Janney Montgomery Scott LLC Boosts Stock Holdings in NVIDIA Corporation $NVDA

Janney Montgomery Scott LLC grew its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 0.9% in the first quarter, according to its most recent filing with the SEC. The fund owned 4,477,669 shares of the computer hardware maker’s stock after acquiring an additional 38,502 shares during the period. NVIDIA comprises about 1.9% of Janney Montgomery Scott LLC’s portfolio, making the stock its 4th largest holding. Janney Montgomery Scott LLC’s holdings in NVIDIA were worth $780,906,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of NVDA. Lifetime Wealth Management P.C. acquired a new position in shares of NVIDIA in the 4th quarter valued at $26,000. Longview Financial Advisors Inc. acquired a new stake in NVIDIA during the 1st quarter worth about $27,000. Longfellow Investment Management Co. LLC lifted its stake in NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new position in shares of NVIDIA in the second quarter worth about $40,000. Finally, Inspire Investing LLC acquired a new position in shares of NVIDIA in the fourth quarter worth about $44,000. 65.27% of the stock is owned by institutional investors.

Trending Headlines about 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

Insider Transactions at NVIDIA

In related news, Director John Dabiri sold 625 shares of the business’s stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $214.00, for a total value of $133,750.00. Following the completion of the sale, the director owned 14,163 shares of the company’s stock, valued at approximately $3,030,882. The trade was a 4.23% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark A. Stevens sold 885,000 shares of the stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $210.17, for a total value of $186,000,450.00. Following the completion of the transaction, the director owned 5,207,271 shares in the company, valued at $1,094,412,146.07. This represents a 14.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,901,125 shares of company stock valued at $410,583,015 in the last three months. Corporate insiders own 3.94% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on NVDA shares. William Blair restated an “outperform” rating on shares of NVIDIA in a report on Tuesday, June 2nd. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $255.00 price objective (up from $220.00) on shares of NVIDIA in a research note on Thursday, May 21st. Seaport Research Partners boosted their target price on shares of NVIDIA from $140.00 to $180.00 and gave the company a “sell” rating in a research note on Thursday, May 21st. DA Davidson restated a “buy” rating and issued a $300.00 target price on shares of NVIDIA in a report on Monday, June 1st. Finally, Citic Securities raised their target price on NVIDIA from $242.00 to $315.00 and gave the stock a “buy” rating in a research report on Friday, May 22nd. Three analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $303.84.

NVIDIA Stock Performance

Shares of NASDAQ:NVDA opened at $194.83 on Monday. The firm has a fifty day moving average of $210.22 and a two-hundred day moving average of $193.63. The company has a quick ratio of 2.85, a current ratio of 3.44 and a debt-to-equity ratio of 0.04. NVIDIA Corporation has a 12-month low of $157.34 and a 12-month high of $236.54. The firm has a market capitalization of $4.71 trillion, a P/E ratio of 29.84, a price-to-earnings-growth ratio of 0.43 and a beta of 2.21.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share 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 business had revenue of $81.61 billion for the quarter, compared to the consensus estimate of $78.42 billion. During the same period in the prior year, the business posted $0.81 earnings per share. NVIDIA’s revenue for the quarter was up 85.2% compared to the same quarter last year. On average, equities analysts expect that NVIDIA Corporation will post 8.69 EPS for the current fiscal year.

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

NVIDIA Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, June 26th. Shareholders of record on Thursday, June 4th were given a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Thursday, June 4th. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s payout ratio is currently 15.31%.

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.