Farmers National Bank Grows Holdings in NVIDIA Corporation $NVDA

Posted by Geri Gentry on Aug 12th, 2026

Farmers National Bank raised its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 50.2% in the 1st quarter, Holdings Channel reports. The firm owned 49,919 shares of the computer hardware maker’s stock after purchasing an additional 16,695 shares during the quarter. NVIDIA accounts for 1.9% of Farmers National Bank’s holdings, making the stock its 11th biggest holding. Farmers National Bank’s holdings in NVIDIA were worth $8,706,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Diversified Enterprises LLC raised its holdings in shares of NVIDIA by 44.2% in the fourth quarter. Diversified Enterprises LLC now owns 127,604 shares of the computer hardware maker’s stock valued at $23,798,000 after acquiring an additional 39,129 shares in the last quarter. Altshuler Shaham Ltd grew its holdings in NVIDIA by 6,451.9% during the 1st quarter. Altshuler Shaham Ltd now owns 637,236 shares of the computer hardware maker’s stock worth $111,134,000 after acquiring an additional 627,510 shares in the last quarter. ASR Vermogensbeheer N.V. increased its position in NVIDIA by 1.8% during the 4th quarter. ASR Vermogensbeheer N.V. now owns 3,169,377 shares of the computer hardware maker’s stock valued at $591,086,000 after purchasing an additional 54,877 shares during the period. Storen Legacy Partners LLC purchased a new position in NVIDIA during the 4th quarter valued at about $1,350,000. Finally, Weaver Capital Management LLC raised its holdings in shares of NVIDIA by 5.5% in the 4th quarter. Weaver Capital Management LLC now owns 85,216 shares of the computer hardware maker’s stock valued at $15,893,000 after purchasing an additional 4,439 shares in the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

NVDA has been the subject of several research reports. Bank of America reaffirmed a “buy” rating and issued a $350.00 price target (up from $320.00) on shares of NVIDIA in a research report on Thursday, May 21st. Daiwa Securities Group boosted their price objective on shares of NVIDIA from $215.00 to $255.00 and gave the stock an “outperform” rating in a research note on Friday, May 22nd. KeyCorp restated an “overweight” rating and set a $330.00 target price (up from $310.00) on shares of NVIDIA in a report on Tuesday, July 14th. Evercore reaffirmed an “outperform” rating and set a $413.00 target price (up from $352.00) on shares of NVIDIA in a research report on Thursday, May 21st. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $350.00 price target on shares of NVIDIA in a report on Thursday, May 21st. Three investment analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $304.26.

Get Our Latest Analysis on NVDA

Insider Buying and Selling

In related news, Director Mark A. Stevens sold 885,000 shares of the company’s stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $210.17, for a total transaction of $186,000,450.00. Following the transaction, the director directly owned 5,207,271 shares of the company’s stock, valued at $1,094,412,146.07. This represents a 14.53% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director John Dabiri sold 625 shares of the stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total value of $133,750.00. Following the completion of the sale, the director owned 14,163 shares of the company’s stock, valued at approximately $3,030,882. This trade represents a 4.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,901,125 shares of company stock worth $410,583,015 in the last ninety days. 3.94% of the stock is owned by insiders.

NVIDIA Trading Down 0.0%

NASDAQ NVDA opened at $217.50 on Wednesday. The company has a quick ratio of 2.85, a current ratio of 3.44 and a debt-to-equity ratio of 0.04. The firm has a market cap of $5.26 trillion, a PE ratio of 33.31, a price-to-earnings-growth ratio of 0.42 and a beta of 2.23. The company has a 50 day moving average price of $205.42 and a 200 day moving average price of $197.78. NVIDIA Corporation has a 52 week low of $164.07 and a 52 week high of $236.54.

NVIDIA (NASDAQ:NVDA – Get Free Report) last announced its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 earnings per share for the quarter, beating the consensus estimate of $1.76 by $0.11. NVIDIA had a net margin of 62.97% and a return on equity of 96.94%. The company had revenue of $81.61 billion during the quarter, compared to the consensus estimate of $78.42 billion. During the same period last year, the firm earned $0.81 earnings per share. NVIDIA’s revenue was up 85.2% compared to the same quarter last year. As a group, sell-side analysts forecast that NVIDIA Corporation will post 8.79 EPS for the current fiscal year.

NVIDIA Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Stockholders of record on Thursday, June 4th were given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Thursday, June 4th. This is a positive change from NVIDIA’s previous quarterly dividend of $0.01. NVIDIA’s payout ratio is 15.31%.

NVIDIA announced that its board has authorized a stock repurchase program on Wednesday, May 20th that authorizes the company to buyback $80.00 billion in outstanding shares. This buyback authorization authorizes the computer hardware maker to buy up to 1.5% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s management believes its shares are undervalued.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: NVIDIA is partnering with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize more than $500 billion in third-party capital for AI data centers, power infrastructure and GPU deployments. The initiative could accelerate customer purchases without requiring NVIDIA to fund the entire buildout directly. Nvidia Just Recruited Wall Street to Help Fund $500 Billion in AI Infrastructure
Positive Sentiment: CEO Jensen Huang’s characterization of GPUs as “revenue-generating assets” supports a broader financing market for computing capacity. However, NVIDIA may provide residual-value support of up to 25% in some transactions, potentially helping overcome lender concerns and expanding demand for its systems. Nvidia Partners With Major Wall Street Players to Raise $500B
Positive Sentiment: IBM and Together AI signed a multiyear, $240 million agreement to build an NVIDIA-powered AI inference cluster on IBM Cloud, providing a concrete commercial validation of continued demand for NVIDIA systems. IBM and Together AI Ink $240 Million Deal
Positive Sentiment: Wells Fargo reaffirmed an Overweight rating with a $315 price target, while Bank of America maintained a Buy rating and expects NVIDIA’s August 26 earnings report could begin a multiquarter estimate-upgrade cycle. Wells Fargo on NVIDIA
Positive Sentiment: Reports that NVIDIA is developing Nemotron 4 open-source models, following the release of Nemotron 3.5 Lightning, suggest the company is expanding beyond hardware into software that could lower customers’ AI costs and strengthen platform adoption. NVIDIA Is Developing Nemotron 4 Open-Source Models
Neutral Sentiment: Investors are awaiting fiscal second-quarter results on August 26. Recent coverage points to roughly $91 billion in company guidance, with upside estimates near $94–$95 billion; the report is likely to determine whether the financing announcement translates into stronger operating expectations.
Neutral Sentiment: Cathie Wood’s ARK Invest reportedly added NVIDIA shares, offering a modest sentiment boost, while reports of an asset-manager stake reduction and a congressional sale are unlikely to materially affect the company’s fundamentals.
Negative Sentiment: Analysts warn that NVIDIA’s potential residual-value guarantees could expose it to losses if AI projects fail or GPU prices decline. Rapid hardware depreciation, particularly if China supplies cheaper computing capacity, could weaken the collateral backing the financing.
Negative Sentiment: The strategy has prompted “circular financing” concerns: NVIDIA helps finance customers that then buy NVIDIA hardware. Critics fear this could inflate demand temporarily, increase credit risk and make the stock more vulnerable if AI infrastructure spending slows. Why Jensen Huang’s $500 Billion AI Financing Plan Faces China Risk
Negative Sentiment: Microsoft’s development of custom AI silicon and Broadcom’s faster-growing custom-chip business highlight longer-term competitive risks to NVIDIA’s dominant position, even as near-term demand remains strong.

About NVIDIA

(Free Report)

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.