Maryland Capital Advisors Inc. Makes New Investment in NVIDIA Corporation $NVDA

Maryland Capital Advisors Inc. acquired a new stake in shares of NVIDIA Corporation (NASDAQ:NVDA) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 8,054 shares of the computer hardware maker’s stock, valued at approximately $1,612,000. NVIDIA accounts for 0.5% of Maryland Capital Advisors Inc.’s investment portfolio, making the stock its 12th largest position.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Lifetime Wealth Management P.C. bought a new position in shares of NVIDIA during the 4th quarter worth about $26,000. Longview Financial Advisors Inc. bought a new stake in NVIDIA in the first quarter valued at about $27,000. Longfellow Investment Management Co. LLC increased its stake 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 period. Phillip James Consulting Co. acquired a new position in NVIDIA in the first quarter worth about $40,000. Finally, Spurstone Advisory Services LLC bought a new position in NVIDIA during the second quarter worth about $40,000. 65.27% of the stock is owned by institutional investors.

Trending Headlines about NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Hugging Face acquisition: NVIDIA agreed to acquire open-source AI platform Hugging Face for approximately $12.93 billion. The deal could strengthen CUDA adoption, improve developer retention and give NVIDIA a larger role in AI model development and deployment beyond selling chips. Nvidia to buy Hugging Face for nearly $13 billion
• Positive Sentiment: Growth outlook remains strong: NVIDIA’s recent quarterly results exceeded expectations, with $96.22 billion in revenue and $2.22 in EPS. Management’s roughly 70% fiscal 2028 revenue-growth outlook was materially above consensus, reducing concerns that AI demand is rapidly decelerating. Nvidia: The Market Is Crazy Not To Push The Stock Higher
• Positive Sentiment: Customer spending validation: Dell Technologies’ stronger guidance and expanding AI-server demand reinforced NVIDIA’s view that enterprise and hyperscaler capital expenditures remain elevated. NVIDIA also announced that Lenovo and Acer will launch RTX Spark AI PCs in October, extending its reach into client computing. Nvidia sets October launch for RTX Spark AI PCs
• Positive Sentiment: Broader AI ecosystem exposure: Partnerships with Equinix and Together AI on enterprise inference, plus a reported $6 billion GPU deployment connected to humanoid-robotics company Figure, point to additional demand for NVIDIA’s platforms in inference and physical AI. Nvidia lands surprise $6B GPU windfall with Figure
• Neutral Sentiment: Strategic execution will be closely watched: The Hugging Face transaction is intended to preserve an open developer ecosystem, but NVIDIA must integrate the platform without undermining its neutrality or causing developers to migrate elsewhere. The acquisition also comes as cloud providers continue developing custom AI chips.
• Negative Sentiment: Margin pressure: Rising memory and networking costs are expected to weigh on gross margins, even though they reflect supply constraints and strong demand. Investors are monitoring whether NVIDIA can maintain profitability above 70%. Memory Costs Rise: Can NVIDIA Protect Its 70% Gross Margin?
• Negative Sentiment: Insider selling and policy risks: Executives and directors recently sold shares, including a Rule 10b5-1 sale by EVP Timothy Teter. Possible U.S. semiconductor tariffs and elevated interest rates remain additional risks to valuation and global supply chains.

NVIDIA Stock Performance

NVIDIA stock opened at $228.45 on Friday. The stock has a 50-day simple moving average of $209.85 and a 200 day simple moving average of $201.85. The company has a quick ratio of 3.85, a current ratio of 4.59 and a debt-to-equity ratio of 0.14. NVIDIA Corporation has a 12-month low of $164.07 and a 12-month high of $236.54. The stock has a market capitalization of $5.51 trillion, a price-to-earnings ratio of 28.88, a P/E/G ratio of 1.76 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data on Wednesday, August 26th. The computer hardware maker reported $2.22 EPS for the quarter, topping analysts’ consensus estimates of $2.09 by $0.13. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The firm had revenue of $96.22 billion for the quarter, compared to analyst estimates of $92.27 billion. During the same quarter in the prior year, the firm earned $1.05 EPS. The company’s revenue was up 105.9% on a year-over-year basis. On average, research analysts anticipate that NVIDIA Corporation will post 9.1 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 1st. Investors of record on Thursday, September 10th will be issued a $0.25 dividend. The ex-dividend date of this dividend is Thursday, September 10th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.4%. NVIDIA’s dividend payout ratio (DPR) is currently 12.64%.

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

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on NVDA shares. Benchmark reiterated a “buy” rating and issued a $335.00 price objective on shares of NVIDIA in a research note on Thursday, August 27th. Argus raised their target price on NVIDIA from $220.00 to $270.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Wall Street Zen raised NVIDIA from a “buy” rating to a “strong-buy” rating in a research note on Saturday, August 29th. CICC Research upped their price target on NVIDIA from $240.60 to $268.30 and gave the company an “outperform” rating in a research report on Friday, May 22nd. Finally, Truist Financial increased their price objective on NVIDIA from $307.00 to $346.00 and gave the stock a “buy” rating in a research note on Thursday, August 27th. Two investment analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, NVIDIA presently has a consensus rating of “Moderate Buy” and a consensus target price of $324.23.

Insider Buying and Selling

In other NVIDIA news, Director Mark A. Stevens sold 63,501 shares of the company’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $220.06, for a total transaction of $13,974,030.06. Following the transaction, the director owned 4,558,770 shares of the company’s stock, valued at approximately $1,003,202,926.20. This represents a 1.37% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Timothy S. Teter sold 30,000 shares of NVIDIA stock in a transaction on Monday, August 31st. The shares were sold at an average price of $217.88, for a total value of $6,536,400.00. Following the completion of the sale, the executive vice president directly owned 2,687,660 shares of the company’s stock, valued at $585,587,360.80. This trade represents a 1.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 1,563,501 shares of company stock valued at $335,380,530. 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.