Atlantic Union Bankshares Corp Has $235.80 Million Holdings in NVIDIA Corporation $NVDA

Atlantic Union Bankshares Corp grew its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 18.1% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,263,805 shares of the computer hardware maker’s stock after acquiring an additional 194,015 shares during the period. NVIDIA accounts for approximately 4.4% of Atlantic Union Bankshares Corp’s holdings, making the stock its 2nd largest position. Atlantic Union Bankshares Corp’s holdings in NVIDIA were worth $235,801,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the company. State Street Corp grew its holdings in NVIDIA by 1.0% in the 2nd quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker’s stock valued at $154,556,803,000 after buying an additional 9,554,857 shares during the last quarter. Geode Capital Management LLC raised its stake in 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 acquiring an additional 8,521,936 shares in the last quarter. Norges Bank bought a new stake in NVIDIA during the second quarter worth about $51,386,863,000. Legal & General Group Plc grew its position in NVIDIA by 1.5% during the 2nd quarter. Legal & General Group Plc now owns 178,593,475 shares of the computer hardware maker’s stock worth $28,215,983,000 after acquiring an additional 2,623,678 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. raised its holdings in shares of NVIDIA by 2.8% in the second quarter. Charles Schwab Investment Management Inc. now owns 155,668,775 shares of the computer hardware maker’s stock valued at $24,594,110,000 after buying an additional 4,209,423 shares during the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CFO Colette Kress sold 27,640 shares of the 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 completion of the transaction, the chief financial officer directly owned 846,772 shares in the company, valued at approximately $148,794,775.84. This represents a 3.16% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Mark A. Stevens sold 222,500 shares of NVIDIA stock in a transaction dated 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 sale, the director directly owned 7,621,453 shares in the company, valued at $1,373,157,187.01. The trade was a 2.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 1,610,848 shares of company stock worth $291,619,375. 4.17% of the stock is owned by company insiders.

NVIDIA Stock Up 1.4%

NVDA stock opened at $195.64 on Thursday. The business’s fifty day moving average price is $186.30 and its two-hundred day moving average price is $183.88. NVIDIA Corporation has a fifty-two week low of $86.62 and a fifty-two week high of $212.19. The stock has a market capitalization of $4.75 trillion, a price-to-earnings ratio of 48.55, a PEG ratio of 0.58 and a beta of 2.31. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, beating analysts’ consensus estimates of $1.54 by $0.08. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%. The company had revenue of $68.13 billion during the quarter, compared to the consensus estimate of $65.56 billion. During the same period in the previous year, the business earned $0.89 earnings per share. The firm’s quarterly revenue was up 73.2% on a year-over-year basis. On average, equities analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be given a dividend of $0.01 per share. The ex-dividend date is Wednesday, March 11th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. NVIDIA’s dividend payout ratio (DPR) is currently 0.99%.

Analyst Ratings Changes

A number of brokerages recently weighed in on NVDA. UBS Group set a $400.00 price target on shares of NVIDIA in a report on Monday. Melius Research raised their price target on NVIDIA from $300.00 to $320.00 and gave the stock a “buy” rating in a research report on Thursday, November 20th. Weiss Ratings reiterated a “buy (b-)” rating on shares of NVIDIA in a report on Monday, December 29th. Royal Bank Of Canada reissued a “buy” rating on shares of NVIDIA in a research report on Wednesday, February 18th. Finally, Wells Fargo & Company reaffirmed an “overweight” rating on shares of NVIDIA in a research report on Monday, December 29th. Three research analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $267.73.

More NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Record Q4 results — NVDA reported $68.1B revenue (up 73% Y/Y) and beat EPS estimates; data center revenue hit a record $62.3B, showing continued hyperscaler demand. NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2026
• Positive Sentiment: Strong forward guide — management set Q1 FY27 revenue around $78B (±2%), explicitly noting robust demand and excluding assumed China data‑center revenue in the outlook — supports near‑term growth visibility. NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2026
• Positive Sentiment: Product and partnership momentum — launches and platforms (Blackwell, Vera Rubin/Nemotron) plus multi‑year deals with Meta, AWS, Microsoft and others strengthen NVDA’s moat for both training and inference. Nvidia reports earnings beat as AI boom pushes data center revenue up 75%
• Positive Sentiment: Capital returns and cash generation — the company returned $41.1B in FY26 via buybacks/dividends and retains repurchase capacity, which supports shareholder value. NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2026
• Neutral Sentiment: Analyst sentiment and price targets remain constructive — multiple firms reiterated buys and raised targets, leaving institutional expectations supportive but varied. Nvidia: Basking In The Glory Of AI CAPEX Windfall
• Neutral Sentiment: Market reaction tone — some outlets note a rally, while options markets priced a relatively small post‑earnings swing, suggesting traders expect continued but less volatile moves. Options traders price Nvidia’s smallest postearnings swing three years
• Negative Sentiment: Competitive risk — Meta’s large AMD deal and other hyperscaler diversification plans increase the long‑term competitive backdrop for GPUs and could chip away at sole‑supplier pricing leverage. AMD Strikes $100 Billion Blow To Nvidia, Massive Meta Deal Could Crown New AI King: Analyst
• Negative Sentiment: Geopolitical/China exposure uncertainty — regulators and export/shipments (reports that H200 chips haven’t been shipped to China) and model‑access frictions create execution uncertainty for China revenues. China has not yet received any Nvidia H200 chips, US official said
• Negative Sentiment: Policy and partner risk — tensions around Anthropic’s military-use controls are a potential reputational/regulatory wild card (CEO Jensen Huang downplayed the severity). Nvidia’s Huang says any Pentagon–Anthropic rift is ‘not the end of the world’

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.