Tempo Wealth LLC Takes Position in NVIDIA Corporation $NVDA

Tempo Wealth LLC acquired a new stake in NVIDIA Corporation (NASDAQ:NVDA) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 85,959 shares of the computer hardware maker’s stock, valued at approximately $16,031,000. NVIDIA makes up 2.9% of Tempo Wealth LLC’s portfolio, making the stock its 7th largest holding.

A number of other large investors have also recently added to or reduced their stakes in the stock. Diversified Enterprises LLC increased its position in NVIDIA by 44.2% in the 4th quarter. Diversified Enterprises LLC now owns 127,604 shares of the computer hardware maker’s stock worth $23,798,000 after buying an additional 39,129 shares during the period. ASR Vermogensbeheer N.V. boosted its position in shares of NVIDIA by 1.8% in the fourth quarter. ASR Vermogensbeheer N.V. now owns 3,169,377 shares of the computer hardware maker’s stock valued at $591,086,000 after acquiring an additional 54,877 shares during the period. PMG Family Office LLC acquired a new stake in shares of NVIDIA in the third quarter worth $2,150,000. Weaver Capital Management LLC grew its stake in shares of NVIDIA by 5.5% in the fourth quarter. Weaver Capital Management LLC now owns 85,216 shares of the computer hardware maker’s stock worth $15,893,000 after acquiring an additional 4,439 shares during the last quarter. Finally, Circle Wealth Management LLC increased its position in NVIDIA by 16.1% during the third quarter. Circle Wealth Management LLC now owns 107,787 shares of the computer hardware maker’s stock worth $20,111,000 after acquiring an additional 14,936 shares during the period. Institutional investors own 65.27% of the company’s stock.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Jensen Huang’s latest comments were interpreted as a sign that demand for NVIDIA’s AI hardware remains strong, reinforcing the view that the company still has room to grow from the AI buildout. 13 Words From Jensen Huang That Spell Good News for Nvidia Shareholders
• Positive Sentiment: Multiple reports highlighted NVIDIA’s expanding AI ecosystem, including XR AI/public beta, physical AI, and new partnerships, which supports the case that NVIDIA is moving beyond data centers into additional growth markets. How NVIDIA (NVDA) Is Extending Its AI Infrastructure Reach Into XR and Physical AI
• Positive Sentiment: NVIDIA was said to have taken the No. 1 spot in data-center Ethernet switching by revenue in Q1, underscoring that its networking business is becoming a more meaningful part of the AI stack. Nvidia takes No. 1 spot in data center ethernet switching by revenue in Q1: IDC
• Positive Sentiment: Analysts and market commentary continued to point to NVIDIA as a leading AI beneficiary versus weaker chip names, with several pieces framing it as a core alternative in the ongoing semiconductor rally. Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
• Neutral Sentiment: Several articles noted that AI spending is broadening to suppliers, cloud providers, and custom-chip rivals, suggesting NVIDIA’s dominance is being challenged but not yet displaced. Google Is Using Nvidia’s Playbook to Build a Rival AI Chip Business
• Negative Sentiment: There were also warning signs for investors, including commentary that NVIDIA has slipped since its last earnings report and concerns that heavy AI infrastructure spending, debt financing, and competition from Amazon and Google could pressure long-term margins or growth rates. Nvidia (NVDA) Down 4% Since Last Earnings Report: Can It Rebound?

NVIDIA Stock Performance

Shares of NVDA stock opened at $210.69 on Friday. NVIDIA Corporation has a 52-week low of $142.03 and a 52-week high of $236.54. The stock has a market cap of $5.10 trillion, a price-to-earnings ratio of 32.26, a P/E/G ratio of 0.47 and a beta of 2.22. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44. The firm has a fifty day moving average of $209.90 and a 200-day moving average of $192.38.

NVIDIA (NASDAQ:NVDA) last issued its 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 business had revenue of $81.61 billion for the quarter, compared to analyst estimates of $78.42 billion. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The firm’s revenue was up 85.2% on a year-over-year basis. During the same period in the previous year, the business earned $0.81 EPS. On average, equities research analysts forecast that NVIDIA Corporation will post 8.65 earnings per share for the current fiscal year.

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

NVIDIA Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 26th. Shareholders of record on Thursday, June 4th will be issued a dividend of $0.25 per share. 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 dividend on an annualized basis and a yield of 0.5%. NVIDIA’s dividend payout ratio (DPR) is presently 15.31%.

Insider Buying and Selling at NVIDIA

In related news, Director John Dabiri sold 625 shares of the firm’s stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $214.00, for a total transaction of $133,750.00. Following the completion of the transaction, the director owned 14,163 shares in the company, valued at $3,030,882. This trade represents a 4.23% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen C. Neal sold 15,500 shares of the business’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $215.73, for a total value of $3,343,815.00. Following the completion of the sale, the director directly owned 116,135 shares in the company, valued at approximately $25,053,803.55. This represents a 11.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 1,016,125 shares of company stock valued at $224,582,565. 3.94% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. William Blair reiterated an “outperform” rating on shares of NVIDIA in a research note on Tuesday, June 2nd. BTIG Research assumed coverage on shares of NVIDIA in a report on Wednesday, April 15th. They set a “buy” rating on the stock. Bank of America reaffirmed a “buy” rating and set a $350.00 price objective (up from $320.00) on shares of NVIDIA in a research report on Thursday, May 21st. Cantor Fitzgerald reiterated an “overweight” rating and issued a $350.00 target price on shares of NVIDIA in a research note on Thursday, May 21st. Finally, Argus boosted their price target on NVIDIA from $220.00 to $270.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $305.67.

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.