Meiji Yasuda America Inc Buys Shares of 210,060 NVIDIA Corporation $NVDA

Meiji Yasuda America Inc bought a new stake in shares of NVIDIA Corporation (NASDAQ:NVDAFree Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 210,060 shares of the computer hardware maker’s stock, valued at approximately $39,176,000. NVIDIA comprises 9.0% of Meiji Yasuda America Inc’s investment portfolio, making the stock its biggest position.

A number of other hedge funds have also recently made changes to their positions in NVDA. Norges Bank bought a new stake in shares of NVIDIA in the 4th quarter worth approximately $62,244,133,000. Capital Research Global Investors lifted its holdings in shares of NVIDIA by 16.1% in the 3rd quarter. Capital Research Global Investors now owns 165,377,852 shares of the computer hardware maker’s stock worth $30,855,564,000 after acquiring an additional 22,896,705 shares during the last quarter. Laurel Wealth Advisors LLC lifted its holdings in shares of NVIDIA by 15,496.1% in the 2nd 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 bought a new stake in shares of NVIDIA in the 3rd quarter worth approximately $3,180,313,000. Finally, PFA Pension Forsikringsaktieselskab bought a new stake in shares of NVIDIA in the 4th quarter worth approximately $2,635,969,000. 65.27% of the stock is currently owned by institutional investors.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

  • Positive Sentiment: NVIDIA is expanding its AI footprint through new partnerships, including work with Microsoft on agentic AI deployment and a healthcare AI model with Abridge, reinforcing its leadership beyond traditional chips.
  • Positive Sentiment: The company helped launch Helix Digital Infrastructure with KKR, Vistra, and the Kuwait Investment Authority, a more than $10 billion AI infrastructure venture that highlights sustained demand for NVIDIA-powered data center buildouts.
  • Positive Sentiment: Analysts remain constructive, with multiple notes arguing NVIDIA is undervalued and has major upside, while others continue to point to unusually strong Blackwell demand and durable profit margins.
  • Positive Sentiment: NVIDIA increased its buyback authorization by $80 billion, lifting the total active authorization above $120 billion, which signals management confidence and supports shareholder returns.
  • Neutral Sentiment: The company scheduled the 2026 Annual Meeting of Stockholders for June 24, a routine corporate update that does not by itself change the investment outlook. NVIDIA Stockholder Meeting Set for June 24; Individuals Can Participate Online
  • Negative Sentiment: Some articles flagged pressure on AI hardware stocks and concerns that the broader market is no longer rewarding every AI name, which may explain why NVIDIA has also faced volatility despite strong fundamentals.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the stock. Weiss Ratings restated a “buy (b)” rating on shares of NVIDIA in a report on Friday, April 10th. Citigroup began coverage on shares of NVIDIA in a report on Wednesday, April 15th. They issued a “buy” rating for the company. KeyCorp set a $310.00 target price on shares of NVIDIA and gave the stock an “overweight” rating in a research note on Thursday, May 21st. China Renaissance began coverage on shares of NVIDIA in a research note on Friday, June 5th. They issued a “buy” rating and a $319.00 target price on the stock. Finally, Sanford C. Bernstein reaffirmed a “buy” rating on shares of NVIDIA in a research note on Monday. Three analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $305.67.

Get Our Latest Stock Analysis on NVIDIA

NVIDIA Stock Up 2.2%

Shares of NVIDIA stock opened at $204.87 on Friday. The company has a current ratio of 3.44, a quick ratio of 2.85 and a debt-to-equity ratio of 0.04. The company’s fifty day simple moving average is $206.25 and its two-hundred day simple moving average is $191.25. The company has a market cap of $4.96 trillion, a P/E ratio of 31.37, a PEG ratio of 0.45 and a beta of 2.22. NVIDIA Corporation has a 12-month low of $140.85 and a 12-month high of $236.54.

NVIDIA (NASDAQ:NVDAGet Free Report) last issued its quarterly earnings data 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 business had revenue of $81.62 billion for the quarter, compared to the consensus estimate of $78.42 billion. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The company’s quarterly revenue was up 85.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.81 EPS. Research analysts anticipate that NVIDIA Corporation will post 8.61 EPS for the current year.

NVIDIA Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 26th. Shareholders of record on Thursday, June 4th will be given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Thursday, June 4th. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s payout ratio is presently 15.31%.

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

Insider Buying and Selling at NVIDIA

In other NVIDIA news, Director Aarti S. Shah sold 19,000 shares of the business’s stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the transaction, the director directly owned 36,007 shares of the company’s stock, valued at approximately $6,362,796.97. The trade was a 34.54% 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 the company’s stock in a transaction 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 completion of the sale, the executive vice president directly owned 3,018,547 shares in the company, valued at approximately $550,130,190.75. The trade was a 9.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 1,619,457 shares of company stock worth $332,073,643. 3.94% of the stock is owned by corporate insiders.

About NVIDIA

(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.

See Also

Want to see what other hedge funds are holding NVDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for NVIDIA Corporation (NASDAQ:NVDAFree Report).

Institutional Ownership by Quarter for NVIDIA (NASDAQ:NVDA)

Receive News & Ratings for NVIDIA Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for NVIDIA and related companies with MarketBeat.com's FREE daily email newsletter.