ABN AMRO Bank N.V. Has $1.04 Billion Stock Holdings in NVIDIA Corporation $NVDA

ABN AMRO Bank N.V. increased its stake in NVIDIA Corporation (NASDAQ:NVDA) by 6.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,588,165 shares of the computer hardware maker’s stock after buying an additional 362,667 shares during the period. NVIDIA accounts for 9.8% of ABN AMRO Bank N.V.’s portfolio, making the stock its largest position. ABN AMRO Bank N.V.’s holdings in NVIDIA were worth $1,040,439,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of the stock. Brighton Jones LLC boosted its holdings in NVIDIA by 12.4% in the fourth 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 holdings in NVIDIA by 1.0% in 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 boosted its holdings in NVIDIA by 6.7% in 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 last quarter. Hudson Value Partners LLC boosted its holdings in NVIDIA by 30.7% in the fourth 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 holdings in NVIDIA by 15.7% in the first 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.

Insider Buying and Selling

In other news, Director Aarti S. Shah sold 19,000 shares of the business’s stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $176.71, for a total value of $3,357,490.00. Following the sale, the director directly owned 36,007 shares in the company, valued at $6,362,796.97. The trade was a 34.54% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of the business’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the completion of the sale, the executive vice president owned 3,018,547 shares in the company, valued at approximately $550,130,190.75. This trade represents a 9.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 906,961 shares of company stock worth $162,936,268 in the last 90 days. 3.94% of the stock is owned by company insiders.

NVIDIA Stock Performance

Shares of NASDAQ NVDA opened at $222.82 on Wednesday. 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 company has a market cap of $5.39 trillion, a P/E ratio of 34.12, a P/E/G ratio of 0.54 and a beta of 2.22. The firm’s fifty day moving average is $200.19 and its two-hundred day moving average is $189.85. NVIDIA Corporation has a 52-week low of $137.95 and a 52-week high of $236.54.

NVIDIA (NASDAQ:NVDA) last announced its quarterly earnings results 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 company 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%. NVIDIA’s revenue for the quarter was up 85.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.81 EPS. As a group, analysts anticipate that NVIDIA Corporation will post 8.04 EPS for the current fiscal year.

NVIDIA declared that its board has approved a share repurchase program on Wednesday, May 20th that permits the company to buyback $80.00 billion in shares. This buyback authorization permits the computer hardware maker to purchase up to 1.5% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s management believes its shares are undervalued.

NVIDIA Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, June 26th. Shareholders of record on Thursday, June 4th will be issued a $0.25 dividend. The ex-dividend date is Thursday, June 4th. This represents a $1.00 dividend on an annualized basis and a yield of 0.4%. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s payout ratio is presently 0.61%.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA unveiled its RTX Spark PC superchip and a broader push into AI PCs with partners like Microsoft, Dell, HP, and Lenovo, opening a new market beyond data centers and pressuring Intel, AMD, and Qualcomm. Nvidia’s new chip to power fresh line of Windows laptops by Dell, HP
• Positive Sentiment: The company also launched Vera Rubin, Vera CPU, and the DSX AI-factory platform, signaling stronger long-term demand for its chips, networking, software, and infrastructure tools. NVIDIA Vera Rubin ramps into full production
• Positive Sentiment: CEO Jensen Huang’s comments boosted the AI ecosystem around NVIDIA, with Marvell, Arm, and several infrastructure partners rallying on his endorsements and product roadmap. Nvidia’s Jensen Huang says Marvell could be the next trillion-dollar company
• Positive Sentiment: Needham reaffirmed a Buy rating and raised its price target to $270, adding to a generally bullish analyst backdrop for NVDA. Benzinga report on Needham rating
• Neutral Sentiment: Some articles noted that NVDA has been consolidating near highs and that a near-term pullback is possible after the recent run, even though the longer-term thesis remains intact.
• Negative Sentiment: There were also reminders of risks, including U.S.-China export scrutiny, Chinese efforts to build alternatives, and reports of insider selling, which could temper enthusiasm around the stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on NVDA. Royal Bank Of Canada set a $280.00 price objective on shares of NVIDIA in a research report on Thursday, May 21st. DZ Bank reissued a “buy” rating on shares of NVIDIA in a research report on Thursday, May 21st. CICC Research boosted their price objective on shares of NVIDIA from $240.60 to $268.30 and gave the company an “outperform” rating in a research report on Friday, May 22nd. BTIG Research began coverage on shares of NVIDIA in a research report on Wednesday, April 15th. They set a “buy” rating for the company. Finally, William Blair reissued an “outperform” rating on shares of NVIDIA in a research report on Tuesday. Three analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average price target of $305.38.

NVIDIA Profile

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.