NVIDIA Corporation $NVDA Stock Holdings Lifted by Fuller & Thaler Asset Management Inc.

Fuller & Thaler Asset Management Inc. raised its stake in NVIDIA Corporation (NASDAQ:NVDA) by 32.3% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 76,502 shares of the computer hardware maker’s stock after buying an additional 18,695 shares during the period. Fuller & Thaler Asset Management Inc.’s holdings in NVIDIA were worth $8,291,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of NVDA. Price T Rowe Associates Inc. MD raised its stake in NVIDIA by 0.9% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 411,328,951 shares of the computer hardware maker’s stock valued at $55,237,367,000 after purchasing an additional 3,721,331 shares during the period. Northern Trust Corp raised its stake in NVIDIA by 15.8% during the 4th quarter. Northern Trust Corp now owns 266,454,194 shares of the computer hardware maker’s stock valued at $35,782,134,000 after purchasing an additional 36,266,817 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in NVIDIA by 11.4% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 200,898,191 shares of the computer hardware maker’s stock valued at $26,978,618,000 after purchasing an additional 20,494,402 shares during the period. Goldman Sachs Group Inc. raised its stake in NVIDIA by 123.5% during the 1st quarter. Goldman Sachs Group Inc. now owns 187,995,213 shares of the computer hardware maker’s stock valued at $20,374,921,000 after purchasing an additional 103,889,872 shares during the period. Finally, Capital World Investors raised its stake in NVIDIA by 6.5% during the 4th quarter. Capital World Investors now owns 140,921,614 shares of the computer hardware maker’s stock valued at $18,925,009,000 after purchasing an additional 8,555,411 shares during the period. Institutional investors own 65.27% of the company’s stock.

NVIDIA Trading Up 3.8%

Shares of NASDAQ:NVDA opened at $177.33 on Thursday. The stock has a market capitalization of $4.31 trillion, a PE ratio of 50.52, a P/E/G ratio of 1.24 and a beta of 2.10. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year high of $184.48. The firm has a fifty day moving average price of $173.69 and a 200 day moving average price of $140.91. The company has a current ratio of 4.21, a quick ratio of 3.60 and a debt-to-equity ratio of 0.08.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, August 27th. The computer hardware maker reported $1.05 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.01 by $0.04. NVIDIA had a net margin of 52.41% and a return on equity of 101.74%. The company had revenue of $46.74 billion during the quarter, compared to analysts’ expectations of $45.65 billion. During the same period in the prior year, the company earned $0.68 earnings per share. The business’s quarterly revenue was up 55.6% compared to the same quarter last year. NVIDIA has set its Q3 2026 guidance at EPS. Analysts expect that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 2nd. Shareholders of record on Thursday, September 11th will be issued a dividend of $0.01 per share. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. The ex-dividend date is Thursday, September 11th. NVIDIA’s dividend payout ratio is 1.14%.

Insider Transactions at NVIDIA

In other NVIDIA news, Director Dawn E. Hudson sold 18,000 shares of the company’s stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $172.00, for a total transaction of $3,096,000.00. Following the completion of the sale, the director directly owned 368,887 shares in the company, valued at $63,448,564. This represents a 4.65% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Jen Hsun Huang sold 75,000 shares of the company’s stock in a transaction dated Monday, September 8th. The shares were sold at an average price of $169.71, for a total transaction of $12,728,250.00. Following the sale, the chief executive officer owned 72,398,366 shares of the company’s stock, valued at $12,286,726,693.86. This trade represents a 0.10% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 3,832,755 shares of company stock valued at $619,935,680 over the last 90 days. Corporate insiders own 4.17% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have issued reports on NVDA shares. TD Cowen boosted their target price on shares of NVIDIA from $140.00 to $235.00 and gave the company a “buy” rating in a research note on Tuesday, August 19th. Benchmark boosted their target price on shares of NVIDIA from $190.00 to $220.00 and gave the company a “buy” rating in a research note on Thursday, August 28th. Needham & Company LLC reissued a “buy” rating and set a $200.00 target price on shares of NVIDIA in a research note on Thursday, August 28th. Jefferies Financial Group boosted their target price on shares of NVIDIA from $200.00 to $205.00 and gave the company a “buy” rating in a research note on Thursday, August 28th. Finally, DA Davidson boosted their target price on shares of NVIDIA from $135.00 to $195.00 and gave the company a “neutral” rating in a research note on Thursday, August 28th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $207.42.

NVIDIA Company Profile

NVIDIA Corporation provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications.