5,337 NVIDIA Corporation $NVDA Shares Bought by Ramsay Stattman Vela & Price Inc.

Ramsay Stattman Vela & Price Inc. boosted its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 3.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 182,670 shares of the computer hardware maker’s stock after buying an additional 5,337 shares during the period. NVIDIA makes up about 6.5% of Ramsay Stattman Vela & Price Inc.’s investment portfolio, making the stock its 3rd largest position. Ramsay Stattman Vela & Price Inc.’s holdings in NVIDIA were worth $36,550,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Bank of America Corp DE raised its stake in shares of NVIDIA by 2.2% in the second quarter. Bank of America Corp DE now owns 195,366,864 shares of the computer hardware maker’s stock valued at $39,090,956,000 after purchasing an additional 4,165,875 shares in the last quarter. Amundi boosted its holdings in NVIDIA by 10.4% during the first quarter. Amundi now owns 133,768,018 shares of the computer hardware maker’s stock valued at $23,329,141,000 after purchasing an additional 12,575,177 shares in the last quarter. Deutsche Bank AG grew its stake in shares of NVIDIA by 2.3% in the 2nd quarter. Deutsche Bank AG now owns 91,954,159 shares of the computer hardware maker’s stock valued at $18,399,108,000 after purchasing an additional 2,045,101 shares during the period. Dimensional Fund Advisors LP lifted its position in shares of NVIDIA by 0.6% during the 1st quarter. Dimensional Fund Advisors LP now owns 94,521,253 shares of the computer hardware maker’s stock worth $16,479,126,000 after buying an additional 555,221 shares during the period. Finally, Jupiter Topco LLC acquired a new position in NVIDIA during the second quarter worth $16,156,076,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Several investment analyses remain bullish on NVIDIA’s long-term outlook. Its CUDA software ecosystem, scale, high margins and deep customer relationships are viewed as a stronger moat than competitors such as Broadcom and Lam Research. Some analysts believe the shares could still double over the next five to 10 years even if growth moderates. Prediction: Nvidia Will Outperform Broadcom Over the Next 5 Years
• Positive Sentiment: NVIDIA is broadening its opportunity beyond GPUs through CPUs, networking, AI factories, industrial AI, autonomous driving and quantum-computing interfaces. Partnerships involving Pony.ai, inDrive, Schneider Electric and HPE could support additional demand for its full-stack platform. Pony AI, NVIDIA Take Their Robotaxi Ambitions to a New Market
• Positive Sentiment: Erste Group modestly raised its fiscal 2027 and 2028 EPS forecasts, while other commentary highlights NVIDIA’s faster growth, stronger margins and relatively attractive valuation compared with some AI semiconductor peers. Brokers Suggest Investing in Nvidia
• Neutral Sentiment: Some analysts argue NVIDIA may become a relative “safe haven” within the AI trade because of its dependable earnings and dominant position, but this is an investor-rotation thesis rather than a new financial result or confirmed catalyst. Can Nvidia’s Stock Become a Safe Haven?
• Negative Sentiment: Seaport Research reiterated a bearish view, citing mounting competition, strategic tension in NVIDIA’s business and substantial financial commitments tied to the AI buildout. This bearish call is the clearest company-specific pressure on the shares. Two Critical Nvidia Stock Flaws
• Negative Sentiment: The recent decline reflects broader concern that hyperscalers and neocloud operators may struggle to finance the hundreds of billions of dollars required for AI data centers. High borrowing costs, funding gaps and possible customer spending discipline are pressuring the entire AI trade, including NVIDIA. Why Nvidia Stock Is Down Over 4%?

Analysts Set New Price Targets

NVDA has been the topic of a number of research analyst reports. Cantor Fitzgerald restated an “overweight” rating and set a $350.00 price target on shares of NVIDIA in a research report on Thursday, October 1st. Piper Sandler started coverage on NVIDIA in a report on Wednesday, September 9th. They set an “overweight” rating and a $300.00 price objective on the stock. Wells Fargo & Company set a $210.00 price objective on NVIDIA in a report on Friday, October 2nd. Daiwa Securities Group reduced their price objective on shares of NVIDIA from $255.00 to $245.00 and set an “outperform” rating on the stock in a research note on Thursday, September 17th. Finally, UBS Group reissued a “buy” rating on shares of NVIDIA in a research note on Friday, October 9th. Five analysts have rated the stock with a Strong Buy rating, forty-nine have given a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $321.47.

Insider Activity

In other NVIDIA news, Director Mark Stevens sold 622,239 shares of NVIDIA stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $231.62, for a total value of $144,122,997.18. Following the completion of the sale, the director owned 2,336,531 shares in the company, valued at $541,187,310.22. The trade was a 21.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Timothy Teter sold 30,460 shares of NVIDIA stock in a transaction that occurred on Monday, September 21st. The shares were sold at an average price of $222.80, for a total transaction of $6,786,488.00. Following the completion of the sale, the executive vice president owned 2,687,660 shares of the company’s stock, valued at approximately $598,810,648. The trade was a 1.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 1,766,118 shares of company stock valued at $399,450,353. 3.94% of the stock is owned by company insiders.

NVIDIA Stock Down 0.6%

Shares of NVDA stock opened at $210.96 on Friday. The firm’s fifty day moving average price is $222.58 and its two-hundred day moving average price is $212.56. The company has a current ratio of 4.59, a quick ratio of 3.85 and a debt-to-equity ratio of 0.14. NVIDIA Corporation has a 1 year low of $164.27 and a 1 year high of $243.37. The firm has a market capitalization of $5.08 trillion, a P/E ratio of 26.67, a PEG ratio of 1.63 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, beating the consensus estimate of $2.09 by $0.13. The company had revenue of $96.22 billion during the quarter, compared to the consensus estimate of $92.27 billion. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%. The firm’s revenue for the quarter was up 105.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.05 EPS. On average, equities analysts predict that NVIDIA Corporation will post 9.30 EPS for the current fiscal year.

NVIDIA Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th were given a $0.25 dividend. The ex-dividend date of this dividend was Thursday, September 10th. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. NVIDIA’s dividend payout ratio is presently 12.64%.

NVIDIA announced that its board has authorized a share repurchase plan on Monday, September 28th that authorizes the company to buy back $150.00 billion in shares. This repurchase authorization authorizes the computer hardware maker to buy up to 2.8% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s leadership believes its stock is undervalued.

About NVIDIA

NVIDIA Corporation (NASDAQ: NVDA) is a technology company that designs graphics processing units (GPUs), accelerated computing platforms, networking products and related software. Its technologies support artificial intelligence, machine learning, scientific computing, data analytics, professional visualization and computer graphics.

The company’s products include GeForce GPUs for gaming and personal computing, data center GPUs and systems for AI and high-performance computing, and networking solutions used to connect and manage large-scale computing infrastructure.