Union Bancaire Privee UBP SA Grows Stake in NVIDIA Corporation $NVDA

Union Bancaire Privee UBP SA boosted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 0.4% in the 1st quarter, HoldingsChannel.com reports. The firm owned 1,977,378 shares of the computer hardware maker’s stock after buying an additional 7,506 shares during the quarter. NVIDIA accounts for 5.5% of Union Bancaire Privee UBP SA’s investment portfolio, making the stock its 3rd biggest position. Union Bancaire Privee UBP SA’s holdings in NVIDIA were worth $326,435,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Lifetime Wealth Management P.C. acquired a new position in NVIDIA during the fourth quarter worth $26,000. Longview Financial Advisors Inc. acquired a new stake in NVIDIA in the first quarter valued at $27,000. Longfellow Investment Management Co. LLC grew its position in shares of NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after acquiring an additional 67 shares during the period. Spurstone Advisory Services LLC acquired a new position in shares of NVIDIA during the 2nd quarter worth about $40,000. Finally, Inspire Investing LLC acquired a new position in shares of NVIDIA during the 4th quarter worth about $44,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently issued reports on NVDA. Robert W. Baird set a $500.00 target price on shares of NVIDIA and gave the company an “outperform” rating in a research note on Thursday, May 21st. New Street Research lowered their price target on NVIDIA from $343.00 to $340.00 in a research report on Thursday, May 21st. China Renaissance initiated coverage on NVIDIA in a research note on Friday, June 5th. They issued a “buy” rating and a $319.00 price objective on the stock. DA Davidson reaffirmed a “buy” rating and issued a $300.00 price objective on shares of NVIDIA in a research report on Monday, June 1st. Finally, Melius Research set a $400.00 target price on NVIDIA in a research note on Thursday, May 21st. Three research analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, NVIDIA has a consensus rating of “Buy” and an average target price of $303.84.

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 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 in the company, valued at approximately $1,094,412,146.07. The trade was a 14.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director John Dabiri sold 625 shares of the business’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total value of $133,750.00. Following the completion of the sale, the director owned 14,163 shares of the company’s stock, valued at approximately $3,030,882. This trade 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 have sold a total of 1,901,125 shares of company stock worth $410,583,015 in the last quarter. Corporate insiders own 3.94% of the company’s stock.

NVIDIA Price Performance

NVDA stock opened at $194.83 on Friday. NVIDIA Corporation has a fifty-two week low of $157.34 and a fifty-two week high of $236.54. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.44 and a quick ratio of 2.85. The stock has a market capitalization of $4.71 trillion, a price-to-earnings ratio of 29.84, a PEG ratio of 0.43 and a beta of 2.21. The business’s fifty day moving average price is $210.22 and its two-hundred day moving average price is $193.51.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.76 by $0.11. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The company had revenue of $81.61 billion during the quarter, compared to analysts’ expectations of $78.42 billion. During the same quarter in the previous year, the business posted $0.81 earnings per share. NVIDIA’s quarterly revenue was up 85.2% on a year-over-year basis. On average, equities analysts anticipate that NVIDIA Corporation will post 8.69 earnings per share for the current year.

NVIDIA Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Shareholders of record on Thursday, June 4th were issued a $0.25 dividend. The ex-dividend date of this dividend was Thursday, June 4th. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s payout ratio is presently 15.31%.

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

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA continues to draw bullish long-term calls, with multiple articles pointing to strong AI demand, deep ecosystem positioning, and forward growth potential despite the recent pullback. Nvidia: The Drawdown Is An Opportunity To Pounce
• Positive Sentiment: The company unveiled a revenue-sharing program that gives AI startups access to GPU compute in exchange for a share of future revenue, which could expand NVIDIA’s customer base and lock in longer-term demand for its infrastructure. Nvidia offers start-up customers chance to swap compute power for revenue share
• Positive Sentiment: Several pieces highlighted NVIDIA’s AI partnerships and infrastructure role, including collaborations around AI-RAN and sovereign AI, reinforcing its central position in the AI buildout. The Palantir-Nvidia Sovereign AI Deal Will Reshape Who Wins the AI Infrastructure Race
• Neutral Sentiment: Analysts and commentators remain split, with some saying the AI trade is becoming more selective and profitability will matter more than momentum, which supports stock-picking over broad enthusiasm for semis. Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over
• Neutral Sentiment: There is also recurring debate about valuation and whether NVIDIA can regain momentum in the second half of 2026, suggesting investors are waiting for stronger evidence before bidding the stock higher again. Can Nvidia regain its momentum in the second half of 2026?
• Neutral Sentiment: Other articles focused on CEO Jensen Huang’s leather jacket auction and general market commentary, which are not likely to have a direct material impact on the stock. Nvidia CEO Jensen Huang’s leather jacket heads to auction at Sotheby’s
• Negative Sentiment: The near-term tone is weighed down by articles noting that NVIDIA shares have been declining and that AI chipmakers recently lost significant market value, reflecting profit-taking and a broader semiconductor selloff. Top AI chipmakers wipe $137 billion in a day; Here’s why
• Negative Sentiment: Several pieces also note growing competition from custom chips and hyperscaler efforts, plus concerns that AI capacity will catch up to demand, which could pressure NVIDIA’s growth multiple over time. Nvidia Believes Artificial Intelligence (AI) Capex Will Reach $3 Trillion to $4 Trillion by 2030

NVIDIA Company Profile

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.