Y.D. More Investments Ltd Has $18.65 Million Stock Position in NVIDIA Corporation $NVDA

Y.D. More Investments Ltd boosted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 11.5% in the 1st quarter, Holdings Channel reports. The firm owned 106,987 shares of the computer hardware maker’s stock after buying an additional 11,051 shares during the period. NVIDIA accounts for about 0.7% of Y.D. More Investments Ltd’s holdings, making the stock its 25th largest position. Y.D. More Investments Ltd’s holdings in NVIDIA were worth $18,648,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of NVDA. Lifetime Wealth Management P.C. bought a new position in NVIDIA in the fourth quarter valued at about $26,000. Longview Financial Advisors Inc. bought a new position in shares of NVIDIA in the first quarter worth about $27,000. Longfellow Investment Management Co. LLC boosted its stake in shares of NVIDIA by 47.9% in the 2nd 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 in the last quarter. Spurstone Advisory Services LLC bought a new stake in shares of NVIDIA during the 2nd quarter valued at approximately $40,000. Finally, Inspire Investing LLC bought a new stake in shares of NVIDIA during the 4th quarter valued at approximately $44,000. Institutional investors own 65.27% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. Citigroup started coverage on shares of NVIDIA in a research note on Wednesday, April 15th. They issued a “buy” rating for the company. Raymond James Financial reiterated a “strong-buy” rating and set a $330.00 price target on shares of NVIDIA in a report on Thursday, May 21st. Jefferies Financial Group reiterated a “buy” rating and issued a $300.00 price target (up from $275.00) on shares of NVIDIA in a research note on Thursday, May 21st. Craig Hallum raised their price objective on NVIDIA from $245.00 to $275.00 and gave the company a “buy” rating in a report on Thursday, May 21st. Finally, Weiss Ratings restated a “buy (b)” rating on shares of NVIDIA in a research report on Wednesday, July 8th. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $304.26.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA announced a joint AI research lab with KAIST in Seoul, backed by a $300 million five-year collaboration, to advance agentic AI models for Korean industries and language use cases. The deal includes compute contributions, funding for at least 10 researchers annually, and NVIDIA internships/full-time hiring pathways, reinforcing NVIDIA’s global AI ecosystem and talent pipeline. Article Title
• Positive Sentiment: NVIDIA’s partnership with Amkor to support U.S. advanced chip packaging expansion is another supportive development, as it strengthens supply-chain capacity for next-generation AI chips and helps meet rising demand for AI infrastructure. Article Title
• Positive Sentiment: Investor sentiment remains constructive on NVIDIA’s AI leadership, with analysts and market commentators highlighting its dominance in GPUs, strong fundamentals, and technical breakout signals above key moving averages. Article Title
• Neutral Sentiment: Some commentary suggests the stock may face near-term “sell-the-news” pressure after its latest earnings beat, especially as traders reassess whether AI spending momentum has already been priced in.
• Neutral Sentiment: Broader AI-capex headlines from Alphabet and other hyperscalers continue to drive sector interest, but they also appear to be fueling rotation within semiconductors rather than uniformly lifting NVIDIA shares.
• Negative Sentiment: NVIDIA is also facing renewed competitive noise, including AMD’s push with Anthropic and a wave of articles questioning whether large AI spending could eventually favor other chip and memory suppliers, which may temper enthusiasm for NVDA in the short term. Article Title

NVIDIA Stock Down 1.6%

Shares of NVDA opened at $208.76 on Friday. The stock’s 50-day moving average price is $208.22 and its two-hundred day moving average price is $195.73. NVIDIA Corporation has a 12 month low of $164.07 and a 12 month high of $236.54. The company has a market capitalization of $5.05 trillion, a PE ratio of 31.97, a PEG ratio of 0.41 and a beta of 2.21. The company has a current ratio of 3.44, a quick ratio of 2.85 and a debt-to-equity ratio of 0.04.

NVIDIA (NASDAQ:NVDA) last issued its quarterly 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. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The company had revenue of $81.61 billion during the quarter, compared to analysts’ expectations of $78.42 billion. During the same quarter in the prior year, the firm posted $0.81 earnings per share. The business’s quarterly revenue was up 85.2% on a year-over-year basis. On average, analysts anticipate that NVIDIA Corporation will post 8.79 EPS for the current year.

NVIDIA Increases Dividend

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

NVIDIA announced that its board has approved a stock repurchase program on Wednesday, May 20th that allows the company to buyback $80.00 billion in shares. This buyback authorization allows the computer hardware maker to reacquire up to 1.5% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s board of directors believes its stock is undervalued.

Insiders Place Their Bets

In related news, Director Mark A. Stevens sold 885,000 shares of NVIDIA stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $210.17, for a total transaction of $186,000,450.00. Following the completion of the transaction, the director owned 5,207,271 shares of the company’s stock, valued at $1,094,412,146.07. This trade represents a 14.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 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 transaction of $3,343,815.00. Following the completion of the transaction, the director owned 116,135 shares in the company, valued at approximately $25,053,803.55. The trade was a 11.77% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 1,901,125 shares of company stock worth $410,583,015. 3.94% of the stock is currently owned by insiders.

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.