NVIDIA Corporation $NVDA is Hendershot Investments Inc.’s 10th Largest Position

Posted by Brian Himes on Jul 14th, 2026

Hendershot Investments Inc. boosted its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 17.0% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 122,959 shares of the computer hardware maker’s stock after acquiring an additional 17,900 shares during the period. NVIDIA accounts for about 2.9% of Hendershot Investments Inc.’s holdings, making the stock its 10th biggest position. Hendershot Investments Inc.’s holdings in NVIDIA were worth $21,444,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Lifetime Wealth Management P.C. purchased a new position in NVIDIA during the 4th quarter worth $26,000. Longview Financial Advisors Inc. acquired a new position in NVIDIA during the 1st quarter worth approximately $27,000. Longfellow Investment Management Co. LLC raised its stake in shares of 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 buying an additional 67 shares in the last quarter. Spurstone Advisory Services LLC purchased a new position in shares of NVIDIA during the 2nd quarter worth approximately $40,000. Finally, Inspire Investing LLC acquired a new stake in shares of NVIDIA in the 4th quarter valued at approximately $44,000. 65.27% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Commentary from investors and analysts continued to frame NVIDIA as the leader in AI infrastructure, with strong earnings, high margins, and ongoing demand for its chips and full-stack platform. Article Title
Positive Sentiment: Several reports said NVIDIA remains the preferred AI-chip exposure for Wall Street, citing continued AI capex, favorable analyst ratings, and the company’s dominant position versus rivals like AMD and custom-chip efforts. Article Title
Positive Sentiment: Coverage on AI spending suggested demand is still healthy, with TSMC’s strong sales and broader AI buildout trends reinforcing the idea that NVIDIA’s end-market remains resilient. Article Title
Neutral Sentiment: Some articles argued that NVIDIA’s stock has lagged the broader AI trade or that other names such as Broadcom may outperform in the near term, which adds debate but does not change the core long-term thesis. Article Title
Negative Sentiment: Broader tech weakness and profit-taking hit semiconductor stocks, and one article noted investors were trimming exposure to high-growth names, which pressured NVIDIA in the short term. Article Title
Negative Sentiment: Several reports raised questions about whether AI spending is becoming more selective or whether competition from custom chips and rivals could eventually limit NVIDIA’s upside, creating a cautionary tone. Article Title

NVIDIA Trading Down 3.4%

Shares of NVDA opened at $203.69 on Tuesday. NVIDIA Corporation has a fifty-two week low of $162.02 and a fifty-two week high of $236.54. The company has a market capitalization of $4.93 trillion, a PE ratio of 31.19, a price-to-earnings-growth ratio of 0.46 and a beta of 2.21. The stock has a fifty day moving average of $209.57 and a two-hundred day moving average of $194.60. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44.

NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings data 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. The business had revenue of $81.61 billion during the quarter, compared to the consensus estimate of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The business’s revenue for the quarter was up 85.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.81 earnings per share. As a group, analysts forecast that NVIDIA Corporation will post 8.8 EPS for the current year.

NVIDIA announced that its Board of Directors has initiated 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 repurchase up to 1.5% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s management believes its shares are undervalued.

NVIDIA Increases Dividend

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

Insider Activity at NVIDIA

In related news, Director John Dabiri sold 625 shares of NVIDIA stock in a transaction 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 transaction, the director owned 14,163 shares in the company, valued at approximately $3,030,882. This trade represents a 4.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark A. Stevens sold 885,000 shares of the company’s stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $210.17, for a total value of $186,000,450.00. Following the sale, the director owned 5,207,271 shares of the company’s stock, valued at $1,094,412,146.07. This represents a 14.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 1,901,125 shares of company stock worth $410,583,015. 3.94% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages have commented on NVDA. Rothschild & Co Redburn boosted their target price on shares of NVIDIA from $280.00 to $300.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. Citigroup began coverage on shares of NVIDIA in a research report on Wednesday, April 15th. They set a “buy” rating on the stock. Rosenblatt Securities reissued a “buy” rating and set a $325.00 price target on shares of NVIDIA in a research note on Thursday, May 21st. Seaport Research Partners raised their target price on shares of NVIDIA from $140.00 to $180.00 and gave the company a “sell” rating in a report on Thursday, May 21st. Finally, UBS Group upped their price target on shares of NVIDIA from $275.00 to $280.00 and gave the company a “buy” rating in a report on Thursday, May 21st. Two investment 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 stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $303.84.

Get Our Latest Stock Report on NVIDIA

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.