Brighton Jones LLC Raises Stock Position in NVIDIA Corporation $NVDA

Posted by Brian Himes on May 12th, 2026

Brighton Jones LLC boosted its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 15.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 543,929 shares of the computer hardware maker’s stock after purchasing an additional 71,035 shares during the period. NVIDIA comprises 3.7% of Brighton Jones LLC’s holdings, making the stock its 4th biggest holding. Brighton Jones LLC’s holdings in NVIDIA were worth $101,443,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the company. Legacy Advisors LLC grew its holdings in NVIDIA by 32.0% during the 4th quarter. Legacy Advisors LLC now owns 58,598 shares of the computer hardware maker’s stock valued at $10,928,000 after purchasing an additional 14,215 shares during the last quarter. DSG Capital Advisors LLC grew its stake in NVIDIA by 1.8% in the 4th quarter. DSG Capital Advisors LLC now owns 117,548 shares of the computer hardware maker’s stock worth $21,987,000 after acquiring an additional 2,114 shares in the last quarter. Able Wealth Management LLC grew its stake in NVIDIA by 31.3% in the 4th quarter. Able Wealth Management LLC now owns 6,976 shares of the computer hardware maker’s stock worth $1,263,000 after acquiring an additional 1,662 shares in the last quarter. Stone Summit Wealth LLC grew its stake in NVIDIA by 9.8% in the 4th quarter. Stone Summit Wealth LLC now owns 2,294 shares of the computer hardware maker’s stock worth $428,000 after acquiring an additional 204 shares in the last quarter. Finally, Richards Merrill & Peterson Inc. grew its stake in NVIDIA by 12.3% in the 4th quarter. Richards Merrill & Peterson Inc. now owns 44,461 shares of the computer hardware maker’s stock worth $8,292,000 after acquiring an additional 4,877 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors.

Insider Activity at NVIDIA

In related news, Director John Dabiri sold 3,004 shares of the stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $184.90, for a total transaction of $555,439.60. Following the completion of the sale, the director owned 14,788 shares of the company’s stock, valued at $2,734,301.20. This represents a 16.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Mark A. Stevens sold 221,682 shares of the stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $173.68, for a total transaction of $38,501,729.76. Following the sale, the director directly owned 7,399,771 shares of the company’s stock, valued at $1,285,192,227.28. The trade was a 2.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 906,336 shares of company stock valued at $162,802,518 over the last three months. Company insiders own 4.17% of the company’s stock.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: NVIDIA remains a key beneficiary of the AI infrastructure boom, with commentary saying its lead in chips is expanding into a broader infrastructure moat and that hyperscalers’ spending should keep driving demand. Nvidia: Moat Is Wider Than The Market Thinks
Positive Sentiment: Analysts and market commentary continue to view NVDA as one of the top semiconductor names to own, reinforcing bullish expectations into earnings. NVIDIA (NVDA): The Best American Semiconductor Stock to Buy According to Analysts
Positive Sentiment: Investor attention is high ahead of NVIDIA’s earnings report, with the stock trading near record levels as traders position for what could be another strong quarter. Why Nvidia stock is beating the broader market today
Positive Sentiment: NVIDIA’s partnership with IREN to accelerate up to 5 gigawatts of AI infrastructure is being cited as evidence that the company is extending its ecosystem beyond chips and into data-center buildout. Why NVIDIA (NVDA) Is Turning Its AI Hardware Lead Into an Infrastructure Moat
Positive Sentiment: Several market pieces frame NVIDIA as a long-term AI winner and a likely beneficiary of continued spending on chips, data centers, and inference workloads. 5 Stocks Positioned to Benefit From the AI Inference Boom
Neutral Sentiment: One note says Alphabet could briefly overtake NVIDIA in market value, which is more of a headline watch item than a direct fundamental concern. Alphabet Is on the Brink of Beating NVIDIA in Market Value: ETFs to Buy
Neutral Sentiment: Short-interest data showed no meaningful short positioning change, so it does not appear to be a real market driver. Short Interest Update
Negative Sentiment: Some articles raise caution that competition is increasing as major cloud customers develop custom AI chips, which could pressure NVIDIA’s margins over time. Nvidia Stock: Reasons For Short-Term Caution Into Earnings
Negative Sentiment: There is also some broader sector warning chatter about semiconductors flashing a technical crash signal, which could weigh on sentiment if risk appetite fades. Semiconductor stocks just printed major crash signal

NVIDIA Price Performance

Shares of NVDA opened at $219.44 on Tuesday. The company has a 50 day moving average price of $188.67 and a 200-day moving average price of $187.18. NVIDIA Corporation has a fifty-two week low of $120.28 and a fifty-two week high of $222.30. The stock has a market capitalization of $5.33 trillion, a PE ratio of 44.78, a PEG ratio of 0.71 and a beta of 2.25. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91.

NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, topping the consensus estimate of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm had revenue of $68.13 billion during the quarter, compared to analysts’ expectations of $65.56 billion. During the same quarter in the prior year, the company earned $0.89 EPS. The company’s revenue was up 73.2% compared to the same quarter last year. Equities analysts predict that NVIDIA Corporation will post 7.78 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th were given a $0.01 dividend. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date of this dividend was Wednesday, March 11th. NVIDIA’s dividend payout ratio is presently 0.82%.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on NVDA. Bank of America upped their target price on shares of NVIDIA from $275.00 to $300.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. DA Davidson restated a “buy” rating and issued a $250.00 target price on shares of NVIDIA in a research note on Monday, February 23rd. BTIG Research began coverage on shares of NVIDIA in a research note on Wednesday, April 15th. They issued a “buy” rating on the stock. Benchmark restated a “buy” rating and issued a $250.00 target price on shares of NVIDIA in a research note on Tuesday, March 31st. Finally, UBS Group restated a “buy” rating on shares of NVIDIA in a research note on Tuesday, March 17th. Four analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $275.25.

View Our Latest Stock Analysis on NVDA

NVIDIA Profile

(Free Report)

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.