Fulcrum Wealth Advisors LLC Takes $6.59 Million Position in NVIDIA Corporation $NVDA

Fulcrum Wealth Advisors LLC acquired a new stake in shares of NVIDIA Corporation (NASDAQ:NVDA) during the fourth quarter, according to its most recent disclosure with the SEC. The fund acquired 35,335 shares of the computer hardware maker’s stock, valued at approximately $6,590,000. NVIDIA makes up about 5.4% of Fulcrum Wealth Advisors LLC’s holdings, making the stock its 4th largest position.

A number of other large investors have also recently made changes to their positions in the stock. Longfellow Investment Management Co. LLC lifted its holdings in NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares in the last quarter. Spurstone Advisory Services LLC purchased a new position in NVIDIA in the 2nd quarter worth approximately $40,000. Syntax Research Inc. lifted its holdings in NVIDIA by 62.5% in the 4th quarter. Syntax Research Inc. now owns 260 shares of the computer hardware maker’s stock worth $49,000 after purchasing an additional 100 shares in the last quarter. Sellwood Investment Partners LLC purchased a new position in NVIDIA in the 3rd quarter worth approximately $50,000. Finally, Networth Advisors LLC purchased a new position in NVIDIA in the 4th quarter worth approximately $51,000. 65.27% of the stock is owned by hedge funds and other institutional investors.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Wall Street analysts remain constructive after earnings, with Truist raising its price target to $307 and Tigress Financial lifting its target to $425, citing NVIDIA’s dominant position in AI hardware and strong growth outlook.
• Positive Sentiment: Management’s Taiwan expansion plan is reinforcing the long-term AI demand story. NVIDIA said it plans to spend about $150 billion a year in Taiwan and build a new headquarters there, underscoring confidence in the supply chain and future production capacity.
• Positive Sentiment: Recent commentary continues to frame NVIDIA as a key beneficiary of the AI infrastructure buildout, with articles pointing to ongoing shortages in memory, networking, and power as evidence that demand for NVIDIA’s Blackwell systems remains very strong.
• Neutral Sentiment: Several articles highlight Jensen Huang’s growing influence and visibility, including reports that he may join the advisory board of Tsinghua University and that he is now among the world’s richest people. These are notable but not direct stock catalysts.
• Neutral Sentiment: A number of pieces focus on broader AI ecosystem developments, including Groq’s fundraising, IREN’s Blackwell purchase, and other semiconductor names benefiting from the AI trade. These reinforce sector momentum but are mostly indirect for NVDA.
• Negative Sentiment: Some investors are worried NVIDIA’s valuation has become stretched and that the AI trade may be crowded, with bearish commentary warning that a lot of good news may already be priced in.
• Negative Sentiment: There are also geopolitical and regulatory concerns, including reports of possible NVIDIA chip smuggling to China via Japan, which could revive scrutiny around export controls and China exposure.

Analyst Ratings Changes

A number of research firms recently commented on NVDA. New Street Research lowered their price target on NVIDIA from $343.00 to $340.00 in a report on Thursday, May 21st. Benchmark reissued a “buy” rating and issued a $335.00 price target (up from $250.00) on shares of NVIDIA in a report on Thursday, May 21st. Sanford C. Bernstein reissued an “outperform” rating on shares of NVIDIA in a report on Thursday, May 21st. HSBC reissued a “buy” rating and issued a $325.00 price target (up from $295.00) on shares of NVIDIA in a report on Tuesday, May 19th. Finally, Rosenblatt Securities reissued a “buy” rating and issued a $325.00 price target on shares of NVIDIA in a report on Thursday, May 21st. Three investment analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $305.38.

NVIDIA Stock Performance

NASDAQ NVDA opened at $214.25 on Friday. The company has a market cap of $5.18 trillion, a P/E ratio of 32.81, a P/E/G ratio of 0.51 and a beta of 2.25. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44. The business’s 50 day moving average price is $198.67 and its 200-day moving average price is $189.55. NVIDIA Corporation has a fifty-two week low of $132.92 and a fifty-two week high of $236.54.

NVIDIA (NASDAQ:NVDA) last released its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share for the quarter, beating the consensus estimate of $1.76 by $0.11. The firm had revenue of $81.62 billion for the quarter, compared to the consensus estimate of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The company’s revenue for the quarter was up 85.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.81 EPS. Sell-side analysts predict that NVIDIA Corporation will post 8.04 earnings per share for the current year.

NVIDIA Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Thursday, June 4th will be given a dividend of $0.25 per share. 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%. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s dividend payout ratio is presently 0.61%.

NVIDIA declared that its Board of Directors has approved a stock buyback plan on Wednesday, May 20th that allows the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization allows the computer hardware maker to buy up to 1.5% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s leadership believes its stock is undervalued.

Insider Activity

In other NVIDIA news, Director John Dabiri sold 3,004 shares of the company’s stock in a transaction on Friday, March 13th. The stock was sold at an average price of $184.90, for a total value of $555,439.60. Following the transaction, the director owned 14,788 shares of the company’s stock, valued at $2,734,301.20. This represents a 16.88% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Mark A. Stevens sold 221,682 shares of the company’s stock in a transaction on Friday, March 20th. The shares were sold at an average price of $173.68, for a total value of $38,501,729.76. Following the completion of the transaction, the director directly owned 7,399,771 shares in the company, valued at $1,285,192,227.28. This trade represents a 2.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 906,336 shares of company stock worth $162,802,518. Company insiders own 3.94% of the company’s stock.

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.