Winthrop Advisory Group LLC Raises Stock Position in NVIDIA Corporation $NVDA

Posted by Stanley Muller on Sep 4th, 2026

Winthrop Advisory Group LLC lifted its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 21.3% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 42,201 shares of the computer hardware maker’s stock after buying an additional 7,398 shares during the period. NVIDIA comprises 0.6% of Winthrop Advisory Group LLC’s holdings, making the stock its 19th largest holding. Winthrop Advisory Group LLC’s holdings in NVIDIA were worth $8,444,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in NVDA. Defender Capital LLC. raised its position in NVIDIA by 0.7% during the second quarter. Defender Capital LLC. now owns 7,534 shares of the computer hardware maker’s stock valued at $1,507,000 after purchasing an additional 50 shares during the period. Spectrum Financial Alliance Ltd LLC boosted its holdings in shares of NVIDIA by 3.8% in the 1st quarter. Spectrum Financial Alliance Ltd LLC now owns 1,395 shares of the computer hardware maker’s stock worth $243,000 after purchasing an additional 51 shares during the period. LMG Wealth Partners LLC boosted its holdings in shares of NVIDIA by 0.7% in the 4th quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker’s stock worth $1,427,000 after purchasing an additional 53 shares during the period. Vision Financial Markets LLC increased its position in shares of NVIDIA by 1.2% during the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock valued at $866,000 after purchasing an additional 53 shares during the last quarter. Finally, Penobscot Wealth Management raised its holdings in NVIDIA by 0.7% during the 1st quarter. Penobscot Wealth Management now owns 7,930 shares of the computer hardware maker’s stock valued at $1,383,000 after buying an additional 55 shares during the period. 65.27% of the stock is currently owned by hedge funds and other institutional investors.

NVIDIA Stock Performance

Shares of NVIDIA stock opened at $228.45 on Friday. The company has a quick ratio of 3.85, a current ratio of 4.59 and a debt-to-equity ratio of 0.14. The stock’s fifty day moving average is $209.85 and its two-hundred day moving average is $201.85. NVIDIA Corporation has a 52 week low of $164.07 and a 52 week high of $236.54. The company has a market capitalization of $5.51 trillion, a PE ratio of 28.88, a price-to-earnings-growth ratio of 1.76 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA – Get Free Report) last released its earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share for the quarter, topping the consensus estimate of $2.09 by $0.13. The business had revenue of $96.22 billion during the quarter, compared to the consensus estimate of $92.27 billion. NVIDIA had a return on equity of 96.04% and a net margin of 63.66%.The business’s revenue for the quarter was up 105.9% compared to the same quarter last year. During the same period last year, the company earned $1.05 earnings per share. As a group, analysts expect that NVIDIA Corporation will post 9.1 earnings per share for the current year.

NVIDIA Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Thursday, September 10th will be paid a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend is Thursday, September 10th. NVIDIA’s dividend payout ratio (DPR) is currently 12.64%.

NVIDIA announced that its Board of Directors has authorized a share buyback plan on Wednesday, May 20th that permits the company to buyback $80.00 billion in shares. This buyback authorization permits the computer hardware maker to purchase up to 1.5% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s leadership believes its stock is undervalued.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Hugging Face acquisition: NVIDIA agreed to acquire open-source AI platform Hugging Face for approximately $12.93 billion. The deal could strengthen CUDA adoption, improve developer retention and give NVIDIA a larger role in AI model development and deployment beyond selling chips. Nvidia to buy Hugging Face for nearly $13 billion
Positive Sentiment: Growth outlook remains strong: NVIDIA’s recent quarterly results exceeded expectations, with $96.22 billion in revenue and $2.22 in EPS. Management’s roughly 70% fiscal 2028 revenue-growth outlook was materially above consensus, reducing concerns that AI demand is rapidly decelerating. Nvidia: The Market Is Crazy Not To Push The Stock Higher
Positive Sentiment: Customer spending validation: Dell Technologies’ stronger guidance and expanding AI-server demand reinforced NVIDIA’s view that enterprise and hyperscaler capital expenditures remain elevated. NVIDIA also announced that Lenovo and Acer will launch RTX Spark AI PCs in October, extending its reach into client computing. Nvidia sets October launch for RTX Spark AI PCs
Positive Sentiment: Broader AI ecosystem exposure: Partnerships with Equinix and Together AI on enterprise inference, plus a reported $6 billion GPU deployment connected to humanoid-robotics company Figure, point to additional demand for NVIDIA’s platforms in inference and physical AI. Nvidia lands surprise $6B GPU windfall with Figure
Neutral Sentiment: Strategic execution will be closely watched: The Hugging Face transaction is intended to preserve an open developer ecosystem, but NVIDIA must integrate the platform without undermining its neutrality or causing developers to migrate elsewhere. The acquisition also comes as cloud providers continue developing custom AI chips.
Negative Sentiment: Margin pressure: Rising memory and networking costs are expected to weigh on gross margins, even though they reflect supply constraints and strong demand. Investors are monitoring whether NVIDIA can maintain profitability above 70%. Memory Costs Rise: Can NVIDIA Protect Its 70% Gross Margin?
Negative Sentiment: Insider selling and policy risks: Executives and directors recently sold shares, including a Rule 10b5-1 sale by EVP Timothy Teter. Possible U.S. semiconductor tariffs and elevated interest rates remain additional risks to valuation and global supply chains.

Analysts Set New Price Targets

Several research analysts have commented on NVDA shares. Phillip Securities lifted their price objective on shares of NVIDIA from $285.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday. Oppenheimer set a $315.00 target price on shares of NVIDIA and gave the company an “outperform” rating in a research note on Thursday, August 27th. Bank of America restated a “buy” rating and issued a $350.00 target price (up from $320.00) on shares of NVIDIA in a report on Thursday, May 21st. DA Davidson reaffirmed a “buy” rating and set a $300.00 price target on shares of NVIDIA in a research note on Thursday, August 27th. Finally, KGI Securities upped their price target on shares of NVIDIA from $335.00 to $345.00 in a report on Thursday, August 27th. Two equities research analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, NVIDIA presently has a consensus rating of “Moderate Buy” and a consensus target price of $324.23.

Check Out Our Latest Stock Analysis on NVIDIA

Insider Transactions at NVIDIA

In other NVIDIA news, Director Mark Stevens sold 63,501 shares of the business’s stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $220.06, for a total value of $13,974,030.06. Following the completion of the sale, the director directly owned 4,558,770 shares of the company’s stock, valued at $1,003,202,926.20. The trade was a 1.37% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Timothy S. Teter sold 30,000 shares of the company’s stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $217.88, for a total transaction of $6,536,400.00. Following the completion of the transaction, the executive vice president owned 2,687,660 shares in the company, valued at $585,587,360.80. This represents a 1.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,563,501 shares of company stock valued at $335,380,530 in the last quarter. 3.94% of the stock is currently owned by company insiders.

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.