OLD Second National Bank of Aurora Sells 19,576 Shares of NVIDIA Corporation $NVDA

Key Points

• OLD Second National Bank of Aurora reduced its stake in NVIDIA by 15.2% in Q4, selling 19,576 shares to hold 109,219 shares worth $20.37M, with NVDA representing about 4.1% of its portfolio and its third‑largest holding.
• NVIDIA posted strong results (revenue +73.2% YoY; EPS $1.62 vs $1.54 est.), carries a MarketBeat consensus "Buy" with a $275.25 price target, and is making strategic moves—multi‑billion funding for Corning optical‑fiber plants and up to $2.1B invested in IREN—to bolster data‑center supply and capacity.
• Investor signals are mixed: institutional investors continue adding to NVDA positions, but insiders sold ~906,336 shares (~$162.8M) in the past three months and some commentators warn the stock may be overbought given current valuations.

OLD Second National Bank of Aurora decreased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 15.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 109,219 shares of the computer hardware maker's stock after selling 19,576 shares during the quarter. NVIDIA comprises about 4.1% of OLD Second National Bank of Aurora's portfolio, making the stock its 3rd biggest holding. OLD Second National Bank of Aurora's holdings in NVIDIA were worth $20,369,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the stock. Covenant Partners LLC increased its position in shares of NVIDIA by 0.6% during the 4th quarter. Covenant Partners LLC now owns 26,420 shares of the computer hardware maker's stock worth $4,927,000 after purchasing an additional 146 shares during the last quarter. Tanager Wealth Management LLP increased its position in shares of NVIDIA by 7.6% during the 4th quarter. Tanager Wealth Management LLP now owns 15,995 shares of the computer hardware maker's stock worth $2,983,000 after purchasing an additional 1,125 shares during the last quarter. Keystone Wealth Services LLC increased its position in shares of NVIDIA by 14.7% during the 4th quarter. Keystone Wealth Services LLC now owns 82,415 shares of the computer hardware maker's stock worth $15,370,000 after purchasing an additional 10,569 shares during the last quarter. Patriot Financial Group Insurance Agency LLC increased its position in shares of NVIDIA by 5.2% during the 4th quarter. Patriot Financial Group Insurance Agency LLC now owns 96,758 shares of the computer hardware maker's stock worth $18,045,000 after purchasing an additional 4,824 shares during the last quarter. Finally, Nottingham Advisors Inc. increased its position in shares of NVIDIA by 5.2% during the 4th quarter. Nottingham Advisors Inc. now owns 3,645 shares of the computer hardware maker's stock worth $680,000 after purchasing an additional 180 shares during the last quarter. Institutional investors and hedge funds own 65.27% of the company's stock.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on NVDA. Morgan Stanley set a $260.00 target price on NVIDIA in a research note on Monday, March 2nd. Benchmark reiterated a "buy" rating and set a $250.00 target price on shares of NVIDIA in a research note on Tuesday, March 31st. HSBC set a $310.00 target price on NVIDIA in a research note on Tuesday, February 24th. Truist Financial lifted their target price on NVIDIA from $283.00 to $287.00 and gave the stock a "buy" rating in a research note on Wednesday, March 18th. Finally, Robert W. Baird lifted 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. Four investment analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, NVIDIA currently has an average rating of "Buy" and a consensus price target of $275.25.

NVIDIA Stock Performance

NVDA opened at $211.54 on Friday. The business has a fifty day simple moving average of $187.59 and a 200 day simple moving average of $186.68. The company has a market capitalization of $5.14 trillion, a PE ratio of 43.17, a price-to-earnings-growth ratio of 0.68 and a beta of 2.25. NVIDIA Corporation has a 1 year low of $115.21 and a 1 year high of $216.82. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24.

NVIDIA (NASDAQ:NVDA - Get Free Report) last released its quarterly earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.54 by $0.08. The business had revenue of $68.13 billion during the quarter, compared to the consensus estimate of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The firm's quarterly revenue was up 73.2% on a year-over-year basis. During the same period in the previous year, the company posted $0.89 EPS. Research analysts expect that NVIDIA Corporation will post 7.78 EPS for the current year.

NVIDIA Announces Dividend

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

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia confirmed multi‑billion dollar funding for new Corning optical‑fiber plants and an equity arrangement, reducing supply‑chain risk for high‑speed optical connectivity that limits AI rack performance. This materially derisks future data‑center rollouts that depend on NVDA compute. Nvidia funds construction of Corning plants, in addition to equity investment
• Positive Sentiment: CEO Jensen Huang framed the Corning partnership as a push to revitalize U.S. manufacturing for AI, signaling long‑term vertical integration that supports NVDA’s data‑center roadmap and may improve supply predictability. Nvidia CEO says AI partnership with Corning will 'revitalize American manufacturing'
• Positive Sentiment: Nvidia agreed to invest up to $2.1B in IREN and to support deployment of up to 5 gigawatts of DSX‑aligned AI infrastructure — a move that expands NVDA’s ecosystem downstream into data‑center capacity and gives the company preferential economics and access. Nvidia to invest up to $2.1 billion in IREN as part of AI data center deal
• Positive Sentiment: Goldman Sachs reiterated a Buy on NVDA, providing fresh analyst backing that supports further upside and investor confidence. Nvidia Corp: Goldman Sachs reiterates its buy rating
• Positive Sentiment: Institutional investors continue to add to NVDA positions (recent reported increases from funds such as Fisher Asset and Antipodes), reinforcing demand from large, long‑term holders. Fisher Asset Management Boosts Nvidia Stake by 2.5M Shares
• Neutral Sentiment: Intraday market coverage notes NVDA advanced while the broader market had mixed action — momentum remains, but day‑to‑day moves are being driven by sector rotation as much as company news. Nvidia (NVDA) Advances While Market Declines: Some Information for Investors
• Negative Sentiment: Some commentary and social‑media analysts argue NVDA is overbought or risky near current levels — pieces urging "should not be touched" highlight valuation and crowding risks that could sap near‑term momentum. NVIDIA Corporation (NVDA): Should Not Be Touched?
• Negative Sentiment: Analysis noting NVDA’s underperformance versus other chip names and divergent analyst opinions warns investors the stock may lag in short windows despite strong fundamentals — a reminder to watch valuation and sector breadth. Nvidia stock underperforms the semiconductor sector by the largest margin in years

Insiders Place Their Bets

In related news, Director Mark A. Stevens sold 221,682 shares of the business's 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 completion of the sale, the director directly owned 7,399,771 shares in the company, valued at $1,285,192,227.28. The trade was a 2.91% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Aarti S. Shah sold 19,000 shares of the business's stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $176.71, for a total value of $3,357,490.00. Following the completion of the sale, the director owned 36,007 shares of the company's stock, valued at $6,362,796.97. This trade represents a 34.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 906,336 shares of company stock worth $162,802,518 over the last three months. 4.17% of the stock is currently owned by corporate 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.

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