Fort Washington Investment Advisors Inc. OH Grows Position in NVIDIA Corporation $NVDA

Key Points

• Fort Washington Investment Advisors boosted its stake in NVIDIA by 8% in Q4 to 2,671,203 shares worth $498.18M, making NVDA about 2.7% of the firm's portfolio and its sixth-largest holding.
• NVIDIA posted strong quarterly results—$68.13B in revenue (up 73.2% YoY) and $1.62 EPS, beating estimates, with a 55.6% net margin and 97.37% return on equity.
• Analysts remain largely positive, giving NVDA a consensus Buy rating with an average price target of $275.25 and several firms raising targets (e.g., Robert W. Baird to $300).

Fort Washington Investment Advisors Inc. OH lifted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 8.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,671,203 shares of the computer hardware maker's stock after acquiring an additional 197,775 shares during the quarter. NVIDIA makes up about 2.7% of Fort Washington Investment Advisors Inc. OH's portfolio, making the stock its 6th biggest holding. Fort Washington Investment Advisors Inc. OH's holdings in NVIDIA were worth $498,179,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the business. Winnow Wealth LLC acquired a new position in shares of NVIDIA in the second quarter valued at $32,000. Longfellow Investment Management Co. LLC boosted its holdings in shares of NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after buying an additional 67 shares during the period. Spurstone Advisory Services LLC acquired a new position in NVIDIA in the 2nd quarter valued at about $40,000. Sellwood Investment Partners LLC acquired a new position in NVIDIA in the 3rd quarter valued at about $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in NVIDIA in the 2nd quarter valued at about $54,000. Institutional investors own 65.27% of the company's stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on NVDA. Oppenheimer restated an "outperform" rating and set a $265.00 price objective on shares of NVIDIA in a report on Thursday, February 26th. Robert W. Baird increased their target price on NVIDIA from $275.00 to $300.00 and gave the stock an "outperform" rating in a research note on Thursday, February 26th. Macquarie Infrastructure raised NVIDIA to an "outperform" rating in a report on Monday, December 29th. Stifel Nicolaus set a $250.00 price objective on NVIDIA in a research report on Thursday, January 8th. Finally, KeyCorp reissued an "overweight" rating and set a $275.00 target price on shares of NVIDIA in a report on Tuesday, March 17th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Buy" and an average price target of $275.25.

NVIDIA Price Performance

Shares of NASDAQ NVDA opened at $177.39 on Friday. The stock has a market capitalization of $4.31 trillion, a P/E ratio of 36.20, a PEG ratio of 0.59 and a beta of 2.34. The stock's fifty day moving average is $182.41 and its 200 day moving average is $184.17. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91.

NVIDIA (NASDAQ:NVDA - Get Free Report) last posted its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, topping the consensus estimate of $1.54 by $0.08. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The business had revenue of $68.13 billion during the quarter, compared to analysts' expectations of $65.56 billion. During the same quarter in the prior year, the business posted $0.89 earnings per share. NVIDIA's revenue was up 73.2% compared to the same quarter last year. Sell-side analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

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

Insider Buying and Selling at NVIDIA

In other news, Director Mark A. Stevens sold 221,682 shares of NVIDIA stock in a transaction on 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 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 position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Ajay K. Puri sold 300,000 shares of the business's stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total value of $54,675,000.00. Following the transaction, the executive vice president directly owned 3,018,547 shares of the company's stock, valued at $550,130,190.75. This trade represents a 9.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,401,616 shares of company stock worth $253,555,407 over the last three months. Corporate insiders own 4.17% of the company's stock.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: H100 rental prices have jumped ~40% amid a supply crunch, signaling robust enterprise demand for Nvidia’s datacenter GPUs and supporting pricing/power dynamics for AI infrastructure. Nvidia (NVDA) Stock Gains Momentum as H100 Rental Costs Jump 40% Amid Supply Crunch
• Positive Sentiment: Nvidia made a strategic equity investment and deeper technology partnership with Marvell (reported $2B), extending NVLink Fusion/partner ecosystem that could broaden Nvidia’s AI platform reach. Nvidia Makes Equity Investment In Marvell Technology, Deepens NVLink Fusion Partnership
• Positive Sentiment: CEO Jensen Huang is pushing the "Physical AI Data Factory" and robotics/edge-AI roadmap at GTC, highlighting new blueprints (Omniverse/AI factory) that expand addressable markets beyond data centers. 'Every Industrial Company Will Become A Robotics Company,' Nvidia CEO Jensen Huang Says
• Positive Sentiment: High‑profile investors and research houses remain supportive: coverage pieces note long‑term billionaire conviction (Steve Cohen/Point72) and firms like Wolfe Research maintaining buy ratings — signaling continued institutional interest. NVIDIA Corporation (NVDA): Billionaire Steve Cohen Has a Long-Term Bet on This Stock
• Positive Sentiment: Wolfe Research reiterated a buy on Nvidia, which supports investor confidence amid volatility. Wolfe Research Maintains a Buy Rating on Nvidia (NVDA)
• Neutral Sentiment: Analysts updated 12‑month targets and models — some remain bullish on long‑term upside even as 2026 YTD performance lags; watch divergent targets for volatility. Analyst updates Nvidia stock price target for the next 12 months
• Negative Sentiment: Some firms trimmed exposure: D. E. Shaw reduced its NVDA stake, a sign that a few institutional holders are taking profits or rebalancing after big gains. NVIDIA Corporation (NVDA): D. E. Shaw Trims Stake
• Negative Sentiment: New Street Research cut its price target (to $275), reflecting more conservative near‑term assumptions — analyst downgrades/target cuts can amplify selling during risk‑off days. New Street Research Cuts NVIDIA NASDAQ: NVDA Price Target to $275.00
• Negative Sentiment: Market commentators (Jim Cramer) and broader chip‑sector coverage note valuation concerns (high P/E) and warn geopolitical risks (Middle East tensions) are pressuring semiconductor supply chains and investor sentiment. Jim Cramer Notes That NVIDIA’s PE “Makes No Sense at All” Jim Cramer Analyzes the Impact of Geopolitical Conflict on NVIDIA Shares

NVIDIA Company 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.

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