Two West Capital Advisors LLC Makes New Investment in NVIDIA Corporation $NVDA

Two West Capital Advisors LLC purchased a new stake in NVIDIA Corporation (NASDAQ:NVDA) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,806 shares of the computer hardware maker’s stock, valued at approximately $487,000.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC boosted its position 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 valued at $43,631,000 after acquiring an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG increased its position in NVIDIA by 1.0% during the fourth 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 raised its stake in NVIDIA by 6.7% during the fourth 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 period. Hudson Value Partners LLC boosted its holdings in NVIDIA by 30.7% in the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock valued at $6,805,000 after purchasing an additional 11,900 shares during the last quarter. Finally, Wealth Group Ltd. grew its stake in shares of NVIDIA by 15.7% in the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after buying an additional 896 shares during the period. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA Price Performance

NVDA stock opened at $188.15 on Monday. The business’s fifty day moving average price is $183.43 and its 200 day moving average price is $163.40. NVIDIA Corporation has a 12-month low of $86.62 and a 12-month high of $212.19. The company has a current ratio of 4.21, a quick ratio of 3.60 and a debt-to-equity ratio of 0.08. The company has a market capitalization of $4.57 trillion, a PE ratio of 53.60, a P/E/G ratio of 1.49 and a beta of 2.11.

NVIDIA (NASDAQ:NVDA) last released its earnings results on Wednesday, August 27th. The computer hardware maker reported $1.05 earnings per share for the quarter, beating the consensus estimate of $1.01 by $0.04. The company had revenue of $46.74 billion during the quarter, compared to the consensus estimate of $45.65 billion. NVIDIA had a return on equity of 101.74% and a net margin of 52.41%.NVIDIA’s revenue was up 55.6% compared to the same quarter last year. During the same period in the previous year, the company posted $0.68 EPS. NVIDIA has set its Q3 2026 guidance at EPS. On average, sell-side analysts anticipate that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

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

Insider Activity at NVIDIA

In other NVIDIA news, CFO Colette Kress sold 27,640 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $208.33, for a total value of $5,758,241.20. Following the completion of the transaction, the chief financial officer owned 2,828,122 shares of the company’s stock, valued at $589,182,656.26. This trade represents a 0.97% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Jen Hsun Huang sold 25,000 shares of the business’s stock in a transaction on Wednesday, October 29th. The stock was sold at an average price of $207.91, for a total transaction of $5,197,750.00. Following the completion of the transaction, the chief executive officer owned 69,733,203 shares of the company’s stock, valued at approximately $14,498,230,235.73. This trade represents a 0.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 3,401,577 shares of company stock worth $610,228,687. 4.17% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on NVDA. Wedbush reaffirmed an “outperform” rating and set a $210.00 price target on shares of NVIDIA in a research report on Thursday, August 28th. Needham & Company LLC raised their target price on NVIDIA from $200.00 to $240.00 and gave the stock a “buy” rating in a research note on Wednesday, October 29th. Loop Capital upped their price target on NVIDIA from $250.00 to $350.00 and gave the company a “buy” rating in a research note on Monday, November 3rd. Truist Financial increased their price target on NVIDIA from $210.00 to $228.00 and gave the stock a “buy” rating in a report on Thursday, August 28th. Finally, Wall Street Zen upgraded shares of NVIDIA from a “hold” rating to a “buy” rating in a report on Sunday, October 19th. Five research analysts have rated the stock with a Strong Buy rating, forty-one have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $233.75.

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.