Toth Financial Advisory Corp Has $7.85 Million Position in NVIDIA Corporation $NVDA

Toth Financial Advisory Corp boosted its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 7.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 42,055 shares of the computer hardware maker’s stock after buying an additional 2,876 shares during the quarter. Toth Financial Advisory Corp’s holdings in NVIDIA were worth $7,847,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in NVDA. Harbor Asset Planning Inc. bought a new stake in shares of NVIDIA in the second quarter worth $28,000. Winnow Wealth LLC bought a new stake in shares of NVIDIA in the 2nd quarter valued at about $32,000. Longfellow Investment Management Co. LLC increased its stake in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after buying an additional 67 shares during the period. Spurstone Advisory Services LLC bought a new position in shares of NVIDIA during the second quarter worth about $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new position in shares of NVIDIA in the second quarter worth approximately $54,000. 65.27% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research firms have weighed in on NVDA. Tigress Financial reissued a “strong-buy” rating and set a $350.00 target price (up previously from $280.00) on shares of NVIDIA in a research report on Thursday, December 18th. Deutsche Bank Aktiengesellschaft increased their price objective on shares of NVIDIA from $180.00 to $215.00 and gave the stock a “hold” rating in a research report on Thursday, November 20th. Robert W. Baird set a $275.00 target price on shares of NVIDIA and gave the stock an “outperform” rating in a research note on Thursday, November 20th. Raymond James Financial set a $272.00 price target on shares of NVIDIA and gave the company a “strong-buy” rating in a research report on Thursday, November 20th. Finally, CICC Research increased their price target on NVIDIA from $200.00 to $228.00 and gave the stock an “outperform” rating in a report on Friday, November 21st. Five investment analysts have rated the stock with a Strong Buy rating, forty-five have issued a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $262.14.

Insider Buying and Selling at NVIDIA

In other news, EVP Debora Shoquist sold 69,840 shares of the business’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $177.85, for a total transaction of $12,421,044.00. Following the completion of the sale, the executive vice president directly owned 1,424,603 shares of the company’s stock, valued at $253,365,643.55. The trade was a 4.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Colette Kress sold 30,500 shares of the company’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $178.11, for a total transaction of $5,432,355.00. Following the completion of the sale, the chief financial officer owned 1,286,826 shares in the company, valued at $229,196,578.86. This represents a 2.32% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 2,236,474 shares of company stock worth $409,429,992 in the last ninety days. 4.17% of the stock is currently owned by corporate insiders.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: Nvidia struck a non?exclusive licensing deal for Groq’s AI?inference tech and hired key Groq engineers (including founders), which gives NVDA access to differentiated inference IP and talent without an expensive takeover. Nvidia hires Groq engineers, licenses tech
• Positive Sentiment: Progress toward H200 exports to China (administration approvals reported) is a potential multi?billion revenue tailwind if shipments scale — investors are pricing improved China demand into NVDA. H200 chips get approval momentum for China sales
• Positive Sentiment: Wall Street momentum: recent analyst upgrades and higher price targets (e.g., Truist, Tigress) bolster sentiment and give technical buyers cover. Truist reaffirms Buy, raises PT
• Positive Sentiment: Structural tailwinds remain — tight HBM memory supply and strong data?center GPU demand support pricing power and revenue visibility. HBM memory shortage underpins GPU demand
• Neutral Sentiment: Technical/flow signals: NVDA recently cleared a key moving average and shows heavy options positioning — that can amplify moves but is not a fundamental read. NVDA crosses above 50?day MA
• Neutral Sentiment: Conflicting market reports about the Groq outcome — some outlets initially reported a ~$20B buy — have created headline churn while deal terms are clarified. Conflicting Groq acquisition reports
• Negative Sentiment: Market confusion: initial reports of a $20B Groq acquisition (CNBC/TechCrunch) vs. later licensing + hires can disappoint investors expecting a transformational buy or, conversely, spark concerns about cost/strategy—this uncertainty pressures the stock. TechCrunch: $20B Groq acquisition report
• Negative Sentiment: Insider selling: recent disclosed director sales (Mark Stevens) and broad insider dispositions are a near?term negative for sentiment even if they may be routine. Director Mark Stevens sold shares
• Negative Sentiment: Regulatory and trade risk: lawmakers are pressing for disclosure around H200 approvals and there are separate probes about chip diversion — any escalation could slow China sales and hurt growth assumptions. Lawmakers seek disclosure on H200 approvals

NVIDIA Price Performance

Shares of NASDAQ NVDA opened at $188.33 on Thursday. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06. The firm’s 50-day moving average price is $185.84 and its 200-day moving average price is $176.12. The firm has a market capitalization of $4.58 trillion, a P/E ratio of 46.73, a P/E/G ratio of 0.93 and a beta of 2.29. NVIDIA Corporation has a 1-year low of $86.62 and a 1-year high of $212.19.

NVIDIA (NASDAQ:NVDA) last posted its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for the quarter, topping analysts’ consensus estimates of $1.23 by $0.07. The business had revenue of $57.01 billion for the quarter, compared to the consensus estimate of $54.66 billion. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The firm’s revenue for the quarter was up 62.5% on a year-over-year basis. During the same period in the prior year, the business earned $0.81 EPS. Equities research analysts anticipate that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, December 26th. Investors of record on Thursday, December 4th will be given a $0.01 dividend. The ex-dividend date of this dividend is Thursday, December 4th. This represents a $0.04 annualized dividend and a yield of 0.0%. NVIDIA’s dividend payout ratio (DPR) is presently 0.99%.

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.