NVIDIA Corporation $NVDA Stock: Weaver Consulting Group Cuts Stake

Weaver Consulting Group trimmed its position in NVIDIA Corporation (NASDAQ:NVDA) by 57.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,803 shares of the computer hardware maker’s stock after selling 40,914 shares during the quarter. NVIDIA comprises approximately 1.4% of Weaver Consulting Group’s holdings, making the stock its 19th biggest position. Weaver Consulting Group’s holdings in NVIDIA were worth $7,035,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Retirement Wealth Solutions LLC lifted its position in shares of NVIDIA by 1.2% in the second quarter. Retirement Wealth Solutions LLC now owns 4,121 shares of the computer hardware maker’s stock valued at $825,000 after acquiring an additional 47 shares in the last quarter. LightSquare Wealth Management LLC grew its position in shares of NVIDIA by 0.3% during the second quarter. LightSquare Wealth Management LLC now owns 18,695 shares of the computer hardware maker’s stock worth $3,741,000 after purchasing an additional 49 shares in the last quarter. Defender Capital LLC. raised its stake in NVIDIA by 0.7% during the 2nd quarter. Defender Capital LLC. now owns 7,534 shares of the computer hardware maker’s stock valued at $1,507,000 after purchasing an additional 50 shares during the period. Kooman & Associates raised its stake in NVIDIA by 0.6% during the 2nd quarter. Kooman & Associates now owns 8,464 shares of the computer hardware maker’s stock valued at $1,694,000 after purchasing an additional 50 shares during the period. Finally, Roof Eidam Maycock Peralta LLC lifted its holdings in NVIDIA by 0.3% in the 2nd quarter. Roof Eidam Maycock Peralta LLC now owns 18,827 shares of the computer hardware maker’s stock worth $3,767,000 after purchasing an additional 50 shares in the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

NVDA has been the subject of several recent analyst reports. Melius Research set a $420.00 price target on NVIDIA in a research note on Thursday, August 27th. Phillip Securities lifted their price objective on shares of NVIDIA from $285.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, August 31st. KGI Securities boosted their target price on shares of NVIDIA from $335.00 to $345.00 in a report on Thursday, August 27th. BMO Capital Markets set a $340.00 target price on shares of NVIDIA and gave the stock an “outperform” rating in a research report on Thursday, August 20th. Finally, Stifel Nicolaus set a $315.00 target price on shares of NVIDIA in a research report on Thursday, August 27th. Five investment analysts have rated the stock with a Strong Buy rating, forty-nine have given a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, NVIDIA presently has a consensus rating of “Buy” and a consensus price target of $321.47.

NVIDIA Stock Up 0.9%

NVDA stock opened at $217.94 on Wednesday. NVIDIA Corporation has a 52 week low of $164.27 and a 52 week high of $243.37. The company has a fifty day simple moving average of $222.15 and a two-hundred day simple moving average of $203.85. The firm has a market capitalization of $5.25 trillion, a P/E ratio of 27.55 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA) last posted its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, topping analysts’ consensus estimates of $2.09 by $0.13. The business had revenue of $96.22 billion during the quarter, compared to the consensus estimate of $92.27 billion. The business’s quarterly revenue was up 105.9% on a year-over-year basis. During the same quarter last year, the firm earned $1.05 earnings per share. As a group, analysts anticipate that NVIDIA Corporation will post 9.30 EPS for the current year.

NVIDIA Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, October 1st. Investors of record on Thursday, September 10th were given a $0.25 dividend. The ex-dividend date was Thursday, September 10th. This represents a $1.00 annualized dividend and a yield of 0.5%. NVIDIA’s dividend payout ratio (DPR) is currently 12.64%.

NVIDIA declared that its board has authorized a stock buyback plan on Monday, September 28th that authorizes the company to buy back $150 billion in outstanding shares. This buyback authorization authorizes the computer hardware maker to buy up to 2.8% of its stock through open market purchases. Share buyback plans are generally an indication that the company’s management believes its shares are undervalued.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA plans to invest $3 billion in Meta’s equity offering while expanding collaboration on Meta’s Muse AI models. Meta also intends to deploy more NVIDIA Vera Rubin systems, Vera CPUs, Spectrum-X networking and BlueField-4 technology. The deal strengthens NVIDIA’s relationship with one of its largest customers and could support future infrastructure sales. Nvidia to invest $3 billion in Meta as tech giants deepen AI partnership
• Positive Sentiment: Oracle and NVIDIA expanded the availability of Vera Rubin NVL72 systems and Vera CPUs on Oracle Cloud Infrastructure, with additional Rubin systems planned. Broader cloud availability may accelerate customer adoption and reinforce NVIDIA’s position in AI training and inference. NVIDIA and Oracle Expand NVIDIA Vera Rubin
• Positive Sentiment: Anthropic’s IPO filing disclosed large, long-term computing commitments with Amazon, Alphabet and other providers. The spending supports the broader AI infrastructure market, where NVIDIA remains a major merchant-GPU supplier, although some demand may be served by custom chips. Anthropic’s IPO Filing Reveals a Massive Opportunity for AI Infrastructure Giants
• Positive Sentiment: Partners including CoreWeave, NTT DATA and Schneider Electric continue expanding data-center and AI-factory deployments using NVIDIA systems, providing additional evidence of sustained demand across cloud, enterprise and industrial applications. NVIDIA Omniverse DSX Blueprint AI Factory Pilot
• Neutral Sentiment: Analysts and investors continue to debate NVIDIA’s valuation after its pullback from the record high. Strong revenue growth and high profitability support the long-term case, but expectations remain elevated.
• Negative Sentiment: Anthropic’s filing highlights its ability to use multiple AI-chip providers. A broader multichip strategy could weaken NVIDIA’s pricing power over time, particularly as custom accelerators from hyperscalers and Broadcom gain traction. Anthropic’s worst nightmare may be lurking inside Anthropic’s IPO filing
• Negative Sentiment: NVIDIA’s China AI-chip shipments reportedly fell 44% in the first half of 2026 as Huawei gains ground and supply constraints complicate deliveries. Export restrictions and geopolitical risk remain meaningful headwinds.
• Negative Sentiment: Potentially higher advanced-packaging and wafer costs at TSMC could pressure NVIDIA’s margins, while tighter credit markets may slow data-center construction and reduce GPU orders from financially weaker operators.

Insider Buying and Selling

In other NVIDIA news, Director Mark 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 transaction of $144,122,997.18. Following the sale, the director directly owned 2,336,531 shares of the company’s stock, valued at $541,187,310.22. The trade was a 21.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Colette Kress sold 34,918 shares of the business’s stock in a transaction that occurred on Thursday, September 17th. The stock was sold at an average price of $219.05, for a total value of $7,648,787.90. Following the sale, the chief financial officer directly owned 765,103 shares in the company, valued at $167,595,812.15. The trade was a 4.36% decrease in their ownership of the stock. 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 quarter, insiders sold 1,766,118 shares of company stock worth $399,450,353. Corporate insiders own 3.94% of the company’s stock.

About NVIDIA

NVIDIA Corporation (NASDAQ: NVDA) is a technology company that designs graphics processing units (GPUs), accelerated computing platforms, networking products and related software. Its technologies support artificial intelligence, machine learning, scientific computing, data analytics, professional visualization and computer graphics.

The company’s products include GeForce GPUs for gaming and personal computing, data center GPUs and systems for AI and high-performance computing, and networking solutions used to connect and manage large-scale computing infrastructure.