Mufg Securities Americas Inc. Has $28.53 Million Stock Position in Advanced Micro Devices, Inc. $AMD

Mufg Securities Americas Inc. boosted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 8.9% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 49,111 shares of the semiconductor manufacturer’s stock after purchasing an additional 4,006 shares during the quarter. Advanced Micro Devices comprises 1.5% of Mufg Securities Americas Inc.’s investment portfolio, making the stock its 13th biggest position. Mufg Securities Americas Inc.’s holdings in Advanced Micro Devices were worth $28,529,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Ferguson Wellman Capital Management Inc. grew its stake in Advanced Micro Devices by 10.3% during the second quarter. Ferguson Wellman Capital Management Inc. now owns 1,985 shares of the semiconductor manufacturer’s stock worth $1,153,000 after buying an additional 185 shares in the last quarter. Navellier & Associates Inc. raised its position in shares of Advanced Micro Devices by 544.5% in the 2nd quarter. Navellier & Associates Inc. now owns 12,960 shares of the semiconductor manufacturer’s stock valued at $7,529,000 after buying an additional 10,949 shares in the last quarter. Lincoln Capital Corp acquired a new position in shares of Advanced Micro Devices in the 2nd quarter valued at approximately $401,000. Field & Main Bank bought a new stake in shares of Advanced Micro Devices during the 2nd quarter worth approximately $11,254,000. Finally, Wellington Management Group LLP boosted its position in shares of Advanced Micro Devices by 33.9% during the 2nd quarter. Wellington Management Group LLP now owns 9,334,396 shares of the semiconductor manufacturer’s stock worth $5,422,444,000 after acquiring an additional 2,365,419 shares in the last quarter. Institutional investors own 71.34% of the company’s stock.

Insider Activity at Advanced Micro Devices

In related news, EVP Forrest Eugene Norrod sold 17,261 shares of the business’s stock in a transaction on Monday, August 24th. The shares were sold at an average price of $459.95, for a total value of $7,939,196.95. Following the transaction, the executive vice president owned 373,317 shares in the company, valued at $171,707,154.15. The trade was a 4.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Jean X. Hu sold 15,000 shares of the company’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $474.08, for a total transaction of $7,111,200.00. Following the sale, the executive vice president directly owned 160,979 shares in the company, valued at $76,316,924.32. This trade represents a 8.52% 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. Insiders sold a total of 232,577 shares of company stock valued at $109,509,170 over the last 90 days. 0.50% of the stock is owned by company insiders.

Advanced Micro Devices Price Performance

Shares of AMD opened at $459.61 on Wednesday. The business has a 50-day moving average of $502.84 and a 200-day moving average of $389.16. The company has a debt-to-equity ratio of 0.03, a current ratio of 2.61 and a quick ratio of 1.91. The company has a market capitalization of $750.30 billion, a price-to-earnings ratio of 118.15, a price-to-earnings-growth ratio of 4.87 and a beta of 2.48. Advanced Micro Devices, Inc. has a 1 year low of $149.22 and a 1 year high of $584.73.

Advanced Micro Devices (NASDAQ:AMD) last announced its earnings results on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating the consensus estimate of $1.62 by $0.04. The business had revenue of $11.54 billion for the quarter, compared to analysts’ expectations of $11.31 billion. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.The firm’s revenue was up 50.1% on a year-over-year basis. During the same period in the prior year, the business posted $0.48 earnings per share. As a group, equities research analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current year.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: AMD, Cisco and HUMAIN said AMD Instinct MI355X-based AI infrastructure is now live and serving customers in Saudi Arabia. The partners plan up to 250 megawatts of additional capacity beginning in 2027, potentially scaling to 1 gigawatt by 2030. The deployment provides tangible evidence of commercial AI demand for AMD’s GPUs and CPUs. AMD’s Instinct Systems Are Now Live in Saudi Arabia
• Positive Sentiment: Analysts remain broadly constructive, with a reported median price target of $490 and several targets above $600. Recent commentary also highlights AMD’s strong AI growth prospects and the possibility that optimization advances could make AMD-based inference systems more competitive with Nvidia’s offerings. AMD Stock Is Up 115% YTD
• Neutral Sentiment: AMD’s recent results remain a fundamental support: quarterly revenue rose about 50% year over year to $11.5 billion and exceeded expectations. However, investors are weighing that growth against a high valuation after the stock’s substantial advance.
• Negative Sentiment: A global bond selloff pushed long-term yields higher, pressuring high-multiple technology and semiconductor stocks. AMD declined alongside Nvidia, Intel and other chipmakers, indicating sector-wide risk reduction rather than a company-specific setback. Semiconductor Stocks Slide as Yields Rise
• Negative Sentiment: Valuation concerns are intensifying. Analysts question how much upside remains after AMD’s rapid rally, while tightening export controls and competition from Nvidia’s expanding edge-to-cloud ecosystem could limit future gains. AMD: There’s Little Upside Here
• Negative Sentiment: ARK Invest reportedly sold tens of millions of dollars of AMD shares while reallocating capital toward Nvidia and Broadcom. The move may reinforce short-term profit-taking concerns, although it represents one fund’s portfolio decision rather than a change in AMD’s fundamentals. Cathie Wood Sells AMD and Buys Another Chip Stock

Wall Street Analysts Forecast Growth

Several research analysts have commented on AMD shares. Benchmark boosted their price objective on shares of Advanced Micro Devices from $485.00 to $685.00 and gave the company a “buy” rating in a research report on Wednesday, July 22nd. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $700.00 target price on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Melius Research set a $660.00 price target on Advanced Micro Devices in a research note on Friday, July 24th. BTIG Research raised Advanced Micro Devices to a “buy” rating in a report on Wednesday, May 6th. Finally, Wedbush restated an “outperform” rating and set a $600.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, August 5th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $553.72.

Advanced Micro Devices 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.