E Fund Management Hong Kong Co. Ltd. Buys 17,382 Shares of NVIDIA Corporation $NVDA

E Fund Management Hong Kong Co. Ltd. raised its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 42.1% during the 4th quarter, HoldingsChannel reports. The firm owned 58,657 shares of the computer hardware maker’s stock after purchasing an additional 17,382 shares during the quarter. NVIDIA comprises 4.6% of E Fund Management Hong Kong Co. Ltd.’s holdings, making the stock its 4th biggest position. E Fund Management Hong Kong Co. Ltd.’s holdings in NVIDIA were worth $10,887,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC grew its holdings 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 valued at $33,000 after purchasing an additional 67 shares during the last quarter. Spurstone Advisory Services LLC acquired a new position in NVIDIA during the second quarter valued at approximately $40,000. Syntax Research Inc. grew its holdings in NVIDIA by 62.5% during the fourth quarter. Syntax Research Inc. now owns 260 shares of the computer hardware maker’s stock valued at $49,000 after purchasing an additional 100 shares during the last quarter. Sellwood Investment Partners LLC acquired a new position in NVIDIA during the third quarter valued at approximately $50,000. Finally, Networth Advisors LLC acquired a new position in NVIDIA during the fourth quarter valued at approximately $51,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have commented on NVDA shares. Cantor Fitzgerald reiterated an “overweight” rating and set a $350.00 price target on shares of NVIDIA in a report on Thursday, May 21st. Morgan Stanley set a $288.00 price objective on NVIDIA and gave the company an “overweight” rating in a research report on Thursday, May 21st. New Street Research reduced their price objective on NVIDIA from $343.00 to $340.00 in a research report on Thursday, May 21st. Argus increased their price objective on NVIDIA from $220.00 to $270.00 and gave the company a “buy” rating in a research report on Thursday, May 21st. Finally, Fundamental Research set a $218.00 price objective on NVIDIA in a research report on Thursday, February 26th. Three 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 stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $305.38.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Several articles highlighted fresh AI infrastructure wins tied to NVIDIA, including South Korea’s LG Group reportedly planning to adopt 10,000 NVIDIA GPUs, plus new partnerships with companies such as Corning, EXL, Lightmatter, Ayar Labs, and Netris that deepen NVIDIA’s ecosystem around AI data centers and networking.
• Positive Sentiment: Analysts and commentators remained bullish on NVIDIA’s long-term setup, pointing to Blackwell, AI inference, CUDA, and the company’s expanding push into AI PCs and enterprise AI as reasons the growth story still looks intact.
• Positive Sentiment: Jensen Huang’s comments at Computex and in media interviews reinforced confidence that AI infrastructure spending is still accelerating, with NVIDIA positioned at the center of that spending cycle.
• Neutral Sentiment: NVIDIA also made headlines for product and strategic moves, including the DSX platform for AI factory design, a reported $400 million acquisition of AI software startup Kumo, and a new AI chip for PCs, all of which expand the company’s addressable market but do not immediately change near-term financial results.
• Neutral Sentiment: Broad market sentiment has been mixed: semiconductor stocks sold off after Broadcom’s earnings and some investors rotated within AI hardware, which helps explain why NVIDIA has shown relative resilience rather than an outright surge.
• Negative Sentiment: Regulatory and political scrutiny remains a risk, as Senator Elizabeth Warren invited Jensen Huang to testify at a Senate hearing on China AI chip sales and U.S. export controls, keeping pressure on NVIDIA’s China exposure.

Insider Transactions at NVIDIA

In related news, Director John Dabiri sold 3,004 shares of the firm’s stock in a transaction on Friday, March 13th. The stock was sold at an average price of $184.90, for a total value of $555,439.60. Following the completion of the transaction, the director directly owned 14,788 shares of the company’s stock, valued at $2,734,301.20. This trade represents a 16.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Mark A. Stevens sold 500,000 shares of the firm’s stock in a transaction on Thursday, June 4th. The stock was sold at an average price of $219.83, for a total value of $109,915,000.00. Following the completion of the transaction, the director directly owned 6,399,771 shares of the company’s stock, valued at approximately $1,406,861,658.93. This trade represents a 7.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,906,961 shares of company stock valued at $384,041,268 over the last 90 days. Corporate insiders own 3.94% of the company’s stock.

NVIDIA Stock Up 1.8%

Shares of NVDA stock opened at $218.66 on Friday. The stock has a market cap of $5.29 trillion, a P/E ratio of 33.49, a price-to-earnings-growth ratio of 0.52 and a beta of 2.22. NVIDIA Corporation has a one year low of $138.83 and a one year high of $236.54. The stock has a fifty day moving average price of $202.84 and a 200 day moving average price of $190.45. 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 earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, topping the consensus estimate of $1.76 by $0.11. The firm had revenue of $81.62 billion during 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%.NVIDIA’s quarterly revenue was up 85.2% compared to the same quarter last year. During the same period last year, the business earned $0.81 earnings per share. Analysts predict that NVIDIA Corporation will post 8.04 earnings per share for the current year.

NVIDIA Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Investors of record on Thursday, June 4th will be given a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.5%. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. The ex-dividend date of this dividend is Thursday, June 4th. NVIDIA’s dividend payout ratio (DPR) is 0.61%.

NVIDIA declared that its Board of Directors has initiated a share buyback 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 shares through open market purchases. Shares buyback plans are typically an indication that the company’s board believes its shares are undervalued.

NVIDIA 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.