RIHO Partners LLC Lowers Holdings in NVIDIA Corporation $NVDA

Posted by Francis Steltz on Aug 9th, 2026

RIHO Partners LLC reduced its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 6.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 65,334 shares of the computer hardware maker’s stock after selling 4,715 shares during the quarter. NVIDIA accounts for 7.2% of RIHO Partners LLC’s portfolio, making the stock its 6th largest position. RIHO Partners LLC’s holdings in NVIDIA were worth $11,394,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Lifetime Wealth Management P.C. acquired a new position in shares of NVIDIA in the 4th quarter worth approximately $26,000. Longview Financial Advisors Inc. bought a new position in NVIDIA in the 1st quarter valued at $27,000. Longfellow Investment Management Co. LLC boosted its stake in NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock worth $33,000 after purchasing an additional 67 shares in the last quarter. Phillip James Consulting Co. bought a new stake in shares of NVIDIA during the first quarter worth $40,000. Finally, Spurstone Advisory Services LLC bought a new stake in shares of NVIDIA during the second quarter worth $40,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Reports that SpaceX plans to deploy NVIDIA’s next-generation AI hardware across terrestrial and orbital computing infrastructure reinforced expectations for another major customer and expanded demand for NVIDIA systems. Time to Buy Nvidia or SpaceX Stock After Their AI Partnership?
Positive Sentiment: Strong spending by hyperscalers, demand for AI data-center capacity, and NVIDIA-backed projects such as Firmus’ $2 billion fundraising in Australia and Asia-Pacific supported the view that AI infrastructure investment remains robust. Firmus nearly doubles valuation to over $10.5 billion
Positive Sentiment: Analyst and market commentary highlighted NVIDIA’s leadership in sovereign AI, with one report estimating a 92% share, while investors continued to describe the company as evolving from a GPU supplier into a broader AI infrastructure platform. What’s Going On With NVIDIA Stock Friday?
Positive Sentiment: Recent commentary pointed to accelerating AI demand, strong cash flow and valuation support, with the median analyst price target reported at $308.50 versus recent trading levels. Should You Buy NVIDIA Stock After Its 11% Rally in a Month?
Neutral Sentiment: NVIDIA’s rally has lifted the stock roughly 12% over five sessions, increasing focus on the upcoming earnings report. Analysts remain constructive, but some traders are pausing because near-term catalysts may be limited after the sharp advance. Two reasons why Nvidia’s stock saw its biggest weekly surge
Negative Sentiment: AMD’s acquisition of AI-inference chip startup Taalas could strengthen its competitive position and create a longer-term challenge to NVIDIA, although initial investor commentary suggested the deal does not immediately close NVIDIA’s AI gap. AMD Is Buying Its Way Deeper Into AI Inference
Negative Sentiment: QuiverQuant data showed 45 NVIDIA insider sales and no insider purchases during the past six months, a potential caution signal as the stock trades near its highs. NVIDIA Stock Opinions on AI Market Position

Insider Transactions at NVIDIA

In related news, Director Stephen C. Neal sold 15,500 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $215.73, for a total value of $3,343,815.00. Following the completion of the sale, the director owned 116,135 shares in the company, valued at approximately $25,053,803.55. This represents a 11.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director Mark A. Stevens sold 885,000 shares of the stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $210.17, for a total value of $186,000,450.00. Following the completion of the transaction, the director directly owned 5,207,271 shares in the company, valued at $1,094,412,146.07. The trade was a 14.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,901,125 shares of company stock worth $410,583,015 in the last three months. Insiders own 3.94% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently issued reports on NVDA. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $350.00 price target on shares of NVIDIA in a report on Thursday, May 21st. JPMorgan Chase & Co. raised their price objective on shares of NVIDIA from $265.00 to $280.00 and gave the company an “overweight” rating in a research report on Thursday, May 21st. Zacks Research raised shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Mizuho set a $300.00 target price on shares of NVIDIA in a research report on Thursday, May 21st. Finally, Robert W. Baird set a $500.00 price target on shares of NVIDIA and gave the company an “outperform” rating in a research note on Thursday, May 21st. Three equities research analysts have rated the stock with a Strong Buy rating, forty-eight have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $304.26.

View Our Latest Stock Report on NVDA

NVIDIA Stock Up 2.3%

Shares of NASDAQ:NVDA opened at $223.96 on Friday. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.44 and a quick ratio of 2.85. The stock has a market cap of $5.42 trillion, a price-to-earnings ratio of 34.30, a P/E/G ratio of 0.44 and a beta of 2.23. The company has a 50 day moving average of $205.66 and a 200-day moving average of $197.19. NVIDIA Corporation has a one year low of $164.07 and a one year high of $236.54.

NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share for the quarter, beating the consensus estimate of $1.76 by $0.11. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The business had revenue of $81.61 billion for the quarter, compared to analyst estimates of $78.42 billion. During the same period in the prior year, the business posted $0.81 earnings per share. NVIDIA’s revenue was up 85.2% compared to the same quarter last year. On average, sell-side analysts forecast that NVIDIA Corporation will post 8.79 earnings per share for the current year.

NVIDIA announced that its Board of Directors has authorized a share repurchase plan on Wednesday, May 20th that permits the company to repurchase $80.00 billion in outstanding shares. This repurchase authorization permits the computer hardware maker to purchase up to 1.5% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board of directors believes its stock is undervalued.

NVIDIA Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, June 26th. Stockholders of record on Thursday, June 4th were paid a $0.25 dividend. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. The ex-dividend date of this dividend was Thursday, June 4th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.4%. NVIDIA’s dividend payout ratio (DPR) is currently 15.31%.

NVIDIA Company 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.