57,236 NVIDIA Corporation $NVDA Shares Bought by Mufg Securities Americas Inc.

Mufg Securities Americas Inc. boosted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 8.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 729,489 shares of the computer hardware maker’s stock after purchasing an additional 57,236 shares during the quarter. NVIDIA comprises 7.5% of Mufg Securities Americas Inc.’s portfolio, making the stock its biggest holding. Mufg Securities Americas Inc.’s holdings in NVIDIA were worth $145,963,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Lifetime Wealth Management P.C. bought a new stake in shares of NVIDIA during the fourth quarter valued at approximately $26,000. Longview Financial Advisors Inc. bought a new position in shares of NVIDIA during the first quarter worth $27,000. Phillip James Consulting Co. bought a new position in shares of NVIDIA during the first quarter worth $40,000. Bard Associates Inc. boosted its position in shares of NVIDIA by 8,866.7% during the second quarter. Bard Associates Inc. now owns 269 shares of the computer hardware maker’s stock worth $54,000 after acquiring an additional 266 shares during the last quarter. Finally, Frankly Finances LLC bought a new position in shares of NVIDIA during the second quarter worth $60,000. 65.27% of the stock is owned by hedge funds and other institutional investors.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Automotive expansion: Volvo Cars is expanding its long-running partnership with NVIDIA, adopting three NVIDIA hardware and software components for automated driving systems designed for urban streets and highways. This strengthens NVIDIA’s position in physical AI and autonomous vehicles. Volvo Cars expands automated driving partnership with Nvidia
• Positive Sentiment: Broader enterprise adoption: Adobe and NVIDIA expanded their collaboration to optimize Photoshop, Premiere, Substance 3D, Frame.io and Brand Concierge for faster AI-powered creation. LSEG also selected NVIDIA GPUs to accelerate analysis of its large Tick History dataset, supporting demand beyond hyperscale cloud providers. Adobe and NVIDIA Expand Collaboration to Speed Agentic Creation
• Positive Sentiment: Demand remains substantial: QumulusAI put all GPUs covered by a $71.9 million, three-year NVIDIA Blackwell agreement into production, while industry coverage continues to highlight supply constraints and extensive hyperscaler AI spending. These developments support NVIDIA’s revenue outlook, although they do not eliminate financing risks. QumulusAI Blackwell agreement
• Neutral Sentiment: AI safety initiatives: NVIDIA committed $250 million in computing resources over five years for U.K. agentic AI safety and security research. The move may improve NVIDIA’s regulatory and reputational position, but it is primarily a strategic investment rather than a near-term earnings catalyst. Nvidia pledges $250 million to boost UK AI safety research
• Neutral Sentiment: Political and governance attention: NVIDIA confirmed a multimillion-dollar donation to President Trump’s White House ballroom project, while CEO Jensen Huang discussed working with Chinese AI companies on safety and potentially withholding chips from irresponsible customers. These developments could generate reputational or regulatory scrutiny without directly changing near-term results. Nvidia and Cisco donations
• Negative Sentiment: Macro and financing concerns dominated: Rising Treasury yields and hotter inflation data encouraged investors to reduce exposure to high-growth AI stocks. Markets are increasingly questioning whether cloud providers and neoclouds can fund the infrastructure spending required to support NVIDIA’s growth. Rate pressure versus AI demand
• Negative Sentiment: Competition and valuation rotation: Analysts pointed to Micron’s lower valuation and improving AI-related margins as a more attractive alternative, while Broadcom, AMD and Microsoft’s custom-chip efforts reinforce concerns that NVIDIA’s market share and pricing power could face pressure. Micron versus NVIDIA

NVIDIA Stock Down 1.8%

NASDAQ NVDA opened at $217.23 on Friday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 3.85 and a current ratio of 4.59. The company has a market capitalization of $5.24 trillion, a P/E ratio of 27.46, a P/E/G ratio of 1.71 and a beta of 2.22. NVIDIA Corporation has a one year low of $164.27 and a one year high of $243.37. The stock has a 50 day moving average price of $223.40 and a 200-day moving average price of $211.08.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, topping the consensus estimate of $2.09 by $0.13. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The company had revenue of $96.22 billion for the quarter, compared to analysts’ expectations of $92.27 billion. During the same quarter in the previous year, the business posted $1.05 earnings per share. NVIDIA’s quarterly revenue was up 105.9% on a year-over-year basis. As a group, equities analysts predict that NVIDIA Corporation will post 9.25 EPS for the current fiscal year.

NVIDIA announced that its Board of Directors has authorized a stock buyback program on Monday, September 28th that authorizes the company to buy back $150.00 billion in shares. This buyback authorization authorizes the computer hardware maker to purchase up to 2.8% of its shares through open market purchases. Share buyback programs are usually an indication that the company’s leadership believes its shares are undervalued.

NVIDIA Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th were given a dividend of $0.25 per share. The ex-dividend date was Thursday, September 10th. This represents a $1.00 annualized dividend and a yield of 0.5%. NVIDIA’s dividend payout ratio (DPR) is 12.64%.

Insiders Place Their Bets

In other news, EVP Timothy S. Teter sold 30,460 shares of the business’s stock in a transaction dated Monday, September 21st. The shares were sold at an average price of $222.80, for a total value of $6,786,488.00. Following the sale, the executive vice president directly owned 2,687,660 shares in the company, valued at $598,810,648. The trade was a 1.12% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark A. Stevens sold 622,239 shares of the company’s stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $231.62, for a total transaction of $144,122,997.18. Following the sale, the director owned 2,336,531 shares in the company, valued at $541,187,310.22. This represents a 21.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,766,118 shares of company stock valued at $399,450,353 in the last three months. Corporate insiders own 3.94% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the stock. JPMorgan Chase & Co. raised their target price on shares of NVIDIA from $280.00 to $320.00 and gave the company an “overweight” rating in a research note on Thursday, August 27th. DA Davidson reiterated a “buy” rating and issued a $300.00 price target on shares of NVIDIA in a research note on Thursday, August 27th. Itau BBA Securities dropped their price objective on shares of NVIDIA from $256.00 to $218.00 in a report on Wednesday, June 24th. Royal Bank Of Canada increased their price objective on shares of NVIDIA from $300.00 to $330.00 and gave the company an “outperform” rating in a report on Thursday, August 27th. Finally, Cantor Fitzgerald restated an “overweight” rating and set a $350.00 price objective on shares of NVIDIA in a research report on Thursday, October 1st. Five analysts have rated the stock with a Strong Buy rating, forty-nine have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $321.89.

NVIDIA Company Profile

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processing units (GPUs), central processing units (CPUs), networking products and related software. Its technologies are used in artificial intelligence, data centers, scientific and technical computing, gaming, professional visualization, automotive systems and robotics.

The company’s products include GeForce GPUs and gaming software, data center computing platforms, networking solutions, and enterprise software for AI development and deployment.