Midwest Financial Group LLC Buys 2,287 Shares of NVIDIA Corporation $NVDA

Midwest Financial Group LLC lifted its stake in NVIDIA Corporation (NASDAQ:NVDA) by 24.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,626 shares of the computer hardware maker’s stock after buying an additional 2,287 shares during the period. NVIDIA comprises approximately 0.8% of Midwest Financial Group LLC’s holdings, making the stock its 24th largest holding. Midwest Financial Group LLC’s holdings in NVIDIA were worth $2,326,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of NVDA. Boyd Wealth Management LLC increased its stake in shares of NVIDIA by 273.4% in the second quarter. Boyd Wealth Management LLC now owns 9,145 shares of the computer hardware maker’s stock valued at $1,830,000 after buying an additional 6,696 shares in the last quarter. Diversified Enterprises LLC grew its holdings in NVIDIA by 44.2% during the 4th quarter. Diversified Enterprises LLC now owns 127,604 shares of the computer hardware maker’s stock worth $23,798,000 after acquiring an additional 39,129 shares during the last quarter. Altshuler Shaham Ltd increased its position in NVIDIA by 6,451.9% in the 1st quarter. Altshuler Shaham Ltd now owns 637,236 shares of the computer hardware maker’s stock valued at $111,134,000 after acquiring an additional 627,510 shares in the last quarter. ASR Vermogensbeheer N.V. lifted its position in shares of NVIDIA by 1.8% during the fourth quarter. ASR Vermogensbeheer N.V. now owns 3,169,377 shares of the computer hardware maker’s stock worth $591,086,000 after purchasing an additional 54,877 shares in the last quarter. Finally, Storen Legacy Partners LLC bought a new stake in shares of NVIDIA during the fourth quarter valued at approximately $1,350,000. Institutional investors own 65.27% of the company’s stock.

Insider Buying and Selling

In other NVIDIA news, EVP Timothy Teter sold 30,000 shares of the company’s stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $217.88, for a total value of $6,536,400.00. Following the completion of the sale, the executive vice president owned 2,687,660 shares of the company’s stock, valued at approximately $585,587,360.80. This represents a 1.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark Stevens sold 885,000 shares of the stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $210.17, for a total transaction of $186,000,450.00. Following the completion of the sale, the director owned 5,207,271 shares in the company, valued at approximately $1,094,412,146.07. This trade represents a 14.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 2,585,740 shares of company stock valued at $571,015,527. Corporate insiders own 3.94% of the company’s stock.

NVIDIA Trading Down 0.9%

NASDAQ NVDA opened at $223.67 on Thursday. NVIDIA Corporation has a 12 month low of $164.27 and a 12 month high of $236.54. The stock has a 50-day simple moving average of $212.35 and a 200 day simple moving average of $203.02. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14. The company has a market capitalization of $5.39 trillion, a PE ratio of 28.28, a P/E/G ratio of 1.77 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA) last issued its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.09 by $0.13. The firm had revenue of $96.22 billion for the quarter, compared to analysts’ expectations of $92.27 billion. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The company’s revenue was up 105.9% compared to the same quarter last year. During the same quarter last year, the business earned $1.05 earnings per share. Research analysts forecast that NVIDIA Corporation will post 9.1 EPS for the current year.

NVIDIA declared that its board has initiated a share repurchase plan on Wednesday, May 20th that allows the company to repurchase $80.00 billion in shares. This repurchase authorization allows the computer hardware maker to purchase up to 1.5% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s management believes its shares are undervalued.

NVIDIA Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Thursday, September 10th will be paid a dividend of $0.25 per share. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $1.00 annualized dividend and a yield of 0.4%. NVIDIA’s dividend payout ratio (DPR) is presently 12.64%.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the company. Citigroup reaffirmed a “buy” rating and set a $315.00 price objective (up from $300.00) on shares of NVIDIA in a report on Thursday, August 27th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of NVIDIA in a research note on Wednesday, July 8th. Rosenblatt Securities reiterated a “buy” rating and issued a $390.00 price objective on shares of NVIDIA in a research report on Friday, September 4th. New Street Research dropped their price objective on NVIDIA from $343.00 to $340.00 in a report on Thursday, May 21st. Finally, Needham & Company LLC restated a “buy” rating and set a $300.00 target price on shares of NVIDIA in a research report on Friday, September 4th. Two equities research analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, NVIDIA presently has an average rating of “Moderate Buy” and a consensus price target of $324.34.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA is expanding its AI-infrastructure footprint through a reported $3.1 billion Indonesia deal, potentially strengthening regional data-center capacity and demand for its GPUs and networking products. Nvidia Expands AI Infrastructure Push With Indonesia Deal
• Positive Sentiment: OpenAI’s plan to spend roughly $750 billion on computing infrastructure through 2030 reinforces the scale of the addressable market for NVIDIA accelerators, although OpenAI says it remains short of capacity. OpenAI Compute Spending Plans
• Positive Sentiment: NVIDIA’s latest quarterly results remain a strong fundamental backdrop: revenue reached $96.2 billion, up 105.9% year over year, while earnings exceeded expectations. Analysts continue to cite Blackwell, Vera Rubin, networking and supply-constrained demand as growth drivers. Nvidia Customers Wanted More Than It Could Build
• Positive Sentiment: Michael Burry exited his December 2026-dated NVIDIA put positions while retaining longer-dated puts. Closing near-term bearish bets may modestly ease concerns, though his remaining positions still signal skepticism. Michael Burry Sells December 2026 NVIDIA Puts
• Neutral Sentiment: NVIDIA’s investment in Verily Health and expanded ecosystem relationships, including open-source AI and healthcare initiatives, could broaden future applications but are unlikely to materially affect near-term earnings. Verily Health Investment
• Negative Sentiment: Director Mark Stevens sold 1,022,239 shares for approximately $235.6 million across two transactions, reducing a sizable personal holding. The sales may weigh on sentiment despite not necessarily indicating weaker company fundamentals. NVIDIA Director Insider Selling
• Negative Sentiment: Short seller Jim Chanos questioned the economics of renting NVIDIA GPUs, raising concerns about utilization, customer returns and whether high rental rates can persist as newer chips are introduced. Jim Chanos Challenges NVIDIA GPU Rental Economics
• Negative Sentiment: Qualcomm’s AI infrastructure agreement with Amazon highlights the growing threat from custom and competing accelerators, while investors continue to debate NVIDIA’s multitrillion-dollar valuation and margin outlook. Nvidia and Qualcomm AI Chip Competition

About NVIDIA

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company’s offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.