Capital Research Global Investors Has $321.88 Million Stake in Advanced Micro Devices, Inc. $AMD

Key Points

• Capital Research Global Investors raised its stake in AMD to 1,989,503 shares (about $321.88 million), and institutional investors now own roughly 71.34% of the company.
• Corporate insiders sold a total of 271,892 shares valued at about $58.48 million in the past three months, including EVP Forrest Norrod and SVP Ava Hahn, leaving insiders with roughly 0.06% ownership.
• AMD posted strong Q4 results (EPS $1.53 vs. $1.32 est., revenue $10.27B vs. $9.65B est.) and has strategic wins — CEO Lisa Su flagged a potential "triple‑digit billion dollar" Meta partnership and AMD settled IP litigation with Adeia, reducing execution risk.

Capital Research Global Investors grew its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 0.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,989,503 shares of the semiconductor manufacturer's stock after buying an additional 8,552 shares during the quarter. Capital Research Global Investors owned approximately 0.12% of Advanced Micro Devices worth $321,882,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Legal & General Group Plc increased its position in Advanced Micro Devices by 1.7% in the third quarter. Legal & General Group Plc now owns 11,579,113 shares of the semiconductor manufacturer's stock worth $1,873,385,000 after purchasing an additional 191,590 shares during the period. Pinkerton Wealth LLC bought a new position in shares of Advanced Micro Devices during the third quarter worth $3,218,000. Banque Cantonale Vaudoise grew its stake in Advanced Micro Devices by 5.5% in the third quarter. Banque Cantonale Vaudoise now owns 68,449 shares of the semiconductor manufacturer's stock valued at $11,074,000 after acquiring an additional 3,571 shares during the period. Fieldview Capital Management LLC acquired a new position in shares of Advanced Micro Devices in the 3rd quarter valued at approximately $2,211,000. Finally, Russell Investments Group Ltd. raised its holdings in shares of Advanced Micro Devices by 28.7% during the third quarter. Russell Investments Group Ltd. now owns 946,122 shares of the semiconductor manufacturer's stock worth $153,004,000 after acquiring an additional 211,183 shares during the period. Institutional investors and hedge funds own 71.34% of the company's stock.

Insider Activity

In related news, EVP Forrest Eugene Norrod sold 19,450 shares of Advanced Micro Devices stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the sale, the executive vice president directly owned 289,098 shares in the company, valued at approximately $62,679,337.38. This trade represents a 6.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Ava Hahn sold 2,442 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the transaction, the senior vice president directly owned 16,359 shares of the company's stock, valued at $3,834,876.78. This represents a 12.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 271,892 shares of company stock valued at $58,476,908 over the last three months. Corporate insiders own 0.06% of the company's stock.

More Advanced Micro Devices News

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

• Positive Sentiment: CEO Lisa Su said AMD’s partnership with Meta Platforms could become a “triple‑digit billion dollar” deal, signaling material long‑term revenue potential from hyperscaler AI infrastructure contracts. Read More.
• Positive Sentiment: AMD and Adeia resolved their litigation and struck a multi‑year IP license, removing a legal overhang and clearing the way to use/monetize 3D V‑Cache and hybrid‑bonding tech. That supports product roadmaps and reduces execution risk. Read More.
• Positive Sentiment: AMD led/participated in a strategic push with Xanadu (quantum) — integrating AMD HPC/AI stack with PennyLane and participating in funding — which highlights AMD’s role in advanced compute partnerships beyond classical GPUs/CPUs. Read More.
• Positive Sentiment: Product and ecosystem wins: AMD expanded its Ryzen AI Embedded P100 line and gained BlackBerry QNX support for Ryzen Embedded processors, broadening addressable markets in automotive, robotics and medical devices. Read More.
• Neutral Sentiment: Market/sector context — Nvidia’s GTC and continued AI enthusiasm (and TSMC’s revenue surge on AI demand) keep sector multiple dynamics in focus; positive developer momentum for competitors could both lift the group and maintain competitive pressure on AMD. Read More.
• Neutral Sentiment: Q4/near‑term fundamentals discussion: social and analyst commentary highlights resilient Q4 results, robust gross margins and guidance for high‑teens/30s% revenue growth — supportive but some analysts warn of steady (not explosive) GPU revenue ramp. Read More.
• Negative Sentiment: Big institutional moves and insider flows are mixed but notable: QuiverQuant shows UBS AM sharply reduced its AMD stake (reported large Q4 sell), even as BlackRock and others added — large portfolio churn can pressure near‑term liquidity/price. Read More.
• Negative Sentiment: Regulatory/export risk: U.S. proposals to tie exports of advanced AI chips to foreign investment in U.S. data centers could limit AMD’s addressable overseas sales or complicate large hyperscaler deals. Read More.

Advanced Micro Devices Stock Up 0.3%

Shares of Advanced Micro Devices stock opened at $203.23 on Wednesday. The firm has a market cap of $331.35 billion, a price-to-earnings ratio of 76.69, a PEG ratio of 0.76 and a beta of 1.98. Advanced Micro Devices, Inc. has a one year low of $76.48 and a one year high of $267.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. The stock's 50-day moving average is $217.27 and its 200 day moving average is $209.74.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last issued its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating analysts' consensus estimates of $1.32 by $0.21. The business had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm's revenue was up 34.1% compared to the same quarter last year. During the same period in the previous year, the company posted $1.09 EPS. Equities research analysts anticipate that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Analyst Upgrades and Downgrades

AMD has been the topic of several research reports. Benchmark restated a "buy" rating and issued a $325.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Roth Mkm reissued a "buy" rating on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Melius Research set a $380.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, November 12th. Rosenblatt Securities reaffirmed a "buy" rating and set a $300.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Finally, Mizuho lifted their price objective on Advanced Micro Devices from $275.00 to $280.00 and gave the company an "outperform" rating in a report on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have given a Hold rating to the company's stock. According to MarketBeat.com, Advanced Micro Devices presently has an average rating of "Moderate Buy" and a consensus target price of $290.53.

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.

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