Union Bancaire Privee UBP SA Has $372.55 Million Stock Holdings in NVIDIA Corporation $NVDA

Union Bancaire Privee UBP SA cut its stake in NVIDIA Corporation (NASDAQ:NVDA) by 0.8% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,961,005 shares of the computer hardware maker’s stock after selling 16,373 shares during the quarter. NVIDIA comprises about 4.6% of Union Bancaire Privee UBP SA’s holdings, making the stock its 5th largest position. Union Bancaire Privee UBP SA’s holdings in NVIDIA were worth $372,553,000 as of its most recent filing with the SEC.

Other large investors have also added to or reduced their stakes in the company. Davis Capital Management boosted its stake in NVIDIA by 22.4% in the 2nd quarter. Davis Capital Management now owns 4,917 shares of the computer hardware maker’s stock worth $984,000 after purchasing an additional 899 shares during the period. Vista Finance LLC increased its position in shares of NVIDIA by 8.0% during the second quarter. Vista Finance LLC now owns 1,799 shares of the computer hardware maker’s stock valued at $360,000 after buying an additional 134 shares during the period. Jamison Private Wealth Management Inc. lifted its holdings in shares of NVIDIA by 1.2% in the second quarter. Jamison Private Wealth Management Inc. now owns 186,963 shares of the computer hardware maker’s stock worth $37,409,000 after buying an additional 2,206 shares in the last quarter. Decker Retirement Planning Inc. lifted its holdings in shares of NVIDIA by 32.3% in the second quarter. Decker Retirement Planning Inc. now owns 1,428 shares of the computer hardware maker’s stock worth $286,000 after buying an additional 349 shares in the last quarter. Finally, Aaron Wealth Advisors LLC boosted its position in shares of NVIDIA by 114.4% in the second quarter. Aaron Wealth Advisors LLC now owns 662,775 shares of the computer hardware maker’s stock valued at $132,615,000 after acquiring an additional 353,630 shares during the period. Institutional investors own 65.27% of the company’s stock.

Analysts Set New Price Targets

NVDA has been the subject of several recent analyst reports. Raymond James Financial set a $515.00 price objective on shares of NVIDIA and gave the company a “strong-buy” rating in a research note on Thursday. The Goldman Sachs Group reissued a “neutral” rating and issued a $300.00 price target (up from $285.00) on shares of NVIDIA in a report on Thursday. KeyCorp restated an “overweight” rating and set a $330.00 price target on shares of NVIDIA in a research report on Monday, August 24th. BNP Paribas Exane upped their price target on shares of NVIDIA from $270.00 to $285.00 and gave the stock an “outperform” rating in a report on Thursday, May 21st. Finally, KGI Securities increased their price objective on NVIDIA from $335.00 to $345.00 in a research report on Thursday, August 27th. Two analysts have rated the stock with a Strong Buy rating, fifty have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $324.23.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA announced a $3.5 billion investment in MediaTek and expanded their partnership across data-center, edge-computing and automotive AI. MediaTek will adopt NVIDIA’s NVLink Fusion technology to develop custom chips that can connect to NVIDIA-based AI systems, potentially broadening NVIDIA’s platform and ecosystem reach. NVIDIA MediaTek partnership
• Positive Sentiment: Anthropic reportedly signed a $35 billion cloud agreement backed by NVIDIA, reinforcing demand for NVIDIA-powered AI infrastructure and supporting the broader investment case for continued hyperscaler and AI-cloud spending. Anthropic cloud deal
• Positive Sentiment: Analysts raised price targets while retaining Buy ratings, including China Renaissance at $330 and Phillip Securities at $300. Recent commentary highlights NVIDIA’s strong cash generation, integrated AI platform and management’s expectation for roughly 70% revenue growth in fiscal 2028. China Renaissance price target
• Positive Sentiment: ARK Invest, led by Cathie Wood, purchased approximately $53 million of NVIDIA stock following the earnings-related selloff, providing a notable vote of confidence from a prominent growth investor. ARK Invest NVIDIA purchase
• Neutral Sentiment: NVIDIA’s exceptional demand is exposing supply-chain bottlenecks in memory, networking, optical components, power and copper. Higher input costs and supply commitments could pressure gross margins even as they signal that customer demand remains ahead of available capacity.
• Neutral Sentiment: Broadcom’s VMware Cloud Foundation validated NVIDIA’s Nemotron models for private-cloud deployment, supporting enterprise adoption and data-sovereignty use cases, though the announcement provided no specific customer or revenue figures. AI models validated on VMware Cloud Foundation
• Negative Sentiment: A reported NVIDIA program designed to participate in cloud profits from chips it had already sold was paused after internal concerns about potential antitrust exposure, highlighting regulatory risk around NVIDIA’s growing influence over AI infrastructure. NVIDIA cloud revenue program
• Negative Sentiment: Investors also face risks from a possible September market pullback, elevated valuation expectations, insider selling and emerging competition from custom AI chips, including reports of an OpenAI-designed processor.

NVIDIA Stock Performance

NASDAQ NVDA opened at $220.60 on Tuesday. NVIDIA Corporation has a 52-week low of $164.07 and a 52-week high of $236.54. The company has a debt-to-equity ratio of 0.14, a quick ratio of 3.85 and a current ratio of 4.59. The company has a market capitalization of $5.32 trillion, a P/E ratio of 27.89, a P/E/G ratio of 1.71 and a beta of 2.23. The company has a fifty day moving average of $208.33 and a 200-day moving average of $201.08.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, beating the consensus estimate of $2.09 by $0.13. The firm had revenue of $96.22 billion for the quarter, compared to analyst estimates of $92.27 billion. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The company’s revenue was up 105.9% on a year-over-year basis. During the same period in the prior year, the company earned $1.05 EPS. As a group, equities research analysts predict that NVIDIA Corporation will post 9.1 EPS for the current fiscal year.

NVIDIA Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th will be paid a dividend of $0.25 per share. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. NVIDIA’s dividend payout ratio (DPR) is 12.64%.

NVIDIA declared that its Board of Directors has initiated a share buyback plan on Wednesday, May 20th that authorizes the company to buyback $80.00 billion in outstanding shares. This buyback authorization authorizes the computer hardware maker to repurchase up to 1.5% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s management believes its shares are undervalued.

Insider Activity at NVIDIA

In related news, Director Stephen C. Neal sold 15,500 shares of the 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 transaction, the director owned 116,135 shares of the company’s stock, valued at approximately $25,053,803.55. This trade represents a 11.77% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Mark A. Stevens sold 885,000 shares of NVIDIA stock in a transaction on Thursday, June 18th. The stock was 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 in the company, valued at approximately $1,094,412,146.07. The trade was a 14.53% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,400,500 shares of company stock worth $299,259,265 over the last three months. Insiders own 3.94% of the company’s stock.

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.