NVIDIA Corporation $NVDA Holdings Raised by MIdWestOne Financial Group Inc.

MIdWestOne Financial Group Inc. grew its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 27.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 16,234 shares of the computer hardware maker’s stock after purchasing an additional 3,513 shares during the period. MIdWestOne Financial Group Inc.’s holdings in NVIDIA were worth $3,028,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. State Street Corp raised its position in NVIDIA by 1.0% during the second quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker’s stock valued at $154,556,803,000 after buying an additional 9,554,857 shares during the period. Geode Capital Management LLC raised its position in NVIDIA by 0.6% during the fourth quarter. Geode Capital Management LLC now owns 588,803,093 shares of the computer hardware maker’s stock valued at $109,446,217,000 after buying an additional 3,383,441 shares during the period. Norges Bank acquired a new position in NVIDIA during the fourth quarter valued at $62,244,133,000. Legal & General Group Plc raised its position in NVIDIA by 1.5% during the third quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock valued at $33,808,862,000 after buying an additional 2,609,560 shares during the period. Finally, Capital Research Global Investors raised its position in NVIDIA by 3.7% during the fourth quarter. Capital Research Global Investors now owns 171,562,742 shares of the computer hardware maker’s stock valued at $31,996,599,000 after buying an additional 6,184,890 shares during the period. 65.27% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms recently weighed in on NVDA. Sanford C. Bernstein reissued a “buy” rating on shares of NVIDIA in a research report on Monday. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $350.00 target price on shares of NVIDIA in a research report on Thursday, May 21st. Evercore reaffirmed an “outperform” rating and issued a $413.00 target price (up from $352.00) on shares of NVIDIA in a research report on Thursday, May 21st. KeyCorp set a $310.00 target price on NVIDIA and gave the stock an “overweight” rating in a research report on Thursday, May 21st. Finally, Melius Research set a $400.00 target price on NVIDIA in a research report on Thursday, May 21st. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $305.67.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA is expanding its AI footprint through new partnerships, including work with Microsoft on agentic AI deployment and a healthcare AI model with Abridge, reinforcing its leadership beyond traditional chips.
• Positive Sentiment: The company helped launch Helix Digital Infrastructure with KKR, Vistra, and the Kuwait Investment Authority, a more than $10 billion AI infrastructure venture that highlights sustained demand for NVIDIA-powered data center buildouts.
• Positive Sentiment: Analysts remain constructive, with multiple notes arguing NVIDIA is undervalued and has major upside, while others continue to point to unusually strong Blackwell demand and durable profit margins.
• Positive Sentiment: NVIDIA increased its buyback authorization by $80 billion, lifting the total active authorization above $120 billion, which signals management confidence and supports shareholder returns.
• Neutral Sentiment: The company scheduled the 2026 Annual Meeting of Stockholders for June 24, a routine corporate update that does not by itself change the investment outlook. NVIDIA Stockholder Meeting Set for June 24; Individuals Can Participate Online
• Negative Sentiment: Some articles flagged pressure on AI hardware stocks and concerns that the broader market is no longer rewarding every AI name, which may explain why NVIDIA has also faced volatility despite strong fundamentals.

NVIDIA Stock Performance

Shares of NASDAQ NVDA opened at $204.87 on Friday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44. The firm has a market cap of $4.96 trillion, a price-to-earnings ratio of 31.37, a P/E/G ratio of 0.45 and a beta of 2.22. The business’s 50-day simple moving average is $206.25 and its 200-day simple moving average is $191.25. NVIDIA Corporation has a 52 week low of $140.85 and a 52 week high of $236.54.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, beating analysts’ consensus estimates of $1.76 by $0.11. The business had revenue of $81.62 billion for the quarter, compared to analyst estimates of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The firm’s revenue for the quarter was up 85.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.81 EPS. As a group, equities research analysts expect that NVIDIA Corporation will post 8.61 earnings per share for the current fiscal year.

NVIDIA Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Thursday, June 4th will be issued a dividend of $0.25 per share. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.5%. This is a positive change from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s payout ratio is currently 15.31%.

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

Insider Activity

In other NVIDIA news, Director Mark A. Stevens sold 500,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $219.83, for a total value of $109,915,000.00. Following the sale, the director owned 6,399,771 shares of the company’s stock, valued at $1,406,861,658.93. This trade represents a 7.25% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director John Dabiri sold 625 shares of the firm’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total value of $133,750.00. Following the completion of the sale, the director directly owned 14,163 shares in the company, valued at $3,030,882. This trade represents a 4.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,619,457 shares of company stock worth $332,073,643 over the last 90 days. Company insiders own 3.94% of the company’s stock.

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.