St. Louis Financial Planners Asset Management LLC Purchases New Holdings in NVIDIA Corporation $NVDA

St. Louis Financial Planners Asset Management LLC acquired a new position in NVIDIA Corporation (NASDAQ:NVDA) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 16,341 shares of the computer hardware maker’s stock, valued at approximately $3,184,000. NVIDIA comprises about 1.6% of St. Louis Financial Planners Asset Management LLC’s holdings, making the stock its 28th largest holding.

Several other large investors also recently bought and sold shares of the company. State Street Corp raised its stake in NVIDIA by 1.2% during the fourth quarter. State Street Corp now owns 991,480,489 shares of the computer hardware maker’s stock worth $184,911,111,000 after purchasing an additional 11,451,386 shares during the period. Geode Capital Management LLC raised its holdings in shares of NVIDIA by 0.6% in the 4th quarter. Geode Capital Management LLC now owns 588,803,093 shares of the computer hardware maker’s stock valued at $109,446,217,000 after buying an additional 3,383,441 shares during the period. Norges Bank acquired a new stake in shares of NVIDIA during the fourth quarter worth about $62,244,133,000. Bank of America Corp DE lifted its holdings in NVIDIA by 2.1% during the 1st quarter. Bank of America Corp DE now owns 191,200,989 shares of the computer hardware maker’s stock worth $33,345,453,000 after buying an additional 4,019,505 shares in the last quarter. Finally, Legal & General Group Plc raised its stake in shares of NVIDIA by 1.5% in the third quarter. Legal & General Group Plc now owns 181,203,035 shares of the computer hardware maker’s stock valued at $33,808,862,000 after acquiring an additional 2,609,560 shares in the last quarter. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the stock. TD Cowen reiterated a “buy” rating and issued a $275.00 price target (up from $235.00) on shares of NVIDIA in a research note on Friday, May 15th. Jefferies Financial Group reissued a “buy” rating and issued a $300.00 target price (up from $275.00) on shares of NVIDIA in a report on Thursday, May 21st. Argus raised their price target on NVIDIA from $220.00 to $270.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Weiss Ratings reissued a “buy (b)” rating on shares of NVIDIA in a research report on Wednesday, July 8th. Finally, Sanford C. Bernstein reissued a “buy” rating on shares of NVIDIA in a report on Monday, June 29th. Three research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, NVIDIA has a consensus rating of “Buy” and a consensus target price of $305.94.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: UBS expects another major earnings beat. The firm reiterated a Buy rating and $280 price target, forecasting that NVIDIA could exceed its fiscal second-quarter revenue outlook of $91 billion by several billion dollars as GB300 demand ramps ahead of the Vera Rubin platform. UBS earnings outlook
• Positive Sentiment: A proposed $500 billion financing initiative could expand customers’ purchasing capacity. Apollo, BlackRock, Brookfield, Goldman Sachs and other financial firms are discussing capital pools and securitized loans for AI data centers. The structure could support continued GPU deployments and create a secondary market for older NVIDIA systems. NVIDIA GPU financing deal
• Positive Sentiment: Demand catalysts continue to broaden. NVIDIA is promoting open-source AI tools, expanding into robotics and physical AI, partnering with former rival Groq, and deepening its networking and infrastructure business. A $2 billion investment in Marvell also highlights efforts to strengthen the broader AI supply chain. NVIDIA open-source AI strategy
• Neutral Sentiment: Market volatility appears driven more by liquidity than fundamentals. Asian market circuit breakers and currency-related selling pressured semiconductor shares, but the underlying hyperscaler data-center buildout and long-term AI infrastructure commitments remain intact. Asian market volatility and AI demand
• Negative Sentiment: Expectations and valuation leave little room for disappointment. Analysts note that NVIDIA’s strong pre-earnings performance has set a high bar, while critics—including Michael Burry—warn that AI financing may become circular if customers rely heavily on borrowed capital. Concerns also include power, labor and chip-supply bottlenecks, as well as the risk that Chinese developers optimize models for Huawei hardware instead of U.S. GPUs. AI infrastructure bottlenecks

Insider Buying and Selling at NVIDIA

In other news, Director John Dabiri sold 625 shares of the business’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total value of $133,750.00. Following the completion of the transaction, the director owned 14,163 shares of the company’s stock, valued at $3,030,882. The trade was a 4.23% decrease in their ownership of the stock. 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 Stephen C. Neal sold 15,500 shares of the business’s stock in a transaction on Wednesday, June 3rd. The shares were 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 of the company’s stock, valued at $25,053,803.55. This trade represents a 11.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 1,901,125 shares of company stock worth $410,583,015. Corporate insiders own 3.94% of the company’s stock.

NVIDIA Stock Performance

NASDAQ NVDA opened at $225.16 on Monday. The company has a market capitalization of $5.45 trillion, a P/E ratio of 34.48, a PEG ratio of 0.44 and a beta of 2.23. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.44 and a quick ratio of 2.85. NVIDIA Corporation has a 1-year low of $164.07 and a 1-year high of $236.54. The business has a 50 day moving average price of $206.14 and a 200 day moving average price of $198.60.

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 the consensus estimate of $1.76 by $0.11. The business had revenue of $81.61 billion for the quarter, compared to analyst estimates of $78.42 billion. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The business’s revenue for the quarter was up 85.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.81 EPS. Sell-side analysts expect that NVIDIA Corporation will post 8.79 EPS for the current fiscal year.

NVIDIA Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, June 26th. Stockholders of record on Thursday, June 4th were issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.4%. This is a positive change from NVIDIA’s previous quarterly dividend of $0.01. The ex-dividend date of this dividend was Thursday, June 4th. NVIDIA’s payout ratio is presently 15.31%.

NVIDIA declared that its board has authorized a share buyback program on Wednesday, May 20th that authorizes the company to buyback $80.00 billion in outstanding shares. This buyback authorization authorizes the computer hardware maker to buy up to 1.5% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s leadership believes its stock is undervalued.

NVIDIA Company Profile

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.