Wilmington Savings Fund Society FSB Sells 192,613 Shares of NVIDIA Corporation $NVDA

Wilmington Savings Fund Society FSB cut its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 65.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 101,800 shares of the computer hardware maker’s stock after selling 192,613 shares during the period. Wilmington Savings Fund Society FSB’s holdings in NVIDIA were worth $18,994,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Joule Financial LLC grew its holdings in shares of NVIDIA by 2.2% in the 3rd quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker’s stock valued at $431,000 after acquiring an additional 50 shares in the last quarter. Vision Financial Markets LLC raised its holdings in shares of NVIDIA by 1.2% in the 3rd quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker’s stock valued at $866,000 after purchasing an additional 53 shares during the period. Websterrogers Financial Advisors LLC lifted its stake in NVIDIA by 2.6% in the 3rd quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker’s stock valued at $395,000 after purchasing an additional 54 shares during the last quarter. IMG Wealth Management Inc. lifted its stake in NVIDIA by 1.4% in the 3rd quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker’s stock valued at $713,000 after purchasing an additional 54 shares during the last quarter. Finally, Cyr Financial Inc. grew its holdings in NVIDIA by 0.7% during the third quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker’s stock worth $1,444,000 after purchasing an additional 54 shares during the period. 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: Management outlined a massive addressable market for its Blackwell/Rubin systems (>$1 trillion by 2027), giving a clear revenue runway that underpins sizable long‑term upside. Read Reuters: $1T Opportunity
• Positive Sentiment: NVIDIA says it has received purchase orders and is restarting production of China‑compliant H200 chips — reopening a large market if export licenses and manufacturing scale hold. Read Reuters: China H200 Approval
• Positive Sentiment: Wall Street remains bullish: several firms reaffirmed Buy/Outperform ratings and some raised price targets (BofA, Needham, KeyCorp, TD Cowen, Rosenblatt, Benchmark, etc.), supporting upside expectations. Read Benzinga: Analyst Notes
• Positive Sentiment: High‑profile customer support: Elon Musk said Tesla and SpaceX will continue ordering NVIDIA chips at scale — a signal of sustained hyperscaler demand. Read Reuters: Musk Order Comment
• Positive Sentiment: Capital return policy: management plans to deploy ~50% of free cash flow to buybacks/dividends, which can support EPS and shareholder returns as revenue scales. Read Finbold: FCF Return Plan
• Neutral Sentiment: GTC product slate (Vera Rubin, Vera CPU, Nemotron, OpenClaw/NemoClaw, DLSS 5) broadens monetization beyond GPUs but will take time to translate into revenue and margins. Read GlobalNewsWire: GTC Launches
• Neutral Sentiment: Gaming/consumer tech (DLSS 5) expands TAM but has drawn mixed gamer reaction — important for long‑term brand/gaming revenues but small versus data‑center inference. Read GlobalNewsWire: DLSS 5
• Negative Sentiment: Market reaction is muted: despite big announcements, the stock traded sideways/edged lower as investors wait for concrete order bookings, supply timelines and margin impact. Read Barron’s: Muted Market Reaction
• Negative Sentiment: Insider/director selling was reported (disclosed sale by a director), which can damp sentiment short‑term. Read InsiderTrades: Director Sale
• Negative Sentiment: Geopolitical and competitive risks remain (export controls, emerging hyperscaler/custom silicon, rivals), any of which could delay or compress the upside embedded in the $1T narrative. Read Reuters: Competitive/Geopolitical Risks

Analyst Ratings Changes

Several research analysts have recently commented on the company. TD Cowen reiterated a “buy” rating and set a $235.00 target price on shares of NVIDIA in a research note on Tuesday. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $250.00 price objective on shares of NVIDIA in a research report on Tuesday. Citigroup increased their price objective on shares of NVIDIA from $270.00 to $300.00 and gave the company a “buy” rating in a research report on Thursday, February 26th. DZ Bank reaffirmed a “buy” rating on shares of NVIDIA in a report on Thursday, November 20th. Finally, Tigress Financial restated a “strong-buy” rating and set a $360.00 price objective (up from $350.00) on shares of NVIDIA in a report on Thursday, March 5th. Four equities 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 stock. Based on data from MarketBeat, NVIDIA has a consensus rating of “Buy” and an average price target of $274.30.

NVIDIA Price Performance

Shares of NVIDIA stock opened at $180.40 on Thursday. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. The stock has a market capitalization of $4.38 trillion, a price-to-earnings ratio of 36.82, a price-to-earnings-growth ratio of 0.62 and a beta of 2.33. NVIDIA Corporation has a twelve month low of $86.62 and a twelve month high of $212.19. The company has a 50-day simple moving average of $184.97 and a two-hundred day simple moving average of $184.15.

NVIDIA (NASDAQ:NVDA) last announced its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 EPS for the quarter, topping the consensus estimate of $1.54 by $0.08. The company had revenue of $68.13 billion for the quarter, compared to analysts’ expectations of $65.56 billion. NVIDIA had a net margin of 55.60% and a return on equity of 97.37%. The business’s revenue for the quarter was up 73.2% on a year-over-year basis. During the same period last year, the firm earned $0.89 earnings per share. Analysts forecast that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Wednesday, March 11th will be given a dividend of $0.01 per share. This represents a $0.04 dividend on an annualized basis and a dividend yield of 0.0%. The ex-dividend date is Wednesday, March 11th. NVIDIA’s dividend payout ratio is presently 0.82%.

Insider Buying and Selling

In related news, CFO Colette Kress sold 20,000 shares of the company’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $175.72, for a total transaction of $3,514,400.00. Following the completion of the sale, the chief financial officer owned 93,060 shares of the company’s stock, valued at $16,352,503.20. This represents a 17.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Mark A. Stevens sold 222,500 shares of the stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the sale, the director owned 7,621,453 shares in the company, valued at $1,373,157,187.01. The trade was a 2.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 1,020,784 shares of company stock valued at $186,152,154. 4.17% of the stock is 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.