Washington Trust Bank Sells 11,760 Shares of NVIDIA Corporation $NVDA

Washington Trust Bank cut its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA) by 3.5% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 326,934 shares of the computer hardware maker’s stock after selling 11,760 shares during the period. NVIDIA makes up about 4.5% of Washington Trust Bank’s portfolio, making the stock its 6th largest holding. Washington Trust Bank’s holdings in NVIDIA were worth $60,999,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in NVIDIA by 12.4% during the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock worth $43,631,000 after purchasing an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG grew its stake in NVIDIA by 1.0% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock valued at $315,100,000 after acquiring an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE grew its stake in NVIDIA by 6.7% during the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after acquiring an additional 3,653 shares in the last quarter. Hudson Value Partners LLC raised its holdings in NVIDIA by 30.7% in the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock valued at $6,805,000 after acquiring an additional 11,900 shares during the last quarter. Finally, Wealth Group Ltd. boosted its holdings in shares of NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after purchasing an additional 896 shares during the last quarter. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA Stock Performance

Shares of NVDA opened at $191.44 on Wednesday. The company has a 50-day moving average of $183.52 and a two-hundred day moving average of $182.14. The stock has a market cap of $4.65 trillion, a P/E ratio of 47.62, a PEG ratio of 0.91 and a beta of 2.31. NVIDIA Corporation has a 12-month low of $86.62 and a 12-month high of $212.19. 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 (NASDAQ:NVDA) last posted its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, beating the consensus estimate of $1.23 by $0.07. The company had revenue of $57.01 billion during the quarter, compared to analysts’ expectations of $54.66 billion. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The firm’s revenue was up 62.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.81 EPS. As a group, research analysts predict that NVIDIA Corporation will post 2.77 EPS for the current fiscal year.

NVIDIA Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, December 26th. Shareholders of record on Thursday, December 4th were issued a $0.01 dividend. The ex-dividend date was Thursday, December 4th. This represents a $0.04 dividend on an annualized basis and a yield of 0.0%. NVIDIA’s payout ratio is currently 0.99%.

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: China reportedly approved imports of Nvidia’s H200 AI chips, easing a major geopolitical/headwind and opening a large addressable market (Alibaba and others cited). This drove optimism about incremental China sales. Reuters: China gives green light to importing first batch of Nvidia’s H200 AI chips
• Positive Sentiment: Nvidia committed $2 billion to CoreWeave to accelerate build-out of AI data-center capacity — a strategic vote of confidence that should support long-term GPU demand for training workloads and signal stronger ecosystem control. TechCrunch: Nvidia invests $2B to help CoreWeave add 5GW of AI compute
• Positive Sentiment: Nvidia released open-source AI models for faster, cheaper weather forecasts — a product/PR win that highlights expansion beyond chips into AI software and model leadership, supporting ecosystem stickiness. Reuters: Nvidia unveils AI models for weather forecasts
• Neutral Sentiment: Market context: a Fed decision and earnings from major tech names (Microsoft, Meta, Tesla) could sway broader risk-on/risk-off flows that affect NVDA’s momentum. Proactive Investors: Nasdaq called higher ahead of Fed decision and trio of Mag 7 earnings
• Neutral Sentiment: Analyst and media price-target pieces and 2026 forecasts (various outlets) are reinforcing bullish narratives but are not immediate catalysts; they matter more for conviction than intraday moves. 24/7 Wall St.: Price prediction
• Negative Sentiment: Microsoft’s Maia 200 inference chip and hyperscaler custom silicon efforts continue to chip away at Nvidia’s addressable inference market; over time this could reduce demand for some third‑party GPUs, a medium-term competitive risk. Reuters: Microsoft rolls out next-generation AI chips
• Negative Sentiment: Some analysts flag that Nvidia’s CoreWeave deal also highlights counterparty risk (overreliance on partners, or funding/lock-in concerns) — a reminder that strategic investments carry execution and financial-risk tradeoffs. MarketBeat: CoreWeave: Nvidia Deal Divides Analysts

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on NVDA shares. Piper Sandler restated an “overweight” rating on shares of NVIDIA in a report on Thursday, January 8th. Seaport Research Partners lifted their target price on NVIDIA from $100.00 to $140.00 and gave the company a “sell” rating in a report on Monday, November 17th. Weiss Ratings restated a “buy (b-)” rating on shares of NVIDIA in a report on Monday, December 29th. UBS Group restated a “buy” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Finally, Loop Capital boosted their price target on shares of NVIDIA from $250.00 to $350.00 and gave the stock a “buy” rating in a report on Monday, November 3rd. Four analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $263.41.

Insider Buying and Selling

In other news, CFO Colette Kress sold 30,500 shares of the business’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $178.11, for a total value of $5,432,355.00. Following the completion of the sale, the chief financial officer owned 1,286,826 shares of the company’s stock, valued at approximately $229,196,578.86. The trade was a 2.32% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the transaction, the director directly owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. This represents a 3.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,611,474 shares of company stock worth $293,285,232 over the last quarter. Company insiders own 4.17% of the company’s stock.

About NVIDIA

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.