UniSuper Management Pty Ltd Boosts Stock Position in NVIDIA Corporation $NVDA

UniSuper Management Pty Ltd grew its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 2.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,756,756 shares of the computer hardware maker’s stock after acquiring an additional 163,966 shares during the period. NVIDIA accounts for 8.7% of UniSuper Management Pty Ltd’s holdings, making the stock its largest position. UniSuper Management Pty Ltd’s holdings in NVIDIA were worth $1,446,635,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC boosted its holdings in shares of NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after acquiring an additional 67 shares during the period. Spurstone Advisory Services LLC bought a new stake in shares of NVIDIA during the second quarter worth approximately $40,000. Syntax Research Inc. boosted its holdings in shares of NVIDIA by 62.5% during the fourth quarter. Syntax Research Inc. now owns 260 shares of the computer hardware maker’s stock worth $49,000 after acquiring an additional 100 shares during the period. Sellwood Investment Partners LLC bought a new stake in shares of NVIDIA during the third quarter worth approximately $50,000. Finally, Networth Advisors LLC bought a new stake in shares of NVIDIA during the fourth quarter worth approximately $51,000. Institutional investors own 65.27% of the company’s stock.

NVIDIA Stock Performance

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

NVIDIA (NASDAQ:NVDA) last posted its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share for the quarter, topping analysts’ consensus estimates of $1.76 by $0.11. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The firm had revenue of $81.62 billion for the quarter, compared to analysts’ expectations of $78.42 billion. During the same quarter in the previous year, the firm posted $0.81 earnings per share. The company’s revenue was up 85.2% on a year-over-year basis. On average, equities analysts expect that NVIDIA Corporation will post 8.61 EPS for the current fiscal year.

NVIDIA Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, June 26th. Investors of record on Thursday, June 4th will be paid a $0.25 dividend. 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%. The ex-dividend date of this dividend is Thursday, June 4th. NVIDIA’s payout ratio is presently 15.31%.

NVIDIA announced that its Board of Directors has approved 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 shares through open market purchases. Shares buyback plans are typically a sign that the company’s management believes its stock is undervalued.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the company. Weiss Ratings restated a “buy (b)” rating on shares of NVIDIA in a report on Friday, April 10th. TD Cowen restated a “buy” rating and set a $275.00 price objective (up from $235.00) on shares of NVIDIA in a report on Friday, May 15th. Robert W. Baird set a $500.00 price objective on NVIDIA and gave the stock an “outperform” rating in a report on Thursday, May 21st. Tigress Financial reiterated a “strong-buy” rating and issued a $425.00 price target (up from $360.00) on shares of NVIDIA in a research report on Wednesday, May 27th. Finally, CICC Research lifted their price target on shares of NVIDIA from $240.60 to $268.30 and gave the company an “outperform” rating in a research report on Friday, May 22nd. Three 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 stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $305.67.

Key Stories Impacting NVIDIA

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.

Insider Buying and Selling

In related news, CFO Colette Kress sold 20,000 shares of the business’s stock in a transaction on Friday, March 20th. The shares were sold at an average price of $174.89, for a total value of $3,497,800.00. Following the sale, the chief financial officer owned 83,060 shares of the company’s stock, valued at $14,526,363.40. The trade was a 19.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Aarti S. Shah sold 19,000 shares of the business’s stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the completion of the sale, the director directly owned 36,007 shares in the company, valued at approximately $6,362,796.97. This represents a 34.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,619,457 shares of company stock valued at $332,073,643 over the last quarter. 3.94% of the stock is currently owned by company insiders.

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.