NVIDIA Corporation $NVDA Stock Position Increased by Fulton Bank N.A.

Fulton Bank N.A. grew its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 2.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 341,523 shares of the computer hardware maker’s stock after purchasing an additional 8,470 shares during the quarter. NVIDIA makes up approximately 2.2% of Fulton Bank N.A.’s portfolio, making the stock its 10th largest holding. Fulton Bank N.A.’s holdings in NVIDIA were worth $63,694,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the stock. Brighton Jones LLC raised its holdings in shares of NVIDIA by 12.4% in the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after acquiring an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG lifted its position in shares of NVIDIA by 1.0% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock valued at $315,100,000 after acquiring an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE boosted its stake in shares of NVIDIA by 6.7% during the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after acquiring an additional 3,653 shares during the last quarter. Hudson Value Partners LLC increased its position in NVIDIA by 30.7% during the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after purchasing an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. increased its position in NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after purchasing an additional 896 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other NVIDIA news, CFO Colette Kress sold 42,650 shares of the company’s stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $174.89, for a total transaction of $7,459,058.50. Following the completion of the sale, the chief financial officer directly owned 881,387 shares in the company, valued at $154,145,772.43. This represents a 4.62% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Mark A. Stevens sold 221,682 shares of the firm’s stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $173.68, for a total value of $38,501,729.76. Following the completion of the transaction, the director owned 7,399,771 shares in the company, valued at approximately $1,285,192,227.28. This trade represents a 2.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 1,401,616 shares of company stock valued at $253,555,407. 4.17% of the stock is currently owned by company insiders.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Analyst/valuation support: Multiple pieces argue NVDA is trading cheaply vs. its growth profile and some brokers/analysts reiterated buys or raised long‑term estimates, providing a buy‑the‑dip narrative that could attract value buyers. 5 April Buys With Double-Digit Year-End Targets
• Positive Sentiment: Enterprise deployments and partnerships expand demand: NVIDIA’s tech is being embedded across industries (energy partnership with SLB, healthcare deployments and HGX systems for regional AI factories), which supports recurring data‑center GPU demand beyond hyperscalers. SLB expands Nvidia partnership to develop AI infrastructure for energy sector
• Positive Sentiment: Ecosystem capital: A Reuters report that a Nvidia‑backed startup (Reflection) is seeking a large funding round signals continued investor appetite for NVDA‑adjacent AI ecosystems that can drive future software and services spend tied to NVIDIA hardware. Nvidia-backed Reflection AI eyes $25 billion valuation, WSJ reports
• Neutral Sentiment: Valuation narrative shifts: Several outlets note NVDA’s forward multiple has compressed (trading near S&P valuation levels), which can be read as either a buying opportunity or a signal that the market is discounting growth — the net impact depends on investor time horizon. Nvidia (NVDA) Stock Trades Below S&P 500 Valuation for First Time in Over a Decade
• Negative Sentiment: Regulatory/export risk: Senators have pushed to pause NVIDIA export licenses after DOJ charges in an alleged AI‑chip diversion/smuggling case — any tighter export controls would directly reduce addressable revenue from China and adjacent markets. Senators Push to Freeze Nvidia Export Licenses
• Negative Sentiment: Legal and reputational headwinds: A revived class‑action/lawsuit environment and separate suits tied to alleged undisclosed revenues or compliance issues increase near‑term legal risk and uncertainty for guidance/controls. Super Micro Computer Hit With Securities Fraud Lawsuit
• Negative Sentiment: Geopolitical/supply‑chain concentration: Analysts warn war risk (Iran/Taiwan tensions) could hit NVDA because most advanced GPUs are manufactured at TSMC in Taiwan; heightened geopolitical risk compresses multiples and prompts sectorwide selling. Nvidia Share Price Could Be Hit Hard By Iran War
• Negative Sentiment: Insider selling and short‑term uncertainty: Director share sales and vocal skeptics (media/pundits warning of dramatic downside) add to near‑term caution and can amplify momentum selling. NVIDIA Director Sells $38.5M in Stock

NVIDIA Trading Down 2.2%

Shares of NVDA stock opened at $167.52 on Friday. The firm’s 50-day simple moving average is $183.42 and its 200-day simple moving average is $184.25. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. NVIDIA Corporation has a 1-year low of $86.62 and a 1-year high of $212.19. The firm has a market cap of $4.07 trillion, a P/E ratio of 34.19, a PEG ratio of 0.57 and a beta of 2.33.

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

NVIDIA Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be given a $0.01 dividend. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date of this dividend is Wednesday, March 11th. NVIDIA’s dividend payout ratio (DPR) is 0.82%.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the stock. Tigress Financial restated a “strong-buy” rating and issued a $360.00 target price (up from $350.00) on shares of NVIDIA in a report on Thursday, March 5th. Sanford C. Bernstein lifted their price target on shares of NVIDIA from $275.00 to $300.00 and gave the stock an “outperform” rating in a report on Thursday, February 26th. William Blair set a $300.00 price objective on shares of NVIDIA in a research report on Thursday, March 12th. Mizuho set a $275.00 price objective on shares of NVIDIA and gave the company an “outperform” rating in a research note on Friday, January 9th. Finally, HSBC set a $310.00 target price on shares of NVIDIA in a research report on Tuesday, February 24th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $275.95.

About NVIDIA

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.