NVIDIA Corporation $NVDA Shares Bought by Lowe Brockenbrough & Co. Inc.

Lowe Brockenbrough & Co. Inc. grew its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 1.4% during the first quarter, HoldingsChannel reports. The firm owned 220,114 shares of the computer hardware maker’s stock after buying an additional 3,006 shares during the period. NVIDIA accounts for approximately 1.9% of Lowe Brockenbrough & Co. Inc.’s holdings, making the stock its 12th largest holding. Lowe Brockenbrough & Co. Inc.’s holdings in NVIDIA were worth $38,388,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in NVDA. Norges Bank acquired a new position in NVIDIA in the 4th quarter worth $62,244,133,000. J. Stern & Co. LLP boosted its position in NVIDIA by 13,709.1% in the 4th quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker’s stock valued at $23,454,297,000 after buying an additional 124,849,603 shares during the last quarter. Cardano Risk Management B.V. grew its stake in shares of NVIDIA by 896.4% during the fourth quarter. Cardano Risk Management B.V. now owns 78,123,960 shares of the computer hardware maker’s stock valued at $14,570,119,000 after acquiring an additional 70,283,539 shares in the last quarter. Capital Research Global Investors grew its stake in shares of NVIDIA by 16.1% during the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock valued at $30,855,564,000 after acquiring an additional 22,896,705 shares in the last quarter. Finally, Laurel Wealth Advisors LLC increased its position in shares of NVIDIA by 15,496.1% during the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock worth $3,454,534,000 after acquiring an additional 21,725,326 shares during the last quarter. 65.27% of the stock is owned by institutional investors and hedge funds.

NVIDIA Stock Up 2.9%

NASDAQ:NVDA opened at $200.75 on Friday. The company has a market capitalization of $4.86 trillion, a price-to-earnings ratio of 30.74, a price-to-earnings-growth ratio of 0.38 and a beta of 2.21. NVIDIA Corporation has a one year low of $164.07 and a one year high of $236.54. The stock has a 50-day simple moving average of $205.41 and a 200 day simple moving average of $196.12. 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 (NASDAQ:NVDA) last announced its quarterly earnings data 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 firm had revenue of $81.61 billion during the quarter, compared to analyst estimates of $78.42 billion. During the same period in the previous year, the company earned $0.81 earnings per share. NVIDIA’s quarterly revenue was up 85.2% on a year-over-year basis. Sell-side analysts predict that NVIDIA Corporation will post 8.79 EPS for the current fiscal year.

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

NVIDIA Increases Dividend

The company also recently declared 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 positive change from NVIDIA’s previous quarterly dividend of $0.01. The ex-dividend date was Thursday, June 4th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.5%. NVIDIA’s dividend payout ratio (DPR) is presently 15.31%.

Insider Activity

In other NVIDIA news, 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 sale, the director owned 116,135 shares in the company, valued at $25,053,803.55. The trade was a 11.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Mark A. Stevens sold 885,000 shares of the 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 sale, the director directly owned 5,207,271 shares in the company, valued at $1,094,412,146.07. This trade represents a 14.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,901,125 shares of company stock worth $410,583,015. 3.94% of the stock is currently owned by insiders.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Amazon supports demand outlook: Amazon raised its capital-expenditure forecast and downplayed competition between its custom AI chips and NVIDIA’s processors. The update reassured investors that hyperscaler spending remains a significant growth driver for NVIDIA. Nvidia Stock Rises. Thank Amazon.
• Positive Sentiment: Additional large-scale chip demand: Chinese AI company Moonshot reportedly has an Alibaba computing agreement involving approximately 20,000 NVIDIA chips. Although the arrangement is indirect, it highlights continued demand for NVIDIA’s accelerators across AI platforms. Moonshot has Nvidia chip cluster from Alibaba computing deal
• Positive Sentiment: Sector-wide investor support: Semiconductor ETFs attracted substantial new money as chip stocks rallied following strong technology earnings, providing a favorable backdrop for NVIDIA. Analysts also remain broadly bullish, with reported median price targets well above the current trading level and positive earnings-estimate revisions. Semiconductor ETFs Draw Cash This Week as Chip Stocks Rally
• Neutral Sentiment: Upcoming earnings catalyst: NVIDIA will report fiscal second-quarter 2027 results on August 26. Investors will focus on revenue growth, forward guidance and whether hyperscaler AI spending is translating into sustained orders. The company’s latest reported quarter showed $81.6 billion in revenue, up 85% year over year, and earnings above consensus.
• Negative Sentiment: Financing concerns remain: Investors continue to debate whether AI infrastructure expansion relies too heavily on leveraged or “circular” financing arrangements. Credit-market hedging activity and discussion of a potential financing backstop tied to an OpenAI data-center project could limit valuation expansion. NVIDIA Stock Is Still Up, But $250 Billion AI Risk Has Spooked The Debt Market
• Negative Sentiment: Bearish positioning and selling: Investor Michael Burry reportedly expanded bearish bets against NVIDIA, while recent insider and institutional selling adds a secondary source of caution. These transactions do not necessarily indicate deteriorating fundamentals but may contribute to volatility.

Wall Street Analysts Forecast Growth

NVDA has been the topic of several recent analyst reports. Rosenblatt Securities reiterated a “buy” rating and issued a $325.00 price target on shares of NVIDIA in a research note on Thursday, May 21st. Raymond James Financial restated a “strong-buy” rating and set a $330.00 price objective on shares of NVIDIA in a research note on Thursday, May 21st. CICC Research lifted their price objective on NVIDIA from $240.60 to $268.30 and gave the stock an “outperform” rating in a report on Friday, May 22nd. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $315.00 target price (up from $265.00) on shares of NVIDIA in a research report on Tuesday, May 12th. Finally, HSBC reiterated a “buy” rating and set a $325.00 target price (up from $295.00) on shares of NVIDIA in a research note on Tuesday, May 19th. Three research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $304.26.

About NVIDIA

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.