Nwam LLC Boosts Stock Holdings in NVIDIA Corporation $NVDA

Posted by Mark Dietrich on Jul 26th, 2026

Nwam LLC grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 4.8% during the 1st quarter, Holdings Channel reports. The institutional investor owned 239,948 shares of the computer hardware maker’s stock after acquiring an additional 11,052 shares during the quarter. NVIDIA makes up 2.4% of Nwam LLC’s holdings, making the stock its 3rd biggest holding. Nwam LLC’s holdings in NVIDIA were worth $41,847,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in NVDA. Maryland State Retirement & Pension System grew its position in NVIDIA by 0.4% in the first quarter. Maryland State Retirement & Pension System now owns 1,175,902 shares of the computer hardware maker’s stock worth $205,077,000 after acquiring an additional 4,952 shares in the last quarter. Fell Capital Management ADV lifted its stake in shares of NVIDIA by 2.4% in the 1st quarter. Fell Capital Management ADV now owns 8,572 shares of the computer hardware maker’s stock valued at $1,495,000 after purchasing an additional 199 shares during the last quarter. Hillsdale Investment Management Inc. lifted its stake in shares of NVIDIA by 11.2% in the 1st quarter. Hillsdale Investment Management Inc. now owns 272,626 shares of the computer hardware maker’s stock valued at $47,546,000 after purchasing an additional 27,520 shares during the last quarter. Hartford Funds Management Co LLC boosted its holdings in shares of NVIDIA by 6.2% in the 1st quarter. Hartford Funds Management Co LLC now owns 53,284 shares of the computer hardware maker’s stock worth $9,293,000 after purchasing an additional 3,131 shares during the period. Finally, Riverpoint Wealth Management Holdings LLC boosted its holdings in shares of NVIDIA by 1.8% in the 1st quarter. Riverpoint Wealth Management Holdings LLC now owns 5,254 shares of the computer hardware maker’s stock worth $916,000 after purchasing an additional 91 shares during the period. Institutional investors own 65.27% of the company’s stock.

NVIDIA Stock Performance

Shares of NVIDIA stock opened at $206.84 on Friday. 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 stock’s fifty day moving average is $207.85 and its two-hundred day moving average is $195.81. NVIDIA Corporation has a 52 week low of $164.07 and a 52 week high of $236.54. The company has a market capitalization of $5.01 trillion, a PE ratio of 31.68, a price-to-earnings-growth ratio of 0.40 and a beta of 2.21.

NVIDIA (NASDAQ:NVDA – Get Free Report) last released its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share for the quarter, topping the consensus estimate of $1.76 by $0.11. The business had revenue of $81.61 billion during 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 business’s revenue for the quarter was up 85.2% compared to the same quarter last year. During the same period last year, the company earned $0.81 earnings per share. As a group, analysts expect that NVIDIA Corporation will post 8.79 earnings per share for the current year.

NVIDIA Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Thursday, June 4th were issued a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Thursday, June 4th. This is a positive change from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s dividend payout ratio (DPR) is 15.31%.

NVIDIA announced that its Board of Directors has authorized a share buyback plan on Wednesday, May 20th that permits the company to buyback $80.00 billion in shares. This buyback authorization permits the computer hardware maker to purchase up to 1.5% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s leadership believes its stock is undervalued.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: NVIDIA announced a joint AI research lab with KAIST in Seoul, a $300 million collaboration that will fund researchers, internships, and AI infrastructure to advance agentic AI in South Korea. NVIDIA and KAIST Launch Joint AI Research Lab to Accelerate AI Innovation in Korea
Positive Sentiment: The company also struck a $1.5 billion partnership with Amkor to expand advanced semiconductor packaging and test capacity in the U.S., reinforcing NVIDIA’s AI supply chain and manufacturing footprint. Nvidia, Amkor strike $1.5 billion chip packaging deal
Positive Sentiment: Jensen Huang and NVIDIA joined Microsoft, Meta, and others in publicly backing open-source AI models, which could support broader AI adoption and future demand for NVIDIA GPUs. Nvidia, Microsoft and other tech giants back open-source AI models
Positive Sentiment: Several technical reports say NVDA is holding support and may be forming a bullish inverse head-and-shoulders pattern, while other analysts point to a breakout above the 50-day moving average as a possible catalyst. NVIDIA Corp. (NVDA) Price Forecast: Can NVDA Break Above Key Resistance?
Neutral Sentiment: Institutional filings show continued buying from some funds, but insider activity remains dominated by sales, which keeps sentiment mixed rather than decisively bullish. Fund Update: 337,821 NVIDIA (NVDA) shares added to COMGEST GLOBAL INVESTORS S.A.S. portfolio
Negative Sentiment: Broader semiconductor shares have pulled back as investors take profits and worry about AI valuation levels and heavy capex spending, which has weighed on NVIDIA along with the rest of the AI trade. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?
Negative Sentiment: News flow also highlights investor rotation out of the biggest AI winners and concerns that the “Magnificent 7” are digesting a surge in AI infrastructure spending, creating near-term pressure on NVDA despite strong long-term demand. Magnificent 7 stocks shed hundreds of billions amid AI spending fears

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. Jefferies Financial Group restated a “buy” rating and issued a $300.00 price target (up from $275.00) on shares of NVIDIA in a research report on Thursday, May 21st. Rosenblatt Securities reiterated a “buy” rating and set a $325.00 price objective on shares of NVIDIA in a research report on Thursday, May 21st. Morgan Stanley set a $288.00 target price on shares of NVIDIA and gave the company an “overweight” rating in a research note on Thursday, May 21st. Royal Bank Of Canada set a $280.00 target price on shares of NVIDIA in a report on Thursday, May 21st. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and set a $315.00 price target (up from $265.00) on shares of NVIDIA in a research note on Tuesday, May 12th. Three research analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, NVIDIA has a consensus rating of “Buy” and a consensus target price of $304.26.

Check Out Our Latest Stock Analysis on NVIDIA

Insider Activity at NVIDIA

In other NVIDIA news, Director Mark A. Stevens sold 885,000 shares of the business’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $210.17, for a total value of $186,000,450.00. Following the completion of the sale, the director directly owned 5,207,271 shares of the company’s stock, valued at $1,094,412,146.07. The trade was a 14.53% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director John Dabiri sold 625 shares of the company’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $214.00, for a total transaction of $133,750.00. Following the completion of the transaction, the director owned 14,163 shares in the company, valued at $3,030,882. This represents a 4.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,901,125 shares of company stock worth $410,583,015 in the last 90 days. 3.94% of the stock is owned by corporate insiders.

NVIDIA Company Profile

(Free Report)

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.