6,332 Shares in Advanced Micro Devices, Inc. $AMD Purchased by Sun Financial Inc

Key Points

• Sun Financial opened a new position in AMD, buying 6,332 shares in Q4 valued at about $1.356 million, part of broader institutional accumulation that leaves institutions owning roughly 71.34% of the company (large increases from Jennison, Wellington, Assenagon, Nordea and additional buys by Vanguard).
• Company insiders have been net sellers recently — executives disclosed sales (including Norrod and Grasby) and insiders sold a total of 304,672 shares worth about $70.1 million over the last 90 days, leaving insiders with roughly 0.50% ownership.
• AMD reported a strong quarter, beating expectations with EPS of $1.53 vs. $1.32 and revenue of $10.27 billion (up 34.1% YoY); the stock sits near its 52-week high and carries a consensus rating of "Moderate Buy" with an average target around $300.05.

Sun Financial Inc purchased a new position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 6,332 shares of the semiconductor manufacturer's stock, valued at approximately $1,356,000.

A number of other institutional investors and hedge funds have also made changes to their positions in AMD. Jennison Associates LLC grew its holdings in shares of Advanced Micro Devices by 181.6% during the fourth quarter. Jennison Associates LLC now owns 10,910,310 shares of the semiconductor manufacturer's stock valued at $2,336,552,000 after buying an additional 7,035,991 shares during the last quarter. Wellington Management Group LLP grew its holdings in shares of Advanced Micro Devices by 335.9% during the third quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer's stock valued at $784,330,000 after buying an additional 3,735,807 shares during the last quarter. Assenagon Asset Management S.A. grew its holdings in shares of Advanced Micro Devices by 104.4% during the fourth quarter. Assenagon Asset Management S.A. now owns 5,991,297 shares of the semiconductor manufacturer's stock valued at $1,283,096,000 after buying an additional 3,059,935 shares during the last quarter. Nordea Investment Management AB grew its holdings in shares of Advanced Micro Devices by 203.7% during the third quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer's stock valued at $631,892,000 after buying an additional 2,619,294 shares during the last quarter. Finally, Vanguard Group Inc. grew its holdings in shares of Advanced Micro Devices by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer's stock valued at $33,949,256,000 after buying an additional 2,525,109 shares during the last quarter. Institutional investors own 71.34% of the company's stock.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Market lists and sector themes continue to position AMD as a top AI-chip play, supporting demand expectations for GPUs and data-center revenue growth. Top 5 AI Stocks for May 2026: Nvidia (NVDA), AMD, Broadcom Lead Investor Watchlist
• Positive Sentiment: Technical adoption of AMD’s MI300X (ROCm migrations, bug fixes) and bullish trader chatter ahead of earnings add conviction that AI product revenue growth is real and imminent. AMD Stock (AMD) Opinions on Upcoming Earnings Report
• Positive Sentiment: Corporate demand: Riot Platforms’ expansion of AI data-center leases and a broader AMD deal point to incremental, multi-quarter GPU demand outside traditional mining customers. How Riot’s AI Data Center Pivot and Wider AMD Deal May Reshape Riot Platforms (RIOT) Investors
• Positive Sentiment: Momentum: recent strong performance (big April gains) is reinforcing momentum flows and interest from growth-focused funds and retail traders. Why AMD Stock Skyrocketed 74% in April
• Neutral Sentiment: Earnings focus: analysts expect ~33% revenue growth for Q1 and a material beat would justify current multiples; the report also raises near-term trading risk around guidance. AMD Q1 Earnings Preview: Analysts Forecast 33% Growth as Stock Rides AI Wave
• Neutral Sentiment: Options market: traders are pricing in an outsized post-earnings move (very high implied volatility), which increases both upside potential and downside risk for short-term holders. AMD Stock Options Traders Are Pricing In a Whopping $55B Price Swing after Earnings
• Negative Sentiment: Notable selling from high-profile investors: Cathie Wood trimmed a large AMD stake recently, which can sap some retail/institutional momentum and raises questions about near-term positioning. Cathie Wood Sheds Over $70M in AMD Stock, While Wall Street Remains Divided Ahead of Q1 Results
• Negative Sentiment: Heavy insider selling over the past six months (multiple executives selling shares) is a negative governance/flow signal that may pressure sentiment if earnings disappoint. AMD Stock (AMD) Opinions on Upcoming Earnings Report

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the business's stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total value of $4,216,954.50. Following the sale, the executive vice president directly owned 289,098 shares in the company, valued at $62,679,337.38. The trade was a 6.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Paul Darren Grasby sold 7,500 shares of the business's stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $204.87, for a total transaction of $1,536,525.00. Following the completion of the sale, the executive vice president owned 129,598 shares in the company, valued at approximately $26,550,742.26. This trade represents a 5.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 304,672 shares of company stock valued at $70,135,070. Corporate insiders own 0.50% of the company's stock.

Advanced Micro Devices Stock Performance

Shares of NASDAQ AMD opened at $360.54 on Monday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. The company has a market cap of $587.80 billion, a P/E ratio of 136.05, a P/E/G ratio of 1.30 and a beta of 2.40. The firm's fifty day moving average is $232.51 and its two-hundred day moving average is $228.39. Advanced Micro Devices, Inc. has a 52-week low of $96.88 and a 52-week high of $362.79.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last announced its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.32 by $0.21. The company had revenue of $10.27 billion for the quarter, compared to the consensus estimate of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. Advanced Micro Devices's revenue for the quarter was up 34.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.09 EPS. As a group, analysts anticipate that Advanced Micro Devices, Inc. will post 5.82 EPS for the current fiscal year.

Wall Street Analyst Weigh In

AMD has been the topic of several analyst reports. Truist Financial set a $283.00 price target on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. Susquehanna raised their price objective on shares of Advanced Micro Devices from $300.00 to $375.00 and gave the company a "positive" rating in a research report on Wednesday. Northland Securities restated a "market perform" rating and set a $260.00 price objective on shares of Advanced Micro Devices in a research report on Monday, April 27th. Benchmark restated a "buy" rating and set a $325.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Finally, China Renaissance initiated coverage on shares of Advanced Micro Devices in a research report on Tuesday, January 13th. They set a "buy" rating and a $291.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $300.05.

About Advanced Micro Devices

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.

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