Strategic Investment Solutions Inc. IL boosted its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 34.7% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 24,566 shares of the computer hardware maker’s stock after buying an additional 6,330 shares during the period. NVIDIA accounts for approximately 1.1% of Strategic Investment Solutions Inc. IL’s holdings, making the stock its 21st biggest holding. Strategic Investment Solutions Inc. IL’s holdings in NVIDIA were worth $4,916,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Lifetime Wealth Management P.C. bought a new position in NVIDIA during the fourth quarter worth $26,000. Longview Financial Advisors Inc. bought a new stake in NVIDIA during the first quarter valued at $27,000. Longfellow Investment Management Co. LLC increased its stake in 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 purchasing an additional 67 shares during the last quarter. Phillip James Consulting Co. acquired a new stake in shares of NVIDIA during the first quarter worth $40,000. Finally, Spurstone Advisory Services LLC acquired a new position in shares of NVIDIA in the 2nd quarter valued at about $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: NVIDIA will provide up to $105 billion in financing and credit support for an OpenAI data center campus in Ohio. SB Energy will build and operate the site, while OpenAI has signed a 20-year lease. The project is expected to support approximately 8 gigawatts of NVIDIA-powered computing capacity, creating a potentially significant source of future GPU, networking and systems demand. Nvidia backs financing for OpenAI data center in Ohio
- Positive Sentiment: NVIDIA is also investing $1.5 billion in SB Energy and will be the exclusive AI-compute provider for the Ohio campus. The arrangement strengthens NVIDIA’s role in developing the power, land and data-center infrastructure needed to sell complete AI systems, rather than chips alone. Nvidia investing $1.5B in SoftBank data center developer
- Positive Sentiment: Wall Street executives continue to describe AI infrastructure as constrained by power and computing capacity—not capital. BlackRock’s Larry Fink estimates the U.S. alone may need more than 70 gigawatts of power for AI, reinforcing the long-term demand outlook for NVIDIA’s platforms. BlackRock’s Larry Fink discusses AI power demand
- Positive Sentiment: NVIDIA’s Spectrum-X co-packaged-optics switches have entered mass production, adding another potential growth driver as data-center operators expand high-speed networking capacity. Analysts also expect strong results at the company’s August 26 earnings report. Nvidia Spectrum-X switches enter mass production
- Neutral Sentiment: The financing strategy is attracting substantial institutional support, but individual fund managers remain divided: some increased NVIDIA positions while others sold shares or bought puts. This signals continued disagreement over how much future AI growth is already reflected in the valuation. Billionaires’ differing NVIDIA trades
- Negative Sentiment: Investors are questioning the risk of NVIDIA financing data centers that are expected to purchase NVIDIA equipment. Critics characterize this as a circular financing structure that could increase credit exposure and make reported AI demand harder to evaluate. The stock’s elevated valuation leaves less room for execution disappointments. NVIDIA’s circular financing structure
NVIDIA Stock Performance
NVIDIA (NASDAQ:NVDA – Get Free Report) last issued its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to analyst estimates of $78.42 billion. During the same period in the prior year, the company posted $0.81 EPS. The business’s revenue for the quarter was up 85.2% compared to the same quarter last year. On average, analysts predict that NVIDIA Corporation will post 8.79 earnings per share for the current year.
NVIDIA Increases Dividend
The firm also recently declared 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 of this dividend was Thursday, June 4th. This is a positive change 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 dividend payout ratio (DPR) is currently 15.31%.
NVIDIA declared that its board 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 usually a sign that the company’s board of directors believes its stock is undervalued.
Wall Street Analysts Forecast Growth
Several equities research analysts recently weighed in on NVDA shares. TD Cowen reiterated a “buy” rating and set a $275.00 price objective (up from $235.00) on shares of NVIDIA in a research note on Friday, May 15th. President Capital upped their target price on NVIDIA from $280.00 to $295.00 and gave the company a “buy” rating in a report on Thursday, May 21st. BNP Paribas Exane increased their price target on NVIDIA from $270.00 to $285.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Wolfe Research reissued an “outperform” rating and issued a $275.00 price target on shares of NVIDIA in a report on Thursday, May 21st. Finally, Susquehanna restated a “positive” rating and set a $275.00 price objective (up from $250.00) on shares of NVIDIA in a research report on Tuesday, May 12th. Three analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $305.94.
View Our Latest Stock Analysis on NVDA
Insider Transactions at NVIDIA
In other news, Director Mark A. Stevens sold 885,000 shares of the firm’s stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $210.17, for a total transaction of $186,000,450.00. Following the transaction, the director directly owned 5,207,271 shares of the company’s stock, valued at approximately $1,094,412,146.07. This trade represents a 14.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director John Dabiri sold 625 shares of NVIDIA stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total transaction of $133,750.00. Following the sale, the director owned 14,163 shares in the company, valued at approximately $3,030,882. This represents a 4.23% 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 1,901,125 shares of company stock valued at $410,583,015. 3.94% of the stock is currently owned by corporate insiders.
NVIDIA Company Profile
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.
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