NVIDIA Corporation $NVDA Shares Sold by Sarasin & Partners LLP

Posted by Francis Steltz on Aug 17th, 2026

Sarasin & Partners LLP lowered its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 6.8% during the second quarter, Holdings Channel.com reports. The firm owned 4,235,829 shares of the computer hardware maker’s stock after selling 311,030 shares during the period. NVIDIA makes up 9.9% of Sarasin & Partners LLP’s holdings, making the stock its biggest holding. Sarasin & Partners LLP’s holdings in NVIDIA were worth $847,547,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of NVDA. Lifetime Wealth Management P.C. acquired a new position in NVIDIA in the fourth quarter valued at about $26,000. Longview Financial Advisors Inc. acquired a new stake in shares of NVIDIA during the first quarter valued at about $27,000. Longfellow Investment Management Co. LLC increased its position in shares of NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after acquiring an additional 67 shares during the last quarter. Phillip James Consulting Co. purchased a new stake in shares of NVIDIA in the 1st quarter valued at approximately $40,000. Finally, Spurstone Advisory Services LLC purchased a new stake in shares of NVIDIA in the 2nd quarter valued at approximately $40,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: UBS expects another major earnings beat. The firm reiterated a Buy rating and $280 price target, forecasting that NVIDIA could exceed its fiscal second-quarter revenue outlook of $91 billion by several billion dollars as GB300 demand ramps ahead of the Vera Rubin platform. UBS earnings outlook
Positive Sentiment: A proposed $500 billion financing initiative could expand customers’ purchasing capacity. Apollo, BlackRock, Brookfield, Goldman Sachs and other financial firms are discussing capital pools and securitized loans for AI data centers. The structure could support continued GPU deployments and create a secondary market for older NVIDIA systems. NVIDIA GPU financing deal
Positive Sentiment: Demand catalysts continue to broaden. NVIDIA is promoting open-source AI tools, expanding into robotics and physical AI, partnering with former rival Groq, and deepening its networking and infrastructure business. A $2 billion investment in Marvell also highlights efforts to strengthen the broader AI supply chain. NVIDIA open-source AI strategy
Neutral Sentiment: Market volatility appears driven more by liquidity than fundamentals. Asian market circuit breakers and currency-related selling pressured semiconductor shares, but the underlying hyperscaler data-center buildout and long-term AI infrastructure commitments remain intact. Asian market volatility and AI demand
Negative Sentiment: Expectations and valuation leave little room for disappointment. Analysts note that NVIDIA’s strong pre-earnings performance has set a high bar, while critics—including Michael Burry—warn that AI financing may become circular if customers rely heavily on borrowed capital. Concerns also include power, labor and chip-supply bottlenecks, as well as the risk that Chinese developers optimize models for Huawei hardware instead of U.S. GPUs. AI infrastructure bottlenecks

NVIDIA Price Performance

Shares of NVDA opened at $225.16 on Monday. NVIDIA Corporation has a fifty-two week low of $164.07 and a fifty-two week high of $236.54. The firm’s 50 day moving average price is $206.14 and its 200 day moving average price is $198.60. The company has a market cap of $5.45 trillion, a P/E ratio of 34.48, a PEG ratio of 0.44 and a beta of 2.23. The company has a quick ratio of 2.85, a current ratio of 3.44 and a debt-to-equity ratio of 0.04.

NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, beating the consensus estimate of $1.76 by $0.11. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The company had revenue of $81.61 billion during the quarter, compared to analysts’ expectations of $78.42 billion. During the same quarter last year, the company posted $0.81 EPS. The firm’s revenue was up 85.2% compared to the same quarter last year. On average, research analysts forecast that NVIDIA Corporation will post 8.79 earnings per share for the current fiscal year.

NVIDIA declared that its Board of Directors 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 typically an indication that the company’s board believes its stock is 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 paid a $0.25 dividend. The ex-dividend date was Thursday, June 4th. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. This represents a $1.00 annualized dividend and a dividend yield of 0.4%. NVIDIA’s payout ratio is 15.31%.

Insider Activity

In related news, Director Stephen C. Neal sold 15,500 shares of NVIDIA stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total value of $3,343,815.00. Following the completion of the transaction, the director directly owned 116,135 shares in the company, valued at approximately $25,053,803.55. This trade represents a 11.77% 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, Director Mark A. Stevens sold 885,000 shares of the business’s stock in a transaction on 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 transaction, the director directly owned 5,207,271 shares of the company’s stock, valued at $1,094,412,146.07. The trade was 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 have sold 1,901,125 shares of company stock worth $410,583,015. Corporate insiders own 3.94% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on NVDA shares. Morgan Stanley restated an “overweight” rating on shares of NVIDIA in a report on Tuesday, August 11th. JPMorgan Chase & Co. boosted their target price on NVIDIA from $265.00 to $280.00 and gave the company an “overweight” rating in a research report on Thursday, May 21st. Zacks Research upgraded NVIDIA from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Argus raised their price target on NVIDIA from $220.00 to $270.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Finally, Truist Financial lifted their price objective on NVIDIA from $287.00 to $307.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Three equities research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, NVIDIA presently has an average rating of “Buy” and an average price target of $305.94.

View Our Latest Analysis on NVIDIA

NVIDIA Company 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.