Sprinkle Financial Consultants LLC Has $2.03 Million Stake in NVIDIA Corporation $NVDA

Sprinkle Financial Consultants LLC grew its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 145.2% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 10,156 shares of the computer hardware maker’s stock after purchasing an additional 6,014 shares during the period. Sprinkle Financial Consultants LLC’s holdings in NVIDIA were worth $2,032,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of the stock. Spectrum Financial Alliance Ltd LLC raised its position in NVIDIA by 3.8% in the 1st quarter. Spectrum Financial Alliance Ltd LLC now owns 1,395 shares of the computer hardware maker’s stock valued at $243,000 after buying an additional 51 shares during the last quarter. LMG Wealth Partners LLC boosted its holdings in NVIDIA by 0.7% during the 4th quarter. LMG Wealth Partners LLC now owns 7,649 shares of the computer hardware maker’s stock worth $1,427,000 after acquiring an additional 53 shares during the last quarter. Vision Financial Markets LLC grew its stake in shares of NVIDIA by 1.2% in the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock worth $866,000 after acquiring an additional 53 shares in the last quarter. JGP Global Gestao de Recursos Ltda. raised its holdings in shares of NVIDIA by 2.3% in the fourth quarter. JGP Global Gestao de Recursos Ltda. now owns 2,402 shares of the computer hardware maker’s stock valued at $448,000 after purchasing an additional 55 shares during the last quarter. Finally, Penobscot Wealth Management raised its holdings in shares of NVIDIA by 0.7% in the first quarter. Penobscot Wealth Management now owns 7,930 shares of the computer hardware maker’s stock valued at $1,383,000 after purchasing an additional 55 shares during the last quarter. Institutional investors own 65.27% of the company’s stock.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA will provide up to $105 billion in financing and credit support for an OpenAI data center campus in Ohio. SB Energy will build and operate the site, while OpenAI has signed a 20-year lease. The project is expected to support approximately 8 gigawatts of NVIDIA-powered computing capacity, creating a potentially significant source of future GPU, networking and systems demand. Nvidia backs financing for OpenAI data center in Ohio
• Positive Sentiment: NVIDIA is also investing $1.5 billion in SB Energy and will be the exclusive AI-compute provider for the Ohio campus. The arrangement strengthens NVIDIA’s role in developing the power, land and data-center infrastructure needed to sell complete AI systems, rather than chips alone. Nvidia investing $1.5B in SoftBank data center developer
• Positive Sentiment: Wall Street executives continue to describe AI infrastructure as constrained by power and computing capacity—not capital. BlackRock’s Larry Fink estimates the U.S. alone may need more than 70 gigawatts of power for AI, reinforcing the long-term demand outlook for NVIDIA’s platforms. BlackRock’s Larry Fink discusses AI power demand
• Positive Sentiment: NVIDIA’s Spectrum-X co-packaged-optics switches have entered mass production, adding another potential growth driver as data-center operators expand high-speed networking capacity. Analysts also expect strong results at the company’s August 26 earnings report. Nvidia Spectrum-X switches enter mass production
• Neutral Sentiment: The financing strategy is attracting substantial institutional support, but individual fund managers remain divided: some increased NVIDIA positions while others sold shares or bought puts. This signals continued disagreement over how much future AI growth is already reflected in the valuation. Billionaires’ differing NVIDIA trades
• Negative Sentiment: Investors are questioning the risk of NVIDIA financing data centers that are expected to purchase NVIDIA equipment. Critics characterize this as a circular financing structure that could increase credit exposure and make reported AI demand harder to evaluate. The stock’s elevated valuation leaves less room for execution disappointments. NVIDIA’s circular financing structure

NVIDIA Price Performance

Shares of NASDAQ:NVDA opened at $225.01 on Tuesday. NVIDIA Corporation has a twelve month low of $164.07 and a twelve month high of $236.54. The firm has a market capitalization of $5.45 trillion, a PE ratio of 34.46, a P/E/G ratio of 0.44 and a beta of 2.23. The company has a quick ratio of 2.85, a current ratio of 3.44 and a debt-to-equity ratio of 0.04. The company has a 50-day moving average price of $206.47 and a two-hundred day moving average price of $198.85.

NVIDIA (NASDAQ:NVDA) last issued its 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 business had revenue of $81.61 billion for the quarter, compared to analysts’ expectations of $78.42 billion. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. During the same quarter in the previous year, the firm posted $0.81 EPS. The business’s revenue for the quarter was up 85.2% compared to the same quarter last year. Equities analysts forecast that NVIDIA Corporation will post 8.79 EPS for the current year.

NVIDIA Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Thursday, June 4th were paid a dividend of $0.25 per share. This is an increase from NVIDIA’s previous quarterly dividend of $0.01. This represents a $1.00 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Thursday, June 4th. NVIDIA’s dividend payout ratio is presently 15.31%.

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

Wall Street Analyst Weigh In

Several research analysts recently weighed in on NVDA shares. Rosenblatt Securities restated a “buy” rating and set a $325.00 price target on shares of NVIDIA in a report on Thursday, May 21st. Susquehanna reiterated a “positive” rating and issued a $275.00 price objective (up from $250.00) on shares of NVIDIA in a research note on Tuesday, May 12th. Craig Hallum lifted their target price on shares of NVIDIA from $245.00 to $275.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. CICC Research upped their target price on NVIDIA from $240.60 to $268.30 and gave the company an “outperform” rating in a report on Friday, May 22nd. Finally, The Goldman Sachs Group restated a “buy” rating on shares of NVIDIA in a research note on Tuesday, August 11th. Three analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $305.94.

Insider Transactions at NVIDIA

In other news, Director John Dabiri sold 625 shares of the business’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $214.00, for a total transaction of $133,750.00. Following the completion of the transaction, the director owned 14,163 shares of the company’s stock, valued at approximately $3,030,882. The trade was a 4.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark A. Stevens sold 885,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $210.17, for a total transaction of $186,000,450.00. Following the completion of the sale, the director directly owned 5,207,271 shares in the company, valued at $1,094,412,146.07. This represents a 14.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 1,901,125 shares of company stock valued at $410,583,015. 3.94% of the stock is currently owned by company insiders.

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.