NVIDIA Corporation $NVDA is Hixon Zuercher LLC’s 5th Largest Position

Hixon Zuercher LLC raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 16.7% in the second quarter, Holdings Channel.com reports. The institutional investor owned 57,102 shares of the computer hardware maker’s stock after purchasing an additional 8,180 shares during the quarter. NVIDIA comprises about 3.4% of Hixon Zuercher LLC’s holdings, making the stock its 5th biggest position. Hixon Zuercher LLC’s holdings in NVIDIA were worth $11,426,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. Venturi Wealth Management LLC lifted its stake in shares of NVIDIA by 4.7% in the second quarter. Venturi Wealth Management LLC now owns 340,034 shares of the computer hardware maker’s stock worth $68,037,000 after buying an additional 15,227 shares in the last quarter. Selective Wealth Management Inc. boosted its position in NVIDIA by 9.9% during the second quarter. Selective Wealth Management Inc. now owns 14,459 shares of the computer hardware maker’s stock worth $2,932,000 after acquiring an additional 1,301 shares during the last quarter. Brown Wealth Management LLC grew its stake in NVIDIA by 2.8% during the 2nd quarter. Brown Wealth Management LLC now owns 29,784 shares of the computer hardware maker’s stock valued at $5,960,000 after acquiring an additional 800 shares in the last quarter. Poehling Capital Management INC. grew its stake in NVIDIA by 7.7% during the 2nd quarter. Poehling Capital Management INC. now owns 17,969 shares of the computer hardware maker’s stock valued at $3,595,000 after acquiring an additional 1,282 shares in the last quarter. Finally, Alpha Omega Wealth Management LLC acquired a new stake in NVIDIA in the 2nd quarter valued at about $225,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

NVIDIA Price Performance

NVDA stock opened at $230.36 on Monday. NVIDIA Corporation has a 52-week low of $164.07 and a 52-week 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 stock has a market cap of $5.55 trillion, a price-to-earnings ratio of 29.12, a price-to-earnings-growth ratio of 1.81 and a beta of 2.22. The business has a fifty day moving average of $210.61 and a two-hundred day moving average of $202.19.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, beating the consensus estimate of $2.09 by $0.13. The business 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% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.05 EPS. As a group, research analysts anticipate that NVIDIA Corporation will post 9.1 earnings per share for the current year.

NVIDIA Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th will be given a $0.25 dividend. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $1.00 dividend on an annualized basis and a yield of 0.4%. NVIDIA’s dividend payout ratio is presently 12.64%.

NVIDIA announced that its Board of Directors has authorized a share buyback plan on Wednesday, May 20th that permits the company to repurchase $80.00 billion in shares. This repurchase authorization permits the computer hardware maker to purchase up to 1.5% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s management believes its stock is undervalued.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. Oppenheimer set a $315.00 target price on shares of NVIDIA and gave the stock an “outperform” rating in a research note on Thursday, August 27th. BMO Capital Markets set a $340.00 price target on NVIDIA and gave the company an “outperform” rating in a report on Thursday, August 20th. Jefferies Financial Group reiterated a “buy” rating on shares of NVIDIA in a research report on Wednesday, August 26th. Daiwa Securities Group boosted their price objective on NVIDIA from $215.00 to $255.00 and gave the stock an “outperform” rating in a research note on Friday, May 22nd. Finally, Stifel Nicolaus set a $315.00 target price on NVIDIA in a report on Thursday, August 27th. Two analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, NVIDIA presently has an average rating of “Moderate Buy” and a consensus target price of $324.83.

Insider Activity

In other NVIDIA news, EVP Timothy Teter sold 30,000 shares of NVIDIA stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $217.88, for a total transaction of $6,536,400.00. Following the completion of 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark Stevens sold 885,000 shares of the business’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $210.17, for a total transaction of $186,000,450.00. Following the completion of the sale, the director directly owned 5,207,271 shares in the company, valued at $1,094,412,146.07. This trade represents a 14.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 1,563,501 shares of company stock valued at $335,380,530. 3.94% of the stock is currently owned by insiders.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Hugging Face expands NVIDIA’s AI ecosystem: The acquisition gives NVIDIA access to Hugging Face’s open-source platform, which hosts millions of models, applications and datasets used by more than 18 million developers. Investors view the deal as a way to deepen CUDA adoption, strengthen NVIDIA’s software moat and position the company as an AI platform provider rather than solely a chip supplier. Management says Hugging Face will remain open to the broader AI ecosystem. Why NVIDIA’s defensive move to acquire Hugging Face is about much more than chips
• Positive Sentiment: New consumer AI revenue channel: Lenovo and Acer are expected to launch Windows PCs powered by NVIDIA’s RTX Spark chip in October. Local AI processing could expand NVIDIA’s addressable market while reducing reliance on cloud data centers. HP also announced new OmniBook PCs using RTX Spark technology. NVIDIA sets October launch for RTX Spark AI PCs
• Positive Sentiment: Analyst support and demand remain strong: Needham and Rosenblatt reaffirmed Buy ratings with price targets of $300 and $390, respectively. Recent earnings showed revenue growth above 100%, a 63.7% net margin and results ahead of consensus, while management’s long-term outlook continues to imply robust AI infrastructure spending. NVIDIA’s equity investments in companies such as OpenAI, CoreWeave and Nebius have also grown substantially, reinforcing its influence across the AI supply chain. NVIDIA has built a $99 billion equity portfolio
• Neutral Sentiment: Competitive and valuation considerations: NVIDIA remains dominant, but AMD, Broadcom and Intel are pursuing AI and server opportunities. Rising memory and optical-networking costs could pressure gross margins even if they confirm that demand exceeds supply.
• Negative Sentiment: Insider selling adds a cautionary signal: Director Mark Stevens sold roughly 648,500 shares in two transactions, while EVP Timothy Teter sold 30,000 shares. The sales were disclosed under planned transactions and represent small portions of their remaining holdings, limiting their significance but potentially weighing on sentiment.

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.