NVIDIA Corporation $NVDA Shares Acquired by Mufg Securities Americas Inc.

Mufg Securities Americas Inc. raised its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 8.5% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 729,489 shares of the computer hardware maker’s stock after acquiring an additional 57,236 shares during the period. NVIDIA makes up approximately 7.5% of Mufg Securities Americas Inc.’s holdings, making the stock its biggest position. Mufg Securities Americas Inc.’s holdings in NVIDIA were worth $145,963,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Bank of America Corp DE lifted its position in NVIDIA by 2.2% during 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 during the period. Invesco Ltd. boosted its holdings in NVIDIA by 0.3% in the fourth quarter. Invesco Ltd. now owns 143,239,504 shares of the computer hardware maker’s stock worth $26,714,167,000 after purchasing an additional 446,178 shares during the last quarter. Amundi boosted its holdings in NVIDIA by 10.4% in the first quarter. Amundi now owns 133,768,018 shares of the computer hardware maker’s stock worth $23,329,141,000 after purchasing an additional 12,575,177 shares during the last quarter. Dimensional Fund Advisors LP boosted its holdings in NVIDIA by 0.6% in the first quarter. Dimensional Fund Advisors LP now owns 94,521,253 shares of the computer hardware maker’s stock worth $16,479,126,000 after purchasing an additional 555,221 shares during the last quarter. Finally, Deutsche Bank AG grew its position in NVIDIA by 2.3% in the 2nd quarter. Deutsche Bank AG now owns 91,954,159 shares of the computer hardware maker’s stock worth $18,399,108,000 after purchasing an additional 2,045,101 shares during the period. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on NVDA shares. Wedbush boosted their target price on shares of NVIDIA from $330.00 to $345.00 and gave the company an “outperform” rating in a research note on Thursday, August 27th. Mizuho set a $315.00 price target on NVIDIA and gave the company an “outperform” rating in a report on Thursday, August 27th. Phillip Securities increased their price target on NVIDIA from $285.00 to $300.00 and gave the company a “buy” rating in a report on Monday, August 31st. Piper Sandler initiated coverage on NVIDIA in a research note on Wednesday, September 9th. They issued an “overweight” rating and a $300.00 price target on the stock. Finally, HSBC lifted their price objective on NVIDIA from $360.00 to $365.00 in a report on Thursday, August 27th. Five equities research analysts have rated the stock with a Strong Buy rating, forty-nine have assigned a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $321.89.

NVIDIA Stock Performance

Shares of NVDA opened at $217.23 on Friday. The company has a quick ratio of 3.85, a current ratio of 4.59 and a debt-to-equity ratio of 0.14. The business has a 50-day simple moving average of $223.40 and a two-hundred day simple moving average of $211.08. The stock has a market cap of $5.24 trillion, a price-to-earnings ratio of 27.46, a PEG ratio of 1.71 and a beta of 2.22. NVIDIA Corporation has a 52 week low of $164.27 and a 52 week high of $243.37.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, beating analysts’ consensus estimates of $2.09 by $0.13. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%. The firm had revenue of $96.22 billion for the quarter, compared to analysts’ expectations of $92.27 billion. During the same period in the previous year, the firm earned $1.05 EPS. The business’s quarterly revenue was up 105.9% on a year-over-year basis. On average, analysts expect that NVIDIA Corporation will post 9.25 EPS for the current year.

NVIDIA Dividend Announcement

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

NVIDIA declared that its board has authorized a share repurchase plan on Monday, September 28th that permits the company to buy back $150.00 billion in outstanding shares. This buyback authorization permits the computer hardware maker to reacquire up to 2.8% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s board of directors believes its shares are undervalued.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Automotive expansion: Volvo Cars is expanding its long-running partnership with NVIDIA, adopting three NVIDIA hardware and software components for automated driving systems designed for urban streets and highways. This strengthens NVIDIA’s position in physical AI and autonomous vehicles. Volvo Cars expands automated driving partnership with Nvidia
• Positive Sentiment: Broader enterprise adoption: Adobe and NVIDIA expanded their collaboration to optimize Photoshop, Premiere, Substance 3D, Frame.io and Brand Concierge for faster AI-powered creation. LSEG also selected NVIDIA GPUs to accelerate analysis of its large Tick History dataset, supporting demand beyond hyperscale cloud providers. Adobe and NVIDIA Expand Collaboration to Speed Agentic Creation
• Positive Sentiment: Demand remains substantial: QumulusAI put all GPUs covered by a $71.9 million, three-year NVIDIA Blackwell agreement into production, while industry coverage continues to highlight supply constraints and extensive hyperscaler AI spending. These developments support NVIDIA’s revenue outlook, although they do not eliminate financing risks. QumulusAI Blackwell agreement
• Neutral Sentiment: AI safety initiatives: NVIDIA committed $250 million in computing resources over five years for U.K. agentic AI safety and security research. The move may improve NVIDIA’s regulatory and reputational position, but it is primarily a strategic investment rather than a near-term earnings catalyst. Nvidia pledges $250 million to boost UK AI safety research
• Neutral Sentiment: Political and governance attention: NVIDIA confirmed a multimillion-dollar donation to President Trump’s White House ballroom project, while CEO Jensen Huang discussed working with Chinese AI companies on safety and potentially withholding chips from irresponsible customers. These developments could generate reputational or regulatory scrutiny without directly changing near-term results. Nvidia and Cisco donations
• Negative Sentiment: Macro and financing concerns dominated: Rising Treasury yields and hotter inflation data encouraged investors to reduce exposure to high-growth AI stocks. Markets are increasingly questioning whether cloud providers and neoclouds can fund the infrastructure spending required to support NVIDIA’s growth. Rate pressure versus AI demand
• Negative Sentiment: Competition and valuation rotation: Analysts pointed to Micron’s lower valuation and improving AI-related margins as a more attractive alternative, while Broadcom, AMD and Microsoft’s custom-chip efforts reinforce concerns that NVIDIA’s market share and pricing power could face pressure. Micron versus NVIDIA

Insiders Place Their Bets

In other NVIDIA news, Director Mark A. Stevens sold 622,239 shares of the company’s stock in a transaction that occurred on 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 transaction, the director directly owned 2,336,531 shares in the company, valued at $541,187,310.22. This represents a 21.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Timothy S. Teter sold 30,460 shares of the stock in a transaction on Monday, September 21st. The stock was 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 directly owned 2,687,660 shares of the company’s stock, valued at approximately $598,810,648. This trade represents 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. In the last 90 days, insiders have sold 1,766,118 shares of company stock worth $399,450,353. Company insiders own 3.94% of the company’s stock.

About NVIDIA

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processing units (GPUs), central processing units (CPUs), networking products and related software. Its technologies are used in artificial intelligence, data centers, scientific and technical computing, gaming, professional visualization, automotive systems and robotics.

The company’s products include GeForce GPUs and gaming software, data center computing platforms, networking solutions, and enterprise software for AI development and deployment.