Farmers & Merchants Investments Inc. Boosts Stock Position in NVIDIA Corporation $NVDA

Farmers & Merchants Investments Inc. grew its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 3.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 178,466 shares of the computer hardware maker’s stock after buying an additional 6,079 shares during the period. NVIDIA accounts for 0.9% of Farmers & Merchants Investments Inc.’s portfolio, making the stock its 23rd biggest holding. Farmers & Merchants Investments Inc.’s holdings in NVIDIA were worth $33,284,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in NVDA. Norges Bank purchased a new position in shares of NVIDIA during the 2nd quarter valued at about $51,386,863,000. Capital Research Global Investors lifted its position in shares of NVIDIA by 16.1% during the 3rd quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock valued at $30,855,564,000 after buying an additional 22,896,705 shares in the last quarter. Laurel Wealth Advisors LLC lifted its position in shares of NVIDIA by 15,496.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock valued at $3,454,534,000 after buying an additional 21,725,326 shares in the last quarter. Danske Bank A S purchased a new position in shares of NVIDIA during the 3rd quarter valued at about $3,180,313,000. Finally, Massachusetts Financial Services Co. MA lifted its position in shares of NVIDIA by 25.0% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 71,720,593 shares of the computer hardware maker’s stock valued at $13,381,628,000 after buying an additional 14,358,048 shares in the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other NVIDIA news, Director Aarti S. Shah sold 19,000 shares of the company’s stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $176.71, for a total value of $3,357,490.00. Following the transaction, the director owned 36,007 shares of the company’s stock, valued at $6,362,796.97. This represents a 34.54% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Colette Kress sold 42,650 shares of the company’s stock in a transaction on Friday, March 20th. The shares were sold at an average price of $174.89, for a total value of $7,459,058.50. Following the completion of the transaction, the chief financial officer directly owned 881,387 shares in the company, valued at $154,145,772.43. This trade represents a 4.62% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 906,961 shares of company stock worth $162,936,268 over the last ninety days. Corporate insiders own 3.94% of the company’s stock.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA unveiled RTX Spark, a new AI-focused PC “superchip” for Windows laptops and desktops, and said it will ship through partners including Dell, HP, Lenovo, ASUS and Microsoft, opening a large new market beyond data center GPUs. Article Title
• Positive Sentiment: The company also introduced the Vera CPU, Vera Rubin systems, and the DSX platform for AI factories, signaling deeper monetization across chips, software, and infrastructure as AI spending expands. Article Title
• Positive Sentiment: Multiple partners, including TSMC, Foxconn, CoreWeave, ABB, Cadence, and Siemens, announced new integrations with NVIDIA’s AI infrastructure stack, which supports the view that NVIDIA remains central to the buildout of AI computing. Article Title
• Positive Sentiment: Analysts and market commentary remain constructive, with firms reiterating buy ratings and investors focusing on NVIDIA’s strong revenue growth and expanding addressable markets. Article Title
• Neutral Sentiment: There was also discussion of a possible U.S. export clampdown and signs that Chinese companies are developing alternatives to NVIDIA chips, which could pressure some future sales in China. Article Title
• Negative Sentiment: Some coverage also raised concerns about valuation and competition, including commentary that rival chipmakers and Chinese alternatives could challenge NVIDIA’s growth trajectory over time. Article Title

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on NVDA. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of NVIDIA in a research report on Thursday, May 21st. New Street Research lowered their price target on NVIDIA from $343.00 to $340.00 in a report on Thursday, May 21st. William Blair set a $300.00 price target on NVIDIA in a report on Thursday, March 12th. Oppenheimer reissued an “outperform” rating and issued a $265.00 price target on shares of NVIDIA in a report on Thursday, February 26th. Finally, Piper Sandler reissued an “overweight” rating on shares of NVIDIA in a report on Thursday, February 26th. Three research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, NVIDIA presently has an average rating of “Buy” and a consensus price target of $305.38.

NVIDIA Stock Up 6.3%

Shares of NVDA opened at $224.36 on Tuesday. The stock has a market capitalization of $5.43 trillion, a price-to-earnings ratio of 34.36, a price-to-earnings-growth ratio of 0.51 and a beta of 2.22. NVIDIA Corporation has a 1 year low of $135.40 and a 1 year high of $236.54. The business’s 50 day simple moving average is $200.19 and its 200-day simple moving average is $189.85. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.44 and a quick ratio of 2.85.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data 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 $81.62 billion for the quarter, compared to analysts’ expectations of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The company’s revenue for the quarter was up 85.2% on a year-over-year basis. During the same period in the prior year, the firm earned $0.81 EPS. As a group, equities analysts expect that NVIDIA Corporation will post 8.04 earnings per share for the current fiscal year.

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

NVIDIA Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, June 26th. Shareholders of record on Thursday, June 4th will be given a $0.25 dividend. This is a boost from NVIDIA’s previous quarterly dividend of $0.01. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $1.00 annualized dividend and a yield of 0.4%. NVIDIA’s dividend payout ratio is currently 0.61%.

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.