NVIDIA Corporation $NVDA Stock Position Reduced by OLD Second National Bank of Aurora

OLD Second National Bank of Aurora decreased its position in NVIDIA Corporation (NASDAQ:NVDA) by 3.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 128,795 shares of the computer hardware maker’s stock after selling 3,988 shares during the period. NVIDIA accounts for approximately 5.0% of OLD Second National Bank of Aurora’s investment portfolio, making the stock its 3rd largest position. OLD Second National Bank of Aurora’s holdings in NVIDIA were worth $24,031,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Center for Financial Planning Inc. boosted its stake in NVIDIA by 4.6% during the second quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker’s stock worth $1,332,000 after buying an additional 367 shares during the period. Svenska Handelsbanken AB publ acquired a new position in shares of NVIDIA in the 3rd quarter worth approximately $37,316,000. Atria Investments Inc boosted its position in shares of NVIDIA by 3.2% during the 2nd quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock worth $148,859,000 after purchasing an additional 29,479 shares during the period. MADDEN SECURITIES Corp increased its holdings in NVIDIA by 3.2% in the 2nd quarter. MADDEN SECURITIES Corp now owns 81,322 shares of the computer hardware maker’s stock valued at $12,848,000 after purchasing an additional 2,484 shares during the last quarter. Finally, Whalen Wealth Management Inc. increased its holdings in NVIDIA by 20.3% in the 3rd quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock valued at $6,808,000 after purchasing an additional 6,162 shares during the last quarter. Hedge funds and other institutional investors own 65.27% of the company’s stock.

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

NVIDIA Trading Down 0.3%

NASDAQ NVDA opened at $186.54 on Monday. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The firm has a 50 day moving average of $184.23 and a two-hundred day moving average of $180.96. 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 stock has a market capitalization of $4.53 trillion, a PE ratio of 46.29, a price-to-earnings-growth ratio of 0.91 and a beta of 2.31.

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

NVIDIA Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, December 26th. Stockholders of record on Thursday, December 4th were given a dividend of $0.01 per share. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date of this dividend was Thursday, December 4th. NVIDIA’s dividend payout ratio (DPR) is 0.99%.

Insider Activity

In other news, EVP Debora Shoquist sold 69,840 shares of the company’s stock in a transaction on 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 completion of the transaction, the executive vice president owned 1,424,603 shares in the company, valued at approximately $253,365,643.55. This represents a 4.67% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Mark A. Stevens sold 222,500 shares of the stock in a transaction on Friday, December 19th. The shares were sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the completion of the transaction, the director directly owned 7,621,453 shares in the company, valued at $1,373,157,187.01. This trade represents a 2.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,659,114 shares of company stock valued at $303,280,581 over the last 90 days. Insiders own 4.17% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on NVDA shares. Barclays raised their price target on NVIDIA from $240.00 to $275.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. Wedbush raised their target price on NVIDIA from $210.00 to $230.00 and gave the company an “outperform” rating in a report on Thursday, November 20th. Citic Securities lifted their target price on NVIDIA from $237.00 to $242.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. BNP Paribas Exane increased their price target on shares of NVIDIA from $240.00 to $250.00 and gave the stock an “outperform” rating in a research report on Tuesday, November 18th. Finally, Robert W. Baird restated an “outperform” rating and issued a $275.00 price objective on shares of NVIDIA in a report on Friday, December 26th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $263.41.

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.