NVIDIA Corporation $NVDA Shares Acquired by Drucker Wealth 3.0 LLC

Drucker Wealth 3.0 LLC increased its position in NVIDIA Corporation (NASDAQ:NVDA) by 8.0% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 46,722 shares of the computer hardware maker’s stock after purchasing an additional 3,443 shares during the period. NVIDIA accounts for about 1.5% of Drucker Wealth 3.0 LLC’s investment portfolio, making the stock its 14th biggest holding. Drucker Wealth 3.0 LLC’s holdings in NVIDIA were worth $8,714,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Longfellow Investment Management Co. LLC grew its stake in NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new position in NVIDIA in the second quarter valued at approximately $40,000. Syntax Research Inc. boosted its stake in NVIDIA by 62.5% in the fourth quarter. Syntax Research Inc. now owns 260 shares of the computer hardware maker’s stock valued at $49,000 after acquiring an additional 100 shares during the period. Sellwood Investment Partners LLC acquired a new position in NVIDIA in the third quarter valued at approximately $50,000. Finally, Networth Advisors LLC acquired a new position in NVIDIA in the fourth quarter valued at approximately $51,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the company. Argus lifted their target price on NVIDIA from $220.00 to $270.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Truist Financial lifted their target price on NVIDIA from $287.00 to $307.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. BNP Paribas Exane lifted their target price on NVIDIA from $270.00 to $285.00 and gave the company an “outperform” rating in a research note on Thursday, May 21st. Tigress Financial restated a “strong-buy” rating and issued a $425.00 target price (up from $360.00) on shares of NVIDIA in a research note on Wednesday, May 27th. Finally, Morgan Stanley set a $288.00 target price on NVIDIA and gave the company an “overweight” rating in a research note on Thursday, May 21st. Three investment analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $305.38.

Insider Transactions at NVIDIA

In related news, Director John Dabiri sold 625 shares of the company’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 directly owned 14,163 shares in the company, valued at approximately $3,030,882. This represents a 4.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Ajay K. Puri sold 300,000 shares of the company’s stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the completion of the sale, the executive vice president owned 3,018,547 shares of the company’s stock, valued at $550,130,190.75. This represents a 9.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 906,961 shares of company stock valued at $162,936,268 in the last three months. 3.94% of the stock is currently owned by company insiders.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA unveiled RTX Spark, a new AI-focused PC “superchip” for Windows laptops and desktops, and said it will ship through partners including Dell, HP, Lenovo, ASUS and Microsoft, opening a large new market beyond data center GPUs. Article Title
• Positive Sentiment: The company also introduced the Vera CPU, Vera Rubin systems, and the DSX platform for AI factories, signaling deeper monetization across chips, software, and infrastructure as AI spending expands. Article Title
• Positive Sentiment: Multiple partners, including TSMC, Foxconn, CoreWeave, ABB, Cadence, and Siemens, announced new integrations with NVIDIA’s AI infrastructure stack, which supports the view that NVIDIA remains central to the buildout of AI computing. Article Title
• Positive Sentiment: Analysts and market commentary remain constructive, with firms reiterating buy ratings and investors focusing on NVIDIA’s strong revenue growth and expanding addressable markets. Article Title
• Neutral Sentiment: There was also discussion of a possible U.S. export clampdown and signs that Chinese companies are developing alternatives to NVIDIA chips, which could pressure some future sales in China. Article Title
• Negative Sentiment: Some coverage also raised concerns about valuation and competition, including commentary that rival chipmakers and Chinese alternatives could challenge NVIDIA’s growth trajectory over time. Article Title

NVIDIA Price Performance

NASDAQ NVDA opened at $224.36 on Tuesday. The stock has a market capitalization of $5.43 trillion, a P/E ratio of 34.36, a P/E/G ratio of 0.51 and a beta of 2.22. NVIDIA Corporation has a 1 year low of $135.40 and a 1 year high of $236.54. The business’s fifty day moving average is $200.19 and its two-hundred day moving average is $189.85. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.76 by $0.11. The company had revenue of $81.62 billion for 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%.The firm’s revenue was up 85.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.81 earnings per share. On average, research analysts forecast that NVIDIA Corporation will post 8.04 earnings per share for the current fiscal year.

NVIDIA Increases Dividend

The business also recently declared 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 is Thursday, June 4th. This represents a $1.00 annualized dividend and a dividend yield of 0.4%. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s dividend payout ratio is presently 0.61%.

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

NVIDIA Company 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.