Bryn Mawr Trust Advisors LLC Has $14.83 Million Stake in NVIDIA Corporation $NVDA

Bryn Mawr Trust Advisors LLC increased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 21.2% during the fourth quarter, HoldingsChannel reports. The fund owned 79,516 shares of the computer hardware maker’s stock after buying an additional 13,900 shares during the period. Bryn Mawr Trust Advisors LLC’s holdings in NVIDIA were worth $14,830,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. UNIVEST FINANCIAL Corp raised its holdings in shares of NVIDIA by 4.9% during the fourth quarter. UNIVEST FINANCIAL Corp now owns 291,726 shares of the computer hardware maker’s stock worth $54,407,000 after acquiring an additional 13,718 shares during the period. Garrett Wealth Advisory Group LLC raised its holdings in shares of NVIDIA by 62.2% during the fourth quarter. Garrett Wealth Advisory Group LLC now owns 16,616 shares of the computer hardware maker’s stock worth $3,099,000 after acquiring an additional 6,372 shares during the period. Dogwood Wealth Management LLC raised its holdings in shares of NVIDIA by 5.7% during the fourth quarter. Dogwood Wealth Management LLC now owns 15,869 shares of the computer hardware maker’s stock worth $2,960,000 after acquiring an additional 857 shares during the period. Nan Fung Trinity HK Ltd. raised its holdings in shares of NVIDIA by 18.7% during the fourth quarter. Nan Fung Trinity HK Ltd. now owns 194,640 shares of the computer hardware maker’s stock worth $36,300,000 after acquiring an additional 30,600 shares during the period. Finally, NWM Advisors LLC acquired a new stake in shares of NVIDIA during the fourth quarter worth $4,671,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA unveiled its RTX Spark PC superchip and a broader push into AI PCs with partners like Microsoft, Dell, HP, and Lenovo, opening a new market beyond data centers and pressuring Intel, AMD, and Qualcomm. Nvidia’s new chip to power fresh line of Windows laptops by Dell, HP
• Positive Sentiment: The company also launched Vera Rubin, Vera CPU, and the DSX AI-factory platform, signaling stronger long-term demand for its chips, networking, software, and infrastructure tools. NVIDIA Vera Rubin ramps into full production
• Positive Sentiment: CEO Jensen Huang’s comments boosted the AI ecosystem around NVIDIA, with Marvell, Arm, and several infrastructure partners rallying on his endorsements and product roadmap. Nvidia’s Jensen Huang says Marvell could be the next trillion-dollar company
• Positive Sentiment: Needham reaffirmed a Buy rating and raised its price target to $270, adding to a generally bullish analyst backdrop for NVDA. Benzinga report on Needham rating
• Neutral Sentiment: Some articles noted that NVDA has been consolidating near highs and that a near-term pullback is possible after the recent run, even though the longer-term thesis remains intact.
• Negative Sentiment: There were also reminders of risks, including U.S.-China export scrutiny, Chinese efforts to build alternatives, and reports of insider selling, which could temper enthusiasm around the stock.

Insider Transactions at NVIDIA

In other NVIDIA news, Director Mark A. Stevens sold 221,682 shares of the business’s stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $173.68, for a total value of $38,501,729.76. Following the completion of the sale, the director owned 7,399,771 shares of the company’s stock, valued at $1,285,192,227.28. The trade was a 2.91% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of the business’s stock in a transaction dated Wednesday, March 18th. The shares were 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 directly owned 3,018,547 shares of the company’s stock, valued at $550,130,190.75. This represents a 9.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 906,961 shares of company stock worth $162,936,268. Company insiders own 3.94% of the company’s stock.

NVIDIA Stock Performance

Shares of NVDA opened at $222.82 on Wednesday. The firm has a 50-day moving average of $200.19 and a 200-day moving average of $189.85. NVIDIA Corporation has a one year low of $137.95 and a one year high of $236.54. The company has a market cap of $5.39 trillion, a PE ratio of 34.12, a price-to-earnings-growth ratio of 0.54 and a beta of 2.22. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.44 and a quick ratio of 2.85.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, topping the consensus estimate of $1.76 by $0.11. The business had revenue of $81.62 billion during the quarter, compared to the consensus estimate of $78.42 billion. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. NVIDIA’s revenue was up 85.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.81 EPS. As a group, equities analysts forecast that NVIDIA Corporation will post 8.04 earnings per share for the current year.

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

NVIDIA Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, June 26th. Shareholders of record on Thursday, June 4th will be issued a $0.25 dividend. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $1.00 dividend on an annualized basis and a yield of 0.4%. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s payout ratio is presently 0.61%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the stock. BTIG Research assumed coverage on shares of NVIDIA in a report on Wednesday, April 15th. They set a “buy” rating on the stock. Wedbush raised their price objective on shares of NVIDIA from $300.00 to $330.00 and gave the stock an “outperform” rating in a report on Thursday, May 21st. Tigress Financial restated a “strong-buy” rating and set a $425.00 price objective (up from $360.00) on shares of NVIDIA in a report on Wednesday, May 27th. Itau BBA Securities restated a “market perform” rating on shares of NVIDIA in a report on Thursday, February 26th. Finally, New Street Research decreased their target price on shares of NVIDIA from $343.00 to $340.00 in a research report on Thursday, May 21st. Three equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, NVIDIA presently has an average rating of “Buy” and a consensus target price of $305.38.

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.