UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC Has $22.41 Billion Stock Holdings in NVIDIA Corporation $NVDA

UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 2.9% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 206,794,926 shares of the computer hardware maker’s stock after acquiring an additional 5,896,735 shares during the quarter. NVIDIA makes up approximately 5.7% of UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC’s holdings, making the stock its 2nd biggest position. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC owned approximately 0.85% of NVIDIA worth $22,412,434,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the business. Price T Rowe Associates Inc. MD grew its stake in shares of 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 worth $55,237,367,000 after acquiring an additional 3,721,331 shares in the last quarter. Northern Trust Corp raised its position in NVIDIA by 15.8% during the fourth quarter. Northern Trust Corp now owns 266,454,194 shares of the computer hardware maker’s stock worth $35,782,134,000 after acquiring an additional 36,266,817 shares in the last quarter. Goldman Sachs Group Inc. lifted its holdings 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 last quarter. Capital World Investors lifted its holdings 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 last quarter. Finally, Nuveen LLC acquired a new stake in NVIDIA during the 1st quarter valued at $15,089,414,000. 65.27% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on NVDA. Wells Fargo & Company raised their price target on NVIDIA from $185.00 to $220.00 and gave the company an “overweight” rating in a report on Monday, August 11th. Truist Financial raised their price target on NVIDIA from $210.00 to $228.00 and gave the company a “buy” rating in a report on Thursday, August 28th. Evercore ISI raised their price target on NVIDIA from $190.00 to $214.00 and gave the company an “outperform” rating in a report on Friday, August 22nd. BNP Paribas raised NVIDIA to a “hold” rating in a report on Friday, August 1st. Finally, Loop Capital lifted their target price on NVIDIA from $175.00 to $250.00 and gave the stock a “buy” rating in a report on Wednesday, June 25th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, NVIDIA currently has an average rating of “Moderate Buy” and a consensus target price of $207.83.

NVIDIA Stock Up 0.4%

Shares of NASDAQ NVDA opened at $177.82 on Friday. The company has a debt-to-equity ratio of 0.08, a quick ratio of 3.60 and a current ratio of 4.21. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $184.48. The stock has a market capitalization of $4.32 trillion, a P/E ratio of 50.66, a PEG ratio of 1.29 and a beta of 2.10. The stock’s fifty day moving average is $174.42 and its 200 day moving average is $141.65.

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

NVIDIA Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 2nd. Shareholders of record on Thursday, September 11th will be given a $0.01 dividend. 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 payout ratio is currently 1.14%.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, Director Mark A. Stevens sold 608,248 shares of NVIDIA stock in a transaction dated Wednesday, June 18th. The stock was sold at an average price of $145.26, for a total value of $88,354,104.48. Following the transaction, the director owned 8,247,600 shares in the company, valued at $1,198,046,376. The trade was a 6.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Ajay K. Puri sold 168,195 shares of NVIDIA stock in a transaction dated Wednesday, June 25th. The shares were sold at an average price of $152.64, for a total value of $25,673,284.80. Following the completion of the transaction, the executive vice president owned 4,018,547 shares in the company, valued at approximately $613,391,014.08. This represents a 4.02% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 3,907,755 shares of company stock worth $633,253,430 over the last 90 days. Insiders own 4.17% of the company’s stock.

About NVIDIA

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.