Mayflower Financial Advisors LLC Boosts Stake in NVIDIA Corporation $NVDA

Mayflower Financial Advisors LLC raised its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 5.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 70,208 shares of the computer hardware maker’s stock after acquiring an additional 3,861 shares during the quarter. NVIDIA makes up about 1.2% of Mayflower Financial Advisors LLC’s portfolio, making the stock its 11th biggest position. Mayflower Financial Advisors LLC’s holdings in NVIDIA were worth $12,244,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in NVDA. Presidio Capital Management LLC boosted its holdings in shares of NVIDIA by 0.4% in the 4th quarter. Presidio Capital Management LLC now owns 15,137 shares of the computer hardware maker’s stock valued at $2,823,000 after buying an additional 53 shares in the last quarter. LMG Wealth Partners LLC increased its stake in NVIDIA by 0.7% during the 4th quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker’s stock valued at $1,427,000 after purchasing an additional 53 shares in the last quarter. Vision Financial Markets LLC increased its stake in NVIDIA by 1.2% during the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock valued at $866,000 after purchasing an additional 53 shares in the last quarter. Great Oak Capital Partners LLC raised its holdings in shares of NVIDIA by 3.8% in the fourth quarter. Great Oak Capital Partners LLC now owns 1,508 shares of the computer hardware maker’s stock worth $285,000 after buying an additional 55 shares during the last quarter. Finally, JGP Global Gestao de Recursos Ltda. lifted its stake in shares of NVIDIA by 2.3% during the fourth quarter. JGP Global Gestao de Recursos Ltda. now owns 2,402 shares of the computer hardware maker’s stock worth $448,000 after buying an additional 55 shares during the period. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at NVIDIA

In related news, Director John Dabiri sold 625 shares of the business’s stock in a transaction 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 owned 14,163 shares of the company’s stock, valued at approximately $3,030,882. The trade was a 4.23% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stephen C. Neal sold 15,500 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the transaction, the director owned 116,135 shares of the company’s stock, valued at $25,053,803.55. This represents a 11.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,901,125 shares of company stock valued at $410,583,015 in the last three months. 3.94% of the stock is currently owned by company insiders.

NVIDIA Trading Up 0.7%

NVDA stock opened at $196.93 on Wednesday. NVIDIA Corporation has a 52-week low of $158.39 and a 52-week high of $236.54. The company has a quick ratio of 2.85, a current ratio of 3.44 and a debt-to-equity ratio of 0.04. The firm has a market cap of $4.77 trillion, a P/E ratio of 30.16, a PEG ratio of 0.43 and a beta of 2.21. The company’s 50-day simple moving average is $209.91 and its 200-day simple moving average is $193.94.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share for the quarter, topping analysts’ consensus estimates of $1.76 by $0.11. The company had revenue of $81.61 billion during the quarter, compared to analysts’ expectations of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.NVIDIA’s quarterly revenue was up 85.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.81 EPS. As a group, equities analysts forecast that NVIDIA Corporation will post 8.69 EPS for the current fiscal year.

NVIDIA declared that its board has authorized a stock repurchase program on Wednesday, May 20th that authorizes the company to buyback $80.00 billion in shares. This buyback authorization authorizes the computer hardware maker to reacquire up to 1.5% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s leadership believes its shares are undervalued.

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

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: AI startup Perplexity said it plans to use NVIDIA’s new CPU, reinforcing demand for NVIDIA’s expanding data-center and AI silicon lineup. Perplexity says it plans to use Nvidia’s new CPU
• Positive Sentiment: NVIDIA-backed Nscale secured a $900 million revolving credit facility to accelerate data-center buildout, signaling continued capital support for NVIDIA’s AI infrastructure ecosystem. Nvidia-Backed Startup Nscale Locks in $900 Million for Data-Center Buildout
• Positive Sentiment: Several commentaries argued NVIDIA remains undervalued relative to its AI growth profile, with analysts and bullish writers pointing to strong revenue growth, robust cash flow, and ongoing AI spending as reasons to stay constructive on the stock. Nvidia Stock Looks Cheap, Goldman Says Buy
• Neutral Sentiment: NVIDIA and related AI chip names were caught in a broader semiconductor sell-off tied to market volatility and liquidity stress, which appears to be weighing on the stock even though the move may be more about sector plumbing than NVIDIA’s fundamentals. The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity
• Neutral Sentiment: Reports also highlighted that NVIDIA’s AI ecosystem is expanding into life sciences and enterprise workflows, including new initiatives with Certara and Silo Pharma, which supports the long-term adoption story but is unlikely to move the stock sharply on its own. Certara, Silo Pharma Advance AI Agent Strategies with Nvidia Initiatives
• Negative Sentiment: A Reuters-linked report said Chinese AI startup DeepSeek is developing its own inference chip, raising concerns that major AI customers want to reduce reliance on NVIDIA hardware. Perplexity says it plans to use Nvidia’s new CPU
• Negative Sentiment: Another headline said NVIDIA’s next-gen Kyber NVL144 AI rack may be delayed until 2028 due to circuit board/manufacturing issues, which has fueled concerns about product cadence and near-term growth visibility. Nvidia’s next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says
• Negative Sentiment: Additional reports noted DeepSeek’s in-house chip efforts and broader AI chip competition fears, adding to pressure on NVIDIA shares as investors reassess how durable its hardware dominance will be. Nvidia Stock Drops Again as More AI Chip Competition Fears Emerge

Analysts Set New Price Targets

NVDA has been the topic of several research reports. DZ Bank reissued a “buy” rating on shares of NVIDIA in a research report on Thursday, May 21st. Craig Hallum raised their price objective on NVIDIA from $245.00 to $275.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Weiss Ratings reaffirmed a “buy (b)” rating on shares of NVIDIA in a report on Friday, April 10th. DA Davidson reiterated a “buy” rating and issued a $300.00 target price on shares of NVIDIA in a research report on Monday, June 1st. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $270.00 price target on shares of NVIDIA in a report on Tuesday, June 2nd. Three analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat, NVIDIA currently has a consensus rating of “Buy” and an average target price of $303.84.

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.