Fifth Third Wealth Advisors LLC Grows Position in NVIDIA Corporation $NVDA

Fifth Third Wealth Advisors LLC grew its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 3.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 612,847 shares of the computer hardware maker’s stock after acquiring an additional 18,720 shares during the quarter. NVIDIA accounts for 4.2% of Fifth Third Wealth Advisors LLC’s holdings, making the stock its 3rd biggest position. Fifth Third Wealth Advisors LLC’s holdings in NVIDIA were worth $114,345,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in NVDA. Kingstone Capital Partners Texas LLC lifted its position in NVIDIA by 267,959.7% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 382,373,765 shares of the computer hardware maker’s stock worth $64,976,521,000 after buying an additional 382,231,120 shares in the last quarter. Norges Bank acquired a new stake in shares of NVIDIA in the second quarter valued at about $51,386,863,000. Laurel Wealth Advisors LLC raised its holdings in NVIDIA by 15,496.1% during the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker’s stock worth $3,454,534,000 after acquiring an additional 21,725,326 shares in the last quarter. State Street Corp raised its holdings in NVIDIA by 1.0% during 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 in the last quarter. Finally, Geode Capital Management LLC boosted its position 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 valued at $91,150,170,000 after purchasing an additional 8,521,936 shares during the last quarter. 65.27% of the stock is owned by institutional investors.

Key Stories Impacting NVIDIA

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

Wall Street Analysts Forecast Growth

NVDA has been the topic of a number of analyst reports. Sanford C. Bernstein reiterated a “buy” rating on shares of NVIDIA in a research note on Tuesday, January 6th. BNP Paribas Exane boosted their target price on shares of NVIDIA from $240.00 to $250.00 and gave the stock an “outperform” rating in a report on Tuesday, November 18th. Mizuho set a $275.00 price target on shares of NVIDIA and gave the company an “outperform” rating in a research note on Friday, January 9th. DZ Bank restated a “buy” rating on shares of NVIDIA in a research note on Thursday, November 20th. Finally, JPMorgan Chase & Co. upped their target price on shares of NVIDIA from $215.00 to $250.00 and gave the company an “overweight” rating in a report on Thursday, November 20th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $263.41.

NVIDIA Trading Down 0.3%

Shares of NVIDIA stock opened at $186.54 on Friday. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. The firm has a 50-day moving average of $184.23 and a 200-day moving average of $180.61. NVIDIA Corporation has a 52-week low of $86.62 and a 52-week high of $212.19. The stock has a market cap of $4.53 trillion, a PE ratio of 46.29, a PEG ratio of 0.91 and a beta of 2.31.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share 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 business’s revenue was up 62.5% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.81 EPS. As a group, sell-side analysts forecast that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, December 26th. Investors of record on Thursday, December 4th were paid a $0.01 dividend. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. The ex-dividend date was Thursday, December 4th. NVIDIA’s payout ratio is 0.99%.

Insider Activity

In related news, EVP Debora Shoquist sold 80,000 shares of the firm’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $184.65, for a total value of $14,772,000.00. Following the transaction, the executive vice president owned 1,574,443 shares in the company, valued at approximately $290,720,899.95. This trade represents a 4.84% 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 7th. The stock was sold at an average price of $187.82, for a total transaction of $37,564,000.00. Following the sale, the executive vice president directly owned 3,818,547 shares of the company’s stock, valued at $717,199,497.54. This represents a 4.98% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 1,734,114 shares of company stock worth $317,034,081. 4.17% of the stock is currently owned by insiders.

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.