Vaquero Private Wealth Ltd. Invests $7.30 Million in NVIDIA Corporation $NVDA

Posted by Brenda Bartman on Sep 5th, 2026

Vaquero Private Wealth Ltd. bought a new position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 36,501 shares of the computer hardware maker’s stock, valued at approximately $7,304,000. NVIDIA comprises about 1.5% of Vaquero Private Wealth Ltd.’s portfolio, making the stock its 17th biggest position.

Several other hedge funds have also modified their holdings of NVDA. Good Harbor Advisors Inc. boosted its position in shares of NVIDIA by 18.1% in the 2nd quarter. Good Harbor Advisors Inc. now owns 3,193 shares of the computer hardware maker’s stock valued at $639,000 after purchasing an additional 490 shares during the period. Cypress Point Wealth Management LLC raised its holdings in NVIDIA by 22.3% during the 2nd quarter. Cypress Point Wealth Management LLC now owns 20,136 shares of the computer hardware maker’s stock worth $4,029,000 after buying an additional 3,671 shares during the period. Madrona Financial Services LLC lifted its stake in NVIDIA by 4.4% during the second quarter. Madrona Financial Services LLC now owns 20,705 shares of the computer hardware maker’s stock valued at $4,143,000 after buying an additional 876 shares in the last quarter. Nova R Wealth Inc. lifted its stake in NVIDIA by 2.7% during the second quarter. Nova R Wealth Inc. now owns 13,181 shares of the computer hardware maker’s stock valued at $2,637,000 after buying an additional 346 shares in the last quarter. Finally, LifeSteps Financial Inc. boosted its holdings in shares of NVIDIA by 3.8% in the second quarter. LifeSteps Financial Inc. now owns 50,647 shares of the computer hardware maker’s stock worth $10,134,000 after buying an additional 1,852 shares during the period. 65.27% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

NVDA has been the topic of several analyst reports. Wedbush lifted their target price on shares of NVIDIA from $330.00 to $345.00 and gave the stock an “outperform” rating in a research report on Thursday, August 27th. Benchmark restated a “buy” rating and issued a $335.00 price target on shares of NVIDIA in a research report on Thursday, August 27th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of NVIDIA in a research note on Monday. DA Davidson reissued a “buy” rating and set a $300.00 target price on shares of NVIDIA in a research note on Thursday, August 27th. Finally, Jefferies Financial Group reissued a “buy” rating on shares of NVIDIA in a research note on Wednesday, August 26th. Two research analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $324.83.

Read Our Latest Stock Analysis on NVDA

NVIDIA Price Performance

NASDAQ NVDA opened at $230.36 on Friday. The company has a debt-to-equity ratio of 0.14, a current ratio of 4.59 and a quick ratio of 3.85. The firm has a market capitalization of $5.55 trillion, a price-to-earnings ratio of 29.12, a price-to-earnings-growth ratio of 1.79 and a beta of 2.22. The company has a 50 day simple moving average of $210.61 and a 200-day simple moving average of $202.05. NVIDIA Corporation has a 52-week low of $164.07 and a 52-week high of $236.54.

NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.13. The firm had revenue of $96.22 billion for the quarter, compared to the consensus estimate of $92.27 billion. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The firm’s revenue was up 105.9% on a year-over-year basis. During the same period in the previous year, the firm posted $1.05 earnings per share. Equities research analysts predict that NVIDIA Corporation will post 9.1 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

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

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

Insider Buying and Selling at NVIDIA

In related news, Director Mark A. Stevens sold 885,000 shares of the 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 completion of the sale, the director directly owned 5,207,271 shares in the company, 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 legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Timothy S. Teter sold 30,000 shares of NVIDIA stock in a transaction on Monday, August 31st. The shares were sold at an average price of $217.88, for a total value of $6,536,400.00. Following the sale, the executive vice president directly owned 2,687,660 shares of the company’s stock, valued at approximately $585,587,360.80. The trade was a 1.10% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 1,563,501 shares of company stock worth $335,380,530. 3.94% of the stock is currently owned by corporate insiders.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Hugging Face expands NVIDIA’s AI ecosystem: The acquisition gives NVIDIA access to Hugging Face’s open-source platform, which hosts millions of models, applications and datasets used by more than 18 million developers. Investors view the deal as a way to deepen CUDA adoption, strengthen NVIDIA’s software moat and position the company as an AI platform provider rather than solely a chip supplier. Management says Hugging Face will remain open to the broader AI ecosystem. Why NVIDIA’s defensive move to acquire Hugging Face is about much more than chips
Positive Sentiment: New consumer AI revenue channel: Lenovo and Acer are expected to launch Windows PCs powered by NVIDIA’s RTX Spark chip in October. Local AI processing could expand NVIDIA’s addressable market while reducing reliance on cloud data centers. HP also announced new OmniBook PCs using RTX Spark technology. NVIDIA sets October launch for RTX Spark AI PCs
Positive Sentiment: Analyst support and demand remain strong: Needham and Rosenblatt reaffirmed Buy ratings with price targets of $300 and $390, respectively. Recent earnings showed revenue growth above 100%, a 63.7% net margin and results ahead of consensus, while management’s long-term outlook continues to imply robust AI infrastructure spending. NVIDIA’s equity investments in companies such as OpenAI, CoreWeave and Nebius have also grown substantially, reinforcing its influence across the AI supply chain. NVIDIA has built a $99 billion equity portfolio
Neutral Sentiment: Competitive and valuation considerations: NVIDIA remains dominant, but AMD, Broadcom and Intel are pursuing AI and server opportunities. Rising memory and optical-networking costs could pressure gross margins even if they confirm that demand exceeds supply.
Negative Sentiment: Insider selling adds a cautionary signal: Director Mark Stevens sold roughly 648,500 shares in two transactions, while EVP Timothy Teter sold 30,000 shares. The sales were disclosed under planned transactions and represent small portions of their remaining holdings, limiting their significance but potentially weighing on sentiment.

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.