather than a near-term earnings catalyst. Nvidia pledges $250 million to boost UK AI safety research
• Neutral Sentiment: Political and governance attention: NVIDIA confirmed a multimillion-dollar donation to President Trump’s White House ballroom project, while CEO Jensen Huang discussed working with Chinese AI companies on safety and potentially withholding chips from irresponsible customers. These developments could generate reputational or regulatory scrutiny without directly changing near-term results. Nvidia and Cisco donations
• Negative Sentiment: Macro and financing concerns dominated: Rising Treasury yields and hotter inflation data encouraged investors to reduce exposure to high-growth AI stocks. Markets are increasingly questioning whether cloud providers and neoclouds can fund the infrastructure spending required to support NVIDIA’s growth. Rate pressure versus AI demand
• Negative Sentiment: Competition and valuation rotation: Analysts pointed to Micron’s lower valuation and improving AI-related margins as a more attractive alternative, while Broadcom, AMD and Microsoft’s custom-chip efforts reinforce concerns that NVIDIA’s market share and pricing power could face pressure. Micron versus NVIDIA

NVIDIA Trading Down 1.8%

Shares of NVDA stock opened at $217.23 on Friday. The firm has a market capitalization of $5.24 trillion, a P/E ratio of 27.46, a P/E/G ratio of 1.71 and a beta of 2.22. NVIDIA Corporation has a twelve month low of $164.27 and a twelve month high of $243.37. The company has a quick ratio of 3.85, a current ratio of 4.59 and a debt-to-equity ratio of 0.14. The stock’s fifty day simple moving average is $223.40 and its 200 day simple moving average is $211.08.

NVIDIA (NASDAQ:NVDA) last issued its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.09 by $0.13. The business had revenue of $96.22 billion during the quarter, compared to analysts’ expectations of $92.27 billion. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%. The business’s revenue for the quarter was up 105.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.05 EPS. As a group, sell-side analysts predict that NVIDIA Corporation will post 9.25 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th were issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Thursday, September 10th. NVIDIA’s payout ratio is 12.64%.

NVIDIA declared that its board has initiated a stock buyback plan on Monday, September 28th that allows the company to repurchase $150.00 billion in outstanding shares. This buyback authorization allows the computer hardware maker to repurchase up to 2.8% of its shares through open market purchases. Share buyback plans are generally a sign that the company’s management believes its stock is undervalued.

Insider Transactions at NVIDIA

In other news, CFO Colette Kress sold 34,918 shares of the company’s stock in a transaction that occurred on Thursday, September 17th. The stock was sold at an average price of $219.05, for a total value of $7,648,787.90. Following the completion of the transaction, the chief financial officer owned 765,103 shares of the company’s stock, valued at $167,595,812.15. This represents a 4.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark Stevens sold 622,239 shares of the firm’s stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $231.62, for a total transaction of $144,122,997.18. Following the completion of the transaction, the director owned 2,336,531 shares of the company’s stock, valued at approximately $541,187,310.22. This trade represents a 21.03% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,766,118 shares of company stock worth $399,450,353. Insiders own 3.94% of the company’s stock.

NVIDIA Profile

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processing units (GPUs), central processing units (CPUs), networking products and related software. Its technologies are used in artificial intelligence, data centers, scientific and technical computing, gaming, professional visualization, automotive systems and robotics.

The company’s products include GeForce GPUs and gaming software, data center computing platforms, networking solutions, and enterprise software for AI development and deployment.