Blue Jean Financial LLC Makes New $1.55 Million Investment in NVIDIA Corporation $NVDA

Blue Jean Financial LLC acquired a new position in shares of NVIDIA Corporation (NASDAQ:NVDA) during the 4th quarter, HoldingsChannel reports. The institutional investor acquired 8,326 shares of the computer hardware maker’s stock, valued at approximately $1,553,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC raised its holdings in NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after buying an additional 67 shares during the period. Spurstone Advisory Services LLC acquired a new stake in NVIDIA during the 2nd quarter worth about $40,000. AlphaCentric Advisors LLC acquired a new stake in NVIDIA during the 4th quarter worth about $45,000. Syntax Research Inc. raised its holdings in NVIDIA by 62.5% during the 4th quarter. Syntax Research Inc. now owns 260 shares of the computer hardware maker’s stock worth $49,000 after buying an additional 100 shares during the period. Finally, Networth Advisors LLC acquired a new stake in NVIDIA during the 4th quarter worth about $51,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Analysts remained broadly bullish, with multiple notes raising revenue forecasts and price targets while arguing NVDA still looks undervalued given its dominance in AI accelerators and networking. Analyst Calls NVIDIA Undervalued, Sees Major Upside Ahead
• Positive Sentiment: Reuters reported that NVIDIA has begun pitching its Vera CPUs to Chinese customers, suggesting a possible reopening of a meaningful China growth channel and expanding the company’s AI data-center addressable market. Exclusive: Nvidia begins Vera CPU sales pitch to Chinese clients, sources say
• Positive Sentiment: New partnerships and product launches reinforced NVIDIA’s platform leadership, including its RTX Spark push for local AI inference, its collaboration with Microsoft on agentic AI, and healthcare AI work with Abridge. Nvidia Is Developing an AI Healthcare Model With Startup Abridge
• Positive Sentiment: Institutional and thematic commentary continued to support the stock, with articles highlighting strong Blackwell demand, a favorable AI spending backdrop, and the idea that NVDA could benefit from the current wave of AI infrastructure buildouts. NVIDIA’s Outlook Gains Momentum: Stock Price to Follow
• Neutral Sentiment: Some market coverage framed NVIDIA as part of a broader tech rotation, with chip stocks moving differently from the mega-cap AI leaders as investors reassessed valuation and near-term expectations. Nvidia stock slips despite China push, strong AI demand outlook
• Negative Sentiment: Bearish and comparative pieces argued that other AI names like Micron or AMD may offer better near-term upside, which can weigh on sentiment toward NVDA even if the company’s fundamentals remain strong. Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now

Insider Transactions at NVIDIA

In related news, CFO Colette Kress sold 42,650 shares of the stock in a transaction that occurred on Friday, March 20th. The stock was sold at an average price of $174.89, for a total value of $7,459,058.50. Following the transaction, the chief financial officer owned 881,387 shares in the company, valued at approximately $154,145,772.43. This represents a 4.62% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Stephen C. Neal sold 15,500 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total value of $3,343,815.00. Following the completion of the transaction, the director owned 116,135 shares in the company, valued at $25,053,803.55. This represents a 11.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,619,457 shares of company stock valued at $332,073,643 in the last ninety days. 3.94% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several analysts have issued reports on NVDA shares. BNP Paribas Exane boosted their price objective on NVIDIA from $270.00 to $285.00 and gave the stock an “outperform” rating in a report on Thursday, May 21st. Barclays restated an “overweight” rating on shares of NVIDIA in a report on Thursday, May 21st. TD Cowen reiterated a “buy” rating and issued a $275.00 target price (up from $235.00) on shares of NVIDIA in a report on Friday, May 15th. Royal Bank Of Canada set a $280.00 target price on NVIDIA in a report on Thursday, May 21st. Finally, BTIG Research assumed coverage on NVIDIA in a report on Wednesday, April 15th. They issued a “buy” rating on the stock. Three analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, NVIDIA currently has a consensus rating of “Buy” and an average target price of $305.67.

NVIDIA Price Performance

Shares of NVDA opened at $205.19 on Friday. The company has a market capitalization of $4.97 trillion, a price-to-earnings ratio of 31.42, a P/E/G ratio of 0.46 and a beta of 2.22. NVIDIA Corporation has a fifty-two week low of $140.85 and a fifty-two week high of $236.54. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.44 and a quick ratio of 2.85. The business’s 50-day moving average is $206.84 and its 200-day moving average is $191.34.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, topping analysts’ consensus estimates of $1.76 by $0.11. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The firm had revenue of $81.62 billion for the quarter, compared to the consensus estimate of $78.42 billion. During the same quarter in the prior year, the company posted $0.81 earnings per share. The firm’s revenue was up 85.2% on a year-over-year basis. Equities research analysts expect that NVIDIA Corporation will post 8.65 EPS for the current fiscal year.

NVIDIA declared that its board has approved a share repurchase program on Wednesday, May 20th that permits the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization permits the computer hardware maker to buy up to 1.5% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s board believes its stock is undervalued.

NVIDIA Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 26th. Investors of record on Thursday, June 4th will be issued a $0.25 dividend. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Thursday, June 4th. NVIDIA’s dividend payout ratio is currently 15.31%.

About NVIDIA

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.