Wilmington Savings Fund Society FSB Has $60.71 Million Stake in NVIDIA Corporation $NVDA

Wilmington Savings Fund Society FSB grew its position in NVIDIA Corporation (NASDAQ:NVDA) by 10.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 325,402 shares of the computer hardware maker’s stock after acquiring an additional 30,989 shares during the period. NVIDIA accounts for 1.0% of Wilmington Savings Fund Society FSB’s portfolio, making the stock its 22nd largest holding. Wilmington Savings Fund Society FSB’s holdings in NVIDIA were worth $60,714,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the business. Norges Bank acquired a new position in NVIDIA during the 2nd quarter worth about $51,386,863,000. Laurel Wealth Advisors LLC increased its position in NVIDIA by 15,496.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock valued at $3,454,534,000 after acquiring an additional 21,725,326 shares in the last quarter. State Street Corp raised its stake in shares of NVIDIA by 1.0% in the second quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker’s stock worth $154,556,803,000 after acquiring an additional 9,554,857 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of NVIDIA by 1.5% during the second quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker’s stock worth $91,150,170,000 after purchasing an additional 8,521,936 shares in the last quarter. Finally, California Public Employees Retirement System grew its stake in shares of NVIDIA by 10.7% during the second quarter. California Public Employees Retirement System now owns 64,728,856 shares of the computer hardware maker’s stock valued at $10,226,512,000 after purchasing an additional 6,235,074 shares during the last quarter. 65.27% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

NVDA has been the subject of a number of research reports. Robert W. Baird reissued an “outperform” rating and issued a $275.00 price target on shares of NVIDIA in a report on Friday, December 26th. Deutsche Bank Aktiengesellschaft lifted their target price on NVIDIA from $180.00 to $215.00 and gave the company a “hold” rating in a research note on Thursday, November 20th. Needham & Company LLC reaffirmed a “buy” rating and set a $240.00 price target on shares of NVIDIA in a research note on Thursday, November 20th. Raymond James Financial reiterated a “strong-buy” rating on shares of NVIDIA in a report on Tuesday, January 6th. Finally, DZ Bank reissued a “buy” rating on shares of NVIDIA in a report on Thursday, November 20th. Four analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, NVIDIA presently has a consensus rating of “Buy” and a consensus target price of $263.98.

Insider Buying and Selling at NVIDIA

In other NVIDIA news, EVP Ajay K. Puri sold 200,000 shares of the business’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $180.04, for a total value of $36,008,000.00. Following the completion of the transaction, the executive vice president directly owned 3,618,547 shares of the company’s stock, valued at approximately $651,483,201.88. The trade was a 5.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the sale, the director owned 6,933,280 shares of the company’s stock, 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. Insiders have sold a total of 1,563,834 shares of company stock worth $283,360,391 in the last three months. 4.17% of the stock is owned by insiders.

NVIDIA Price Performance

Shares of NVDA opened at $185.61 on Tuesday. The stock has a market cap of $4.51 trillion, a P/E ratio of 46.06, a price-to-earnings-growth ratio of 0.93 and a beta of 2.31. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year high of $212.19. The stock’s 50-day moving average price is $184.15 and its two-hundred day moving average price is $182.71. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) 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 firm had revenue of $57.01 billion during the quarter, compared to analysts’ expectations of $54.66 billion. During the same quarter in the previous year, the company earned $0.81 earnings per share. The business’s revenue for the quarter was up 62.5% on a year-over-year basis. On average, equities analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

The company 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 dividend on an annualized basis and a dividend yield of 0.0%. NVIDIA’s dividend payout ratio is currently 0.99%.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Analysts and commentary note Nvidia’s strong earnings track record and the company is well positioned to beat estimates again, reinforcing the view that core demand for GPUs remains robust. Why Nvidia (NVDA) is Poised to Beat Earnings Estimates Again
• Positive Sentiment: Nvidia continued strategic deployments of capital — including another sizable stake in CoreWeave — showing management is still funding growth and ecosystem partnerships that support long-term GPU demand. Nvidia Just Piled $2 Billion Into This Key AI Partner
• Positive Sentiment: Management pushed back on alarmist takes: CEO Jensen Huang has publicly defended ongoing OpenAI engagement and emphasized support for all developers after regulatory/press scrutiny — a tone meant to calm customers and investors. Nvidia CEO Supports All Developers Amid DeepSeek Claims
• Neutral Sentiment: Coverage highlighting Nvidia’s expanding role in the AI economy and Jensen Huang’s supplier visits serves as a reminder of structural demand, but these are longer-term positives that don’t remove near-term deal uncertainty. NVIDIA Corporation (NVDA) Expanding Influence in the AI Economy
• Negative Sentiment: Multiple reports say Nvidia faces internal pushback and is reconsidering the scope of an announced up-to-$100 billion OpenAI investment, creating headline risk and investor uncertainty about capital allocation and strategic discipline. Nvidia’s $100 Billion OpenAI Investment Plan Reportedly Hits Snag Amid Internal Concerns
• Negative Sentiment: Reuters reports OpenAI is unhappy with some of Nvidia’s latest chips and has explored alternatives — a direct product/partner risk that could affect future demand or pricing dynamics if it leads to diversification away from Nvidia hardware. OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say
• Negative Sentiment: Market reaction pieces note the stock is pulling back on these headlines, reflecting short-term risk-off among tech investors despite the company’s strong fundamentals. Nvidia (NVDA) Stock Sinks As Market Gains: Here’s Why

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.