6,100 NVIDIA Corporation $NVDA Shares Purchased by Violich Capital Management Inc.

Violich Capital Management Inc. lifted its position in NVIDIA Corporation (NASDAQ:NVDA) by 54.8% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 17,230 shares of the computer hardware maker’s stock after acquiring an additional 6,100 shares during the quarter. Violich Capital Management Inc.’s holdings in NVIDIA were worth $3,935,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in NVDA. Miller Global Investments LLC raised its holdings in shares of NVIDIA by 17.8% in the third quarter. Miller Global Investments LLC now owns 9,203 shares of the computer hardware maker’s stock valued at $2,102,000 after purchasing an additional 1,392 shares during the last quarter. First Citizens Financial Corp purchased a new position in NVIDIA during the third quarter worth about $2,322,000. Polaris Financial Partners purchased a new position in NVIDIA during the third quarter worth about $37,213,000. Boltwood Capital Management grew its position in NVIDIA by 1.9% in the 3rd quarter. Boltwood Capital Management now owns 56,742 shares of the computer hardware maker’s stock worth $12,959,000 after purchasing an additional 1,065 shares in the last quarter. Finally, CX Institutional grew its position in NVIDIA by 57.8% in the 3rd quarter. CX Institutional now owns 492,568 shares of the computer hardware maker’s stock worth $112,493,000 after purchasing an additional 180,495 shares in the last quarter. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: SpaceX reportedly committed up to $40 billion in financing for NVIDIA’s Vera Rubin processors, with deliveries expected in 2027. SpaceX’s plans to build at least 10 gigawatts of computing capacity could create substantial long-term demand for NVIDIA hardware. Elon Musk and SpaceX Just Delivered Incredible News to Nvidia
• Positive Sentiment: Anthropic’s IPO filing highlighted approximately $224.5 billion in non-cancelable compute agreements with Amazon and Alphabet. The commitments reinforce expectations for sustained hyperscaler spending on NVIDIA GPUs and other AI infrastructure, despite Anthropic’s reported accounting-driven loss. Anthropic’s IPO Filing Reveals a Massive Opportunity for AI Infrastructure Giants
• Positive Sentiment: Demand indicators remain strong: GPU rental prices have risen sharply, including for older chips, while NVIDIA is expanding beyond data centers through a self-driving partnership with Mercedes-Benz and an industrial AI collaboration with Honeywell and Dell. Nvidia Just Doubled Down on Self-Driving Cars With Mercedes
• Neutral Sentiment: Analyst sentiment remains overwhelmingly bullish, with reports citing a 98% buy-rating rate and continued confidence in NVIDIA’s triple-digit revenue growth. However, the shares remain below their 50-day moving average while trading above the 200-day average, reflecting both strong long-term momentum and near-term volatility.
• Negative Sentiment: Credit-market pressure could slow AI data-center construction and reduce GPU purchases by highly leveraged neocloud operators. Analysts also warn of infrastructure bottlenecks, while Broadcom’s custom AI chips and open Ethernet alternatives could gradually challenge NVIDIA’s ecosystem and InfiniBand position. Seaport Reiterates Sell Rating On Nvidia Stock Over Data Center Infrastructure Bottlenecks

NVIDIA Stock Performance

NASDAQ:NVDA opened at $216.00 on Tuesday. The company has a debt-to-equity ratio of 0.14, a current ratio of 4.59 and a quick ratio of 3.85. The business has a fifty day simple moving average of $222.48 and a two-hundred day simple moving average of $203.56. NVIDIA Corporation has a 1 year low of $164.27 and a 1 year high of $243.37. The company has a market capitalization of $5.21 trillion, a P/E ratio of 27.31, a P/E/G ratio of 1.62 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA) last issued its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.13. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%. The firm had revenue of $96.22 billion for the quarter, compared to analyst estimates of $92.27 billion. During the same period in the previous year, the company posted $1.05 earnings per share. The business’s revenue was up 105.9% on a year-over-year basis. On average, analysts expect that NVIDIA Corporation will post 9.30 earnings per share for the current year.

NVIDIA declared that its board has authorized a share repurchase plan on Monday, September 28th that allows the company to repurchase $150 billion in shares. This repurchase authorization allows the computer hardware maker to repurchase up to 2.8% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s board of directors believes its stock is undervalued.

NVIDIA Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, October 1st. Investors of record on Thursday, September 10th were issued a $0.25 dividend. The ex-dividend date of this dividend was Thursday, September 10th. This represents a $1.00 annualized dividend and a yield of 0.5%. NVIDIA’s dividend payout ratio (DPR) is 12.64%.

Insider Activity at NVIDIA

In related news, EVP Timothy Teter sold 30,460 shares of the business’s stock in a transaction dated Monday, September 21st. The stock was sold at an average price of $222.80, for a total value of $6,786,488.00. Following the sale, the executive vice president directly owned 2,687,660 shares in the company, valued at approximately $598,810,648. The trade was a 1.12% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark Stevens sold 622,239 shares of NVIDIA stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $231.62, for a total transaction of $144,122,997.18. Following the completion of the transaction, the director owned 2,336,531 shares of the company’s stock, valued at $541,187,310.22. The trade was a 21.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 1,766,118 shares of company stock worth $399,450,353. Company insiders own 3.94% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have commented on the stock. Raymond James Financial set a $515.00 price objective on shares of NVIDIA and gave the company a “strong-buy” rating in a research note on Thursday, August 27th. Royal Bank Of Canada boosted their target price on NVIDIA from $300.00 to $330.00 and gave the stock an “outperform” rating in a research note on Thursday, August 27th. Piper Sandler assumed coverage on NVIDIA in a report on Wednesday, September 9th. They issued an “overweight” rating and a $300.00 target price for the company. UBS Group reaffirmed a “buy” rating on shares of NVIDIA in a report on Friday, October 9th. Finally, Wedbush increased their price target on NVIDIA from $330.00 to $345.00 and gave the company an “outperform” rating in a research report on Thursday, August 27th. Five investment analysts have rated the stock with a Strong Buy rating, forty-nine have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, NVIDIA currently has an average rating of “Buy” and a consensus price target of $321.47.

NVIDIA Company Profile

NVIDIA Corporation (NASDAQ: NVDA) is a technology company that designs graphics processing units (GPUs), accelerated computing platforms, networking products and related software. Its technologies support artificial intelligence, machine learning, scientific computing, data analytics, professional visualization and computer graphics.

The company’s products include GeForce GPUs for gaming and personal computing, data center GPUs and systems for AI and high-performance computing, and networking solutions used to connect and manage large-scale computing infrastructure.