Fifth Third Wealth Advisors LLC Buys 18,720 Shares of NVIDIA Corporation $NVDA

Fifth Third Wealth Advisors LLC raised its stake in NVIDIA Corporation (NASDAQ:NVDA) by 3.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 612,847 shares of the computer hardware maker’s stock after acquiring an additional 18,720 shares during the quarter. NVIDIA comprises approximately 4.2% of Fifth Third Wealth Advisors LLC’s investment portfolio, making the stock its 3rd biggest holding. Fifth Third Wealth Advisors LLC’s holdings in NVIDIA were worth $114,345,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of NVDA. Harbor Asset Planning Inc. acquired a new position in NVIDIA during the 2nd quarter worth $28,000. Winnow Wealth LLC bought a new stake in shares of NVIDIA during the second quarter worth $32,000. Longfellow Investment Management Co. LLC lifted its stake in shares of NVIDIA by 47.9% during 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. Spurstone Advisory Services LLC bought a new position in NVIDIA in the second quarter valued at about $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new stake in NVIDIA in the second quarter worth about $54,000. 65.27% of the stock is owned by institutional investors.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: TSMC’s $52–$56B 2026 CapEx validates sustained wafer demand for AI GPUs — that underpins Nvidia’s multi‑year data‑center TAM because more fab capacity and advanced nodes (2nm/GAAFET) support higher GPU build volumes and upgrade cycles. The $56 Billion Draft: Follow TSMC’s CapEx Stream
• Positive Sentiment: Analyst upgrades and higher price targets (Jefferies, Mizuho, Rothschild/Redburn, Baird, etc.) are boosting investor conviction in NVDA’s roadmap (Rubin/H200) and justify buy ratings that support upside momentum. Jefferies sets Nvidia stock price target at $275
• Positive Sentiment: NVIDIA clarified it won’t require Chinese customers to pre‑pay for H200 chips, which eases one specific commercial concern and removes a potential sales‑friction narrative. No Pre-Payments Needed: NVIDIA Clarifies Terms on H200 Chip Sales to China
• Neutral Sentiment: Market commentators note NVDA remains a long‑term AI leader (Vera Rubin production, massive backlog), yet the stock has traded sideways recently — suggesting near‑term consolidation even as bulls argue for continued growth. Nvidia stock remains stuck: here is why analysts say ‘buy’ anyway
• Negative Sentiment: U.S. proclamation imposes a 25% tariff on certain advanced computing chips (including the H200) shipped to China — this could reduce margin and price competitiveness on China sales and re‑route shipment economics. Trump imposes 25% tariff on imports of some advanced computing chips
• Negative Sentiment: Reports that China is drafting purchase rules and had earlier moved to restrict/stop H200 imports raise demand uncertainty in a large end market; even with clarifications, policy friction raises execution risk for China revenue. China drafting purchase rules for Nvidia H200 chips, Nikkei Asia reports
• Negative Sentiment: Insider selling disclosures (CFO Colette Kress sold shares this week) add near‑term investor caution on insider conviction despite long‑term bullish signals. SEC Filing: Insider Sales

Insider Buying and Selling at NVIDIA

In other news, Director Mark A. Stevens sold 222,500 shares of the company’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $180.17, for a total value of $40,087,825.00. Following the completion of the transaction, the director owned 7,621,453 shares in the company, valued at $1,373,157,187.01. This represents a 2.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Debora Shoquist sold 69,840 shares of the stock in a transaction on Friday, December 12th. The stock was sold at an average price of $177.85, for a total transaction of $12,421,044.00. Following the sale, the executive vice president directly owned 1,424,603 shares of the company’s stock, valued at $253,365,643.55. This represents a 4.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,734,114 shares of company stock worth $317,034,081 in the last quarter. Company insiders own 4.17% of the company’s stock.

Wall Street Analyst Weigh In

NVDA has been the topic of a number of research reports. Wolfe Research upped their target price on shares of NVIDIA from $230.00 to $250.00 and gave the company an “outperform” rating in a research report on Thursday, November 20th. Benchmark boosted their price target on shares of NVIDIA from $220.00 to $250.00 and gave the stock a “buy” rating in a research note on Thursday, November 20th. New Street Research restated a “buy” rating and issued a $307.00 price objective on shares of NVIDIA in a report on Thursday, October 30th. DZ Bank reaffirmed a “buy” rating on shares of NVIDIA in a research note on Thursday, November 20th. Finally, Arete Research upped their target price on shares of NVIDIA from $244.00 to $261.00 and gave the company a “buy” rating in a research report on Tuesday, November 25th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $263.41.

NVIDIA Price Performance

Shares of NVDA stock opened at $186.54 on Friday. NVIDIA Corporation has a 12-month low of $86.62 and a 12-month high of $212.19. The firm has a market capitalization of $4.53 trillion, a price-to-earnings ratio of 46.29, a price-to-earnings-growth ratio of 0.91 and a beta of 2.31. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06. The firm has a fifty day moving average of $184.23 and a 200-day moving average of $180.61.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, topping the consensus estimate of $1.23 by $0.07. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The business had revenue of $57.01 billion for the quarter, compared to the consensus estimate of $54.66 billion. During the same quarter last year, the business posted $0.81 EPS. The firm’s revenue was up 62.5% compared to the same quarter last year. On average, equities research analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, December 26th. Investors of record on Thursday, December 4th were given a $0.01 dividend. The ex-dividend date was Thursday, December 4th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. NVIDIA’s payout ratio is currently 0.99%.

NVIDIA 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.