Mitsubishi UFJ Trust & Banking Corp Has $461.84 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD

Mitsubishi UFJ Trust & Banking Corp raised its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 4.2% during the second quarter, Holdings Channel reports. The institutional investor owned 795,034 shares of the semiconductor manufacturer’s stock after buying an additional 31,752 shares during the quarter. Advanced Micro Devices makes up about 1.0% of Mitsubishi UFJ Trust & Banking Corp’s holdings, making the stock its 12th largest position. Mitsubishi UFJ Trust & Banking Corp’s holdings in Advanced Micro Devices were worth $461,843,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in AMD. Brighton Jones LLC lifted its position in Advanced Micro Devices by 178.2% in the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock valued at $5,551,000 after acquiring an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in Advanced Micro Devices by 2.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after purchasing an additional 234 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in Advanced Micro Devices by 125.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after purchasing an additional 2,970 shares in the last quarter. United Bank raised its stake in shares of Advanced Micro Devices by 22.0% in the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock worth $1,881,000 after purchasing an additional 2,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in shares of Advanced Micro Devices by 361.0% in the second quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock valued at $1,310,000 after purchasing an additional 7,228 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Advanced Micro Devices

Here are the key news stories impacting Advanced Micro Devices this week:

• Positive Sentiment: CEO Lisa Su reportedly expects AMD’s server revenue to grow by more than 80% during the current half, excluding the company’s AI accelerator business. The outlook reinforces the strength of AMD’s broader data-center franchise. Lisa Su Says AMD’s Server Revenue Will Grow More Than 80%
• Positive Sentiment: AMD unveiled Instinct Coder for private enterprise AI, while a reported acquisition of a Canadian startup could support specialized, model-focused AI inference. These developments expand AMD’s enterprise AI offering, although their financial impact remains unproven. AMD Unveils Instinct Coder
• Positive Sentiment: AMD’s recently announced $4.75 billion debt offering provides capital for AI and data-center expansion. The financing may accelerate growth, though it also increases interest and execution risks. AMD Rises on $4.75 Billion Debt Offering
• Neutral Sentiment: AMD’s first 13F disclosed a $1.31 billion equity portfolio concentrated in six holdings, including a large SpaceX stake. The filing highlights potentially valuable strategic investments but does not directly change AMD’s chip-business earnings outlook. AMD’s $1.3 Billion Portfolio
• Negative Sentiment: Valuation remains a major concern: commentary says AMD trades at a substantially higher premium than NVIDIA, leaving the stock vulnerable to profit-taking if growth expectations cool. AMD vs. Nvidia Valuation
• Negative Sentiment: Executives Mark Papermaster and Paul Grasby sold shares under pre-arranged plans to cover tax withholding on vested equity awards. The transactions were not discretionary bearish bets, but insider selling can still weigh on sentiment. AMD Insider Sale Filing
• Negative Sentiment: Ark Invest sold approximately $13.1 million of AMD while buying NVIDIA, adding near-term selling pressure and reinforcing concerns about competition and relative valuation. Ark Invest Sells AMD

Advanced Micro Devices Price Performance

NASDAQ AMD opened at $484.39 on Wednesday. The company has a market cap of $790.75 billion, a PE ratio of 124.52 and a beta of 2.48. Advanced Micro Devices, Inc. has a 52 week low of $149.22 and a 52 week high of $584.73. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. The firm’s 50-day simple moving average is $512.26 and its two-hundred day simple moving average is $371.71.

Advanced Micro Devices (NASDAQ:AMD) last posted its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, topping the consensus estimate of $1.62 by $0.04. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The firm had revenue of $11.54 billion during the quarter, compared to the consensus estimate of $11.31 billion. During the same quarter last year, the company earned $0.48 earnings per share. The company’s revenue was up 50.1% on a year-over-year basis. Research analysts predict that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current year.

Insider Buying and Selling

In related news, SVP Ava Hahn sold 143 shares of Advanced Micro Devices stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $474.75, for a total value of $67,889.25. Following the completion of the transaction, the senior vice president directly owned 17,644 shares in the company, valued at approximately $8,376,489. The trade was a 0.80% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark D. Papermaster sold 7,369 shares of the business’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $487.34, for a total transaction of $3,591,208.46. Following the sale, the executive vice president directly owned 1,241,347 shares in the company, valued at $604,958,046.98. The trade was a 0.59% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 163,959 shares of company stock worth $77,640,312 in the last 90 days. 0.50% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several brokerages recently issued reports on AMD. KeyCorp set a $650.00 price target on Advanced Micro Devices in a report on Wednesday, August 5th. Seaport Research Partners upgraded shares of Advanced Micro Devices from a “neutral” rating to a “buy” rating and set a $430.00 target price for the company in a report on Wednesday, May 6th. The Goldman Sachs Group raised their price target on shares of Advanced Micro Devices from $450.00 to $640.00 and gave the company a “buy” rating in a research report on Monday, July 6th. JPMorgan Chase & Co. increased their price objective on shares of Advanced Micro Devices from $385.00 to $550.00 and gave the company a “neutral” rating in a research note on Wednesday, August 5th. Finally, Melius Research set a $660.00 target price on Advanced Micro Devices in a report on Friday, July 24th. Three analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $546.87.

Advanced Micro Devices Company Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company’s product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.

Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.