Advanced Micro Devices, Inc. $AMD Shares Acquired by Aviva PLC

Aviva PLC increased its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 5.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,356,407 shares of the semiconductor manufacturer's stock after acquiring an additional 70,649 shares during the quarter. Advanced Micro Devices makes up 0.5% of Aviva PLC's portfolio, making the stock its 28th biggest position. Aviva PLC owned 0.08% of Advanced Micro Devices worth $290,488,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Joseph Group Capital Management bought a new stake in Advanced Micro Devices in the fourth quarter valued at about $25,000. Sarver Vrooman Wealth Advisors bought a new stake in Advanced Micro Devices in the fourth quarter valued at about $27,000. Basepoint Wealth LLC bought a new stake in Advanced Micro Devices in the fourth quarter valued at about $30,000. Aviso Financial Inc. increased its holdings in Advanced Micro Devices by 400.0% in the third quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock valued at $32,000 after buying an additional 160 shares during the last quarter. Finally, Delos Wealth Advisors LLC increased its holdings in Advanced Micro Devices by 100.0% in the third quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer's stock valued at $32,000 after buying an additional 100 shares during the last quarter. Institutional investors and hedge funds own 71.34% of the company's stock.

Insider Activity at Advanced Micro Devices

In other news, EVP Paul Darren Grasby sold 24,376 shares of the company's stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $444.39, for a total transaction of $10,832,450.64. Following the completion of the transaction, the executive vice president directly owned 105,222 shares of the company's stock, valued at approximately $46,759,604.58. This represents a 18.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,487 shares of the stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $431.40, for a total value of $8,406,691.80. Following the completion of the transaction, the executive vice president directly owned 324,527 shares of the company's stock, valued at $140,000,947.80. This trade represents a 5.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 247,032 shares of company stock valued at $101,072,366. 0.50% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

AMD has been the subject of several research analyst reports. Zacks Research lowered Advanced Micro Devices from a "strong-buy" rating to a "hold" rating in a report on Wednesday, June 3rd. Roth Mkm reissued a "buy" rating and issued a $500.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, May 6th. Bank of America boosted their price objective on Advanced Micro Devices from $500.00 to $560.00 and gave the company a "buy" rating in a report on Thursday. Morgan Stanley boosted their price objective on Advanced Micro Devices from $360.00 to $410.00 and gave the company an "equal weight" rating in a report on Wednesday, May 6th. Finally, Erste Group Bank raised Advanced Micro Devices from a "hold" rating to a "buy" rating in a report on Thursday, April 2nd. One analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and thirteen have given a Hold rating to the company. According to MarketBeat.com, Advanced Micro Devices has a consensus rating of "Moderate Buy" and an average price target of $421.49.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Bank of America raised its price target on AMD to $560 and reiterated a buy rating, calling AMD its “top CPU pick” on expectations that agentic AI will boost demand for server CPUs and related hardware. AMD Stock Rises as BofA Lifts Price Target, Calls it ‘Top CPU Pick’
• Positive Sentiment: Several reports said semiconductor stocks, including AMD, rallied after BofA highlighted a roughly $170 billion opportunity tied to agentic AI workloads, which could support demand for CPUs, GPUs, and data-center infrastructure. Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
• Positive Sentiment: Analyst estimate revisions also turned more constructive, with Erste Group lifting its FY2026 and FY2027 earnings forecasts for AMD, reinforcing the view that profits can keep growing as AI and data-center spending expand.
• Positive Sentiment: Media coverage around leaks of faster Zen 6 CPU speeds and pieces arguing AMD still has substantial upside added to the bullish sentiment around the stock.
• Neutral Sentiment: AMD’s huge 12-month run has prompted some valuation caution, with multiple articles asking whether the stock has run too far after its big gain. That may temper enthusiasm, even though the longer-term AI growth narrative remains intact. Is It Too Late to Buy Advanced Micro Devices (AMD) Stock After Its 12-Month Gain of 300%?
• Negative Sentiment: Some traders are taking profits across AI and semiconductor names, and one report said retail investors were cashing out of AMD and other chip stocks ahead of the SpaceX IPO, adding short-term selling pressure. Retail Is Cashing Out Of Micron, AMD, AI Stocks Ahead Of SpaceX IPO

Advanced Micro Devices Stock Up 8.0%

NASDAQ:AMD opened at $488.45 on Friday. The firm has a market capitalization of $796.47 billion, a PE ratio of 160.15, a price-to-earnings-growth ratio of 1.33 and a beta of 2.50. The stock has a 50 day moving average of $380.39 and a 200-day moving average of $272.51. Advanced Micro Devices, Inc. has a 52 week low of $115.06 and a 52 week high of $546.44. The company has a current ratio of 2.72, a quick ratio of 1.96 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last posted its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 EPS for the quarter, beating the consensus estimate of $1.29 by $0.08. The company had revenue of $10.25 billion during the quarter, compared to analyst estimates of $9.90 billion. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The business's revenue was up 37.8% compared to the same quarter last year. During the same period in the prior year, the company earned $0.96 earnings per share. Analysts predict that Advanced Micro Devices, Inc. will post 6.2 EPS for the current year.

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.

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