IFM Investors Pty Ltd Purchases 39,409 Shares of NVIDIA Corporation $NVDA

IFM Investors Pty Ltd grew its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 0.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 4,827,207 shares of the computer hardware maker’s stock after purchasing an additional 39,409 shares during the quarter. NVIDIA accounts for 7.5% of IFM Investors Pty Ltd’s holdings, making the stock its largest holding. IFM Investors Pty Ltd’s holdings in NVIDIA were worth $900,274,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently modified their holdings of NVDA. Brighton Jones LLC boosted its stake in shares of NVIDIA by 12.4% during the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after purchasing an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG boosted its stake in shares of NVIDIA by 1.0% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after purchasing an additional 22,929 shares during the last quarter. Highview Capital Management LLC DE boosted its stake in shares of NVIDIA by 6.7% during the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock worth $7,842,000 after purchasing an additional 3,653 shares during the last quarter. Hudson Value Partners LLC boosted its stake in shares of NVIDIA by 30.7% during the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after purchasing an additional 11,900 shares during the last quarter. Finally, Wealth Group Ltd. boosted its stake in shares of NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after purchasing an additional 896 shares during the last quarter. 65.27% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts have issued reports on NVDA shares. Wall Street Zen raised shares of NVIDIA from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 23rd. KeyCorp set a $310.00 target price on shares of NVIDIA and gave the stock an “overweight” rating in a research report on Thursday, May 21st. CICC Research raised their target price on shares of NVIDIA from $240.60 to $268.30 and gave the stock an “outperform” rating in a research report on Friday, May 22nd. Piper Sandler reissued an “overweight” rating on shares of NVIDIA in a research report on Thursday, February 26th. Finally, China Renaissance assumed coverage on shares of NVIDIA in a research report on Friday, June 5th. They issued a “buy” rating and a $319.00 target price on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, NVIDIA currently has an average rating of “Buy” and an average price target of $305.67.

Key Stories Impacting NVIDIA

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.

Insider Transactions at NVIDIA

In related news, Director Mark A. Stevens sold 500,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $219.83, for a total value of $109,915,000.00. Following the transaction, the director owned 6,399,771 shares in the company, valued at approximately $1,406,861,658.93. This trade represents a 7.25% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Colette Kress sold 42,650 shares of the firm’s stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $174.89, for a total transaction of $7,459,058.50. Following the completion of the transaction, the chief financial officer owned 881,387 shares in the company, valued at $154,145,772.43. The trade was a 4.62% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,619,457 shares of company stock valued at $332,073,643 in the last three months. 3.94% of the stock is owned by company insiders.

NVIDIA Trading Up 2.2%

NASDAQ NVDA opened at $204.87 on Friday. NVIDIA Corporation has a one year low of $140.85 and a one year high of $236.54. The company’s 50 day moving average price is $206.25 and its 200 day moving average price is $191.25. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44. The firm has a market capitalization of $4.96 trillion, a price-to-earnings ratio of 31.37, a PEG ratio of 0.45 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS 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 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 earnings per share. NVIDIA’s revenue for the quarter was up 85.2% compared to the same quarter last year. On average, sell-side analysts predict that NVIDIA Corporation will post 8.61 EPS for the current year.

NVIDIA Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 26th. Investors of record on Thursday, June 4th will be issued a $0.25 dividend. The ex-dividend date is Thursday, June 4th. This is a positive change from NVIDIA’s previous quarterly dividend of $0.01. This represents a $1.00 annualized dividend and a yield of 0.5%. NVIDIA’s payout ratio is 15.31%.

NVIDIA announced that its board has initiated a share repurchase plan 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 reacquire up to 1.5% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s leadership believes its stock is undervalued.

About NVIDIA

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.