Mitsubishi UFJ Asset Management Co. Ltd. Has $800.06 Million Holdings in Advanced Micro Devices, Inc. $AMD

Key Points

• Mitsubishi UFJ Asset Management raised its stake in Advanced Micro Devices by 5.9% to 3,580,146 shares, valued at about $800.06 million (≈0.22% of AMD) at the end of the quarter.
• AMD reported a Q1 beat — $1.37 EPS vs. $1.29 consensus and $10.25 billion revenue — driven by strong AI/data‑center demand, and provided Q2 revenue guidance above Street expectations.
• Insiders have been net sellers recently: CEO Lisa Su sold 125,000 shares for roughly $26.8 million, and insiders disposed of 304,672 shares valued at about $70.1 million over the past 90 days.

Mitsubishi UFJ Asset Management Co. Ltd. increased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 5.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,580,146 shares of the semiconductor manufacturer's stock after acquiring an additional 201,042 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.22% of Advanced Micro Devices worth $800,055,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Impax Asset Management Group plc lifted its stake in shares of Advanced Micro Devices by 326.5% in the third quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer's stock valued at $8,424,000 after buying an additional 39,861 shares during the period. Zweig DiMenna Associates LLC lifted its position in shares of Advanced Micro Devices by 127.6% in the 3rd quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer's stock worth $11,746,000 after acquiring an additional 40,708 shares during the period. Wedbush Securities Inc. lifted its position in shares of Advanced Micro Devices by 7.8% in the 3rd quarter. Wedbush Securities Inc. now owns 84,256 shares of the semiconductor manufacturer's stock worth $13,632,000 after acquiring an additional 6,095 shares during the period. Highline Wealth Partners LLC grew its holdings in shares of Advanced Micro Devices by 4,891.6% during the 4th quarter. Highline Wealth Partners LLC now owns 8,286 shares of the semiconductor manufacturer's stock worth $1,775,000 after purchasing an additional 8,120 shares in the last quarter. Finally, William Blair Investment Management LLC grew its holdings in shares of Advanced Micro Devices by 72.5% during the 3rd quarter. William Blair Investment Management LLC now owns 1,047,200 shares of the semiconductor manufacturer's stock worth $169,426,000 after purchasing an additional 440,296 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company's stock.

Insider Activity

In other Advanced Micro Devices news, EVP Paul Darren Grasby sold 7,500 shares of the company's stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $204.87, for a total transaction of $1,536,525.00. Following the sale, the executive vice president directly owned 129,598 shares of the company's stock, valued at approximately $26,550,742.26. This represents a 5.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Lisa T. Su sold 125,000 shares of the firm's stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the sale, the chief executive officer directly owned 3,152,476 shares of the company's stock, valued at approximately $675,764,755.36. The trade was a 3.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 304,672 shares of company stock valued at $70,135,070 in the last ninety days. 0.50% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several brokerages recently commented on AMD. China Renaissance initiated coverage on Advanced Micro Devices in a research report on Tuesday, January 13th. They issued a "buy" rating and a $291.00 target price for the company. Evercore reissued an "outperform" rating and issued a $358.00 price target on shares of Advanced Micro Devices in a report on Tuesday, February 24th. Mizuho increased their price objective on shares of Advanced Micro Devices from $275.00 to $280.00 and gave the company an "outperform" rating in a research note on Wednesday, February 25th. HSBC downgraded shares of Advanced Micro Devices from a "buy" rating to a "hold" rating and raised their price objective for the stock from $335.00 to $340.00 in a report on Monday. Finally, KeyCorp reiterated an "overweight" rating and set a $330.00 target price on shares of Advanced Micro Devices in a research report on Tuesday, February 24th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, Advanced Micro Devices currently has a consensus rating of "Moderate Buy" and an average target price of $314.92.

Advanced Micro Devices Stock Performance

Advanced Micro Devices stock opened at $355.26 on Wednesday. The firm has a market capitalization of $579.19 billion, a P/E ratio of 134.06, a P/E/G ratio of 1.23 and a beta of 2.40. The stock has a fifty day moving average price of $235.61 and a two-hundred day moving average price of $229.21. Advanced Micro Devices, Inc. has a 52-week low of $96.88 and a 52-week high of $362.79. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last issued 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 for the quarter, compared to the consensus estimate of $9.90 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The firm's revenue for the quarter was up 37.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.96 EPS. As a group, analysts anticipate that Advanced Micro Devices, Inc. will post 5.82 EPS for the current fiscal year.

More Advanced Micro Devices News

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

• Positive Sentiment: Q1 beat and strong AI-driven data‑center growth — AMD reported $1.37 EPS vs. $1.30 consensus and revenue of ~$10.25B, with data‑center sales jumping sharply; the company gave second‑quarter revenue guidance that came in above Street expectations, signaling continued AI demand. Read More.
• Positive Sentiment: CEO commentary and ecosystem moves bolster the AI case — management highlighted robust demand for EPYC CPUs and Instinct GPUs, while AMD is investing in adjacent AI infrastructure (seed investment in RadixArk; partnerships like Zyphra) that expand TAM for its accelerators. Read More.
• Neutral Sentiment: Options and volatility priced in — heavy options activity ahead of/after the print shows traders were positioned for a big move; that amplifies intraday swings even after a beat. Read More.
• Neutral Sentiment: Some analysts raise targets amid the beat — select firms (e.g., Wedbush) have lifted price targets, reflecting stronger revenue trajectories, which supports upside but also highlights divergent Street views. Read More.
• Negative Sentiment: Valuation and supply constraints remain key risks — several analysts warned the recent rally left limited margin for error; HSBC downgraded to Hold pointing to valuation and production limits (CoWoS/packaging bottlenecks). That caution pressures investors who need near‑term proof the demand can scale. Read More.
• Negative Sentiment: Sell‑the‑news and margin/CapEx watch — some commentators flagged elevated CapEx and the risk of mean‑reversion after a steep run‑up; investors will focus on margin commentary and whether AMD can convert demand into shipments without worsening costs. Read More.

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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