Arrowpoint Investment Partners Singapore Pte. Ltd. Acquires 440,140 Shares of NVIDIA Corporation $NVDA

Arrowpoint Investment Partners Singapore Pte. Ltd. increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 22,456.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 442,100 shares of the computer hardware maker’s stock after acquiring an additional 440,140 shares during the quarter. NVIDIA comprises 12.1% of Arrowpoint Investment Partners Singapore Pte. Ltd.’s investment portfolio, making the stock its biggest position. Arrowpoint Investment Partners Singapore Pte. Ltd.’s holdings in NVIDIA were worth $82,452,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of NVDA. Longfellow Investment Management Co. LLC boosted its holdings in NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after purchasing an additional 67 shares during the last quarter. Spurstone Advisory Services LLC acquired a new position in NVIDIA in the 2nd quarter valued at about $40,000. Syntax Research Inc. boosted its holdings in NVIDIA by 62.5% in the 4th quarter. Syntax Research Inc. now owns 260 shares of the computer hardware maker’s stock valued at $49,000 after purchasing an additional 100 shares during the last quarter. Sellwood Investment Partners LLC acquired a new position in NVIDIA in the 3rd quarter valued at about $50,000. Finally, Networth Advisors LLC acquired a new position in NVIDIA in the 4th quarter valued at about $51,000. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, Director Mark A. Stevens sold 500,000 shares of the company’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 transaction of $109,915,000.00. Following the sale, the director directly owned 6,399,771 shares of the company’s stock, valued at $1,406,861,658.93. This represents a 7.25% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Aarti S. Shah sold 19,000 shares of the company’s stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $176.71, for a total transaction of $3,357,490.00. Following the sale, the director directly owned 36,007 shares in the company, valued at approximately $6,362,796.97. The trade was a 34.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,622,461 shares of company stock worth $332,629,083 over the last 90 days. Company insiders own 3.94% of the company’s stock.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Analysts remain broadly bullish, with reports saying NVIDIA’s profit margins look relatively safe through 2030 and Wall Street still sees strong upside from AI demand, Blackwell ramp momentum, and continued data center spending.
• Positive Sentiment: Several articles highlight fresh demand signals for NVIDIA hardware, including OpenAI reportedly considering an Ohio data center deal with Nvidia backing, Apple using NVIDIA GPUs for advanced AI workloads via Google Cloud, and Nebius launching NVIDIA-powered AI initiatives in the UK and Europe.
• Positive Sentiment: Management and supporters are framing the recent pullback as a buying opportunity, with Jensen Huang’s upbeat comments echoed by commentators such as Jim Cramer and multiple bullish stock-picking pieces.
• Positive Sentiment: Company-specific partnerships in South Korea and continued ecosystem expansion suggest NVIDIA remains central to the AI infrastructure buildout, which supports the long-term growth story.
• Neutral Sentiment: Some coverage notes that NVIDIA’s stock is consolidating near technical support after a strong run, which could matter more as a setup for the next move than as a sign of deteriorating fundamentals.
• Negative Sentiment: The main headwind is a broader semiconductor and tech selloff, with NVIDIA falling alongside peers like AMD and Broadcom as markets react to inflation, geopolitical worries, and a general pullback from high-multiple AI names.
• Negative Sentiment: Some articles also raise valuation concerns and point to hedge fund/institutional selling, suggesting investors are becoming more cautious after NVIDIA’s huge multi-year run.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on NVDA shares. Mizuho set a $300.00 target price on shares of NVIDIA in a report on Thursday, May 21st. BTIG Research started coverage on shares of NVIDIA in a report on Wednesday, April 15th. They issued a “buy” rating on the stock. Truist Financial boosted their target price on shares of NVIDIA from $287.00 to $307.00 and gave the company a “buy” rating in a report on Thursday, May 21st. Seaport Research Partners upped their price objective on shares of NVIDIA from $140.00 to $180.00 and gave the stock a “sell” rating in a report on Thursday, May 21st. Finally, KeyCorp set a $310.00 price objective on shares of NVIDIA and gave the stock an “overweight” rating in a report 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 three have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $305.67.

NVIDIA Stock Performance

Shares of NVDA stock opened at $200.42 on Thursday. NVIDIA Corporation has a one year low of $140.85 and a one year high of $236.54. The firm’s 50 day moving average price is $205.64 and its 200-day moving average price is $191.06. The firm has a market cap of $4.85 trillion, a P/E ratio of 30.69, a P/E/G ratio of 0.47 and a beta of 2.22. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.85 and a current ratio of 3.44.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share for the quarter, topping 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 the consensus estimate of $78.42 billion. During the same period in the prior year, the firm earned $0.81 EPS. The firm’s revenue for the quarter was up 85.2% on a year-over-year basis. As a group, equities research analysts predict that NVIDIA Corporation will post 8.61 EPS for the current year.

NVIDIA announced that its Board of Directors has authorized a stock repurchase program on Wednesday, May 20th that allows the company to buyback $80.00 billion in outstanding shares. This buyback authorization allows the computer hardware maker to purchase up to 1.5% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s leadership believes its shares are undervalued.

NVIDIA Increases Dividend

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

NVIDIA Company 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.