NVIDIA Corporation $NVDA Shares Bought by Trust Point Inc.

Trust Point Inc. increased its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 15.0% in the second quarter, Holdings Channel reports. The institutional investor owned 133,641 shares of the computer hardware maker’s stock after buying an additional 17,386 shares during the period. NVIDIA comprises 2.3% of Trust Point Inc.’s portfolio, making the stock its 7th biggest holding. Trust Point Inc.’s holdings in NVIDIA were worth $26,740,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Strategic Investment Solutions Inc. IL boosted its position in NVIDIA by 34.7% during the 2nd quarter. Strategic Investment Solutions Inc. IL now owns 24,566 shares of the computer hardware maker’s stock worth $4,916,000 after acquiring an additional 6,330 shares during the last quarter. White Wing Wealth Management lifted its position in shares of NVIDIA by 1.1% in the second quarter. White Wing Wealth Management now owns 9,906 shares of the computer hardware maker’s stock worth $1,982,000 after purchasing an additional 108 shares in the last quarter. Victrix Investment Advisors lifted its position in shares of NVIDIA by 2.7% in the second quarter. Victrix Investment Advisors now owns 77,317 shares of the computer hardware maker’s stock worth $15,470,000 after purchasing an additional 2,042 shares in the last quarter. Ebert Capital Management Inc. boosted its holdings in NVIDIA by 0.6% during the second quarter. Ebert Capital Management Inc. now owns 107,620 shares of the computer hardware maker’s stock worth $21,534,000 after purchasing an additional 686 shares during the last quarter. Finally, Aurora Investment Managers LLC. grew its position in NVIDIA by 23.2% in the second quarter. Aurora Investment Managers LLC. now owns 33,747 shares of the computer hardware maker’s stock valued at $6,752,000 after purchasing an additional 6,352 shares in the last quarter. Institutional investors own 65.27% of the company’s stock.

NVIDIA Trading Down 0.1%

Shares of NASDAQ:NVDA opened at $225.01 on Tuesday. NVIDIA Corporation has a 52-week low of $164.07 and a 52-week high of $236.54. 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 company has a market capitalization of $5.45 trillion, a P/E ratio of 34.46, a price-to-earnings-growth ratio of 0.44 and a beta of 2.23. The company has a 50-day simple moving average of $206.47 and a 200 day simple moving average of $198.85.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings data 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. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The firm had revenue of $81.61 billion for the quarter, compared to analyst estimates of $78.42 billion. During the same quarter in the prior year, the company earned $0.81 earnings per share. The business’s revenue for the quarter was up 85.2% compared to the same quarter last year. Sell-side analysts forecast that NVIDIA Corporation will post 8.79 earnings per share for the current year.

NVIDIA Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Shareholders of record on Thursday, June 4th were given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.4%. This is a positive change from NVIDIA’s previous quarterly dividend of $0.01. The ex-dividend date of this dividend was Thursday, June 4th. NVIDIA’s dividend payout ratio (DPR) is presently 15.31%.

NVIDIA declared that its Board of Directors has approved a share repurchase plan on Wednesday, May 20th that permits the company to repurchase $80.00 billion in outstanding 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 generally an indication that the company’s board of directors believes its stock is undervalued.

Wall Street Analysts Forecast Growth

Several brokerages have commented on NVDA. Rosenblatt Securities reissued a “buy” rating and set a $325.00 price target on shares of NVIDIA in a research report on Thursday, May 21st. Weiss Ratings reaffirmed a “buy (b)” rating on shares of NVIDIA in a research report on Wednesday, July 8th. Zacks Research upgraded NVIDIA from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. Rothschild & Co Redburn raised their price target on NVIDIA from $280.00 to $300.00 and gave the company a “buy” rating in a research note on Tuesday, May 26th. Finally, Morgan Stanley reaffirmed an “overweight” rating on shares of NVIDIA in a research report on Tuesday, August 11th. Three analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, NVIDIA currently has a consensus rating of “Buy” and an average target price of $305.94.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA will provide up to $105 billion in financing and credit support for an OpenAI data center campus in Ohio. SB Energy will build and operate the site, while OpenAI has signed a 20-year lease. The project is expected to support approximately 8 gigawatts of NVIDIA-powered computing capacity, creating a potentially significant source of future GPU, networking and systems demand. Nvidia backs financing for OpenAI data center in Ohio
• Positive Sentiment: NVIDIA is also investing $1.5 billion in SB Energy and will be the exclusive AI-compute provider for the Ohio campus. The arrangement strengthens NVIDIA’s role in developing the power, land and data-center infrastructure needed to sell complete AI systems, rather than chips alone. Nvidia investing $1.5B in SoftBank data center developer
• Positive Sentiment: Wall Street executives continue to describe AI infrastructure as constrained by power and computing capacity—not capital. BlackRock’s Larry Fink estimates the U.S. alone may need more than 70 gigawatts of power for AI, reinforcing the long-term demand outlook for NVIDIA’s platforms. BlackRock’s Larry Fink discusses AI power demand
• Positive Sentiment: NVIDIA’s Spectrum-X co-packaged-optics switches have entered mass production, adding another potential growth driver as data-center operators expand high-speed networking capacity. Analysts also expect strong results at the company’s August 26 earnings report. Nvidia Spectrum-X switches enter mass production
• Neutral Sentiment: The financing strategy is attracting substantial institutional support, but individual fund managers remain divided: some increased NVIDIA positions while others sold shares or bought puts. This signals continued disagreement over how much future AI growth is already reflected in the valuation. Billionaires’ differing NVIDIA trades
• Negative Sentiment: Investors are questioning the risk of NVIDIA financing data centers that are expected to purchase NVIDIA equipment. Critics characterize this as a circular financing structure that could increase credit exposure and make reported AI demand harder to evaluate. The stock’s elevated valuation leaves less room for execution disappointments. NVIDIA’s circular financing structure

Insider Buying and Selling at NVIDIA

In other news, Director Mark A. Stevens sold 885,000 shares of the stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $210.17, for a total value of $186,000,450.00. Following the transaction, the director directly owned 5,207,271 shares of the company’s stock, valued at $1,094,412,146.07. This represents a 14.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director John Dabiri sold 625 shares of NVIDIA stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $214.00, for a total transaction of $133,750.00. Following the sale, the director directly owned 14,163 shares of the company’s stock, valued at $3,030,882. The trade was 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 a total of 1,901,125 shares of company stock worth $410,583,015 over the last ninety days. 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.