Farmers National Bank Grows Stock Position in NVIDIA Corporation $NVDA

Farmers National Bank boosted its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 49.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 33,224 shares of the computer hardware maker’s stock after buying an additional 11,064 shares during the period. NVIDIA accounts for approximately 1.4% of Farmers National Bank’s holdings, making the stock its 19th largest holding. Farmers National Bank’s holdings in NVIDIA were worth $6,196,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of NVDA. Lifetime Wealth Management P.C. acquired a new stake in shares of NVIDIA during the 4th quarter worth $26,000. Longfellow Investment Management Co. LLC boosted its holdings in NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after acquiring an additional 67 shares during the last quarter. Spurstone Advisory Services LLC acquired a new position in NVIDIA in the second quarter valued at $40,000. Inspire Investing LLC purchased a new stake in NVIDIA during the fourth quarter valued at about $44,000. Finally, AlphaCentric Advisors LLC acquired a new stake in NVIDIA during the fourth quarter worth about $45,000. Institutional investors and hedge funds own 65.27% of the company’s stock.

Insider Buying and Selling

In other NVIDIA news, Director Stephen C. Neal sold 15,500 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $215.73, for a total value of $3,343,815.00. Following the completion of the transaction, the director directly owned 116,135 shares of the company’s stock, valued at $25,053,803.55. This represents a 11.77% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Mark A. Stevens sold 500,000 shares of the firm’s stock in a transaction dated 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 sale, the director 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,016,125 shares of company stock valued at $224,582,565 in the last quarter. Company insiders own 3.94% of the company’s stock.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA unveiled Halos for Robotics, a full-stack safety system for physical AI that strengthens its position in robotics and autonomous machines by making its platform more useful for partners building real-world AI systems. NVIDIA Announces Halos for Robotics, the Industry’s First Full-Stack Safety System for Physical AI
• Positive Sentiment: The company also highlighted its Vera Rubin supercomputing platform and a growing European deployment base, reinforcing demand for NVIDIA hardware in AI, scientific computing, and research infrastructure. NVIDIA Vera Rubin Delivers World-Class Supercomputers for Science
• Positive Sentiment: New coverage around Fervo Energy’s partnership with NVIDIA and PNNL on a geothermal digital twin suggests NVIDIA is extending its AI stack into clean-energy and industrial simulation use cases, another long-term demand driver for its compute platforms. Fervo Energy to partner with Nvidia, PNNL on geothermal digital twin
• Neutral Sentiment: Several articles argue NVIDIA remains a strong long-term AI winner, citing continued revenue growth and attractive valuation relative to its growth profile; these are supportive but do not provide a fresh near-term catalyst. Nvidia: The $1 Trillion Trade Hiding In Plain Sight
• Neutral Sentiment: On the other hand, some reports note that investors are rotating toward memory chips, infrastructure, and lower-priced semiconductor opportunities, while Kalshi-linked commentary suggests chip prices could soften, which can weigh on NVIDIA sentiment even if it does not change the company’s fundamentals. Nvidia’s stock struggles as Kalshi traders bet chip prices are coming down
• Negative Sentiment: Some market commentary says NVIDIA is being held back by profit-taking and macro uncertainty, including softer risk appetite tied to U.S.-Iran peace-talk headlines and broader worries about whether AI chip pricing has further room to fall. Nvidia Stock: How the Chip Maker Is Trading Today

NVIDIA Stock Performance

NVIDIA stock opened at $208.65 on Tuesday. The firm has a market capitalization of $5.05 trillion, a PE ratio of 31.95, a price-to-earnings-growth ratio of 0.47 and a beta of 2.22. NVIDIA Corporation has a one year low of $142.03 and a one year high of $236.54. The stock’s 50 day moving average price is $210.40 and its 200 day moving average price is $192.66. 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 posted its quarterly earnings data 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. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The company had revenue of $81.61 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. The business’s quarterly revenue was up 85.2% on a year-over-year basis. As a group, sell-side analysts expect that NVIDIA Corporation will post 8.65 EPS for the current fiscal year.

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

NVIDIA Increases Dividend

The company 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 dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Thursday, June 4th. This is a positive change from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s dividend payout ratio (DPR) is 15.31%.

Analyst Ratings Changes

A number of equities analysts have recently commented on the company. Zacks Research downgraded NVIDIA from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 21st. Susquehanna reiterated a “positive” rating and set a $275.00 target price (up from $250.00) on shares of NVIDIA in a report on Tuesday, May 12th. The Goldman Sachs Group restated a “buy” rating and issued a $285.00 price target (up from $250.00) on shares of NVIDIA in a report on Wednesday, May 20th. Sanford C. Bernstein reaffirmed a “buy” rating on shares of NVIDIA in a research report on Monday, June 8th. Finally, Morgan Stanley set a $288.00 price objective on shares of NVIDIA and gave the stock an “overweight” rating in a research report on Thursday, May 21st. Three research analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, NVIDIA currently has a consensus rating of “Buy” and a consensus price target of $305.67.

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.