NVIDIA Corporation $NVDA is Mogy Joel R Investment Counsel Inc.’s Largest Position

Posted by Francis Steltz on May 25th, 2026

Mogy Joel R Investment Counsel Inc. trimmed its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 2.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 1,347,145 shares of the computer hardware maker’s stock after selling 31,969 shares during the quarter. NVIDIA accounts for 13.6% of Mogy Joel R Investment Counsel Inc.’s investment portfolio, making the stock its largest holding. Mogy Joel R Investment Counsel Inc.’s holdings in NVIDIA were worth $251,243,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Norges Bank bought a new stake in shares of NVIDIA in the second quarter valued at about $51,386,863,000. Capital Research Global Investors grew its stake in NVIDIA by 16.1% in the third quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock valued at $30,855,564,000 after purchasing an additional 22,896,705 shares during the last quarter. Laurel Wealth Advisors LLC grew its stake in shares of NVIDIA by 15,496.1% during the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock worth $3,454,534,000 after acquiring an additional 21,725,326 shares during the last quarter. Danske Bank A S purchased a new stake in shares of NVIDIA during the third quarter worth about $3,180,313,000. Finally, Massachusetts Financial Services Co. MA grew its stake in shares of NVIDIA by 25.0% during the third quarter. Massachusetts Financial Services Co. MA now owns 71,720,593 shares of the computer hardware maker’s stock worth $13,381,628,000 after acquiring an additional 14,358,048 shares during the last quarter. 65.27% of the stock is currently owned by institutional investors.

NVIDIA Stock Performance

Shares of NASDAQ:NVDA opened at $215.33 on Monday. NVIDIA Corporation has a 12-month low of $129.16 and a 12-month high of $236.54. The company has a market capitalization of $5.21 trillion, a PE ratio of 32.98, a PEG ratio of 0.67 and a beta of 2.25. The business has a 50 day moving average of $196.10 and a two-hundred day moving average of $188.93. The company has a current ratio of 3.44, a quick ratio of 3.24 and a debt-to-equity ratio of 0.04.

NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.76 by $0.11. The company had revenue of $81.62 billion during the quarter, compared to the consensus estimate of $78.42 billion. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.NVIDIA’s revenue for the quarter was up 85.2% on a year-over-year basis. During the same period in the previous year, the company posted $0.81 earnings per share. As a group, analysts forecast that NVIDIA Corporation will post 7.98 EPS for the current year.

NVIDIA Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Thursday, June 4th will be paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend is Thursday, June 4th. This is a positive change from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s dividend payout ratio is currently 0.61%.

NVIDIA declared that its Board of Directors has authorized a stock buyback program on Wednesday, May 20th that allows the company to buyback $80.00 billion in shares. This buyback authorization allows the computer hardware maker to repurchase up to 1.5% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s board of directors believes its stock is undervalued.

Analysts Set New Price Targets

NVDA has been the topic of a number of recent research reports. UBS Group upped their target price on NVIDIA from $275.00 to $280.00 and gave the company a “buy” rating in a research report on Thursday. President Capital upped their target price on NVIDIA from $280.00 to $295.00 and gave the company a “buy” rating in a research report on Thursday. Raymond James Financial reiterated a “strong-buy” rating and issued a $330.00 target price on shares of NVIDIA in a research report on Thursday. Weiss Ratings reiterated a “buy (b)” rating on shares of NVIDIA in a research report on Friday, April 10th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of NVIDIA in a research report on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $303.27.

Get Our Latest Analysis on NVIDIA

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: NVIDIA delivered a record quarter with massive revenue growth, strong guidance, and record data center sales. The Tech Download: What you might have missed in Nvidia’s earnings — a $200 billion opportunity and edge computing
Positive Sentiment: The company raised its dividend sharply and approved an $80 billion buyback, signaling confidence in future cash generation. Nvidia Just Raised Its Dividend By 2,400% — and That Wasn’t Even the Biggest News From Its Earnings Report
Positive Sentiment: Wall Street remains broadly bullish, with multiple analysts raising price targets after earnings. Nvidia stock continues to struggle after earnings, but analysts remain firmly bullish
Neutral Sentiment: Despite the strong report, the market seems to be digesting the results rather than rewarding them, suggesting investors may think the bar was already very high. Nvidia Stock Misses Out on Friday’s Rally. Here’s How Much Traders See It Moving Next Week
Negative Sentiment: Some investors remain worried about valuation, competition, and the possibility that AI spending growth could slow from current extreme levels. Why Nvidia Stock Is Barely Moving After Earnings Crushed Expectations

Insider Buying and Selling at NVIDIA

In other news, Director Aarti S. Shah sold 19,000 shares of the company’s stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the completion of the transaction, the director directly owned 36,007 shares of the company’s stock, valued at $6,362,796.97. This represents a 34.54% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director John Dabiri sold 3,004 shares of the company’s stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $184.90, for a total value of $555,439.60. Following the transaction, the director directly owned 14,788 shares of the company’s stock, valued at approximately $2,734,301.20. The trade was a 16.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 906,336 shares of company stock worth $162,802,518. 4.17% of the stock is currently owned by corporate insiders.

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.