NVIDIA Corporation $NVDA is Trust Co. of Toledo NA OH’s 5th Largest Position

Trust Co. of Toledo NA OH increased its position in NVIDIA Corporation (NASDAQ:NVDA) by 3.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 157,378 shares of the computer hardware maker’s stock after buying an additional 5,650 shares during the quarter. NVIDIA accounts for approximately 2.9% of Trust Co. of Toledo NA OH’s holdings, making the stock its 5th biggest holding. Trust Co. of Toledo NA OH’s holdings in NVIDIA were worth $29,364,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Harbor Asset Planning Inc. bought a new position in shares of NVIDIA during the second quarter valued at about $28,000. Winnow Wealth LLC purchased a new position in NVIDIA during the 2nd quarter valued at about $32,000. Longfellow Investment Management Co. LLC raised its position in NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after purchasing an additional 67 shares during the last quarter. Spurstone Advisory Services LLC purchased a new stake in NVIDIA in the 2nd quarter worth approximately $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new stake in NVIDIA in the 2nd quarter worth approximately $54,000. 65.27% of the stock is currently owned by institutional investors.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Surge in China H200 demand and investor positioning ahead of CES is boosting near-term revenue visibility and helped lift the stock as traders rotated back into chip winners. Nvidia stock jumps over 3 today: what’s driving early-2026 rally?
• Positive Sentiment: NVIDIA’s big strategic moves — including the reported ~$20B Groq asset deal and executive hires — signal market-share consolidation in AI chips and lower long-term competitive risk, supporting upside expectations. Nvidia: $20B Groq Deal, Valuation, And More (Rating Upgrade)
• Positive Sentiment: Software/stack expansion — the SchedMD acquisition and open‑source focus strengthen NVIDIA’s ecosystem play, making its hardware more sticky and expanding TAM beyond chips. NVIDIA (NVDA) Expands AI Leadership with SchedMD Acquisition and Open-Source Focus
• Positive Sentiment: Broader semiconductor rally and favorable analyst commentary (sector hitting highs) are lifting NVDA as part of an AI-driven rotation into chipmakers and infrastructure names. Chip stocks rally to start 2026 after third-straight winning year
• Neutral Sentiment: Company spending spree (large deals, licensing, hires) signals aggressive growth and ecosystem buildout — positive for long-term leadership but raises near-term cash/deployment questions. Nvidia’s massive spending spree: Here’s what to know
• Neutral Sentiment: Upcoming CES keynote (and Jensen Huang’s previews) is keeping sentiment elevated as investors position for product/partnership announcements; this can amplify volatility around the event. Nvidia CEO Jensen Huang talks about his company’s latest innovations at CES 2026
• Negative Sentiment: Margin sustainability concerns: multiple analysts and features question whether rising competition, pricing pressure and big licensing/acquisition costs could compress NVDA’s historically high margins. That risk weighs on forward multiple assumptions. How Can Nvidia Sustain Its Margins?
• Negative Sentiment: Competition and valuation narrative: coverage highlights intensifying rivalry (Google, AMD, Broadcom) and continued debate over a potential AI “bubble,” which could amplify profit‑taking if macro or earnings signals disappoint. Nvidia, AMD and Broadcom Are Facing Off. How the 2026 AI Chips Battle Is Shaping Up.

Insiders Place Their Bets

In related news, EVP Debora Shoquist sold 69,840 shares of the company’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $177.85, for a total value of $12,421,044.00. Following the transaction, the executive vice president owned 1,424,603 shares in the company, valued at $253,365,643.55. The trade was a 4.67% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the sale, the director directly owned 6,933,280 shares in the company, valued at $1,229,478,542.40. This trade represents a 3.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,936,474 shares of company stock valued at $354,356,742. Company insiders own 4.17% of the company’s stock.

NVIDIA Trading Up 1.3%

Shares of NASDAQ NVDA opened at $188.85 on Friday. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year high of $212.19. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71. The firm has a 50-day moving average of $186.62 and a 200 day moving average of $178.30. The stock has a market cap of $4.59 trillion, a P/E ratio of 46.86, a price-to-earnings-growth ratio of 0.92 and a beta of 2.31.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, beating analysts’ consensus estimates of $1.23 by $0.07. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The business had revenue of $57.01 billion during the quarter, compared to the consensus estimate of $54.66 billion. During the same quarter last year, the firm earned $0.81 earnings per share. The business’s revenue for the quarter was up 62.5% on a year-over-year basis. As a group, sell-side analysts expect that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, December 26th. Shareholders of record on Thursday, December 4th were paid a dividend of $0.01 per share. The ex-dividend date was Thursday, December 4th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. NVIDIA’s payout ratio is presently 0.99%.

Wall Street Analysts Forecast Growth

NVDA has been the subject of a number of recent analyst reports. Melius Research upped their target price on NVIDIA from $300.00 to $320.00 and gave the company a “buy” rating in a report on Thursday, November 20th. Argus reissued a “buy” rating and set a $220.00 price objective on shares of NVIDIA in a research report on Thursday, November 20th. Stifel Nicolaus restated a “buy” rating and issued a $250.00 price objective on shares of NVIDIA in a report on Monday, December 29th. Morgan Stanley raised their target price on shares of NVIDIA from $235.00 to $250.00 and gave the stock an “overweight” rating in a research report on Monday, December 1st. Finally, Zacks Research upgraded shares of NVIDIA from a “hold” rating to a “strong-buy” rating in a research report on Monday, November 24th. Five analysts have rated the stock with a Strong Buy rating, forty-six have given a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $262.14.

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.