Wilmington Savings Fund Society FSB Buys 30,989 Shares of NVIDIA Corporation $NVDA

Wilmington Savings Fund Society FSB increased its stake in NVIDIA Corporation (NASDAQ:NVDA) by 10.5% in the third quarter, Holdings Channel.com reports. The firm owned 325,402 shares of the computer hardware maker’s stock after purchasing an additional 30,989 shares during the quarter. NVIDIA makes up approximately 1.0% of Wilmington Savings Fund Society FSB’s investment portfolio, making the stock its 22nd largest position. Wilmington Savings Fund Society FSB’s holdings in NVIDIA were worth $60,714,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Websterrogers Financial Advisors LLC boosted its stake in shares of NVIDIA by 2.6% during the 3rd quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock worth $395,000 after buying an additional 54 shares during the last quarter. Helen Stephens Group LLC raised its holdings in NVIDIA by 3.9% during the third quarter. Helen Stephens Group LLC now owns 1,483 shares of the computer hardware maker’s stock worth $277,000 after acquiring an additional 56 shares in the last quarter. Morton Brown Family Wealth LLC boosted its position in NVIDIA by 1.5% during the second quarter. Morton Brown Family Wealth LLC now owns 3,928 shares of the computer hardware maker’s stock valued at $621,000 after purchasing an additional 58 shares during the last quarter. Roof Eidam Maycock Peralta LLC boosted its position in NVIDIA by 0.3% during the second quarter. Roof Eidam Maycock Peralta LLC now owns 20,903 shares of the computer hardware maker’s stock valued at $3,302,000 after purchasing an additional 58 shares during the last quarter. Finally, Alpha Wealth Funds LLC grew its stake in NVIDIA by 1.3% in the second quarter. Alpha Wealth Funds LLC now owns 4,634 shares of the computer hardware maker’s stock valued at $732,000 after purchasing an additional 59 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

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

Analysts Set New Price Targets

Several research firms have recently commented on NVDA. Citic Securities increased their price objective on NVIDIA from $237.00 to $242.00 and gave the company a “buy” rating in a report on Thursday, November 20th. Truist Financial reiterated a “buy” rating and issued a $275.00 price target on shares of NVIDIA in a research note on Monday, December 29th. New Street Research reissued a “buy” rating and issued a $307.00 price objective on shares of NVIDIA in a research report on Thursday, October 30th. UBS Group reaffirmed a “buy” rating on shares of NVIDIA in a report on Tuesday, January 6th. Finally, Sanford C. Bernstein reiterated a “buy” rating on shares of NVIDIA in a report on Wednesday, January 28th. Four 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. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $263.98.

NVIDIA Price Performance

Shares of NASDAQ NVDA opened at $185.61 on Tuesday. The firm 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. 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 Corporation has a 1-year low of $86.62 and a 1-year high of $212.19. The business’s 50 day moving average is $184.15 and its 200-day moving average is $182.71.

NVIDIA (NASDAQ:NVDA) last released its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.23 by $0.07. The business had revenue of $57.01 billion during the quarter, compared to the consensus estimate of $54.66 billion. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The firm’s quarterly revenue was up 62.5% on a year-over-year basis. During the same period in the previous year, the company posted $0.81 EPS. Equities research analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Announces Dividend

The firm 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. The ex-dividend date was Thursday, December 4th. This represents a $0.04 annualized dividend and a dividend yield of 0.0%. NVIDIA’s dividend payout ratio is 0.99%.

Insider Buying and Selling at NVIDIA

In other news, EVP Ajay K. Puri sold 200,000 shares of the firm’s stock in a transaction that occurred on Wednesday, January 7th. The shares were sold at an average price of $187.82, for a total transaction of $37,564,000.00. Following the transaction, the executive vice president directly owned 3,818,547 shares of the company’s stock, valued at approximately $717,199,497.54. This trade represents a 4.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Mark A. Stevens sold 350,000 shares of the business’s stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $181.73, for a total value of $63,605,500.00. Following the completion of the sale, the director owned 7,049,803 shares of the company’s stock, valued at approximately $1,281,160,699.19. This trade represents a 4.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,563,834 shares of company stock valued at $283,360,391 in the last quarter. Company insiders own 4.17% of the company’s stock.

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.