SJS Investment Consulting Inc. Increases Stock Holdings in NVIDIA Corporation $NVDA

SJS Investment Consulting Inc. increased its stake in NVIDIA Corporation (NASDAQ:NVDA) by 19.9% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 58,023 shares of the computer hardware maker’s stock after acquiring an additional 9,626 shares during the quarter. NVIDIA makes up about 1.2% of SJS Investment Consulting Inc.’s portfolio, making the stock its 12th biggest holding. SJS Investment Consulting Inc.’s holdings in NVIDIA were worth $10,119,000 as of its most recent filing with the SEC.

A number of other large investors also recently added to or reduced their stakes in NVDA. Lifetime Wealth Management P.C. purchased a new stake in shares of NVIDIA during the fourth quarter worth about $26,000. Longview Financial Advisors Inc. purchased a new position in NVIDIA in the 1st quarter valued at about $27,000. Longfellow Investment Management Co. LLC boosted its holdings in NVIDIA by 47.9% in the 2nd 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 during the last quarter. Inspire Investing LLC purchased a new stake in NVIDIA during the 4th quarter worth approximately $44,000. Finally, AlphaCentric Advisors LLC purchased a new stake in NVIDIA during the 4th quarter worth approximately $45,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have recently weighed in on NVDA shares. Stifel Nicolaus set a $282.00 target price on NVIDIA and gave the company a “buy” rating in a research report on Thursday, May 21st. JPMorgan Chase & Co. increased their price objective on NVIDIA from $265.00 to $280.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. Benchmark restated a “buy” rating and issued a $335.00 price objective (up from $250.00) on shares of NVIDIA in a report on Thursday, May 21st. Argus lifted their target price on shares of NVIDIA from $220.00 to $270.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Finally, Wall Street Zen lowered shares of NVIDIA from a “strong-buy” rating to a “buy” rating in a report on Saturday. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $303.84.

NVIDIA Stock Performance

NASDAQ NVDA opened at $196.93 on Wednesday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44. The stock’s fifty day moving average is $209.91 and its two-hundred day moving average is $193.94. The firm has a market capitalization of $4.77 trillion, a P/E ratio of 30.16, a price-to-earnings-growth ratio of 0.43 and a beta of 2.21. NVIDIA Corporation has a fifty-two week low of $158.39 and a fifty-two week high of $236.54.

NVIDIA (NASDAQ:NVDA) last posted its quarterly 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 business had revenue of $81.61 billion for the quarter, compared to analyst estimates of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The company’s quarterly revenue was up 85.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.81 EPS. On average, research analysts anticipate that NVIDIA Corporation will post 8.69 earnings per share for the current year.

NVIDIA Increases Dividend

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

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

Insider Buying and Selling at NVIDIA

In other news, Director Stephen C. Neal sold 15,500 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $215.73, for a total value of $3,343,815.00. Following the completion of the sale, the director owned 116,135 shares of the company’s stock, valued at $25,053,803.55. This represents a 11.77% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director John Dabiri sold 625 shares of the firm’s stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $214.00, for a total transaction of $133,750.00. Following the sale, the director owned 14,163 shares of the company’s stock, valued at $3,030,882. This represents a 4.23% decrease in their position. 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 1,901,125 shares of company stock worth $410,583,015 in the last ninety days. 3.94% of the stock is owned by insiders.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: AI startup Perplexity said it plans to use NVIDIA’s new CPU, reinforcing demand for NVIDIA’s expanding data-center and AI silicon lineup. Perplexity says it plans to use Nvidia’s new CPU
• Positive Sentiment: NVIDIA-backed Nscale secured a $900 million revolving credit facility to accelerate data-center buildout, signaling continued capital support for NVIDIA’s AI infrastructure ecosystem. Nvidia-Backed Startup Nscale Locks in $900 Million for Data-Center Buildout
• Positive Sentiment: Several commentaries argued NVIDIA remains undervalued relative to its AI growth profile, with analysts and bullish writers pointing to strong revenue growth, robust cash flow, and ongoing AI spending as reasons to stay constructive on the stock. Nvidia Stock Looks Cheap, Goldman Says Buy
• Neutral Sentiment: NVIDIA and related AI chip names were caught in a broader semiconductor sell-off tied to market volatility and liquidity stress, which appears to be weighing on the stock even though the move may be more about sector plumbing than NVIDIA’s fundamentals. The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity
• Neutral Sentiment: Reports also highlighted that NVIDIA’s AI ecosystem is expanding into life sciences and enterprise workflows, including new initiatives with Certara and Silo Pharma, which supports the long-term adoption story but is unlikely to move the stock sharply on its own. Certara, Silo Pharma Advance AI Agent Strategies with Nvidia Initiatives
• Negative Sentiment: A Reuters-linked report said Chinese AI startup DeepSeek is developing its own inference chip, raising concerns that major AI customers want to reduce reliance on NVIDIA hardware. Perplexity says it plans to use Nvidia’s new CPU
• Negative Sentiment: Another headline said NVIDIA’s next-gen Kyber NVL144 AI rack may be delayed until 2028 due to circuit board/manufacturing issues, which has fueled concerns about product cadence and near-term growth visibility. Nvidia’s next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says
• Negative Sentiment: Additional reports noted DeepSeek’s in-house chip efforts and broader AI chip competition fears, adding to pressure on NVIDIA shares as investors reassess how durable its hardware dominance will be. Nvidia Stock Drops Again as More AI Chip Competition Fears Emerge

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.