TriaGen Wealth Management LLC Purchases 9,412 Shares of NVIDIA Corporation $NVDA

TriaGen Wealth Management LLC increased its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 23.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 49,597 shares of the computer hardware maker’s stock after purchasing an additional 9,412 shares during the period. NVIDIA accounts for approximately 2.5% of TriaGen Wealth Management LLC’s portfolio, making the stock its 9th largest position. TriaGen Wealth Management LLC’s holdings in NVIDIA were worth $9,924,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the business. Lifetime Wealth Management P.C. acquired a new stake in shares of NVIDIA during the 4th quarter worth about $26,000. Longview Financial Advisors Inc. acquired a new position in NVIDIA in the first quarter valued at approximately $27,000. Longfellow Investment Management Co. LLC boosted its holdings in NVIDIA by 47.9% in 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 in the last quarter. Phillip James Consulting Co. purchased a new position in NVIDIA in the first quarter valued at approximately $40,000. Finally, Spurstone Advisory Services LLC purchased a new position in NVIDIA in the second quarter valued at approximately $40,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

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 price objective (up from $320.00) on shares of NVIDIA in a research report on Thursday, May 21st. Wolfe Research reissued an “outperform” rating and issued a $275.00 price target on shares of NVIDIA in a research report on Thursday, May 21st. Tigress Financial restated a “strong-buy” rating and issued a $425.00 price objective (up from $360.00) on shares of NVIDIA in a research note on Wednesday, May 27th. JPMorgan Chase & Co. raised their price objective on NVIDIA from $280.00 to $320.00 and gave the stock an “overweight” rating in a report on Thursday, August 27th. Finally, Mizuho set a $315.00 target price on NVIDIA and gave the stock an “outperform” rating in a research report on Thursday, August 27th. Two analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $324.83.

NVIDIA Stock Down 2.0%

Shares of NASDAQ:NVDA opened at $225.73 on Wednesday. NVIDIA Corporation has a 1-year low of $164.27 and a 1-year high of $236.54. The company has a debt-to-equity ratio of 0.14, a current ratio of 4.59 and a quick ratio of 3.85. The stock has a market cap of $5.44 trillion, a P/E ratio of 28.54, a P/E/G ratio of 1.81 and a beta of 2.22. The firm has a fifty day moving average price of $211.83 and a 200 day moving average price of $202.77.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.13. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The company had revenue of $96.22 billion for the quarter, compared to analyst estimates of $92.27 billion. During the same period in the previous year, the business posted $1.05 earnings per share. NVIDIA’s quarterly revenue was up 105.9% on a year-over-year basis. Sell-side analysts predict that NVIDIA Corporation will post 9.1 EPS for the current year.

NVIDIA Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Thursday, September 10th will be given a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.4%. The ex-dividend date is Thursday, September 10th. NVIDIA’s payout ratio is 12.64%.

NVIDIA declared that its Board of Directors has approved a share buyback program on Wednesday, May 20th that permits the company to buyback $80.00 billion in shares. This buyback authorization permits the computer hardware maker to buy up to 1.5% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s board believes its shares are undervalued.

Insider Activity at NVIDIA

In other news, Director Mark A. Stevens sold 622,239 shares of the business’s stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $231.62, for a total value of $144,122,997.18. Following the transaction, the director owned 2,336,531 shares of the company’s stock, valued at approximately $541,187,310.22. The trade was a 21.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Timothy S. Teter sold 30,000 shares of the company’s stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $217.88, for a total value of $6,536,400.00. Following the sale, the executive vice president owned 2,687,660 shares of the company’s stock, valued at $585,587,360.80. This trade represents a 1.10% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 2,585,740 shares of company stock valued at $571,015,527. 3.94% of the stock is owned by company insiders.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA continues to benefit from exceptional AI infrastructure demand. Recent analysis highlighted $96.2 billion in quarterly revenue, 106% year-over-year growth, strong data-center momentum and management’s expectation for approximately 70% revenue growth in fiscal 2028. Blackwell, networking and the upcoming Vera Rubin platform provide additional product catalysts. Nvidia’s Earnings Staircase Keeps The Momentum Rolling
• Positive Sentiment: CEO Jensen Huang reinforced the investment case by describing NVIDIA’s computing hardware as durable, rentable and capable of generating revenue for customers even as chips age. Continued rental demand for older H100 systems supports the resale and utilization value of NVIDIA’s installed base. Jensen Huang Calls Nvidia Chips a Revenue-Generating Asset
• Positive Sentiment: Customer and ecosystem news remains supportive: NVIDIA-backed Firmus signed a multiyear computing-capacity agreement with OpenAI, while Quantum Cyber announced an eight-GPU NVIDIA A100 cluster for autonomous defense and drone applications. These announcements indicate expanding use of NVIDIA hardware beyond traditional hyperscale deployments. Nvidia-backed Firmus Signs Deal With OpenAI
• Neutral Sentiment: NVIDIA’s approximately $12.9 billion acquisition of Hugging Face is viewed as a way to deepen its software and developer ecosystem, but investors are watching whether the open-source community embraces the platform under NVIDIA ownership and whether the deal produces adequate returns.
• Neutral Sentiment: Supplier activity points to sustained demand but also rising execution and financing requirements. Wistron announced a $1.5 billion share sale to fund materials and capacity, illustrating the capital intensity of the AI-server buildout without directly changing NVIDIA’s earnings outlook.
• Negative Sentiment: Director Mark Stevens sold 1,022,239 NVIDIA shares for approximately $235.6 million across September 3–4, reducing his direct ownership by roughly one-third across the reported transactions. Although insider sales do not necessarily signal deteriorating fundamentals, the size of the sales can weigh on sentiment.
• Negative Sentiment: The stock’s pullback reflects profit-taking after three sessions of gains and weaker risk appetite linked to higher oil prices and renewed Middle East tensions. Investors also continue to debate competition from custom AI chips, data-center opposition, customer concentration and whether AI spending can justify NVIDIA’s multitrillion-dollar valuation.

NVIDIA Company Profile

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company’s offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.