H&H International Investment LLC Acquires 6,606,675 Shares of NVIDIA Corporation $NVDA

H&H International Investment LLC lifted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 91.3% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 13,843,775 shares of the computer hardware maker’s stock after buying an additional 6,606,675 shares during the quarter. NVIDIA comprises approximately 12.1% of H&H International Investment LLC’s investment portfolio, making the stock its 3rd largest holding. H&H International Investment LLC owned about 0.06% of NVIDIA worth $2,414,354,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the stock. Brighton Jones LLC raised its holdings in shares of NVIDIA by 12.4% during the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock valued at $43,631,000 after purchasing an additional 35,815 shares during the period. Bank Pictet & Cie Europe AG grew its stake in shares of NVIDIA by 1.0% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock valued at $315,100,000 after buying an additional 22,929 shares during the period. Highview Capital Management LLC DE increased its position in NVIDIA by 6.7% in the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after buying an additional 3,653 shares in the last quarter. Hudson Value Partners LLC increased its position in NVIDIA by 30.7% in the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock valued at $6,805,000 after buying an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. raised its stake in NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after buying an additional 896 shares during the period. Institutional investors own 65.27% of the company’s stock.

Insider Activity at NVIDIA

In other NVIDIA news, Director John Dabiri sold 625 shares of the company’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $214.00, for a total value 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 represents a 4.23% decrease in their position. The sale was disclosed in a document filed 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 firm’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 sale, the director directly owned 116,135 shares of the company’s stock, valued at approximately $25,053,803.55. This represents a 11.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 1,901,125 shares of company stock valued at $410,583,015. 3.94% of the stock is owned by insiders.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Reports that SpaceX plans to deploy NVIDIA’s next-generation AI hardware across terrestrial and orbital computing infrastructure reinforced expectations for another major customer and expanded demand for NVIDIA systems. Time to Buy Nvidia or SpaceX Stock After Their AI Partnership?
• Positive Sentiment: Strong spending by hyperscalers, demand for AI data-center capacity, and NVIDIA-backed projects such as Firmus’ $2 billion fundraising in Australia and Asia-Pacific supported the view that AI infrastructure investment remains robust. Firmus nearly doubles valuation to over $10.5 billion
• Positive Sentiment: Analyst and market commentary highlighted NVIDIA’s leadership in sovereign AI, with one report estimating a 92% share, while investors continued to describe the company as evolving from a GPU supplier into a broader AI infrastructure platform. What’s Going On With NVIDIA Stock Friday?
• Positive Sentiment: Recent commentary pointed to accelerating AI demand, strong cash flow and valuation support, with the median analyst price target reported at $308.50 versus recent trading levels. Should You Buy NVIDIA Stock After Its 11% Rally in a Month?
• Neutral Sentiment: NVIDIA’s rally has lifted the stock roughly 12% over five sessions, increasing focus on the upcoming earnings report. Analysts remain constructive, but some traders are pausing because near-term catalysts may be limited after the sharp advance. Two reasons why Nvidia’s stock saw its biggest weekly surge
• Negative Sentiment: AMD’s acquisition of AI-inference chip startup Taalas could strengthen its competitive position and create a longer-term challenge to NVIDIA, although initial investor commentary suggested the deal does not immediately close NVIDIA’s AI gap. AMD Is Buying Its Way Deeper Into AI Inference
• Negative Sentiment: QuiverQuant data showed 45 NVIDIA insider sales and no insider purchases during the past six months, a potential caution signal as the stock trades near its highs. NVIDIA Stock Opinions on AI Market Position

NVIDIA Stock Performance

Shares of NVDA stock opened at $223.96 on Monday. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.44 and a quick ratio of 2.85. The firm has a 50-day moving average of $205.66 and a 200-day moving average of $197.27. NVIDIA Corporation has a one year low of $164.07 and a one year high of $236.54. The company has a market cap of $5.42 trillion, a P/E ratio of 34.30, a P/E/G ratio of 0.44 and a beta of 2.23.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share for the quarter, topping the consensus estimate of $1.76 by $0.11. The business had revenue of $81.61 billion for the quarter, compared to analysts’ expectations of $78.42 billion. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The firm’s revenue for the quarter was up 85.2% compared to the same quarter last year. During the same period in the previous year, the company earned $0.81 earnings per share. Equities research analysts forecast that NVIDIA Corporation will post 8.79 EPS for the current fiscal year.

NVIDIA declared that its board has authorized a stock buyback plan on Wednesday, May 20th that authorizes the company to buyback $80.00 billion in shares. This buyback authorization authorizes the computer hardware maker to reacquire up to 1.5% of its stock through open market purchases. Stock buyback plans are typically an indication that the company’s board believes its shares are undervalued.

NVIDIA Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, June 26th. Stockholders of record on Thursday, June 4th were issued a $0.25 dividend. This is a boost from NVIDIA’s previous quarterly dividend of $0.01. This represents a $1.00 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend was Thursday, June 4th. NVIDIA’s dividend payout ratio is currently 15.31%.

Analysts Set New Price Targets

NVDA has been the topic of several recent research reports. Itau BBA Securities cut their price target on NVIDIA from $256.00 to $218.00 in a report on Wednesday, June 24th. TD Cowen reaffirmed a “buy” rating and set a $275.00 target price (up from $235.00) on shares of NVIDIA in a research report on Friday, May 15th. Wells Fargo & Company reiterated an “overweight” rating and issued a $315.00 target price (up from $265.00) on shares of NVIDIA in a report on Tuesday, May 12th. Sanford C. Bernstein reissued a “buy” rating on shares of NVIDIA in a research report on Monday, June 29th. Finally, Citic Securities boosted their price target on shares of NVIDIA from $242.00 to $315.00 and gave the company a “buy” rating in a research note on Friday, May 22nd. Three research analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, NVIDIA currently has an average rating of “Buy” and an average price target of $304.26.

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.