NVIDIA Corporation $NVDA is H&H International Investment LLC’s 3rd Largest Position

H&H International Investment LLC raised its position in NVIDIA Corporation (NASDAQ:NVDA) by 91.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,843,775 shares of the computer hardware maker’s stock after buying an additional 6,606,675 shares during the quarter. NVIDIA comprises about 12.1% of H&H International Investment LLC’s holdings, making the stock its 3rd largest position. H&H International Investment LLC’s holdings in NVIDIA were worth $2,414,354,000 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. Diversified Enterprises LLC increased its position in shares of NVIDIA by 44.2% during the fourth quarter. Diversified Enterprises LLC now owns 127,604 shares of the computer hardware maker’s stock valued at $23,798,000 after buying an additional 39,129 shares during the period. Altshuler Shaham Ltd lifted its holdings in shares of NVIDIA by 6,451.9% in the first quarter. Altshuler Shaham Ltd now owns 637,236 shares of the computer hardware maker’s stock worth $111,134,000 after buying an additional 627,510 shares in the last quarter. ASR Vermogensbeheer N.V. boosted its position in shares of NVIDIA by 1.8% in the fourth quarter. ASR Vermogensbeheer N.V. now owns 3,169,377 shares of the computer hardware maker’s stock valued at $591,086,000 after acquiring an additional 54,877 shares during the period. Storen Legacy Partners LLC purchased a new position in NVIDIA during the fourth quarter valued at approximately $1,350,000. Finally, Weaver Capital Management LLC grew its stake in NVIDIA by 5.5% during the fourth quarter. Weaver Capital Management LLC now owns 85,216 shares of the computer hardware maker’s stock valued at $15,893,000 after acquiring an additional 4,439 shares in the last quarter. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA Stock Performance

NASDAQ NVDA opened at $223.96 on Monday. The firm has a market cap of $5.42 trillion, a PE ratio of 34.30, a price-to-earnings-growth ratio of 0.44 and a beta of 2.23. NVIDIA Corporation has a 1-year low of $164.07 and a 1-year high of $236.54. The stock has a 50-day moving average of $205.66 and a 200-day moving average of $197.27. The company has a current ratio of 3.44, a quick ratio of 2.85 and a debt-to-equity ratio of 0.04.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.76 by $0.11. The business had revenue of $81.61 billion for the quarter, compared to analyst estimates of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.NVIDIA’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 EPS. As a group, sell-side analysts forecast that NVIDIA Corporation will post 8.79 EPS for the current year.

NVIDIA Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, June 26th. Stockholders of record on Thursday, June 4th were issued a dividend of $0.25 per share. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Thursday, June 4th. NVIDIA’s dividend payout ratio (DPR) is currently 15.31%.

NVIDIA announced that its board has authorized a stock repurchase program on Wednesday, May 20th that authorizes the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization authorizes the computer hardware maker to reacquire up to 1.5% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s leadership believes its stock is undervalued.

Analysts Set New Price Targets

Several analysts have issued reports on the stock. China Renaissance began coverage on shares of NVIDIA in a research note on Friday, June 5th. They issued a “buy” rating and a $319.00 target price on the stock. Needham & Company LLC reaffirmed a “buy” rating and issued a $270.00 price target on shares of NVIDIA in a report on Tuesday, June 2nd. Royal Bank Of Canada set a $280.00 price objective on NVIDIA in a research note on Thursday, May 21st. Robert W. Baird set a $500.00 target price on NVIDIA and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Finally, Stifel Nicolaus set a $282.00 target price on NVIDIA and gave the stock a “buy” rating in a research note on Thursday, May 21st. Three equities research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $304.26.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Reports that SpaceX plans to deploy NVIDIA’s next-generation AI hardware across terrestrial and orbital computing infrastructure reinforced expectations for another major customer and expanded demand for NVIDIA systems. Time to Buy Nvidia or SpaceX Stock After Their AI Partnership?
• Positive Sentiment: Strong spending by hyperscalers, demand for AI data-center capacity, and NVIDIA-backed projects such as Firmus’ $2 billion fundraising in Australia and Asia-Pacific supported the view that AI infrastructure investment remains robust. Firmus nearly doubles valuation to over $10.5 billion
• Positive Sentiment: Analyst and market commentary highlighted NVIDIA’s leadership in sovereign AI, with one report estimating a 92% share, while investors continued to describe the company as evolving from a GPU supplier into a broader AI infrastructure platform. What’s Going On With NVIDIA Stock Friday?
• Positive Sentiment: Recent commentary pointed to accelerating AI demand, strong cash flow and valuation support, with the median analyst price target reported at $308.50 versus recent trading levels. Should You Buy NVIDIA Stock After Its 11% Rally in a Month?
• Neutral Sentiment: NVIDIA’s rally has lifted the stock roughly 12% over five sessions, increasing focus on the upcoming earnings report. Analysts remain constructive, but some traders are pausing because near-term catalysts may be limited after the sharp advance. Two reasons why Nvidia’s stock saw its biggest weekly surge
• Negative Sentiment: AMD’s acquisition of AI-inference chip startup Taalas could strengthen its competitive position and create a longer-term challenge to NVIDIA, although initial investor commentary suggested the deal does not immediately close NVIDIA’s AI gap. AMD Is Buying Its Way Deeper Into AI Inference
• Negative Sentiment: QuiverQuant data showed 45 NVIDIA insider sales and no insider purchases during the past six months, a potential caution signal as the stock trades near its highs. NVIDIA Stock Opinions on AI Market Position

Insiders Place Their Bets

In other news, Director Mark A. Stevens sold 885,000 shares of NVIDIA stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $210.17, for a total value of $186,000,450.00. Following the sale, the director directly 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Stephen C. Neal sold 15,500 shares of the business’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the transaction, the director directly owned 116,135 shares in the company, valued at approximately $25,053,803.55. The trade was a 11.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 1,901,125 shares of company stock worth $410,583,015. 3.94% of the stock is currently owned by company insiders.

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.