Jupiter Topco LLC Acquires New Holdings in Teradyne, Inc. $TER

Jupiter Topco LLC bought a new stake in Teradyne, Inc. (NASDAQ:TER) in the second quarter, Holdings Channel.com reports. The institutional investor bought 371,884 shares of the company’s stock, valued at approximately $179,880,000.

Several other large investors also recently added to or reduced their stakes in TER. BlackRock Inc. acquired a new stake in shares of Teradyne in the 2nd quarter valued at $9,404,408,000. Andar Capital Management HK Ltd acquired a new position in Teradyne during the second quarter worth $37,800,000. Norges Bank acquired a new position in Teradyne during the fourth quarter worth $398,777,000. Wellington Management Group LLP raised its holdings in Teradyne by 13,949.4% during the third quarter. Wellington Management Group LLP now owns 2,036,887 shares of the company’s stock valued at $280,357,000 after buying an additional 2,022,389 shares in the last quarter. Finally, Legal & General Group Plc bought a new position in Teradyne during the second quarter valued at about $656,058,000. 99.77% of the stock is owned by institutional investors.

Teradyne Stock Performance

Teradyne stock opened at $363.10 on Thursday. Teradyne, Inc. has a 52 week low of $109.56 and a 52 week high of $487.91. The firm has a market capitalization of $56.77 billion, a PE ratio of 49.81, a PEG ratio of 0.74 and a beta of 1.78. The business’s 50-day simple moving average is $383.34 and its 200-day simple moving average is $356.43.

Teradyne (NASDAQ:TER) last announced its earnings results on Wednesday, July 29th. The company reported $2.47 earnings per share for the quarter, beating the consensus estimate of $2.09 by $0.38. The firm had revenue of $1.33 billion during the quarter, compared to the consensus estimate of $1.22 billion. Teradyne had a return on equity of 39.93% and a net margin of 25.77%.The firm’s revenue for the quarter was up 103.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.57 EPS. Research analysts forecast that Teradyne, Inc. will post 9.1 earnings per share for the current year.

Teradyne Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Friday, September 4th will be given a $0.13 dividend. This represents a $0.52 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend is Friday, September 4th. Teradyne’s dividend payout ratio is currently 7.13%.

Analysts Set New Price Targets

TER has been the subject of a number of analyst reports. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $465.00 price target on shares of Teradyne in a research report on Tuesday, July 28th. Susquehanna increased their price objective on Teradyne from $415.00 to $550.00 and gave the company a “positive” rating in a report on Tuesday, June 30th. Bank of America raised their price objective on Teradyne from $365.00 to $525.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. Zacks Research upgraded Teradyne from a “hold” rating to a “strong-buy” rating in a report on Tuesday, May 12th. Finally, JPMorgan Chase & Co. upgraded Teradyne from a “neutral” rating to an “overweight” rating and set a $400.00 price target on the stock in a report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $396.80.

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.

Insider Buying and Selling at Teradyne

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

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.