NVIDIA (NASDAQ:NVDA) CFO Sells 34,918 Shares

September 19, 2026 by InsiderTrades.com

Key Points

NVIDIA CFO Colette Kress sold 34,918 shares at an average price of $219.05, generating approximately $7.65 million. The transaction was conducted under a pre-arranged Rule 10b5-1 plan, leaving her with 765,103 shares.
NVIDIA reported quarterly revenue of $96.22 billion and EPS of $2.22, exceeding analyst estimates, while revenue grew 105.9% year over year. The company also announced a quarterly dividend of $0.25 per share.
Wall Street remains broadly bullish, with 50 analysts rating the stock a Buy and an average price target of $324.34, though investors continue to monitor valuation, competition, memory costs and potential AI-spending slowdowns.

NVIDIA Corporation (NASDAQ:NVDA - Get Free Report) CFO Colette Kress sold 34,918 shares of the stock in a transaction on Thursday, September 17th. The stock was sold at an average price of $219.05, for a total value of $7,648,787.90. Following the sale, the chief financial officer owned 765,103 shares in the company, valued at $167,595,812.15. The trade was a 4.36% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

NVIDIA Stock Performance

NVIDIA Just Named AI's Next Bottleneck—And These 3 Stocks Sit Right In It

NVIDIA stock opened at $222.27 on Friday. The stock has a 50-day simple moving average of $214.66 and a 200 day simple moving average of $204.29. 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 $164.27 and a 12-month high of $236.54. The stock has a market capitalization of $5.36 trillion, a price-to-earnings ratio of 28.10, a P/E/G ratio of 1.69 and a beta of 2.22.

NVIDIA (NASDAQ:NVDA - Get Free Report) last issued its quarterly earnings results on Wednesday, August 26th. The computer hardware maker reported $2.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.13. NVIDIA had a net margin of 63.66% and a return on equity of 96.04%. The business had revenue of $96.22 billion for the quarter, compared to the consensus estimate of $92.27 billion. During the same quarter in the prior year, the company earned $1.05 EPS. The firm's quarterly revenue was up 105.9% on a year-over-year basis. On average, research analysts anticipate that NVIDIA Corporation will post 9.25 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The AI Bottleneck Is Not Chips Anymore and 3 Pipeline Stocks Are Cashing In

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Thursday, September 10th will be given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date is Thursday, September 10th. NVIDIA's dividend payout ratio is presently 12.64%.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: CEO Jensen Huang said NVIDIA expects to sell roughly twice as many chips next year, reinforcing expectations that hyperscaler spending on AI data centers remains strong. The forecast includes demand for GPUs, CPUs, networking equipment and complete server racks. Nvidia Chip Sales Could Double Next Year, CEO Jensen Huang Says
Positive Sentiment: Analysts and market commentators increasingly view NVIDIA as attractively valued relative to its growth. Its scale, diversified AI exposure, high profitability and lower forward valuation multiple give it an advantage over peers such as Credo, while some estimates suggest revenue growth could remain near 70% in fiscal 2028. Credo vs. NVIDIA After Earnings
Positive Sentiment: AI infrastructure demand is expanding beyond processors into high-bandwidth memory and optical networking. NVIDIA has identified memory and silicon photonics as potential bottlenecks and has committed capital and purchase agreements involving suppliers such as Coherent and Lumentum, signaling sustained demand throughout its supply chain.
Positive Sentiment: New ecosystem activity supports NVIDIA’s long-term growth narrative. Cloud partner CoreWeave is deploying next-generation Vera Rubin clusters, while NVIDIA-backed Nscale filed for a U.S. IPO. NVIDIA technology is also being used in autonomous trading systems, quantum-computing research and planned enterprise augmented-reality products.
Neutral Sentiment: Speculative initiatives, including potential orbital data centers with SpaceX and NVIDIA’s quantum-computing software, could create future demand but are unlikely to materially affect near-term revenue.
Negative Sentiment: Investors remain alert to competition from Huawei’s planned 2027 Ascend chips, possible AI-spending deceleration, rising memory costs that could pressure gross margins, and the effects of higher interest rates. The stock’s elevated valuation and dependence on continued hyperscaler capital expenditure also leave it sensitive to disappointing guidance.

Institutional Trading of NVIDIA

SpaceX and NVIDIA Want to Put AI Data Centers in Orbit

Institutional investors have recently bought and sold shares of the business. J. Stern & Co. LLP raised its position in shares of NVIDIA by 13,709.1% during the fourth quarter. J. Stern & Co. LLP now owns 125,760,307 shares of the computer hardware maker's stock worth $23,454,297,000 after purchasing an additional 124,849,603 shares during the period. Jupiter Topco LLC bought a new stake in NVIDIA during the 2nd quarter worth approximately $16,156,076,000. Van ECK Associates Corp raised its holdings in NVIDIA by 34.7% during the 2nd quarter. Van ECK Associates Corp now owns 75,849,721 shares of the computer hardware maker's stock worth $15,176,771,000 after buying an additional 19,522,304 shares during the period. PFA Pension Forsikringsaktieselskab bought a new position in NVIDIA in the fourth quarter valued at approximately $2,635,969,000. Finally, Amundi boosted its holdings in shares of NVIDIA by 10.4% in the first quarter. Amundi now owns 133,768,018 shares of the computer hardware maker's stock valued at $23,329,141,000 after buying an additional 12,575,177 shares during the period. Institutional investors and hedge funds own 65.27% of the company's stock.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on NVDA shares. HSBC raised their price target on shares of NVIDIA from $360.00 to $365.00 in a report on Thursday, August 27th. JPMorgan Chase & Co. increased their price objective on NVIDIA from $280.00 to $320.00 and gave the company an "overweight" rating in a research report on Thursday, August 27th. William Blair reissued an "outperform" rating on shares of NVIDIA in a research note on Tuesday, June 2nd. Raymond James Financial set a $515.00 target price on NVIDIA and gave the stock a "strong-buy" rating in a research report on Thursday, August 27th. Finally, China Renaissance upped their price target on NVIDIA from $319.00 to $330.00 and gave the company a "buy" rating in a research note on Monday, August 31st. Three equities research analysts have rated the stock with a Strong Buy rating, fifty have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Buy" and an average target price of $324.34.

Check Out Our Latest Research Report on NVIDIA

NVIDIA Company Profile

(Get Free Report)

NVIDIA Corporation is a technology company that designs accelerated computing platforms, graphics processors and related software. Its products are used for artificial intelligence, machine learning, high-performance computing, computer graphics, data-center applications and other workloads that benefit from parallel processing.

The company's offerings include GeForce graphics processing units (GPUs) and software for gaming and personal computers; data-center GPUs, systems and networking products; and professional visualization solutions for design, engineering, media and scientific applications.