Financial Plan Inc. Invests $1.09 Million in NVIDIA Corporation $NVDA

Posted by Max Byerly on May 13th, 2026

Financial Plan Inc. purchased a new position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund purchased 5,843 shares of the computer hardware maker’s stock, valued at approximately $1,090,000.

Other institutional investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC grew its position in shares of NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after buying an additional 67 shares during the period. Spurstone Advisory Services LLC acquired a new stake in shares of NVIDIA during the 2nd quarter worth approximately $40,000. Sellwood Investment Partners LLC acquired a new stake in shares of NVIDIA during the 3rd quarter worth approximately $50,000. Networth Advisors LLC acquired a new stake in shares of NVIDIA during the 4th quarter worth approximately $51,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new stake in shares of NVIDIA during the 2nd quarter worth approximately $54,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA Stock Performance

Shares of NVDA opened at $220.78 on Wednesday. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. NVIDIA Corporation has a twelve month low of $124.47 and a twelve month high of $223.75. The firm’s 50 day moving average price is $189.54 and its two-hundred day moving average price is $187.47. The firm has a market cap of $5.36 trillion, a P/E ratio of 45.06, a PEG ratio of 0.72 and a beta of 2.25.

NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. During the same quarter in the previous year, the firm posted $0.89 earnings per share. The business’s revenue was up 73.2% on a year-over-year basis. On average, analysts forecast that NVIDIA Corporation will post 7.84 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th were paid a $0.01 dividend. The ex-dividend date of this dividend was Wednesday, March 11th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. NVIDIA’s payout ratio is presently 0.82%.

Insider Transactions at NVIDIA

In other news, EVP Ajay K. Puri sold 300,000 shares of NVIDIA stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total value of $54,675,000.00. Following the sale, the executive vice president directly owned 3,018,547 shares in the company, valued at $550,130,190.75. This trade represents a 9.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Mark A. Stevens sold 221,682 shares of NVIDIA stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $173.68, for a total transaction of $38,501,729.76. Following the completion of the sale, the director owned 7,399,771 shares in the company, valued at $1,285,192,227.28. This trade represents a 2.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 906,336 shares of company stock valued at $162,802,518. 4.17% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research analysts recently weighed in on the stock. JPMorgan Chase & Co. lifted their price objective on shares of NVIDIA from $250.00 to $265.00 and gave the stock an “overweight” rating in a research note on Thursday, February 26th. Bank of America lifted their price objective on shares of NVIDIA from $275.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. Susquehanna reissued a “positive” rating and set a $275.00 price objective (up from $250.00) on shares of NVIDIA in a research note on Tuesday. Benchmark reissued a “buy” rating and set a $250.00 price objective on shares of NVIDIA in a research note on Tuesday, March 31st. Finally, Fundamental Research set a $218.00 price objective on shares of NVIDIA in a research note on Thursday, February 26th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, NVIDIA presently has a consensus rating of “Buy” and a consensus target price of $276.88.

Get Our Latest Stock Report on NVIDIA

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Wells Fargo raised its price target on NVIDIA to $315 from $265 and reaffirmed an Overweight rating, citing continued upside ahead of the company’s May 20 earnings report.
Positive Sentiment: Several articles highlighted NVIDIA’s expanding role across the AI supply chain, including partnerships and investments that reinforce its dominance in AI infrastructure and networking. Nvidia Is Buying the Chip Supply Chain
Positive Sentiment: Investor sentiment remains strong after NVIDIA hit fresh all-time highs, with analysts and market commentators pointing to its leadership in AI chips and data-center spending as reasons for the stock’s continued momentum. Nvidia Stock Reaches New Highs Then Retreats: What’s Happening?
Positive Sentiment: Multiple pieces framed NVIDIA as a top AI/momentum name, including bullish commentary on its long-term growth runway and “supercycle” narrative, which can attract more buyers into the stock. Are You Looking for a Top Momentum Pick? Why Nvidia (NVDA) is a Great Choice
Neutral Sentiment: Several articles noted that NVIDIA remains a favorite stock in hedge fund portfolios and lists of top AI picks, which supports the bullish narrative but does not add a new fundamental catalyst. Chris Rokos Stock Portfolio: Top 5 Stock Picks
Negative Sentiment: There is also some pushback around China exposure and CEO Jensen Huang’s exclusion from Trump’s China trip, which raises questions about future access to that market and adds a mild overhang. Nvidia Stock Falls After Report CEO Huang Is Excluded From Trump’s China Trip
Negative Sentiment: Broader chip-stock weakness and “pullback” commentary suggest the semiconductor trade may be due for a pause after a strong run, which could temper near-term gains. Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next

NVIDIA Company Profile

(Free Report)

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.