Schwartz Investment Counsel Inc. Boosts Stock Holdings in NVIDIA Corporation $NVDA

Schwartz Investment Counsel Inc. increased its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 2.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 634,865 shares of the computer hardware maker’s stock after acquiring an additional 14,865 shares during the period. NVIDIA comprises approximately 3.3% of Schwartz Investment Counsel Inc.’s portfolio, making the stock its 6th biggest holding. Schwartz Investment Counsel Inc.’s holdings in NVIDIA were worth $100,302,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of NVDA. Harbor Asset Planning Inc. bought a new position in NVIDIA during the second quarter valued at about $28,000. Kathleen S. Wright Associates Inc. increased its stake in shares of NVIDIA by 169.3% during the 1st quarter. Kathleen S. Wright Associates Inc. now owns 404 shares of the computer hardware maker’s stock worth $44,000 after purchasing an additional 254 shares during the last quarter. Barnes Dennig Private Wealth Management LLC purchased a new stake in shares of NVIDIA during the 1st quarter worth approximately $51,000. Legend Financial Advisors Inc. bought a new stake in shares of NVIDIA in the 2nd quarter worth approximately $55,000. Finally, Campbell Capital Management Inc. lifted its stake in NVIDIA by 5,900.0% in the first quarter. Campbell Capital Management Inc. now owns 600 shares of the computer hardware maker’s stock valued at $65,000 after purchasing an additional 590 shares during the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

NVIDIA Trading Up 1.8%

Shares of NVIDIA stock opened at $190.17 on Friday. The company’s 50-day moving average price is $185.60 and its 200-day moving average price is $165.95. The company has a current ratio of 4.21, a quick ratio of 3.60 and a debt-to-equity ratio of 0.08. NVIDIA Corporation has a 12-month low of $86.62 and a 12-month high of $212.19. The company has a market cap of $4.62 trillion, a price-to-earnings ratio of 54.18, a PEG ratio of 1.49 and a beta of 2.11.

NVIDIA (NASDAQ:NVDA) last posted its earnings results on Wednesday, August 27th. The computer hardware maker reported $1.05 earnings per share for the quarter, topping analysts’ consensus estimates of $1.01 by $0.04. NVIDIA had a net margin of 52.41% and a return on equity of 101.74%. The business had revenue of $46.74 billion for the quarter, compared to analyst estimates of $45.65 billion. During the same quarter in the prior year, the firm posted $0.68 EPS. NVIDIA’s revenue was up 55.6% on a year-over-year basis. NVIDIA has set its Q3 2026 guidance at EPS. On average, equities analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, October 2nd. Stockholders of record on Thursday, September 11th were issued a $0.01 dividend. The ex-dividend date of this dividend was Thursday, September 11th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. NVIDIA’s dividend payout ratio is presently 1.14%.

Wall Street Analyst Weigh In

A number of analysts have issued reports on NVDA shares. Seaport Global Securities reissued a “sell” rating on shares of NVIDIA in a research report on Wednesday, October 29th. Citigroup boosted their price objective on NVIDIA from $210.00 to $220.00 and gave the company a “buy” rating in a research note on Monday, November 10th. New Street Research reaffirmed a “buy” rating and set a $307.00 price objective on shares of NVIDIA in a report on Thursday, October 30th. Cantor Fitzgerald reiterated an “overweight” rating and set a $300.00 target price on shares of NVIDIA in a research report on Wednesday, October 29th. Finally, Wolfe Research set a $230.00 price target on shares of NVIDIA and gave the company an “outperform” rating in a research report on Tuesday, October 28th. Five analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $239.15.

Insiders Place Their Bets

In other NVIDIA news, CFO Colette Kress sold 27,640 shares of the company’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $208.33, for a total value of $5,758,241.20. Following the transaction, the chief financial officer directly owned 2,828,122 shares in the company, valued at $589,182,656.26. This represents a 0.97% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Jen Hsun Huang sold 25,000 shares of the firm’s stock in a transaction dated Wednesday, October 29th. The shares were sold at an average price of $207.91, for a total value of $5,197,750.00. Following the completion of the sale, the chief executive officer directly owned 69,733,203 shares in the company, valued at approximately $14,498,230,235.73. The trade was a 0.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 3,251,577 shares of company stock worth $583,143,187 in the last quarter. 4.17% of the stock is currently owned by company insiders.

NVIDIA Profile

NVIDIA Corporation provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications.