Sprinkle Financial Consultants LLC Purchases 6,014 Shares of NVIDIA Corporation $NVDA

Sprinkle Financial Consultants LLC grew its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 145.2% in the 2nd quarter, HoldingsChannel reports. The firm owned 10,156 shares of the computer hardware maker’s stock after acquiring an additional 6,014 shares during the quarter. Sprinkle Financial Consultants LLC’s holdings in NVIDIA were worth $2,032,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Lifetime Wealth Management P.C. purchased a new stake in NVIDIA in the fourth quarter worth approximately $26,000. Longview Financial Advisors Inc. bought a new stake in shares of NVIDIA in the 1st quarter worth approximately $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. Phillip James Consulting Co. bought a new position in shares of NVIDIA during the 1st quarter valued at $40,000. Finally, Inspire Investing LLC purchased a new position in NVIDIA in the 4th quarter worth $44,000. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA will provide up to $105 billion in financing and credit support for an OpenAI data center campus in Ohio. SB Energy will build and operate the site, while OpenAI has signed a 20-year lease. The project is expected to support approximately 8 gigawatts of NVIDIA-powered computing capacity, creating a potentially significant source of future GPU, networking and systems demand. Nvidia backs financing for OpenAI data center in Ohio
• Positive Sentiment: NVIDIA is also investing $1.5 billion in SB Energy and will be the exclusive AI-compute provider for the Ohio campus. The arrangement strengthens NVIDIA’s role in developing the power, land and data-center infrastructure needed to sell complete AI systems, rather than chips alone. Nvidia investing $1.5B in SoftBank data center developer
• Positive Sentiment: Wall Street executives continue to describe AI infrastructure as constrained by power and computing capacity—not capital. BlackRock’s Larry Fink estimates the U.S. alone may need more than 70 gigawatts of power for AI, reinforcing the long-term demand outlook for NVIDIA’s platforms. BlackRock’s Larry Fink discusses AI power demand
• Positive Sentiment: NVIDIA’s Spectrum-X co-packaged-optics switches have entered mass production, adding another potential growth driver as data-center operators expand high-speed networking capacity. Analysts also expect strong results at the company’s August 26 earnings report. Nvidia Spectrum-X switches enter mass production
• Neutral Sentiment: The financing strategy is attracting substantial institutional support, but individual fund managers remain divided: some increased NVIDIA positions while others sold shares or bought puts. This signals continued disagreement over how much future AI growth is already reflected in the valuation. Billionaires’ differing NVIDIA trades
• Negative Sentiment: Investors are questioning the risk of NVIDIA financing data centers that are expected to purchase NVIDIA equipment. Critics characterize this as a circular financing structure that could increase credit exposure and make reported AI demand harder to evaluate. The stock’s elevated valuation leaves less room for execution disappointments. NVIDIA’s circular financing structure

Analyst Ratings Changes

A number of research analysts have recently issued reports on the company. Argus raised their price objective on NVIDIA from $220.00 to $270.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Craig Hallum increased their target price on NVIDIA from $245.00 to $275.00 and gave the company a “buy” rating in a report on Thursday, May 21st. Benchmark restated a “buy” rating and set a $335.00 price target (up from $250.00) on shares of NVIDIA in a research report on Thursday, May 21st. Sanford C. Bernstein reaffirmed a “buy” rating on shares of NVIDIA in a research note on Monday, June 29th. Finally, William Blair reiterated an “outperform” rating on shares of NVIDIA in a research report on Tuesday, June 2nd. 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’s stock. According to data from MarketBeat.com, NVIDIA currently has a consensus rating of “Buy” and an average target price of $305.94.

NVIDIA Stock Performance

NVIDIA stock opened at $225.01 on Tuesday. The company has a current ratio of 3.44, a quick ratio of 2.85 and a debt-to-equity ratio of 0.04. The firm has a market cap of $5.45 trillion, a P/E ratio of 34.46, a P/E/G ratio of 0.44 and a beta of 2.23. NVIDIA Corporation has a 1-year low of $164.07 and a 1-year high of $236.54. The firm has a 50-day moving average of $206.47 and a 200-day moving average of $198.85.

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

NVIDIA Increases Dividend

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

NVIDIA announced that its Board of Directors has authorized a share repurchase 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 reacquire up to 1.5% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s management believes its stock is undervalued.

Insider Activity

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 value of $186,000,450.00. Following the sale, the director owned 5,207,271 shares in the company, valued at $1,094,412,146.07. The trade was a 14.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 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 transaction, the director directly owned 116,135 shares in the company, valued at approximately $25,053,803.55. The trade was a 11.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,901,125 shares of company stock valued at $410,583,015. Company insiders own 3.94% of the company’s stock.

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.