St. Louis Trust Co increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 508.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 24,352 shares of the computer hardware maker’s stock after acquiring an additional 20,350 shares during the quarter. NVIDIA comprises 0.5% of St. Louis Trust Co’s portfolio, making the stock its 28th biggest holding. St. Louis Trust Co’s holdings in NVIDIA were worth $4,542,000 as of its most recent SEC filing.
A number of other institutional investors have also made changes to their positions in NVDA. Brighton Jones LLC increased its holdings in shares of NVIDIA by 12.4% during the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after acquiring an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG increased its holdings in shares of NVIDIA by 1.0% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after acquiring an additional 22,929 shares during the last quarter. Highview Capital Management LLC DE increased its holdings in shares of NVIDIA by 6.7% during the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock worth $7,842,000 after acquiring an additional 3,653 shares during the last quarter. Hudson Value Partners LLC increased its holdings in shares of NVIDIA by 30.7% during the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after acquiring an additional 11,900 shares during the last quarter. Finally, Wealth Group Ltd. increased its holdings in shares of NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after acquiring an additional 896 shares during the last quarter. 65.27% of the stock is owned by institutional investors and hedge funds.
NVIDIA Stock Performance
NASDAQ:NVDA opened at $205.10 on Friday. The stock has a fifty day moving average price of $203.37 and a 200-day moving average price of $190.55. The company has a market cap of $4.96 trillion, a price-to-earnings ratio of 31.41, a PEG ratio of 0.46 and a beta of 2.22. 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 Corporation has a fifty-two week low of $140.85 and a fifty-two week high of $236.54.
NVIDIA declared that its board has approved a share repurchase program on Wednesday, May 20th that allows the company to buyback $80.00 billion in shares. This buyback authorization allows the computer hardware maker to buy up to 1.5% of its shares through open market purchases. Shares buyback programs are generally a sign that the company’s board believes its shares are undervalued.
NVIDIA Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Thursday, June 4th will be given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Thursday, June 4th. This is a positive change from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s dividend payout ratio is currently 15.31%.
Insider Activity
In other news, CFO Colette Kress sold 20,000 shares of the company’s stock in a transaction on Friday, March 20th. The stock was sold at an average price of $174.89, for a total transaction of $3,497,800.00. Following the completion of the sale, the chief financial officer directly owned 83,060 shares in the company, valued at approximately $14,526,363.40. This represents a 19.41% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Aarti S. Shah sold 19,000 shares of the company’s stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $176.71, for a total value of $3,357,490.00. Following the sale, the director owned 36,007 shares of the company’s stock, valued at approximately $6,362,796.97. The trade was a 34.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 1,922,461 shares of company stock worth $387,385,083. 3.94% of the stock is owned by insiders.
Analysts Set New Price Targets
Several research firms recently issued reports on NVDA. DA Davidson restated a “buy” rating and issued a $300.00 price target on shares of NVIDIA in a research note on Monday, June 1st. HSBC restated a “buy” rating and issued a $325.00 price target (up from $295.00) on shares of NVIDIA in a research note on Tuesday, May 19th. Argus boosted their price target on NVIDIA from $220.00 to $270.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Wells Fargo & Company restated an “overweight” rating and issued a $315.00 price target (up from $265.00) on shares of NVIDIA in a research note on Tuesday, May 12th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $285.00 price target (up from $250.00) on shares of NVIDIA in a research note on Wednesday, May 20th. Three research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, NVIDIA currently has a consensus rating of “Buy” and an average target price of $305.67.
Read Our Latest Stock Report on NVDA
NVIDIA News Summary
Here are the key news stories impacting NVIDIA this week:
- Positive Sentiment: NVIDIA continues to win bullish analyst coverage, with firms like China Renaissance and KeyBanc reiterating optimistic views and high price targets, reinforcing expectations for further upside. China Renaissance rating update
- Positive Sentiment: NVIDIA’s ecosystem is expanding, including a major AI partnership with Taiwan Semiconductor and new collaborations across software, memory, and connectivity, which supports future demand for its AI platforms. Taiwan Semiconductor Manufacturing Signs Major AI Deal With Nvidia
- Positive Sentiment: Jensen Huang’s trip to South Korea has highlighted new growth avenues, including robotics and deeper supplier relationships, adding to NVIDIA’s long-term growth narrative. Nvidia CEO sees robotics as next major sector in South Korea
- Positive Sentiment: Recent commentary says NVIDIA’s Blackwell ramp, CUDA software moat, and AI inference exposure keep the growth story strong, helping investors view pullbacks as buyable. Analyst Picks NVIDIA Over Every Other AI Chip Stock Right Now
- Positive Sentiment: The company’s new PC chip push and RTX Spark product could open another growth lane beyond data centers, even if the market is still digesting the near-term implications. Nvidia’s PC Chip Reveal Obscures a Bigger Catalyst for the Stock
- Neutral Sentiment: NVIDIA recently reported strong quarterly results, beat revenue and EPS estimates, and authorized an $80 billion buyback plus a much larger dividend, but those positives are already well known and may be partly priced in. NVIDIA insider trades report
- Negative Sentiment: Broad semiconductor weakness and softer risk appetite after strong jobs data have pressured AI chip stocks, with investors questioning whether the sector’s valuation has gotten ahead of fundamentals. Nvidia stock crashes another 3% today: why Computex failed to spark a rally
- Negative Sentiment: Senator Elizabeth Warren’s invitation for Jensen Huang to testify on China chip sales adds regulatory and export-control overhang around NVIDIA’s business in China. Warren invites Nvidia CEO Jensen Huang to Senate hearing on China AI chip sales
- Negative Sentiment: Director Mark Stevens’ large share sale is also weighing on sentiment, since insider selling can make investors cautious even when the underlying business remains strong. NVIDIA insider trading filing
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.
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