Caisse de depot et placement du Quebec Takes $186.20 Million Position in Teradyne, Inc. $TER

Caisse de depot et placement du Quebec acquired a new position in Teradyne, Inc. (NASDAQ:TER) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 384,829 shares of the company’s stock, valued at approximately $186,196,000. Caisse de depot et placement du Quebec owned 0.25% of Teradyne at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Carolina Wealth Advisors LLC raised its holdings in shares of Teradyne by 42.5% in the 2nd quarter. Carolina Wealth Advisors LLC now owns 114 shares of the company’s stock valued at $55,000 after purchasing an additional 34 shares in the last quarter. Vestor Capital LLC increased its holdings in Teradyne by 15.4% during the first quarter. Vestor Capital LLC now owns 285 shares of the company’s stock valued at $85,000 after buying an additional 38 shares during the period. Ashton Thomas Private Wealth LLC raised its stake in Teradyne by 5.8% in the second quarter. Ashton Thomas Private Wealth LLC now owns 727 shares of the company’s stock worth $352,000 after buying an additional 40 shares in the last quarter. UMB Bank n.a. raised its stake in Teradyne by 1.8% in the fourth quarter. UMB Bank n.a. now owns 2,293 shares of the company’s stock worth $444,000 after buying an additional 40 shares in the last quarter. Finally, Stephens Inc. AR lifted its holdings in Teradyne by 1.2% during the fourth quarter. Stephens Inc. AR now owns 3,332 shares of the company’s stock worth $645,000 after buying an additional 41 shares during the period. 99.77% of the stock is currently owned by institutional investors.

Teradyne Stock Down 0.9%

Shares of Teradyne stock opened at $363.10 on Thursday. The firm has a market capitalization of $56.77 billion, a P/E ratio of 49.81, a PEG ratio of 0.74 and a beta of 1.78. Teradyne, Inc. has a 52 week low of $109.56 and a 52 week high of $487.91. The company has a 50 day moving average price of $383.34 and a 200 day moving average price of $356.43.

Teradyne (NASDAQ:TER) last issued its quarterly earnings results on Wednesday, July 29th. The company reported $2.47 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.09 by $0.38. Teradyne had a net margin of 25.77% and a return on equity of 39.93%. The business had revenue of $1.33 billion for the quarter, compared to analyst estimates of $1.22 billion. During the same quarter in the prior year, the business posted $0.57 EPS. Teradyne’s revenue for the quarter was up 103.9% compared to the same quarter last year. As a group, research analysts anticipate that Teradyne, Inc. will post 9.1 earnings per share for the current fiscal year.

Teradyne Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Friday, September 4th will be paid a $0.13 dividend. The ex-dividend date is Friday, September 4th. This represents a $0.52 dividend on an annualized basis and a yield of 0.1%. Teradyne’s dividend payout ratio (DPR) is 7.13%.

Teradyne News Summary

Here are the key news stories impacting Teradyne this week:

• Positive Sentiment: Teradyne’s AI-driven datacenter exposure, strong memory demand and strategic initiatives are viewed as supporting further growth, potentially strengthening its position relative to Cisco and Vertiv. Strong Datacenter Growth Boosts TER’s Prospects Against CSCO & VRT
• Positive Sentiment: Industry analysts continue to identify Teradyne as a beneficiary of semiconductor infrastructure investment, expanded production capacity and resilient electronics demand, despite macroeconomic risks. Zacks Industry Outlook KLA, Teradyne and Garmin
• Positive Sentiment: A new quarterly dividend of $0.13 per share, payable September 25 to shareholders of record September 4, reinforces Teradyne’s shareholder-return strategy. Some analysis also suggests the stock could be undervalued following its recent decline. Teradyne Could Be 18% Undervalued
• Neutral Sentiment: Teradyne was featured in commentary as a potential “hidden AI play,” increasing visibility among investors seeking companies positioned to benefit from datacenter expansion. Jacob Sonenshine Sees MU Buy Opportunity, TER & SO as Hidden AI Plays
• Neutral Sentiment: Reported August short-interest data showed zero shares sold short and a zero-day days-to-cover ratio, providing no meaningful evidence of short-selling pressure; the figures may reflect incomplete or anomalous data.
• Negative Sentiment: CEO Gregory Smith sold 4,000 shares for approximately $1.7 million. The transaction followed a pre-planned Rule 10b5-1 schedule, reducing its signaling impact but potentially adding modest near-term caution. Teradyne CEO Gregory Smith Sells 4,000 Shares
• Negative Sentiment: The dividend announcement comes after a sharp recent pullback, while Teradyne’s valuation remains demanding at roughly 50 times earnings. Investors may be taking profits after the stock’s substantial year-to-date advance, despite strong earnings momentum.

Insiders Place Their Bets

In other news, CEO Gregory Stephen Smith sold 4,000 shares of the firm’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $425.00, for a total value of $1,700,000.00. Following the completion of the transaction, the chief executive officer directly owned 112,495 shares in the company, valued at $47,810,375. This trade represents a 3.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.19% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on TER shares. Robert W. Baird reiterated a “neutral” rating and issued a $420.00 price target on shares of Teradyne in a report on Friday, August 21st. UBS Group lifted their target price on Teradyne from $440.00 to $500.00 and gave the company a “buy” rating in a research note on Monday, July 20th. Weiss Ratings upgraded shares of Teradyne from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday, August 20th. Cantor Fitzgerald reissued an “overweight” rating and set a $550.00 price target on shares of Teradyne in a research report on Wednesday, July 29th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $465.00 price target on shares of Teradyne in a report on Tuesday, July 28th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $396.80.

Teradyne Profile

Teradyne, Inc is a global supplier of automatic test equipment and related services principally used to test semiconductors, wireless products and complex electronic systems. Founded in 1960, the company is headquartered in North Reading, Massachusetts, and has a long history of developing capital equipment and software that help semiconductor manufacturers, electronics OEMs and contract manufacturers validate product performance and reliability during design and production.

The company’s product portfolio centers on automatic test equipment (ATE) and system-level test solutions that address chip- and board-level validation, burn-in and reliability screening.