NVIDIA Corporation $NVDA Shares Sold by New York State Teachers Retirement System

Posted by Doug Wharley on May 24th, 2026

New York State Teachers Retirement System cut its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 3.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 19,805,595 shares of the computer hardware maker’s stock after selling 606,448 shares during the period. NVIDIA comprises approximately 7.2% of New York State Teachers Retirement System’s holdings, making the stock its biggest position. New York State Teachers Retirement System’s holdings in NVIDIA were worth $3,693,743,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC boosted its stake in NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after purchasing an additional 67 shares during the period. Spurstone Advisory Services LLC acquired a new position in NVIDIA during the 2nd quarter valued at about $40,000. Sellwood Investment Partners LLC acquired a new position in NVIDIA during the 3rd quarter valued at about $50,000. Networth Advisors LLC acquired a new position in NVIDIA during the 4th quarter valued at about $51,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new position in NVIDIA during the 2nd quarter valued at about $54,000. 65.27% of the stock is owned by institutional investors and hedge funds.

NVIDIA Stock Down 1.9%

NVDA stock opened at $215.33 on Friday. NVIDIA Corporation has a 52 week low of $129.16 and a 52 week high of $236.54. The company has a market capitalization of $5.21 trillion, a price-to-earnings ratio of 32.98, a price-to-earnings-growth ratio of 0.67 and a beta of 2.25. The firm’s 50-day moving average is $196.10 and its two-hundred day moving average is $189.06. The company has a current ratio of 3.44, a quick ratio of 3.24 and a debt-to-equity ratio of 0.04.

NVIDIA (NASDAQ:NVDA – Get Free Report) last released its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, topping analysts’ consensus estimates of $1.76 by $0.11. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The company had revenue of $81.62 billion for the quarter, compared to the consensus estimate of $78.42 billion. During the same period in the previous year, the firm earned $0.81 EPS. NVIDIA’s revenue was up 85.2% on a year-over-year basis. On average, analysts forecast that NVIDIA Corporation will post 7.98 earnings per share for the current fiscal year.

NVIDIA announced that its board has approved a share repurchase program on Wednesday, May 20th that allows the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization allows the computer hardware maker to purchase up to 1.5% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board of directors believes its shares are undervalued.

NVIDIA Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Investors of record on Thursday, June 4th will be issued a $0.25 dividend. 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 an increase from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s payout ratio is presently 15.31%.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: NVIDIA delivered a record quarter with massive revenue growth, strong guidance, and record data center sales. The Tech Download: What you might have missed in Nvidia’s earnings — a $200 billion opportunity and edge computing
Positive Sentiment: The company raised its dividend sharply and approved an $80 billion buyback, signaling confidence in future cash generation. Nvidia Just Raised Its Dividend By 2,400% — and That Wasn’t Even the Biggest News From Its Earnings Report
Positive Sentiment: Wall Street remains broadly bullish, with multiple analysts raising price targets after earnings. Nvidia stock continues to struggle after earnings, but analysts remain firmly bullish
Neutral Sentiment: Despite the strong report, the market seems to be digesting the results rather than rewarding them, suggesting investors may think the bar was already very high. Nvidia Stock Misses Out on Friday’s Rally. Here’s How Much Traders See It Moving Next Week
Negative Sentiment: Some investors remain worried about valuation, competition, and the possibility that AI spending growth could slow from current extreme levels. Why Nvidia Stock Is Barely Moving After Earnings Crushed Expectations

Insiders Place Their Bets

In related news, CFO Colette Kress sold 20,000 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $174.89, for a total value of $3,497,800.00. Following the sale, the chief financial officer directly owned 83,060 shares in the company, valued at $14,526,363.40. The trade was a 19.41% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Ajay K. Puri sold 300,000 shares of the business’s stock in a transaction that occurred 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 in the company, valued at $550,130,190.75. The trade was a 9.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 906,336 shares of company stock worth $162,802,518. Company insiders own 4.17% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on NVDA shares. Wells Fargo & Company reissued an “overweight” rating and set a $315.00 target price (up from $265.00) on shares of NVIDIA in a research note on Tuesday, May 12th. President Capital boosted their target price on shares of NVIDIA from $280.00 to $295.00 and gave the company a “buy” rating in a research note on Thursday. Raymond James Financial restated a “strong-buy” rating and set a $330.00 price target on shares of NVIDIA in a research report on Thursday. Wedbush boosted their price target on shares of NVIDIA from $300.00 to $330.00 and gave the stock an “outperform” rating in a research report on Thursday. Finally, Rosenblatt Securities restated a “buy” rating and set a $325.00 price target on shares of NVIDIA in a research report on Thursday. Three analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, NVIDIA presently has an average rating of “Buy” and a consensus price target of $303.27.

Read Our Latest Research Report on NVDA

NVIDIA Profile

(Free Report)

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.