Rooted Wealth Advisors Inc. Has $4.39 Million Stake in NVIDIA Corporation $NVDA

Rooted Wealth Advisors Inc. increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 31.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 25,166 shares of the computer hardware maker’s stock after buying an additional 6,073 shares during the period. NVIDIA accounts for about 1.1% of Rooted Wealth Advisors Inc.’s investment portfolio, making the stock its 22nd biggest holding. Rooted Wealth Advisors Inc.’s holdings in NVIDIA were worth $4,389,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the business. Narus Financial Partners LLC boosted its stake in NVIDIA by 1.5% in the first quarter. Narus Financial Partners LLC now owns 42,718 shares of the computer hardware maker’s stock valued at $7,450,000 after acquiring an additional 612 shares during the last quarter. FWG Investments LLC. grew its holdings in NVIDIA by 9.2% during the 1st quarter. FWG Investments LLC. now owns 5,158 shares of the computer hardware maker’s stock worth $899,000 after acquiring an additional 435 shares during the period. River Street Advisors LLC raised its position in shares of NVIDIA by 2.1% during the 1st quarter. River Street Advisors LLC now owns 58,061 shares of the computer hardware maker’s stock valued at $10,126,000 after acquiring an additional 1,205 shares during the last quarter. Signature Wealth Management Partners LLC raised its position in shares of NVIDIA by 0.9% during the 1st quarter. Signature Wealth Management Partners LLC now owns 18,160 shares of the computer hardware maker’s stock valued at $3,167,000 after acquiring an additional 170 shares during the last quarter. Finally, Ground Swell Capital LLC acquired a new position in shares of NVIDIA in the 1st quarter valued at $1,556,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

NVDA has been the subject of a number of analyst reports. New Street Research decreased their price objective on NVIDIA from $343.00 to $340.00 in a research note on Thursday, May 21st. Melius Research set a $400.00 target price on NVIDIA in a research note on Thursday, May 21st. Bank of America restated a “buy” rating and set a $350.00 target price (up from $320.00) on shares of NVIDIA in a report on Thursday, May 21st. Craig Hallum boosted their target price on NVIDIA from $245.00 to $275.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Finally, JPMorgan Chase & Co. upped their price target on NVIDIA from $265.00 to $280.00 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-eight have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $303.84.

NVIDIA Stock Performance

Shares of NVIDIA stock opened at $194.83 on Friday. The stock’s fifty day simple moving average is $210.22 and its 200 day simple moving average is $193.51. The company has a current ratio of 3.44, a quick ratio of 2.85 and a debt-to-equity ratio of 0.04. The company has a market capitalization of $4.71 trillion, a PE ratio of 29.84, a PEG ratio of 0.43 and a beta of 2.21. NVIDIA Corporation has a 12 month low of $157.34 and a 12 month high of $236.54.

NVIDIA (NASDAQ:NVDA) last posted its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $78.42 billion. During the same period in the previous year, the firm earned $0.81 earnings per share. The company’s revenue was up 85.2% on a year-over-year basis. On average, research analysts predict that NVIDIA Corporation will post 8.69 EPS for the current year.

NVIDIA Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Thursday, June 4th were given a $0.25 dividend. The ex-dividend date was Thursday, June 4th. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. This is a boost from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s payout ratio is presently 15.31%.

NVIDIA declared that its Board of Directors has authorized a share buyback program on Wednesday, May 20th that authorizes the company to repurchase $80.00 billion in shares. This repurchase authorization authorizes the computer hardware maker to purchase up to 1.5% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s management believes its shares are undervalued.

Insider Buying and Selling

In other NVIDIA news, Director Mark A. Stevens sold 885,000 shares of NVIDIA stock in a transaction that occurred on 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 owned 5,207,271 shares of the company’s stock, valued at approximately $1,094,412,146.07. The trade was a 14.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director John Dabiri sold 625 shares of the company’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total transaction of $133,750.00. Following the completion of the transaction, the director owned 14,163 shares of the company’s stock, valued at $3,030,882. This trade represents a 4.23% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 1,901,125 shares of company stock valued at $410,583,015. 3.94% of the stock is owned by corporate insiders.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA continues to draw bullish long-term calls, with multiple articles pointing to strong AI demand, deep ecosystem positioning, and forward growth potential despite the recent pullback. Nvidia: The Drawdown Is An Opportunity To Pounce
• Positive Sentiment: The company unveiled a revenue-sharing program that gives AI startups access to GPU compute in exchange for a share of future revenue, which could expand NVIDIA’s customer base and lock in longer-term demand for its infrastructure. Nvidia offers start-up customers chance to swap compute power for revenue share
• Positive Sentiment: Several pieces highlighted NVIDIA’s AI partnerships and infrastructure role, including collaborations around AI-RAN and sovereign AI, reinforcing its central position in the AI buildout. The Palantir-Nvidia Sovereign AI Deal Will Reshape Who Wins the AI Infrastructure Race
• Neutral Sentiment: Analysts and commentators remain split, with some saying the AI trade is becoming more selective and profitability will matter more than momentum, which supports stock-picking over broad enthusiasm for semis. Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over
• Neutral Sentiment: There is also recurring debate about valuation and whether NVIDIA can regain momentum in the second half of 2026, suggesting investors are waiting for stronger evidence before bidding the stock higher again. Can Nvidia regain its momentum in the second half of 2026?
• Neutral Sentiment: Other articles focused on CEO Jensen Huang’s leather jacket auction and general market commentary, which are not likely to have a direct material impact on the stock. Nvidia CEO Jensen Huang’s leather jacket heads to auction at Sotheby’s
• Negative Sentiment: The near-term tone is weighed down by articles noting that NVIDIA shares have been declining and that AI chipmakers recently lost significant market value, reflecting profit-taking and a broader semiconductor selloff. Top AI chipmakers wipe $137 billion in a day; Here’s why
• Negative Sentiment: Several pieces also note growing competition from custom chips and hyperscaler efforts, plus concerns that AI capacity will catch up to demand, which could pressure NVIDIA’s growth multiple over time. Nvidia Believes Artificial Intelligence (AI) Capex Will Reach $3 Trillion to $4 Trillion by 2030

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.