Beese Fulmer Investment Management 13F: Adds $1.4M to NVDA Stake

Beese Fulmer Investment Management boosted its stake in NVIDIA Corporation NVDA by picking up 6,174 shares during the quarter. That brought its total holdings to 134,622 shares valued at about $30.8 million, according to a Form 13F filed with the SEC on October 23, 2026.

NVDA NVIDIA Corporation

$210.96 ▲ +11.97% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Beese Fulmer Investment Management's NVIDIA Corporation Position

The firm expanded its investment by 4.8%, lifting its prior count of 128,448 shares up to 134,622 shares. NVIDIA Corporation NVDA closed at $210.96 on the filing date.

Other Institutional Activity in NVIDIA Corporation

Other major money managers adjusted their positions in NVIDIA Corporation NVDA around the same time. HB Wealth Management grew its holdings by 143,280 shares, ending with 1,285,748 shares worth about $293.6 million. BSN Capital Partners reduced its stake by 50.9%, cutting 697,044 shares to finish with 672,819 shares valued at about $148.9 million. Simplicity Wealth, LLC boosted its holdings by 36,928 shares, or 13.3%, to finish with 313,837 shares worth about $71.7 million. Mondrian Investment Partners bought a new stake of 109,384 shares valued at about $24.9 million. Evergreen Capital Management grew its holdings by 257,961 shares, or 56.9%, to finish with 711,641 shares worth about $162.7 million.

NVIDIA Corporation Stock Down 0.6%

NVIDIA Corporation NVDA recently traded around $211.00 as of October 24, 2026, which is about equal to its close of $210.96 on the filing date. The stock has moved between a 52-week low of $164.27 and a high of $243.37.

Recent Earnings

NVIDIA Corporation NVDA generated trailing-twelve-month revenue of $302.97 billion and earnings of $7.91 per share. The company reported a net profit margin of 63.7% and a return on equity of 117.2%, with year-over-year revenue growth reaching 105.9%. Its next earnings report is scheduled for November 17, 2026.

Dividend

NVIDIA Corporation NVDA pays an annual dividend rate of $1.00 per share, giving it a dividend yield of 0.47%. The payout ratio sits at a modest 3.5%, leaving the company plenty of room to retain earnings while returning cash to shareholders.

Insider Buying and Selling at NVIDIA Corporation

Company insiders completed several transactions ahead of the filing. Director Mark A Stevens sold 1,848,501 shares on September 2, 2026, 1,022,239 shares on September 4, 2026, and 1,366,000 shares on September 18, 2026. General Counsel Timothy S Teter sold 30,460 shares on September 21, 2026.

Analysts Set New Price Targets

Wall Street firms updated their views on NVIDIA Corporation NVDA through September and October 2026. On September 4, 2026, Rosenblatt maintained its buy rating and $390.00 price target. Piper Sandler initiated coverage on September 10, 2026, with an overweight rating and a $300.00 price target. Rosenblatt reiterated its buy rating at $390.00 on September 29, 2026. Cantor Fitzgerald reiterated an overweight rating with a $350.00 target on October 1, 2026. Needham reiterated a buy rating with a $300.00 target on October 22, 2026. The stock carries a consensus strong buy rating from 58 analysts, with a mean price target of $328.95.

About NVIDIA Corporation

Headquartered in Santa Clara, California, NVIDIA Corporation operates as a data center scale artificial intelligence infrastructure company. The business develops accelerated computing platforms, networking solutions, and software for data centers, alongside automotive systems for autonomous and electric vehicles. Its technologies power modern artificial intelligence training and deployment worldwide.

Bottom Line

Beese Fulmer Investment Management's modest addition sits alongside mixed institutional adjustments in NVIDIA Corporation NVDA. Investors will look toward the company's next earnings report on November 17, 2026, for further insight into its financial growth and data center demand.