Avalon Trust Co Increases Stake in NVIDIA Corporation $NVDA

Avalon Trust Co grew its stake in NVIDIA Corporation (NASDAQ:NVDA) by 1.1% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 721,348 shares of the computer hardware maker’s stock after purchasing an additional 7,961 shares during the quarter. NVIDIA comprises approximately 8.7% of Avalon Trust Co’s holdings, making the stock its largest holding. Avalon Trust Co’s holdings in NVIDIA were worth $134,589,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Center for Financial Planning Inc. raised its holdings in NVIDIA by 4.6% during the 2nd 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. Atria Investments Inc raised its holdings in shares of NVIDIA by 3.2% in the second quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker’s stock valued at $148,859,000 after purchasing an additional 29,479 shares during the last quarter. Svenska Handelsbanken AB publ bought a new stake in shares of NVIDIA in the third quarter worth $37,316,000. Oak Ridge Investments LLC grew its position in NVIDIA by 2.2% in the third quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker’s stock valued at $181,143,000 after purchasing an additional 20,559 shares in the last quarter. Finally, Whalen Wealth Management Inc. boosted its stake in shares of NVIDIA by 20.3% during the 3rd quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker’s stock worth $6,808,000 after buying an additional 6,162 shares during the last quarter. Institutional investors own 65.27% of the company’s stock.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Earnings beat + bullish guidance and analyst upgrades are keeping buyers engaged ahead of GTC — the company’s latest results and forward commentary support the view that AI data-center demand remains durable. Stock Market Today, March 9: Nvidia Rises Ahead of GTC as Investors Watch for AI Chip Announcements
• Positive Sentiment: GTC (Mar 16–19) is a near-term catalyst — analysts expect updates on system architecture, networking and AI infrastructure roadmaps that could re‑accelerate conviction in NVDA’s multi-year growth story. Nvidia GTC expected to highlight AI system architecture, networking leadership
• Positive Sentiment: NVIDIA’s ecosystem momentum: the company backed Nscale’s $2B raise and is reported to be investing in optics suppliers (Lumentum/Coherent) — signals of vertical support for AI supply chain scaling and long-term demand for NVIDIA GPUs. Nvidia-backed UK AI firm Nscale raises $2 billion in funding round NVIDIA Corporation (NVDA) is Investing $2 billion in Lumentum and Coherent, Reports WSJ
• Neutral Sentiment: Partnerships (e.g., ABB using Nvidia tech for robot training) showcase revenue opportunities beyond hyperscalers but are incremental to core GPU demand. ABB teams up with Nvidia to improve factory robot training
• Negative Sentiment: Geopolitical risk (U.S.–Iran developments) and a crude‑price spike rattled markets and semiconductor supply-chain assumptions, triggering earlier NVDA weakness despite later rebound. Macro risk remains a volatility driver. Nvidia Stock Falls. How the Chip Supply Chain Is Threatened by Iran War.
• Negative Sentiment: China/export and demand‑sustainability questions persist — reports of halted China‑bound H200 output and commentary highlighting “narrative noise” or rating pressure point to execution and geographic‑revenue risks that could cap near‑term upside. NVIDIA Corporation (NVDA) Halts China-bound H200 Output, Reuters Reports NVIDIA: Regime Change And Narrative Noise (Rating Downgrade)

NVIDIA Price Performance

NASDAQ:NVDA opened at $182.65 on Tuesday. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. The firm has a market cap of $4.44 trillion, a price-to-earnings ratio of 37.28, a P/E/G ratio of 0.60 and a beta of 2.33. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The firm’s 50-day simple moving average is $185.66 and its 200 day simple moving average is $184.01.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The firm had revenue of $68.13 billion for the quarter, compared to analyst estimates of $65.56 billion. During the same quarter in the prior year, the business posted $0.89 EPS. The business’s revenue was up 73.2% compared to the same quarter last year. As a group, sell-side analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th will be given a dividend of $0.01 per share. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date is Wednesday, March 11th. NVIDIA’s dividend payout ratio is presently 0.82%.

Insider Buying and Selling

In related news, CFO Colette Kress sold 27,640 shares of the firm’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $175.72, for a total value of $4,856,900.80. Following the transaction, the chief financial officer owned 846,772 shares in the company, valued at approximately $148,794,775.84. This trade represents a 3.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Ajay K. Puri sold 200,000 shares of the company’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $180.04, for a total transaction of $36,008,000.00. Following the sale, the executive vice president directly owned 3,618,547 shares of the company’s stock, valued at $651,483,201.88. This represents a 5.24% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 1,168,120 shares of company stock valued at $210,900,814. Company insiders own 4.17% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently commented on the company. Royal Bank Of Canada increased their price target on NVIDIA from $240.00 to $250.00 and gave the company an “outperform” rating in a research report on Thursday, February 26th. DZ Bank reaffirmed a “buy” rating on shares of NVIDIA in a report on Thursday, November 20th. Evercore restated an “outperform” rating on shares of NVIDIA in a research note on Tuesday, January 6th. JPMorgan Chase & Co. lifted their target price on NVIDIA from $250.00 to $265.00 and gave the stock an “overweight” rating in a research note on Thursday, February 26th. Finally, Itau BBA Securities reaffirmed a “market perform” rating on shares of NVIDIA in a report on Thursday, February 26th. 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. According to MarketBeat, NVIDIA presently has a consensus rating of “Buy” and an average price target of $273.64.

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.