Lane Brothers & Co. Inc. Invests $3.53 Million in NVIDIA Corporation $NVDA

Posted by Francis Steltz on Jun 23rd, 2026

Lane Brothers & Co. Inc. purchased a new stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 18,940 shares of the computer hardware maker’s stock, valued at approximately $3,532,000. NVIDIA accounts for 2.6% of Lane Brothers & Co. Inc.’s holdings, making the stock its 11th largest position.

Other hedge funds have also added to or reduced their stakes in the company. Lifetime Wealth Management P.C. bought a new position in shares of NVIDIA during the 4th quarter valued at about $26,000. Longfellow Investment Management Co. LLC increased its stake in NVIDIA by 47.9% during the 2nd 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 in the last quarter. Inspire Investing LLC bought a new stake in NVIDIA during the 4th quarter worth approximately $44,000. AlphaCentric Advisors LLC acquired a new stake in NVIDIA during the 4th quarter worth approximately $45,000. Finally, Spurstone Advisory Services LLC bought a new position in NVIDIA in the second quarter valued at approximately $40,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Insider Transactions at NVIDIA

In other news, Director Mark A. Stevens sold 500,000 shares of the stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $219.83, for a total value of $109,915,000.00. Following the completion of the sale, the director owned 6,399,771 shares of the company’s stock, valued at approximately $1,406,861,658.93. This represents a 7.25% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Stephen C. Neal sold 15,500 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $215.73, for a total transaction of $3,343,815.00. Following the completion of the transaction, the director directly owned 116,135 shares of the company’s stock, valued at $25,053,803.55. This represents a 11.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,016,125 shares of company stock worth $224,582,565 in the last 90 days. Corporate insiders own 3.94% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on NVDA shares. Weiss Ratings reissued a “buy (b)” rating on shares of NVIDIA in a research report on Friday, April 10th. Craig Hallum boosted their price objective on shares of NVIDIA from $245.00 to $275.00 and gave the company a “buy” rating in a research report on Thursday, May 21st. Royal Bank Of Canada set a $280.00 target price on NVIDIA in a report on Thursday, May 21st. Oppenheimer reissued an “outperform” rating and issued a $265.00 price target on shares of NVIDIA in a research note on Thursday, February 26th. Finally, Wells Fargo & Company restated an “overweight” rating and issued a $315.00 price target (up from $265.00) on shares of NVIDIA in a report on Tuesday, May 12th. Three equities research analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Buy” and an average target price of $305.67.

Check Out Our Latest Analysis on NVDA

NVIDIA News Roundup

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%

NVIDIA stock opened at $208.65 on Tuesday. The company has a market cap of $5.05 trillion, a price-to-earnings ratio of 31.95, a P/E/G ratio of 0.47 and a beta of 2.22. The firm has a 50-day moving average of $210.40 and a 200-day moving average of $192.66. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.44 and a quick ratio of 2.85. NVIDIA Corporation has a one year low of $142.03 and a one year high of $236.54.

NVIDIA (NASDAQ:NVDA – Get Free Report) last released its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (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 business had revenue of $81.61 billion for the quarter, compared to the consensus estimate of $78.42 billion. During the same quarter in the previous year, the business earned $0.81 earnings per share. NVIDIA’s quarterly revenue was up 85.2% on a year-over-year basis. On average, equities analysts expect that NVIDIA Corporation will post 8.65 earnings per share for the current fiscal year.

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

NVIDIA Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Thursday, June 4th will be paid a dividend of $0.25 per share. The ex-dividend date is Thursday, June 4th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.5%. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s dividend payout ratio (DPR) is currently 15.31%.

About NVIDIA

(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.