Folger Nolan Fleming Douglas Capital Management Inc. Buys 5,000 Shares of NVIDIA Corporation $NVDA

Folger Nolan Fleming Douglas Capital Management Inc. increased its stake in NVIDIA Corporation (NASDAQ:NVDA) by 8.2% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 66,097 shares of the computer hardware maker’s stock after purchasing an additional 5,000 shares during the quarter. NVIDIA makes up approximately 1.0% of Folger Nolan Fleming Douglas Capital Management Inc.’s investment portfolio, making the stock its 27th largest position. Folger Nolan Fleming Douglas Capital Management Inc.’s holdings in NVIDIA were worth $11,527,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in NVDA. Diversified Enterprises LLC raised its position in shares of NVIDIA by 44.2% in the fourth quarter. Diversified Enterprises LLC now owns 127,604 shares of the computer hardware maker’s stock valued at $23,798,000 after buying an additional 39,129 shares in the last quarter. ASR Vermogensbeheer N.V. increased its stake in NVIDIA by 1.8% during the 4th quarter. ASR Vermogensbeheer N.V. now owns 3,169,377 shares of the computer hardware maker’s stock worth $591,086,000 after acquiring an additional 54,877 shares during the period. PMG Family Office LLC acquired a new position in NVIDIA in the 3rd quarter valued at $2,150,000. Storen Legacy Partners LLC bought a new stake in NVIDIA during the fourth quarter worth about $1,350,000. Finally, Weaver Capital Management LLC lifted its position in NVIDIA by 5.5% during the fourth quarter. Weaver Capital Management LLC now owns 85,216 shares of the computer hardware maker’s stock worth $15,893,000 after purchasing an additional 4,439 shares during the period. 65.27% of the stock is owned by institutional investors.

NVIDIA Stock Performance

NASDAQ NVDA opened at $196.93 on Wednesday. The company has a market capitalization of $4.77 trillion, a price-to-earnings ratio of 30.16, a PEG ratio of 0.43 and a beta of 2.21. The company has a quick ratio of 2.85, a current ratio of 3.44 and a debt-to-equity ratio of 0.04. NVIDIA Corporation has a twelve month low of $158.39 and a twelve month high of $236.54. The stock has a fifty day simple moving average of $209.91 and a 200 day simple moving average of $193.94.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, beating analysts’ consensus estimates of $1.76 by $0.11. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The firm had revenue of $81.61 billion for the quarter, compared to analyst estimates of $78.42 billion. During the same quarter in the previous year, the company posted $0.81 EPS. The business’s revenue was up 85.2% on a year-over-year basis. Sell-side analysts expect that NVIDIA Corporation will post 8.69 EPS for the current year.

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

NVIDIA Increases Dividend

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

Insider Activity

In other news, Director Stephen C. Neal sold 15,500 shares of the business’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total value of $3,343,815.00. Following the transaction, the director directly owned 116,135 shares of the company’s stock, valued at $25,053,803.55. The trade was a 11.77% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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 value of $133,750.00. Following the sale, the director directly 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. In the last three months, insiders have sold 1,901,125 shares of company stock valued at $410,583,015. 3.94% of the stock is currently owned by insiders.

Key Stories Impacting 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

Analysts Set New Price Targets

Several equities analysts have recently issued reports on NVDA shares. Argus lifted their price target on NVIDIA from $220.00 to $270.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. BTIG Research started coverage on shares of NVIDIA in a research note on Wednesday, April 15th. They issued a “buy” rating on the stock. DZ Bank reissued a “buy” rating on shares of NVIDIA in a research note on Thursday, May 21st. Zacks Research lowered shares of NVIDIA from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 21st. Finally, Bank of America reiterated a “buy” rating and set a $350.00 price target (up from $320.00) on shares of NVIDIA in a report on Thursday, May 21st. Three equities research analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $303.84.

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.