Wescott Financial Advisory Group LLC Acquires 3,441 Shares of NVIDIA Corporation $NVDA

Wescott Financial Advisory Group LLC raised its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 35.9% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 13,029 shares of the computer hardware maker’s stock after purchasing an additional 3,441 shares during the period. Wescott Financial Advisory Group LLC’s holdings in NVIDIA were worth $2,430,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. SAM Advisors LLC increased its holdings in NVIDIA by 0.6% in the 4th quarter. SAM Advisors LLC now owns 15,185 shares of the computer hardware maker’s stock valued at $2,832,000 after buying an additional 87 shares during the period. SmartHarvest Portfolios LLC bought a new stake in shares of NVIDIA in the 4th quarter worth about $20,932,000. MIdWestOne Financial Group Inc. grew its holdings in shares of NVIDIA by 27.6% in the 4th quarter. MIdWestOne Financial Group Inc. now owns 16,234 shares of the computer hardware maker’s stock worth $3,028,000 after purchasing an additional 3,513 shares during the last quarter. Vaughan David Investments LLC IL grew its holdings in shares of NVIDIA by 7.8% in the 4th quarter. Vaughan David Investments LLC IL now owns 12,028 shares of the computer hardware maker’s stock worth $2,243,000 after purchasing an additional 866 shares during the last quarter. Finally, Premier Private Wealth Management LLC bought a new stake in shares of NVIDIA in the 4th quarter worth about $276,000. Institutional investors own 65.27% of the company’s stock.

Analyst Ratings Changes

NVDA has been the topic of several analyst reports. Sanford C. Bernstein reaffirmed a “buy” rating on shares of NVIDIA in a report on Monday. Evercore reaffirmed an “outperform” rating and issued a $413.00 target price (up from $352.00) on shares of NVIDIA in a report on Thursday, May 21st. Bank of America reaffirmed a “buy” rating and issued a $350.00 target price (up from $320.00) on shares of NVIDIA in a report on Thursday, May 21st. Citic Securities upped their target price on shares of NVIDIA from $242.00 to $315.00 and gave the stock a “buy” rating in a report on Friday, May 22nd. Finally, DA Davidson reaffirmed a “buy” rating and issued a $300.00 target price on shares of NVIDIA in a report on Monday, June 1st. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $305.67.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Erste Group Bank raised its FY2027 and FY2028 EPS estimates for NVIDIA, signaling stronger long-term profit expectations and reinforcing the market’s view that AI demand remains durable.
• Positive Sentiment: Reuters and Yahoo Finance reported that NVIDIA has begun pitching its new Vera CPUs to Chinese clients, with orders potentially starting now and availability as soon as August, which could open another revenue stream if shipments materialize. Article Title
• Positive Sentiment: Multiple reports highlighted NVIDIA’s deepening role in AI infrastructure, including partnerships with Microsoft on agentic AI deployment, Abridge in healthcare AI, and participation in KKR’s new $10 billion Helix Digital Infrastructure venture with Vistra and Kuwait’s sovereign wealth fund.
• Positive Sentiment: Analysts remain constructive, with commentary from Wedbush and KeyBanc calling NVIDIA undervalued and pointing to unusually strong Blackwell GPU demand, which supports the stock’s longer-term upside case.
• Neutral Sentiment: NVIDIA also announced its annual stockholder meeting for June 24, which is routine corporate news and unlikely by itself to move the stock.
• Negative Sentiment: Broader semiconductor selling and market weakness have weighed on NVIDIA recently, with investors showing less willingness to reward every AI name equally, creating near-term volatility even amid strong fundamentals.

NVIDIA Stock Up 2.2%

Shares of NASDAQ:NVDA opened at $204.87 on Friday. NVIDIA Corporation has a 12 month low of $140.85 and a 12 month high of $236.54. The company’s 50-day moving average price is $206.25 and its two-hundred day moving average price is $191.25. The company has a quick ratio of 2.85, a current ratio of 3.44 and a debt-to-equity ratio of 0.04. The firm has a market cap of $4.96 trillion, a P/E ratio of 31.37, a P/E/G ratio of 0.45 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA) last issued 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 net margin of 62.97% and a return on equity of 96.94%. The firm had revenue of $81.62 billion for the quarter, compared to analyst estimates of $78.42 billion. During the same quarter in the prior year, the firm earned $0.81 EPS. The company’s revenue was up 85.2% on a year-over-year basis. As a group, research analysts forecast that NVIDIA Corporation will post 8.61 EPS for the current fiscal year.

NVIDIA Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Thursday, June 4th will be paid a $0.25 dividend. This is a boost from NVIDIA’s previous quarterly dividend of $0.01. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. NVIDIA’s payout ratio is 15.31%.

NVIDIA announced that its Board of Directors has authorized a share repurchase plan 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 purchase up to 1.5% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board of directors believes its stock is undervalued.

Insider Buying and Selling

In other news, EVP Ajay K. Puri sold 300,000 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total value of $54,675,000.00. Following the transaction, the executive vice president owned 3,018,547 shares of the company’s stock, valued at approximately $550,130,190.75. This trade represents a 9.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Aarti S. Shah sold 19,000 shares of the firm’s stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the completion of the transaction, the director directly owned 36,007 shares in the company, valued at $6,362,796.97. This trade represents a 34.54% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 1,619,457 shares of company stock worth $332,073,643. 3.94% of the stock is currently owned by company insiders.

NVIDIA 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.