First Nebraska Trust Co Takes Position in NVIDIA Corporation $NVDA

First Nebraska Trust Co bought a new position in NVIDIA Corporation (NASDAQ:NVDA) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 25,332 shares of the computer hardware maker’s stock, valued at approximately $4,418,000.

Other large investors have also modified their holdings of the company. Lifetime Wealth Management P.C. acquired a new position in NVIDIA in the 4th quarter worth $26,000. Longview Financial Advisors Inc. acquired a new position in shares of NVIDIA in the first quarter worth about $27,000. Longfellow Investment Management Co. LLC boosted its holdings in NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after purchasing an additional 67 shares during the last quarter. Phillip James Consulting Co. purchased a new position in NVIDIA in the first quarter valued at about $40,000. Finally, Inspire Investing LLC acquired a new stake in NVIDIA during the 4th quarter valued at approximately $44,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Analyst Ratings Changes

NVDA has been the topic of a number of recent analyst reports. Citic Securities upped their target price on NVIDIA from $242.00 to $315.00 and gave the company a “buy” rating in a research report on Friday, May 22nd. William Blair restated an “outperform” rating on shares of NVIDIA in a research note on Tuesday, June 2nd. Mizuho set a $300.00 price target on shares of NVIDIA in a report on Thursday, May 21st. BNP Paribas Exane increased their price objective on shares of NVIDIA from $270.00 to $285.00 and gave the company an “outperform” rating in a research note on Thursday, May 21st. Finally, Benchmark reissued a “buy” rating and set a $335.00 price objective (up from $250.00) on shares of NVIDIA in a report on Thursday, May 21st. Three research analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $304.26.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA is partnering with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion in third-party capital for AI data centers, power infrastructure and GPU deployments. The initiative could accelerate customer purchases without requiring NVIDIA to fund the entire buildout directly. Nvidia Just Recruited Wall Street to Help Fund $500 Billion in AI Infrastructure
• Positive Sentiment: CEO Jensen Huang’s characterization of GPUs as “revenue-generating assets” supports a broader financing market for computing capacity. However, NVIDIA may provide residual-value support of up to 25% in some transactions, potentially helping overcome lender concerns and expanding demand for its systems. Nvidia Partners With Major Wall Street Players to Raise $500B
• Positive Sentiment: IBM and Together AI signed a multiyear, $240 million agreement to build an NVIDIA-powered AI inference cluster on IBM Cloud, providing a concrete commercial validation of continued demand for NVIDIA systems. IBM and Together AI Ink $240 Million Deal
• Positive Sentiment: Wells Fargo reaffirmed an Overweight rating with a $315 price target, while Bank of America maintained a Buy rating and expects NVIDIA’s August 26 earnings report could begin a multiquarter estimate-upgrade cycle. Wells Fargo on NVIDIA
• Positive Sentiment: Reports that NVIDIA is developing Nemotron 4 open-source models, following the release of Nemotron 3.5 Lightning, suggest the company is expanding beyond hardware into software that could lower customers’ AI costs and strengthen platform adoption. NVIDIA Is Developing Nemotron 4 Open-Source Models
• Neutral Sentiment: Investors are awaiting fiscal second-quarter results on August 26. Recent coverage points to roughly $91 billion in company guidance, with upside estimates near $94–$95 billion; the report is likely to determine whether the financing announcement translates into stronger operating expectations.
• Neutral Sentiment: Cathie Wood’s ARK Invest reportedly added NVIDIA shares, offering a modest sentiment boost, while reports of an asset-manager stake reduction and a congressional sale are unlikely to materially affect the company’s fundamentals.
• Negative Sentiment: Analysts warn that NVIDIA’s potential residual-value guarantees could expose it to losses if AI projects fail or GPU prices decline. Rapid hardware depreciation, particularly if China supplies cheaper computing capacity, could weaken the collateral backing the financing.
• Negative Sentiment: The strategy has prompted “circular financing” concerns: NVIDIA helps finance customers that then buy NVIDIA hardware. Critics fear this could inflate demand temporarily, increase credit risk and make the stock more vulnerable if AI infrastructure spending slows. Why Jensen Huang’s $500 Billion AI Financing Plan Faces China Risk
• Negative Sentiment: Microsoft’s development of custom AI silicon and Broadcom’s faster-growing custom-chip business highlight longer-term competitive risks to NVIDIA’s dominant position, even as near-term demand remains strong.

NVIDIA Stock Down 0.0%

NVIDIA stock opened at $217.50 on Wednesday. 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 Corporation has a one year low of $164.07 and a one year high of $236.54. The company has a 50-day simple moving average of $205.42 and a 200-day simple moving average of $197.78. The firm has a market capitalization of $5.26 trillion, a P/E ratio of 33.31, a P/E/G ratio of 0.42 and a beta of 2.23.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.76 by $0.11. The business had revenue of $81.61 billion during the quarter, compared to analyst estimates of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business’s revenue for the quarter was up 85.2% compared to the same quarter last year. During the same period in the prior year, the company posted $0.81 EPS. As a group, equities analysts expect that NVIDIA Corporation will post 8.79 earnings per share for the current year.

NVIDIA Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Stockholders of record on Thursday, June 4th were given a dividend of $0.25 per share. This is a positive change from NVIDIA’s previous quarterly dividend of $0.01. The ex-dividend date was Thursday, June 4th. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. NVIDIA’s payout ratio is 15.31%.

NVIDIA declared that its Board of Directors has approved a stock buyback program 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 programs are generally an indication that the company’s leadership believes its stock is undervalued.

Insider Transactions at NVIDIA

In other news, Director John Dabiri sold 625 shares of the stock in a transaction 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 sale, the director owned 14,163 shares in the company, valued at approximately $3,030,882. This represents a 4.23% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen C. Neal sold 15,500 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the completion of the transaction, the director owned 116,135 shares of the company’s stock, valued at approximately $25,053,803.55. The trade was a 11.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,901,125 shares of company stock valued at $410,583,015 in the last quarter. Insiders own 3.94% of the company’s stock.

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.