NVIDIA Corporation $NVDA is Fifth Third Wealth Advisors LLC's 3rd Largest Position

Key Points

• Fifth Third Wealth Advisors increased its stake in NVIDIA by 1.1% to 619,474 shares, making the stock its 3rd largest holding at about $115.53 million (≈4.1% of the firm's holdings).
• Wall Street remains broadly bullish on NVDA, with a consensus rating of "Buy" and an average price target of $275.25, supported by multiple Strong Buy/Buy analyst recommendations.
• NVIDIA beat quarterly expectations—reporting $1.62 EPS vs. $1.54 expected and $68.13 billion in revenue vs. $65.56 billion expected—with revenue up 73.2% year‑over‑year and very strong margins (net margin 55.6%, ROE 97.37%).

Fifth Third Wealth Advisors LLC lifted its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 619,474 shares of the computer hardware maker's stock after purchasing an additional 6,627 shares during the quarter. NVIDIA comprises about 4.1% of Fifth Third Wealth Advisors LLC's holdings, making the stock its 3rd biggest holding. Fifth Third Wealth Advisors LLC's holdings in NVIDIA were worth $115,532,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in NVDA. Longfellow Investment Management Co. LLC raised its stake in NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after purchasing an additional 67 shares during the last quarter. Spurstone Advisory Services LLC purchased a new position in NVIDIA in the 2nd quarter worth approximately $40,000. Sellwood Investment Partners LLC purchased a new position in NVIDIA in the 3rd quarter worth approximately $50,000. EDENTREE ASSET MANAGEMENT Ltd purchased a new position in NVIDIA in the 2nd quarter worth approximately $54,000. Finally, Basso Capital Management L.P. purchased a new position in NVIDIA in the 3rd quarter worth approximately $75,000. Institutional investors and hedge funds own 65.27% of the company's stock.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on NVDA. Tigress Financial reiterated a "strong-buy" rating and set a $360.00 target price (up from $350.00) on shares of NVIDIA in a research note on Thursday, March 5th. Barclays reaffirmed a "buy" rating on shares of NVIDIA in a research note on Thursday, February 26th. Evercore reaffirmed an "outperform" rating on shares of NVIDIA in a research note on Tuesday, January 6th. Stifel Nicolaus set a $250.00 price target on NVIDIA in a research report on Thursday, January 8th. Finally, Wolfe Research increased their price target on NVIDIA from $250.00 to $275.00 and gave the company an "outperform" rating in a research report on Friday, January 30th. Four 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 presently has a consensus rating of "Buy" and a consensus price target of $275.25.

NVIDIA Trading Up 2.6%

NASDAQ:NVDA opened at $188.66 on Friday. NVIDIA Corporation has a 1-year low of $95.04 and a 1-year high of $212.19. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. The firm has a market capitalization of $4.58 trillion, a price-to-earnings ratio of 38.50, a PEG ratio of 0.61 and a beta of 2.34. The business's 50-day moving average price is $181.62 and its two-hundred day moving average price is $184.37.

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

NVIDIA Announces Dividend

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

Insiders Place Their Bets

In other NVIDIA news, CFO Colette Kress sold 42,650 shares of the firm's stock in a transaction on 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 transaction, the chief financial officer owned 881,387 shares in the company, valued at $154,145,772.43. This trade represents a 4.62% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Ajay K. Puri sold 300,000 shares of the firm's stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $182.25, for a total value of $54,675,000.00. Following the completion of the sale, the executive vice president directly owned 3,018,547 shares in the company, valued at approximately $550,130,190.75. This represents a 9.04% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,201,616 shares of company stock worth $215,991,407 in the last 90 days. Company insiders own 4.17% of the company's stock.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Wall‑Street upside thesis: Several analyst reports point to sizable upside for NVDA based on continued AI data‑center demand and earnings revisions, supporting further buying from institutional investors. Wall Street Analysts See a 46.16% Upside in Nvidia (NVDA)
• Positive Sentiment: Strategic ecosystem investments and supplier deals reinforce long‑term demand for Nvidia GPUs (and partner revenues): NVDA’s recent $2B investment in Marvell and multi‑year supply/partnership dynamics (Lumentum optics deal, NVDA participation in SiFive funding) signal customers and suppliers aligning behind Nvidia’s data‑center roadmap. NVIDIA Invests $2B in Marvell Lumentum Reshapes Balance Sheet As Nvidia AI Partnership Takes Center Stage SiFive Raises $400 Million from Atreides, Nvidia
• Neutral Sentiment: Fundamentals vs. price action: Analysts and research pieces note NVDA’s exceptional revenue and EPS growth, but also point out a prolonged sideways trade (near 200‑DMA) that could keep the stock range‑bound until fresh catalysts arrive. That creates mixed near‑term momentum. Nvidia: The Rerating Is Over, The Growth Story Isn't
• Neutral Sentiment: Macro/geopolitical headlines are driving periodic flow into (or out of) big tech: a softer inflation print and a tentative two‑week ceasefire helped lift markets and NVDA this week, but these are headline‑sensitive moves rather than company‑specific updates. MarketBeat Week in Review
• Negative Sentiment: Short interest jumped in March—shorts rose ~22.5% to ~280.9M shares as of 3/31—raising the potential for increased volatility and pressured sentiment (even though days‑to‑cover remains modest). This elevated shorting can amplify intraday moves and create downside risk if sentiment flips.
• Negative Sentiment: Competitive risk: public comments and moves from Amazon (and other large cloud players pushing their own chips) are being highlighted as a potential threat to Nvidia’s pricing power and long‑term unit demand, which can temper investor enthusiasm. Andy Jassy on Amazon Chips vs Nvidia
• Negative Sentiment: Geopolitical tail risk: analysts note NVDA’s sensitivity to broader risk‑off moves (e.g., a fragile Iran ceasefire), which can quickly reverse tech leadership flows and weigh on NVDA even without company news. Nvidia Stock Tied to Fate of Fragile Iran Cease‑Fire

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.

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