Maryland Capital Advisors Inc. Acquires New Position in NVIDIA Corporation $NVDA

Maryland Capital Advisors Inc. acquired a new stake in NVIDIA Corporation (NASDAQ:NVDA) during the second quarter, HoldingsChannel reports. The fund acquired 8,054 shares of the computer hardware maker’s stock, valued at approximately $1,612,000. NVIDIA comprises about 0.5% of Maryland Capital Advisors Inc.’s investment portfolio, making the stock its 12th largest holding.

Several other institutional investors and hedge funds also recently made changes to their positions in NVDA. Lifetime Wealth Management P.C. bought a new stake in NVIDIA in the fourth quarter valued at about $26,000. Longview Financial Advisors Inc. bought a new position in NVIDIA during the first quarter worth about $27,000. Longfellow Investment Management Co. LLC boosted its holdings in NVIDIA by 47.9% during the second 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 last quarter. Phillip James Consulting Co. acquired a new position in shares of NVIDIA during the 1st quarter worth about $40,000. Finally, Inspire Investing LLC acquired a new position in shares of NVIDIA during the 4th quarter worth about $44,000. Institutional investors own 65.27% of the company’s stock.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Hugging Face acquisition: NVIDIA agreed to acquire open-source AI platform Hugging Face for approximately $12.93 billion. The deal could strengthen CUDA adoption, improve developer retention and give NVIDIA a larger role in AI model development and deployment beyond selling chips. Nvidia to buy Hugging Face for nearly $13 billion
• Positive Sentiment: Growth outlook remains strong: NVIDIA’s recent quarterly results exceeded expectations, with $96.22 billion in revenue and $2.22 in EPS. Management’s roughly 70% fiscal 2028 revenue-growth outlook was materially above consensus, reducing concerns that AI demand is rapidly decelerating. Nvidia: The Market Is Crazy Not To Push The Stock Higher
• Positive Sentiment: Customer spending validation: Dell Technologies’ stronger guidance and expanding AI-server demand reinforced NVIDIA’s view that enterprise and hyperscaler capital expenditures remain elevated. NVIDIA also announced that Lenovo and Acer will launch RTX Spark AI PCs in October, extending its reach into client computing. Nvidia sets October launch for RTX Spark AI PCs
• Positive Sentiment: Broader AI ecosystem exposure: Partnerships with Equinix and Together AI on enterprise inference, plus a reported $6 billion GPU deployment connected to humanoid-robotics company Figure, point to additional demand for NVIDIA’s platforms in inference and physical AI. Nvidia lands surprise $6B GPU windfall with Figure
• Neutral Sentiment: Strategic execution will be closely watched: The Hugging Face transaction is intended to preserve an open developer ecosystem, but NVIDIA must integrate the platform without undermining its neutrality or causing developers to migrate elsewhere. The acquisition also comes as cloud providers continue developing custom AI chips.
• Negative Sentiment: Margin pressure: Rising memory and networking costs are expected to weigh on gross margins, even though they reflect supply constraints and strong demand. Investors are monitoring whether NVIDIA can maintain profitability above 70%. Memory Costs Rise: Can NVIDIA Protect Its 70% Gross Margin?
• Negative Sentiment: Insider selling and policy risks: Executives and directors recently sold shares, including a Rule 10b5-1 sale by EVP Timothy Teter. Possible U.S. semiconductor tariffs and elevated interest rates remain additional risks to valuation and global supply chains.

Insiders Place Their Bets

In other NVIDIA news, Director Mark A. Stevens sold 63,501 shares of NVIDIA stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $220.06, for a total value of $13,974,030.06. Following the sale, the director directly owned 4,558,770 shares in the company, valued at approximately $1,003,202,926.20. The trade was a 1.37% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Timothy S. Teter sold 30,000 shares of the business’s stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $217.88, for a total transaction of $6,536,400.00. Following the sale, the executive vice president directly owned 2,687,660 shares in the company, valued at $585,587,360.80. This trade represents a 1.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 1,563,501 shares of company stock worth $335,380,530. 3.94% of the stock is currently owned by insiders.

NVIDIA Trading Up 1.8%

Shares of NASDAQ:NVDA opened at $228.45 on Friday. NVIDIA Corporation has a 12 month low of $164.07 and a 12 month high of $236.54. The company has a quick ratio of 3.85, a current ratio of 4.59 and a debt-to-equity ratio of 0.14. The company’s fifty day simple moving average is $209.85 and its 200 day simple moving average is $201.85. The firm has a market cap of $5.51 trillion, a price-to-earnings ratio of 28.88, a PEG ratio of 1.76 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.13. The company 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 quarterly revenue was up 105.9% compared to the same quarter last year. During the same period in the previous year, the company posted $1.05 earnings per share. As a group, research analysts forecast that NVIDIA Corporation will post 9.1 EPS for the current fiscal year.

NVIDIA declared that its Board of Directors has approved a stock repurchase 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 purchase up to 1.5% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s board believes its stock is undervalued.

NVIDIA Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th will be issued a $0.25 dividend. The ex-dividend date is Thursday, September 10th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.4%. NVIDIA’s dividend payout ratio (DPR) is 12.64%.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on NVDA shares. Phillip Securities increased their price target on shares of NVIDIA from $285.00 to $300.00 and gave the company a “buy” rating in a research report on Monday. Truist Financial upped their target price on shares of NVIDIA from $307.00 to $346.00 and gave the company a “buy” rating in a research note on Thursday, August 27th. William Blair reiterated an “outperform” rating on shares of NVIDIA in a report on Tuesday, June 2nd. Benchmark reissued a “buy” rating and set a $335.00 price target on shares of NVIDIA in a research report on Thursday, August 27th. Finally, Royal Bank Of Canada boosted their price target on shares of NVIDIA from $300.00 to $330.00 and gave the company an “outperform” rating in a report on Thursday, August 27th. Two investment analysts have rated the stock with a Strong Buy rating, fifty have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, NVIDIA currently has an average rating of “Moderate Buy” and a consensus target price of $324.23.

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.