NVIDIA Corporation $NVDA Holdings Lifted by Marietta Wealth Management LLC

Marietta Wealth Management LLC boosted its position in NVIDIA Corporation (NASDAQ:NVDA) by 0.3% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 188,483 shares of the computer hardware maker’s stock after purchasing an additional 507 shares during the period. NVIDIA comprises 3.9% of Marietta Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest position. Marietta Wealth Management LLC’s holdings in NVIDIA were worth $29,778,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its position in NVIDIA by 12.4% in the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after purchasing an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG raised its stake in shares of NVIDIA by 1.0% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after purchasing an additional 22,929 shares during the period. Highview Capital Management LLC DE raised its stake in shares of NVIDIA by 6.7% during the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock worth $7,842,000 after purchasing an additional 3,653 shares during the period. Hudson Value Partners LLC boosted its holdings in shares of NVIDIA by 30.7% in the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after buying an additional 11,900 shares during the last quarter. Finally, Wealth Group Ltd. grew its position in NVIDIA by 15.7% during the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after buying an additional 896 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have commented on NVDA shares. Evercore ISI lifted their price objective on shares of NVIDIA from $214.00 to $225.00 and gave the stock an “outperform” rating in a research report on Tuesday, September 23rd. Robert W. Baird lifted their price target on shares of NVIDIA from $195.00 to $225.00 and gave the stock an “outperform” rating in a report on Monday, August 25th. Truist Financial upped their price objective on NVIDIA from $210.00 to $228.00 and gave the company a “buy” rating in a research note on Thursday, August 28th. New Street Research raised their target price on NVIDIA from $200.00 to $235.00 and gave the stock a “buy” rating in a research report on Friday, September 12th. Finally, UBS Group set a $320.00 price target on NVIDIA in a research report on Wednesday, October 15th. Five analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $222.23.

NVIDIA Stock Performance

NASDAQ:NVDA opened at $182.16 on Friday. The business’s fifty day moving average is $179.35 and its 200 day moving average is $155.20. The firm has a market cap of $4.43 trillion, a price-to-earnings ratio of 51.90, a PEG ratio of 1.30 and a beta of 2.12. 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 $195.62.

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

NVIDIA Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, October 2nd. Investors of record on Thursday, September 11th were 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 of this dividend was Thursday, September 11th. NVIDIA’s dividend payout ratio is 1.14%.

Insider Activity at NVIDIA

In other news, CFO Colette Kress sold 27,640 shares of the company’s stock in a transaction on Tuesday, October 21st. The shares were sold at an average price of $181.42, for a total value of $5,014,448.80. Following the transaction, the chief financial officer owned 2,855,762 shares of the company’s stock, valued at approximately $518,092,342.04. This represents a 0.96% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Jen Hsun Huang sold 75,000 shares of NVIDIA stock in a transaction on Wednesday, October 22nd. The shares were sold at an average price of $179.91, for a total value of $13,493,250.00. Following the sale, the chief executive officer directly owned 69,958,203 shares of the company’s stock, valued at $12,586,180,301.73. This represents a 0.11% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 3,801,577 shares of company stock worth $678,643,875 over the last quarter. Corporate 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.