NVIDIA Corporation $NVDA Stock Sold by Legacy Private Trust Co.

Legacy Private Trust Co. reduced its stake in NVIDIA Corporation (NASDAQ:NVDA) by 1.9% during the 3rd quarter, HoldingsChannel reports. The firm owned 238,578 shares of the computer hardware maker’s stock after selling 4,647 shares during the period. NVIDIA accounts for 3.0% of Legacy Private Trust Co.’s portfolio, making the stock its 6th biggest position. Legacy Private Trust Co.’s holdings in NVIDIA were worth $54,486,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of NVDA. Retirement Wealth Solutions LLC increased its stake in NVIDIA by 1.2% in the 2nd quarter. Retirement Wealth Solutions LLC now owns 4,121 shares of the computer hardware maker’s stock valued at $825,000 after buying an additional 47 shares during the period. LightSquare Wealth Management LLC lifted its stake in shares of NVIDIA by 0.3% in the 2nd quarter. LightSquare Wealth Management LLC now owns 18,695 shares of the computer hardware maker’s stock worth $3,741,000 after acquiring an additional 49 shares during the period. Defender Capital LLC. lifted its stake in shares of NVIDIA by 0.7% in the 2nd quarter. Defender Capital LLC. now owns 7,534 shares of the computer hardware maker’s stock worth $1,507,000 after acquiring an additional 50 shares during the period. Kooman & Associates lifted its stake in shares of NVIDIA by 0.6% in the 2nd quarter. Kooman & Associates now owns 8,464 shares of the computer hardware maker’s stock worth $1,694,000 after acquiring an additional 50 shares during the period. Finally, Roof Eidam Maycock Peralta LLC boosted its holdings in shares of NVIDIA by 0.3% in the second quarter. Roof Eidam Maycock Peralta LLC now owns 18,827 shares of the computer hardware maker’s stock valued at $3,767,000 after acquiring an additional 50 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA Stock Performance

Shares of NASDAQ NVDA opened at $217.94 on Wednesday. NVIDIA Corporation has a one year low of $164.27 and a one year high of $243.37. The firm has a market capitalization of $5.25 trillion, a P/E ratio of 27.55 and a beta of 2.22. The company’s fifty day moving average is $222.15 and its two-hundred day moving average is $203.85.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.09 by $0.13. The company had revenue of $96.22 billion during the quarter, compared to analysts’ expectations of $92.27 billion. During the same quarter in the prior year, the business earned $1.05 EPS. The business’s revenue for the quarter was up 105.9% compared to the same quarter last year. On average, sell-side analysts forecast that NVIDIA Corporation will post 9.30 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

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

NVIDIA declared that its board has authorized a stock repurchase program on Monday, September 28th that authorizes the company to repurchase $150 billion in outstanding shares. This buyback authorization authorizes the computer hardware maker to purchase up to 2.8% of its shares through open market purchases. Share buyback programs are generally an indication that the company’s board of directors believes its stock is undervalued.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA plans to invest $3 billion in Meta’s equity offering while expanding collaboration on Meta’s Muse AI models. Meta also intends to deploy more NVIDIA Vera Rubin systems, Vera CPUs, Spectrum-X networking and BlueField-4 technology. The deal strengthens NVIDIA’s relationship with one of its largest customers and could support future infrastructure sales. Nvidia to invest $3 billion in Meta as tech giants deepen AI partnership
• Positive Sentiment: Oracle and NVIDIA expanded the availability of Vera Rubin NVL72 systems and Vera CPUs on Oracle Cloud Infrastructure, with additional Rubin systems planned. Broader cloud availability may accelerate customer adoption and reinforce NVIDIA’s position in AI training and inference. NVIDIA and Oracle Expand NVIDIA Vera Rubin
• Positive Sentiment: Anthropic’s IPO filing disclosed large, long-term computing commitments with Amazon, Alphabet and other providers. The spending supports the broader AI infrastructure market, where NVIDIA remains a major merchant-GPU supplier, although some demand may be served by custom chips. Anthropic’s IPO Filing Reveals a Massive Opportunity for AI Infrastructure Giants
• Positive Sentiment: Partners including CoreWeave, NTT DATA and Schneider Electric continue expanding data-center and AI-factory deployments using NVIDIA systems, providing additional evidence of sustained demand across cloud, enterprise and industrial applications. NVIDIA Omniverse DSX Blueprint AI Factory Pilot
• Neutral Sentiment: Analysts and investors continue to debate NVIDIA’s valuation after its pullback from the record high. Strong revenue growth and high profitability support the long-term case, but expectations remain elevated.
• Negative Sentiment: Anthropic’s filing highlights its ability to use multiple AI-chip providers. A broader multichip strategy could weaken NVIDIA’s pricing power over time, particularly as custom accelerators from hyperscalers and Broadcom gain traction. Anthropic’s worst nightmare may be lurking inside Anthropic’s IPO filing
• Negative Sentiment: NVIDIA’s China AI-chip shipments reportedly fell 44% in the first half of 2026 as Huawei gains ground and supply constraints complicate deliveries. Export restrictions and geopolitical risk remain meaningful headwinds.
• Negative Sentiment: Potentially higher advanced-packaging and wafer costs at TSMC could pressure NVIDIA’s margins, while tighter credit markets may slow data-center construction and reduce GPU orders from financially weaker operators.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on NVDA shares. Jefferies Financial Group reiterated a “buy” rating on shares of NVIDIA in a research note on Wednesday, August 26th. Benchmark restated a “buy” rating and issued a $335.00 price objective on shares of NVIDIA in a research report on Thursday, August 27th. Evercore set a $465.00 price objective on NVIDIA and gave the company an “outperform” rating in a report on Thursday, August 27th. Yorkville Ives began coverage on NVIDIA in a report on Tuesday, October 6th. They issued an “outperform” rating and a $300.00 price objective on the stock. Finally, HSBC boosted their target price on NVIDIA from $360.00 to $365.00 in a research 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 given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $321.47.

Insiders Place Their Bets

In other NVIDIA news, CFO Colette Kress sold 34,918 shares of the stock in a transaction dated Thursday, September 17th. The shares were sold at an average price of $219.05, for a total value of $7,648,787.90. Following the completion of the transaction, the chief financial officer directly owned 765,103 shares of the company’s stock, valued at approximately $167,595,812.15. This trade represents a 4.36% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Timothy Teter sold 30,460 shares of the stock in a transaction dated 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 transaction, 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. Over the last three months, insiders have sold 1,766,118 shares of company stock worth $399,450,353. 3.94% of the stock is owned by company insiders.

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.