PNC Financial Services Group Inc. Increases Position in NVIDIA Corporation $NVDA

PNC Financial Services Group Inc. lifted its position in NVIDIA Corporation (NASDAQ:NVDA) by 5.6% during the 3rd quarter, HoldingsChannel reports. The firm owned 10,655,959 shares of the computer hardware maker’s stock after acquiring an additional 563,595 shares during the quarter. NVIDIA accounts for about 1.2% of PNC Financial Services Group Inc.’s investment portfolio, making the stock its 8th largest holding. PNC Financial Services Group Inc.’s holdings in NVIDIA were worth $1,988,189,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Harbor Asset Planning Inc. purchased a new stake in shares of NVIDIA in the second quarter valued at $28,000. Winnow Wealth LLC bought a new stake in shares of NVIDIA during the second quarter valued at approximately $32,000. Longfellow Investment Management Co. LLC lifted its holdings in shares of NVIDIA by 47.9% in 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 purchased a new stake in NVIDIA in the second quarter worth about $40,000. Finally, Sellwood Investment Partners LLC purchased a new stake in shares of NVIDIA in the 3rd quarter worth approximately $50,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

NVIDIA Stock Down 3.0%

NASDAQ NVDA opened at $177.83 on Friday. The business has a fifty day moving average price of $185.77 and a 200 day moving average price of $183.84. The company has a market cap of $4.32 trillion, a P/E ratio of 36.29, a P/E/G ratio of 0.62 and a beta of 2.33. 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 Corporation has a one year low of $86.62 and a one year high of $212.19.

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

NVIDIA Announces Dividend

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

Insider Buying and Selling

In related news, Director Mark A. Stevens sold 222,500 shares of the firm’s 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 completion of the sale, the director directly owned 7,621,453 shares of the company’s stock, valued at approximately $1,373,157,187.01. This trade represents a 2.84% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Colette Kress sold 30,500 shares of the firm’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 transaction, the chief financial officer owned 1,286,826 shares of the company’s stock, valued at $229,196,578.86. This trade represents a 2.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,248,120 shares of company stock worth $225,672,814 over the last ninety days. 4.17% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on NVDA shares. Seaport Research Partners boosted their price target on NVIDIA from $100.00 to $140.00 and gave the stock a “sell” rating in a research report on Monday, November 17th. Piper Sandler reiterated an “overweight” rating on shares of NVIDIA in a research note on Thursday, February 26th. BNP Paribas Exane upped their target price on NVIDIA from $260.00 to $270.00 and gave the company an “outperform” rating in a research report on Thursday, February 26th. Fundamental Research set a $218.00 price target on NVIDIA in a research report on Thursday, February 26th. Finally, William Blair reaffirmed an “outperform” rating on shares of NVIDIA in a research note on Tuesday, January 6th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, NVIDIA has a consensus rating of “Buy” and a consensus price target of $273.64.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Analysts raise targets and reiterate upside — Several firms lifted NVDA price targets (Deutsche Bank to $220; Baird/Wedbush much higher), pointing to continued revenue and margin upside after the quarterly beat. This supports bullish outlooks and likely underpins buying from momentum and institutional desks. NVIDIA Price Target Increased to $220 at Deutsche Bank
• Positive Sentiment: Strong quarterly results and demand narrative — NVDA reported record revenue and robust data-center demand; analysts and bull pieces highlight durable platform strength and Ruben/Blackwell product cycle tailwinds that support above-consensus growth. Nvidia’s Earnings Prove Why It’s Earned Its Spot
• Positive Sentiment: Strategic AI investments and ecosystem deals — Continued strategic investments (OpenAI/Anthropic participation) and new AI partnerships/bets are cited as catalytic for long-term platform control and ecosystem monetization. Nvidia Just Made Another Pair of Brilliant AI Bets
• Neutral Sentiment: CEO compensation update — SEC filing shows a new FY2027 variable-comp plan with a $4M target cash bonus for Jensen Huang. Governance/compensation items typically have limited directional impact but draw investor attention. Nvidia sets $4 million cash bonus for CEO Huang under 2027 compensation plan
• Neutral Sentiment: Pause on new startup bets — Company statements that it will pause further startup investments after recent big bets could be read as capital discipline; market reaction depends on how investors value future optionality vs. cash conservation. Nvidia pauses new AI startup bets after backing OpenAI, Anthropic
• Negative Sentiment: U.S. export-permit rulemaking risk — Reports that U.S. authorities are considering global licensing requirements for AI-chip exports (affecting shipments to all countries) create uncertainty around international sales and could materially limit market access and growth paths. US said to consider requiring permits for global AI chip sales by Nvidia and AMD
• Negative Sentiment: Pullback from China production — Reuters/FT reporting that NVIDIA stopped production of H200 chips for China and refocused TSMC capacity to next‑gen Vera Rubin confirms the company is scaling back China exposure. That reduces near-term addressable market in China and raises execution/earnings pacing concerns even if domestic hyperscalers capture redirected supply. Nvidia refocuses TSMC capacity as export controls stall China sales, FT reports

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.