Winthrop Partners WNY LLC Makes New Investment in NVIDIA Corporation $NVDA

Winthrop Partners WNY LLC bought a new stake in shares of NVIDIA Corporation (NASDAQ:NVDA) in the fourth quarter, Holdings Channel reports. The fund bought 4,260 shares of the computer hardware maker’s stock, valued at approximately $794,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Lifetime Wealth Management P.C. purchased a new position in shares of NVIDIA during the 4th quarter valued at $26,000. Longfellow Investment Management Co. LLC increased its holdings in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares during the period. Spurstone Advisory Services LLC purchased a new stake in shares of NVIDIA in the second quarter worth $40,000. Inspire Investing LLC purchased a new stake in shares of NVIDIA in the fourth quarter worth $44,000. Finally, AlphaCentric Advisors LLC bought a new stake in NVIDIA during the fourth quarter valued at $45,000. 65.27% of the stock is currently owned by institutional investors.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA unveiled Halos for Robotics, a full-stack safety system for physical AI that strengthens its position in robotics and autonomous machines by making its platform more useful for partners building real-world AI systems. NVIDIA Announces Halos for Robotics, the Industry’s First Full-Stack Safety System for Physical AI
• Positive Sentiment: The company also highlighted its Vera Rubin supercomputing platform and a growing European deployment base, reinforcing demand for NVIDIA hardware in AI, scientific computing, and research infrastructure. NVIDIA Vera Rubin Delivers World-Class Supercomputers for Science
• Positive Sentiment: New coverage around Fervo Energy’s partnership with NVIDIA and PNNL on a geothermal digital twin suggests NVIDIA is extending its AI stack into clean-energy and industrial simulation use cases, another long-term demand driver for its compute platforms. Fervo Energy to partner with Nvidia, PNNL on geothermal digital twin
• Neutral Sentiment: Several articles argue NVIDIA remains a strong long-term AI winner, citing continued revenue growth and attractive valuation relative to its growth profile; these are supportive but do not provide a fresh near-term catalyst. Nvidia: The $1 Trillion Trade Hiding In Plain Sight
• Neutral Sentiment: On the other hand, some reports note that investors are rotating toward memory chips, infrastructure, and lower-priced semiconductor opportunities, while Kalshi-linked commentary suggests chip prices could soften, which can weigh on NVIDIA sentiment even if it does not change the company’s fundamentals. Nvidia’s stock struggles as Kalshi traders bet chip prices are coming down
• Negative Sentiment: Some market commentary says NVIDIA is being held back by profit-taking and macro uncertainty, including softer risk appetite tied to U.S.-Iran peace-talk headlines and broader worries about whether AI chip pricing has further room to fall. Nvidia Stock: How the Chip Maker Is Trading Today

NVIDIA Trading Down 1.0%

Shares of NVDA stock opened at $208.65 on Tuesday. The company has a quick ratio of 2.85, a current ratio of 3.44 and a debt-to-equity ratio of 0.04. The business has a 50-day moving average price of $210.40 and a two-hundred day moving average price of $192.66. NVIDIA Corporation has a 12-month low of $142.03 and a 12-month high of $236.54. The firm has a market cap of $5.05 trillion, a P/E ratio of 31.95, a price-to-earnings-growth ratio of 0.47 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.76 by $0.11. The firm had revenue of $81.61 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%.The company’s revenue for the quarter was up 85.2% compared to the same quarter last year. During the same period in the prior year, the business earned $0.81 EPS. Equities analysts anticipate that NVIDIA Corporation will post 8.65 EPS for the current fiscal year.

NVIDIA announced that its board has authorized a stock repurchase program on Wednesday, May 20th that allows the company to repurchase $80.00 billion in shares. This repurchase authorization allows the computer hardware maker to repurchase up to 1.5% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s leadership believes its stock is undervalued.

NVIDIA Increases Dividend

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

Insiders Place Their Bets

In other news, Director Stephen C. Neal sold 15,500 shares of the business’s 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 directly owned 116,135 shares in the company, valued at approximately $25,053,803.55. The trade was a 11.77% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director John Dabiri sold 625 shares of the company’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total transaction of $133,750.00. Following the completion of the sale, the director directly owned 14,163 shares of the company’s stock, valued at $3,030,882. This trade represents a 4.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,016,125 shares of company stock valued at $224,582,565 over the last quarter. 3.94% of the stock is owned by corporate insiders.

Analyst Ratings Changes

NVDA has been the subject of several recent analyst reports. Bank of America restated a “buy” rating and set a $350.00 target price (up from $320.00) on shares of NVIDIA in a research report on Thursday, May 21st. Mizuho set a $300.00 price target on NVIDIA in a research report on Thursday, May 21st. TD Cowen reiterated a “buy” rating and set a $275.00 price target (up from $235.00) on shares of NVIDIA in a research report on Friday, May 15th. Cantor Fitzgerald reissued an “overweight” rating and set a $350.00 price objective on shares of NVIDIA in a report on Thursday, May 21st. Finally, Rothschild & Co Redburn upped their price objective on shares of NVIDIA from $280.00 to $300.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $305.67.

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.