NVIDIA Corporation $NVDA Stock Position Raised by Kornitzer Capital Management Inc. KS

Posted by Brian Himes on May 26th, 2026

Kornitzer Capital Management Inc. KS raised its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 0.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 296,833 shares of the computer hardware maker’s stock after purchasing an additional 2,336 shares during the period. NVIDIA accounts for about 1.1% of Kornitzer Capital Management Inc. KS’s investment portfolio, making the stock its 20th largest position. Kornitzer Capital Management Inc. KS’s holdings in NVIDIA were worth $55,359,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in NVDA. Longfellow Investment Management Co. LLC increased its holdings in shares of NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after acquiring an additional 67 shares during the last quarter. Spurstone Advisory Services LLC acquired a new position in shares of NVIDIA during the 2nd quarter valued at about $40,000. Syntax Research Inc. increased its holdings in shares of NVIDIA by 62.5% during the 4th quarter. Syntax Research Inc. now owns 260 shares of the computer hardware maker’s stock valued at $49,000 after acquiring an additional 100 shares during the last quarter. Sellwood Investment Partners LLC acquired a new position in shares of NVIDIA during the 3rd quarter valued at about $50,000. Finally, Networth Advisors LLC acquired a new position in shares of NVIDIA during the 4th quarter valued at about $51,000. 65.27% of the stock is owned by hedge funds and other institutional investors.

NVIDIA Stock Performance

NVDA opened at $215.33 on Tuesday. The firm has a market capitalization of $5.21 trillion, a P/E ratio of 32.98, a price-to-earnings-growth ratio of 0.67 and a beta of 2.25. The stock’s 50 day moving average price is $196.74 and its two-hundred day moving average price is $189.05. The company has a quick ratio of 3.24, a current ratio of 3.44 and a debt-to-equity ratio of 0.04. NVIDIA Corporation has a 12-month low of $129.16 and a 12-month high of $236.54.

NVIDIA (NASDAQ:NVDA – Get Free Report) last released its 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. NVIDIA had a return on equity of 96.94% and a net margin of 62.97%.The firm had revenue of $81.62 billion for the quarter, compared to analyst estimates of $78.42 billion. During the same quarter last year, the firm posted $0.81 EPS. The company’s revenue was up 85.2% on a year-over-year basis. On average, equities analysts forecast that NVIDIA Corporation will post 7.98 earnings per share for the current year.

NVIDIA Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 26th. Stockholders of record on Thursday, June 4th will be issued 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 boost from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s payout ratio is 0.61%.

NVIDIA announced that its Board of Directors has authorized a stock buyback program on Wednesday, May 20th that permits the company to buyback $80.00 billion in outstanding shares. This buyback authorization permits the computer hardware maker to buy up to 1.5% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s management believes its shares are undervalued.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on NVDA shares. Robert W. Baird set a $500.00 price objective on NVIDIA and gave the company an “outperform” rating in a report on Thursday. Cantor Fitzgerald reissued an “overweight” rating and set a $350.00 price objective on shares of NVIDIA in a report on Thursday, May 21st. Bank of America reissued a “buy” rating and set a $350.00 price objective (up from $320.00) on shares of NVIDIA in a report on Thursday. Daiwa Securities Group increased their price objective on NVIDIA from $215.00 to $255.00 and gave the company an “outperform” rating in a report on Friday. Finally, Citigroup initiated coverage on NVIDIA in a report on Wednesday, April 15th. They set a “buy” rating on the stock. Three analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, NVIDIA presently has a consensus rating of “Buy” and an average price target of $303.27.

Read Our Latest Research Report on NVIDIA

Insider Activity at NVIDIA

In other news, Director Mark A. Stevens sold 221,682 shares of NVIDIA stock in a transaction that occurred on Friday, March 20th. The stock was sold at an average price of $173.68, for a total transaction of $38,501,729.76. Following the sale, the director owned 7,399,771 shares of the company’s stock, valued at approximately $1,285,192,227.28. This trade represents a 2.91% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of NVIDIA stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total value of $54,675,000.00. Following the sale, the executive vice president directly owned 3,018,547 shares in the company, valued at $550,130,190.75. The trade was a 9.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 906,336 shares of company stock worth $162,802,518 in the last three months. Company insiders own 4.17% of the company’s stock.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: NVIDIA’s latest results continued to reinforce the AI growth narrative, with articles highlighting record revenue, strong EPS growth, and management’s confidence in sustained data-center demand through 2030.
Positive Sentiment: Several reports pointed to upside catalysts for NVDA, including bullish price-target commentary, claims that the market is underestimating AI infrastructure spending, and views that the stock still has room to run despite its huge rally.
Positive Sentiment: Investor-friendly capital returns are also supporting sentiment, as NVIDIA boosted its dividend and approved an additional $80 billion in buybacks, signaling confidence in future cash generation.
Neutral Sentiment: Multiple pieces focused on technical trading rather than business fundamentals, noting that NVIDIA is pulling back toward key support and that traders are watching whether the 20-day moving average holds. Nvidia (NVDA) Price Forecast: Pullback Tests Trend Structure
Neutral Sentiment: Broader market commentary remains split, with some articles questioning AI’s hidden costs or warning about a narrow leadership trade, which may be encouraging investors to lock in gains after the stock’s strong multi-month advance.
Negative Sentiment: Regulatory and competitive headlines added some caution, including reports that Jensen Huang urged Super Micro to tighten compliance amid Taiwan scrutiny and that Huawei is advancing its chip efforts, which could intensify long-term competition in semiconductors.

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.