Advanced Micro Devices, Inc. $AMD Shares Acquired by SFE Investment Counsel

SFE Investment Counsel increased its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 9.5% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,247 shares of the semiconductor manufacturer’s stock after buying an additional 2,791 shares during the period. SFE Investment Counsel’s holdings in Advanced Micro Devices were worth $4,576,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Kingstone Capital Partners Texas LLC purchased a new stake in shares of Advanced Micro Devices in the second quarter valued at about $958,422,000. Goldman Sachs Group Inc. lifted its stake in Advanced Micro Devices by 169.7% in the 1st quarter. Goldman Sachs Group Inc. now owns 9,855,341 shares of the semiconductor manufacturer’s stock valued at $1,012,538,000 after buying an additional 6,200,850 shares in the last quarter. T. Rowe Price Investment Management Inc. lifted its stake in Advanced Micro Devices by 131.5% in the 1st quarter. T. Rowe Price Investment Management Inc. now owns 10,413,139 shares of the semiconductor manufacturer’s stock valued at $1,069,846,000 after buying an additional 5,915,185 shares in the last quarter. Nuveen LLC acquired a new stake in Advanced Micro Devices during the 1st quarter valued at $436,746,000. Finally, Parnassus Investments LLC increased its position in Advanced Micro Devices by 47,883.5% during the first quarter. Parnassus Investments LLC now owns 4,142,418 shares of the semiconductor manufacturer’s stock worth $425,592,000 after buying an additional 4,133,785 shares in the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 2,250 shares of the company’s stock in a transaction dated Wednesday, September 24th. The stock was sold at an average price of $165.01, for a total transaction of $371,272.50. Following the completion of the sale, the executive vice president directly owned 311,598 shares in the company, valued at $51,416,785.98. This represents a 0.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Lisa T. Su sold 225,000 shares of Advanced Micro Devices stock in a transaction dated Thursday, August 21st. The shares were sold at an average price of $163.97, for a total value of $36,893,250.00. Following the completion of the transaction, the chief executive officer directly owned 3,359,748 shares in the company, valued at $550,897,879.56. This represents a 6.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 274,118 shares of company stock valued at $46,180,719 in the last 90 days. 0.06% of the stock is owned by corporate insiders.

Advanced Micro Devices Stock Performance

Shares of AMD stock opened at $233.54 on Friday. The company has a debt-to-equity ratio of 0.05, a quick ratio of 1.81 and a current ratio of 2.49. The firm has a market capitalization of $380.21 billion, a price-to-earnings ratio of 134.22, a price-to-earnings-growth ratio of 2.42 and a beta of 1.93. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08. The company has a 50 day moving average price of $199.34 and a 200 day moving average price of $158.85.

Advanced Micro Devices (NASDAQ:AMD) last announced its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.20 earnings per share for the quarter, beating analysts’ consensus estimates of $1.17 by $0.03. The company had revenue of $9.25 billion for the quarter, compared to analyst estimates of $8.76 billion. Advanced Micro Devices had a net margin of 9.57% and a return on equity of 7.54%. Advanced Micro Devices’s revenue for the quarter was up 35.6% on a year-over-year basis. During the same quarter last year, the business earned $0.92 EPS. Advanced Micro Devices has set its Q4 2025 guidance at EPS. Sell-side analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Analyst Upgrades and Downgrades

AMD has been the topic of several recent research reports. Weiss Ratings upgraded Advanced Micro Devices from a “sell (d+)” rating to a “hold (c)” rating in a research report on Friday. Evercore ISI upped their target price on shares of Advanced Micro Devices from $240.00 to $270.00 and gave the company an “outperform” rating in a report on Wednesday. KGI Securities set a $260.00 price target on shares of Advanced Micro Devices and gave the stock an “outperform” rating in a research note on Monday, October 13th. UBS Group boosted their price objective on shares of Advanced Micro Devices from $265.00 to $300.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, Citigroup raised their target price on shares of Advanced Micro Devices from $215.00 to $260.00 and gave the stock a “neutral” rating in a research report on Wednesday. Three investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $263.26.

About Advanced Micro Devices

Advanced Micro Devices, Inc operates as a semiconductor company worldwide. It operates through Data Center, Client, Gaming, and Embedded segments. The company offers x86 microprocessors and graphics processing units (GPUs) as an accelerated processing unit, chipsets, data center, and professional GPUs; and embedded processors, and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing unites, field programmable gate arrays (FPGA), and adaptive SoC products.