NVIDIA Corporation $NVDA Shares Newly Acquired by Kirkwood Financial Services

Posted by Brenda Bartman on Oct 23rd, 2026

Kirkwood Financial Services acquired a new position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 4,317 shares of the computer hardware maker’s stock, valued at approximately $864,000. NVIDIA accounts for approximately 0.2% of Kirkwood Financial Services’ holdings, making the stock its 19th biggest holding.

A number of other large investors have also recently made changes to their positions in the stock. Tobias Financial Advisors Inc. grew its stake in shares of NVIDIA by 50.0% during the 2nd quarter. Tobias Financial Advisors Inc. now owns 29,786 shares of the computer hardware maker’s stock valued at $5,960,000 after acquiring an additional 9,924 shares during the period. Groupe la Francaise raised its stake in NVIDIA by 4.3% during the 2nd quarter. Groupe la Francaise now owns 2,618,791 shares of the computer hardware maker’s stock worth $520,898,000 after acquiring an additional 107,074 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in NVIDIA during the 2nd quarter worth approximately $1,036,586,000. Financial Insights Inc. lifted its holdings in NVIDIA by 1.3% during the second quarter. Financial Insights Inc. now owns 16,681 shares of the computer hardware maker’s stock valued at $3,338,000 after purchasing an additional 219 shares in the last quarter. Finally, Serenity Investment Advisors lifted its holdings in NVIDIA by 1.3% during the second quarter. Serenity Investment Advisors now owns 8,897 shares of the computer hardware maker’s stock valued at $1,929,000 after purchasing an additional 116 shares in the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts have weighed in on NVDA shares. Phillip Securities upped their price target on shares of NVIDIA from $285.00 to $300.00 and gave the stock a “buy” rating in a research report on Monday, August 31st. KGI Securities lifted their target price on shares of NVIDIA from $335.00 to $345.00 in a research note on Thursday, August 27th. President Capital lifted their target price on shares of NVIDIA from $295.00 to $330.00 in a research note on Thursday, August 27th. DA Davidson reaffirmed a “buy” rating and issued a $300.00 target price on shares of NVIDIA in a report on Thursday, August 27th. Finally, Rothschild & Co Redburn increased their price target on NVIDIA from $300.00 to $325.00 in a research note on Thursday, August 27th. Five investment analysts have rated the stock with a Strong Buy rating, forty-nine have issued a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, NVIDIA presently has a consensus rating of “Buy” and a consensus price target of $321.47.

Get Our Latest Research Report on NVIDIA

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: AI infrastructure demand remains robust. CEO Jensen Huang said neocloud demand is “off the charts,” while Super Micro’s significantly higher revenue outlook and SpaceX’s plans to add substantial computing capacity provided evidence that customers continue expanding AI infrastructure. Nvidia CEO Jensen Huang says neocloud demand is off the charts but capital is scarce
Positive Sentiment: GTC Berlin expanded NVIDIA’s addressable market. The company introduced DSX POD modular Vera Rubin AI factories, designed to reduce deployment timelines from roughly six months to as little as 14 days. Its DSX platform also targets up to 30% lower power consumption and near-zero cooling-water usage, potentially easing customers’ power and permitting constraints. NVIDIA introduces DSX POD AI factories
Positive Sentiment: Platform expansion supports the long-term bull case. New partnerships involving AI-agent security, robotics, autonomous vehicles, telecom networks, quantum-computing interfaces and industrial AI reinforce NVIDIA’s strategy of selling a broader full-stack computing ecosystem rather than only GPUs.
Neutral Sentiment: Quantum news is strategically relevant but not yet a material earnings driver. Quantum X Labs reported improved error-correction results using NVIDIA CUDA-Q, illustrating ecosystem adoption, although the announcement does not provide meaningful near-term revenue information for NVIDIA.
Negative Sentiment: Investors are questioning AI-spending sustainability and financing. Concerns that hyperscalers, neoclouds and other customers may struggle to fund massive data-center buildouts are weighing on the entire AI trade. Rising-rate risk adds pressure to high-growth technology valuations.
Negative Sentiment: Semiconductor-sector pressure compounded the decline. Chip stocks weakened after Lam Research cited supply-chain constraints, while broader technology indexes also fell. NVIDIA’s high valuation and upcoming earnings raise the risk of a “sell-the-news” reaction even if results exceed expectations.

NVIDIA Trading Down 4.4%

NVDA stock opened at $212.21 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. NVIDIA Corporation has a 1-year low of $164.27 and a 1-year high of $243.37. The business has a 50 day simple moving average of $222.86 and a two-hundred day simple moving average of $212.57. The company has a market capitalization of $5.11 trillion, a price-to-earnings ratio of 26.83, a PEG ratio of 1.71 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA – Get Free Report) last released its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.09 by $0.13. The firm had revenue of $96.22 billion for the quarter, compared to analysts’ expectations of $92.27 billion. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The company’s revenue for the quarter was up 105.9% compared to the same quarter last year. During the same quarter last year, the business posted $1.05 earnings per share. Research analysts anticipate that NVIDIA Corporation will post 9.30 EPS for the current fiscal year.

NVIDIA Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, October 1st. Shareholders of record on Thursday, September 10th were issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Thursday, September 10th. NVIDIA’s payout ratio is currently 12.64%.

NVIDIA declared that its Board of Directors has approved a share repurchase plan on Monday, September 28th that permits the company to repurchase $150.00 billion in shares. This buyback authorization permits the computer hardware maker to reacquire up to 2.8% of its shares through open market purchases. Share buyback plans are often a sign that the company’s leadership believes its stock is undervalued.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, CFO Colette Kress sold 34,918 shares of the business’s stock in a transaction on Thursday, September 17th. The shares were sold at an average price of $219.05, for a total value of $7,648,787.90. Following the sale, the chief financial officer owned 765,103 shares in the company, valued at $167,595,812.15. The trade was a 4.36% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark Stevens sold 622,239 shares of the stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $231.62, for a total transaction of $144,122,997.18. Following the transaction, the director directly owned 2,336,531 shares of the company’s stock, valued at $541,187,310.22. This trade represents a 21.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 1,766,118 shares of company stock worth $399,450,353. Insiders own 3.94% of the company’s stock.

NVIDIA Company Profile

(Free Report)

NVIDIA Corporation (NASDAQ: NVDA) is a technology company that designs graphics processing units (GPUs), accelerated computing platforms, networking products and related software. Its technologies support artificial intelligence, machine learning, scientific computing, data analytics, professional visualization and computer graphics.

The company’s products include GeForce GPUs for gaming and personal computing, data center GPUs and systems for AI and high-performance computing, and networking solutions used to connect and manage large-scale computing infrastructure.