Integrated Wealth Concepts LLC Purchases 5,073 Shares of Advanced Micro Devices, Inc. $AMD

Key Points

• Integrated Wealth Concepts LLC increased its AMD holdings by 6.4% in the second quarter, purchasing 5,073 additional shares and bringing its position to 84,698 shares valued at approximately $49.7 million.
• Institutional investors own 71.34% of AMD’s outstanding stock, with several other funds—including Southpoint Capital Advisors and Dimensional Fund Advisors—also increasing their positions.
• AMD recently exceeded quarterly earnings and revenue estimates, reporting $1.66 in EPS and $11.54 billion in revenue, while analysts maintain a “Moderate Buy” consensus with an average price target of $557.62. Insiders, however, sold more than $51.9 million of stock over the past 90 days.

Integrated Wealth Concepts LLC lifted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 6.4% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 84,698 shares of the semiconductor manufacturer's stock after purchasing an additional 5,073 shares during the quarter. Integrated Wealth Concepts LLC's holdings in Advanced Micro Devices were worth $49,652,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Southpoint Capital Advisors LP grew its holdings in shares of Advanced Micro Devices by 50.0% in the first quarter. Southpoint Capital Advisors LP now owns 900,000 shares of the semiconductor manufacturer's stock worth $183,087,000 after purchasing an additional 300,000 shares during the last quarter. Jefferies Financial Group Inc. lifted its holdings in Advanced Micro Devices by 6,228.8% during the 4th quarter. Jefferies Financial Group Inc. now owns 308,021 shares of the semiconductor manufacturer's stock valued at $65,966,000 after buying an additional 303,154 shares in the last quarter. Boomfish Wealth Group LLC purchased a new stake in Advanced Micro Devices in the 1st quarter valued at about $1,193,000. Dimensional Fund Advisors LP boosted its position in Advanced Micro Devices by 6.0% in the 1st quarter. Dimensional Fund Advisors LP now owns 5,142,516 shares of the semiconductor manufacturer's stock valued at $1,045,954,000 after buying an additional 291,165 shares during the period. Finally, Williamson Legacy Group LLC bought a new position in Advanced Micro Devices in the 4th quarter worth about $1,118,000. Hedge funds and other institutional investors own 71.34% of the company's stock.

Advanced Micro Devices Price Performance

Shares of AMD opened at $505.74 on Wednesday. The company has a 50 day moving average of $496.46 and a two-hundred day moving average of $398.67. The company has a quick ratio of 1.91, a current ratio of 2.61 and a debt-to-equity ratio of 0.03. Advanced Micro Devices, Inc. has a twelve month low of $149.85 and a twelve month high of $584.73. The company has a market cap of $825.61 billion, a price-to-earnings ratio of 130.01, a price-to-earnings-growth ratio of 4.95 and a beta of 2.48.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last issued its quarterly earnings data 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 firm had revenue of $11.54 billion during the quarter, compared to analyst estimates of $11.31 billion. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.The business's revenue for the quarter was up 50.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.48 EPS. As a group, analysts predict that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Advanced Micro Devices news, EVP Mark Papermaster sold 28,811 shares of the firm's stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $471.87, for a total value of $13,595,046.57. Following the completion of the sale, the executive vice president owned 1,261,461 shares of the company's stock, valued at approximately $595,245,602.07. This trade represents a 2.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Norrod sold 17,261 shares of the business's stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $459.95, for a total value of $7,939,196.95. Following the sale, 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 position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 107,577 shares of company stock valued at $51,922,920 in the last 90 days. 0.50% of the stock is owned by insiders.

Analyst Ratings Changes

Several research firms have recently weighed in on AMD. Loop Capital raised shares of Advanced Micro Devices to a "strong-buy" rating in a research note on Tuesday, June 16th. Jefferies Financial Group set a $650.00 target price on Advanced Micro Devices in a research report on Wednesday, August 5th. UBS Group reiterated an "overweight" rating on shares of Advanced Micro Devices in a report on Friday, July 24th. Argus raised their price target on Advanced Micro Devices from $450.00 to $625.00 and gave the company a "buy" rating in a research note on Thursday, August 6th. Finally, Stifel Nicolaus upped their price objective on shares of Advanced Micro Devices from $450.00 to $635.00 and gave the stock a "buy" rating in a research note on Friday, July 10th. Three research analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $557.62.

Key Advanced Micro Devices News

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

• Positive Sentiment: Management raised its AI opportunity outlook: AMD said its total addressable market could reach approximately $3 trillion by 2030, up from its prior estimate of about $2 trillion. CFO Jean Hu’s comments strengthened the case for long-term growth in data-center CPUs, GPUs and related systems. AMD Stock Rises as CFO Claims Its Addressable Market Could Reach $3 Trillion
• Positive Sentiment: Investors responded to AMD’s broader AI platform strategy. The company is positioning EPYC server processors, Instinct accelerators and Helios rack-scale systems as a fuller alternative to competing AI infrastructure. Coverage also highlighted a planned workstation capable of running very large AI models locally, potentially expanding demand beyond cloud data centers. AMD Just Put 300 Billion-Parameter AI Models on a Desktop
• Positive Sentiment: Recent operating momentum supports the bullish narrative. AMD’s latest quarterly results exceeded analyst expectations, with revenue of $11.54 billion, up 50.1% year over year, while AI-related demand and the data-center business remain key growth drivers. Analysts and financial commentary continue to cite additional upside from OpenAI-related GPU demand and the expected Helios ramp. AMD stock jumps as AI market opportunity is seen at $3 trillion
• Neutral Sentiment: Investor sentiment and analyst targets remain broadly constructive, with several recent price targets above the current trading range. However, much of the AI growth story—including data-center expansion and Helios—may already be reflected in AMD’s valuation.
• Negative Sentiment: Valuation and competitive risks remain significant. AMD trades at a high earnings multiple after a substantial run-up, while Broadcom and Nvidia remain formidable rivals for hyperscaler and AI infrastructure spending. Commentary also noted that company insiders have reported many sales and no purchases in recent months, which could temper enthusiasm. AMD Presents at Citi’s 2026 Global TMT Conference

Advanced Micro Devices Profile

Advanced Micro Devices, Inc NASDAQ: AMD is a semiconductor company that designs high-performance computing, graphics and adaptive-processing products. Its portfolio includes central processing units (CPUs), graphics processing units (GPUs), accelerated processing units (APUs), field-programmable gate arrays (FPGAs) and adaptive system-on-chip products.

AMD serves customers across data centers, cloud computing, personal computers, gaming consoles, embedded systems and industrial applications.

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