Trek Financial LLC Has $13.86 Million Stake in NVIDIA Corporation $NVDA

Posted by Mitch Edgeman on Jun 4th, 2026

Trek Financial LLC lowered its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 24.7% in the fourth quarter, HoldingsChannel.com reports. The firm owned 74,313 shares of the computer hardware maker’s stock after selling 24,380 shares during the quarter. NVIDIA comprises approximately 0.8% of Trek Financial LLC’s holdings, making the stock its 28th biggest holding. Trek Financial LLC’s holdings in NVIDIA were worth $13,859,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC grew its position in NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC bought a new stake in shares of NVIDIA during the 2nd quarter valued at $40,000. Syntax Research Inc. lifted its position in shares of NVIDIA by 62.5% during the 4th quarter. Syntax Research Inc. now owns 260 shares of the computer hardware maker’s stock valued at $49,000 after acquiring an additional 100 shares during the period. Sellwood Investment Partners LLC acquired a new stake in shares of NVIDIA during the 3rd quarter worth $50,000. Finally, Networth Advisors LLC bought a new position in shares of NVIDIA in the fourth quarter worth $51,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA Price Performance

NVDA stock opened at $214.75 on Thursday. The company has a 50 day simple moving average of $201.97 and a 200 day simple moving average of $190.25. The stock has a market cap of $5.20 trillion, a price-to-earnings ratio of 32.89, a P/E/G ratio of 0.54 and a beta of 2.22. NVIDIA Corporation has a 1 year low of $138.83 and a 1 year 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.

NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share for the quarter, beating analysts’ consensus estimates of $1.76 by $0.11. The firm had revenue of $81.62 billion for the quarter, compared to analyst estimates of $78.42 billion. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The company’s quarterly revenue was up 85.2% on a year-over-year basis. During the same quarter last year, the business posted $0.81 earnings per share. Research analysts anticipate that NVIDIA Corporation will post 8.04 EPS for the current fiscal year.

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

NVIDIA Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 26th. Investors of record on Thursday, June 4th will be issued a dividend of $0.25 per share. This is a positive change 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 dividend yield of 0.5%. NVIDIA’s dividend payout ratio (DPR) is 0.61%.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, EVP Ajay K. Puri sold 300,000 shares of the company’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total value of $54,675,000.00. Following the completion of the transaction, the executive vice president owned 3,018,547 shares of the company’s stock, valued at $550,130,190.75. This represents a 9.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Aarti S. Shah sold 19,000 shares of NVIDIA stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $176.71, for a total value of $3,357,490.00. Following the sale, the director directly owned 36,007 shares in the company, valued at $6,362,796.97. The trade was a 34.54% decrease in their ownership of the stock. 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 three months. 3.94% of the stock is owned by corporate insiders.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Reuters reported that South Korea’s LG Group is adopting 10,000 NVIDIA GPUs, reinforcing continued international demand for NVDA’s AI hardware. Reuters: South Korea’s LG Group to adopt 10,000 Nvidia GPUs, Maeil says
Positive Sentiment: NVIDIA’s AI ecosystem is expanding further through partner announcements, including new collaborations with companies such as Navitas and Akamai, which supports the idea that NVDA remains at the center of AI infrastructure spending. Proactive Investors: Nvidia, Akamai Technologies expand partnership to embed security in AI infrastructure
Positive Sentiment: Needham reaffirmed a Buy rating on NVIDIA and set a $270 price target, signaling that Wall Street still sees upside from current levels despite recent volatility. Benzinga: NVIDIA had its “buy” rating reaffirmed by Needham & Company LLC
Positive Sentiment: NVIDIA’s new RTX Spark AI PC chip and broader push into personal computers are generating fresh investor interest because they expand the company beyond data centers into a new growth market. Zacks: Tech ETFs to Buy as NVIDIA Sets Foot Into PC Market Via New AI Chip
Neutral Sentiment: Articles highlighting NVIDIA’s large weight in funds and tokenized stock trading show how central NVDA has become to AI-focused portfolios, but they are more reflective of market interest than new company fundamentals. Blockonomi: Tokenized Stocks Show $5.5B in Volume as Retail Participation Grows on Onchain Markets
Negative Sentiment: Some coverage points to investors rotating toward other AI hardware names and says NVIDIA has been slipping while peers like Marvell, Broadcom, and others catch the market’s attention, which can pressure NVDA in the short term. Invezz: Why Nvidia stock is slipping around 3% today
Negative Sentiment: Senator Sheldon Whitehouse disclosed a sale of NVDA shares after holding them for roughly a decade, adding a small but negative sentiment signal around the stock. Finbold: U.S. politician suspiciously dumps Nvidia stock after 10 years

Wall Street Analysts Forecast Growth

NVDA has been the subject of several recent analyst reports. Daiwa Securities Group upped their price objective on shares of NVIDIA from $215.00 to $255.00 and gave the stock an “outperform” rating in a research report on Friday, May 22nd. Citigroup started coverage on shares of NVIDIA in a research report on Wednesday, April 15th. They issued a “buy” rating for the company. CICC Research upped their price target on shares of NVIDIA from $240.60 to $268.30 and gave the stock an “outperform” rating in a report on Friday, May 22nd. William Blair reiterated an “outperform” rating on shares of NVIDIA in a research report on Tuesday. Finally, Zacks Research downgraded shares of NVIDIA from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 21st. Three equities research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $305.38.

View Our Latest Research Report on NVDA

NVIDIA Profile

(Free Report)

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.