Mitsubishi UFJ Trust & Banking Corp Has $461.84 Million Holdings in Advanced Micro Devices, Inc. $AMD

Key Points

• Mitsubishi UFJ Trust & Banking increased its AMD stake by 4.2% to 795,034 shares, valued at approximately $461.84 million. Institutional investors collectively own 71.34% of AMD.
• AMD exceeded quarterly expectations, reporting $1.66 in EPS and $11.54 billion in revenue, with sales rising 50.1% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $546.87.
• Insiders sold 163,959 shares worth $77.64 million over the past 90 days, while AMD’s elevated valuation—about 124.5 times earnings—remains a key investor concern despite strong data-center and AI growth prospects.

Mitsubishi UFJ Trust & Banking Corp raised its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 4.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 795,034 shares of the semiconductor manufacturer's stock after acquiring an additional 31,752 shares during the period. Advanced Micro Devices comprises 1.0% of Mitsubishi UFJ Trust & Banking Corp's holdings, making the stock its 12th biggest holding. Mitsubishi UFJ Trust & Banking Corp's holdings in Advanced Micro Devices were worth $461,843,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Joseph Group Capital Management acquired a new position in Advanced Micro Devices during the 4th quarter worth approximately $25,000. Sarver Vrooman Wealth Advisors bought a new stake in shares of Advanced Micro Devices during the fourth quarter worth $27,000. Cornerstone Financial Management LLC bought a new stake in shares of Advanced Micro Devices during the fourth quarter worth $27,000. Basepoint Wealth LLC acquired a new position in shares of Advanced Micro Devices during the fourth quarter worth $30,000. Finally, Graney & King LLC acquired a new position in shares of Advanced Micro Devices during the first quarter worth $31,000. Institutional investors own 71.34% of the company's stock.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, CEO Lisa T. Su sold 125,000 shares of the firm's stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $460.69, for a total value of $57,586,250.00. Following the completion of the sale, the chief executive officer directly owned 2,896,899 shares in the company, valued at approximately $1,334,572,400.31. This trade represents a 4.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Nora Denzel sold 8,626 shares of Advanced Micro Devices stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $522.00, for a total transaction of $4,502,772.00. Following the completion of the sale, the director directly owned 87,173 shares of the company's stock, valued at approximately $45,504,306. This trade represents a 9.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 163,959 shares of company stock valued at $77,640,312 over the last 90 days. Insiders own 0.50% of the company's stock.

Advanced Micro Devices News Summary

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

• Positive Sentiment: CEO Lisa Su reportedly expects AMD’s server revenue to grow by more than 80% during the current half, excluding the company’s AI accelerator business. The outlook reinforces the strength of AMD’s broader data-center franchise. Lisa Su Says AMD's Server Revenue Will Grow More Than 80%
• Positive Sentiment: AMD unveiled Instinct Coder for private enterprise AI, while a reported acquisition of a Canadian startup could support specialized, model-focused AI inference. These developments expand AMD’s enterprise AI offering, although their financial impact remains unproven. AMD Unveils Instinct Coder
• Positive Sentiment: AMD’s recently announced $4.75 billion debt offering provides capital for AI and data-center expansion. The financing may accelerate growth, though it also increases interest and execution risks. AMD Rises on $4.75 Billion Debt Offering
• Neutral Sentiment: AMD’s first 13F disclosed a $1.31 billion equity portfolio concentrated in six holdings, including a large SpaceX stake. The filing highlights potentially valuable strategic investments but does not directly change AMD’s chip-business earnings outlook. AMD’s $1.3 Billion Portfolio
• Negative Sentiment: Valuation remains a major concern: commentary says AMD trades at a substantially higher premium than NVIDIA, leaving the stock vulnerable to profit-taking if growth expectations cool. AMD vs. Nvidia Valuation
• Negative Sentiment: Executives Mark Papermaster and Paul Grasby sold shares under pre-arranged plans to cover tax withholding on vested equity awards. The transactions were not discretionary bearish bets, but insider selling can still weigh on sentiment. AMD Insider Sale Filing
• Negative Sentiment: Ark Invest sold approximately $13.1 million of AMD while buying NVIDIA, adding near-term selling pressure and reinforcing concerns about competition and relative valuation. Ark Invest Sells AMD

Advanced Micro Devices Price Performance

Shares of AMD opened at $484.39 on Wednesday. The firm has a market cap of $790.75 billion, a PE ratio of 124.52 and a beta of 2.48. Advanced Micro Devices, Inc. has a 52-week low of $149.22 and a 52-week high of $584.73. The business's 50 day moving average price is $512.26 and its two-hundred day moving average price is $371.71. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.91 and a current ratio of 2.61.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last announced its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, topping the consensus estimate of $1.62 by $0.04. The company had revenue of $11.54 billion during the quarter, compared to the consensus estimate of $11.31 billion. Advanced Micro Devices had a net margin of 15.58% and a return on equity of 12.30%. The company's quarterly revenue was up 50.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.48 EPS. On average, equities analysts anticipate that Advanced Micro Devices, Inc. will post 6.44 EPS for the current year.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on AMD shares. Benchmark raised their price objective on Advanced Micro Devices from $485.00 to $685.00 and gave the company a "buy" rating in a report on Wednesday, July 22nd. Wall Street Zen cut Advanced Micro Devices from a "buy" rating to a "hold" rating in a report on Saturday. Oppenheimer downgraded Advanced Micro Devices from a "market perform" rating to a "market perform" rating in a research report on Wednesday, May 6th. Morgan Stanley boosted their price target on Advanced Micro Devices from $410.00 to $465.00 and gave the stock an "equal weight" rating in a report on Wednesday, August 5th. Finally, UBS Group reiterated an "overweight" rating on shares of Advanced Micro Devices in a research report on Friday, July 24th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $546.87.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source