Teradyne, Inc. $TER Shares Bought by Mitsubishi UFJ Asset Management Co. Ltd.

Key Points

• Mitsubishi UFJ Asset Management increased its Teradyne stake by 4.9% in Q4, buying 15,599 shares to hold 333,456 shares worth about $69.2 million (roughly 0.21% of the company).
• Teradyne beat Q1 expectations with EPS of $2.56 and revenue of $1.28 billion (up 87% YoY), set Q2 guidance of $1.86–$2.15 EPS, and has seen multiple analysts raise price targets amid growing bullish coverage (consensus rating: Moderate Buy; target ~$339.80).
• The board raised the quarterly dividend to $0.13 ($0.52 annualized) while the stock trades at a rich valuation (P/E ~65.6), a combination that supports shareholder returns but raises short-term pullback risk.

Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in shares of Teradyne, Inc. (NASDAQ:TER - Free Report) by 4.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 333,456 shares of the company's stock after purchasing an additional 15,599 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.21% of Teradyne worth $69,212,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its position in Teradyne by 2.1% during the 3rd quarter. Vanguard Group Inc. now owns 21,417,717 shares of the company's stock worth $2,947,935,000 after purchasing an additional 444,940 shares during the period. State Street Corp grew its holdings in shares of Teradyne by 0.3% in the 3rd quarter. State Street Corp now owns 7,017,649 shares of the company's stock worth $965,909,000 after acquiring an additional 24,154 shares during the period. Ameriprise Financial Inc. grew its holdings in shares of Teradyne by 6.8% in the 3rd quarter. Ameriprise Financial Inc. now owns 5,256,857 shares of the company's stock worth $723,600,000 after acquiring an additional 336,757 shares during the period. Invesco Ltd. grew its holdings in shares of Teradyne by 3.5% in the 3rd quarter. Invesco Ltd. now owns 2,959,330 shares of the company's stock worth $407,322,000 after acquiring an additional 99,864 shares during the period. Finally, Alkeon Capital Management LLC grew its holdings in shares of Teradyne by 48.6% in the 3rd quarter. Alkeon Capital Management LLC now owns 2,872,910 shares of the company's stock worth $395,427,000 after acquiring an additional 940,000 shares during the period. Institutional investors and hedge funds own 99.77% of the company's stock.

Teradyne Stock Performance

TER stock opened at $354.11 on Friday. Teradyne, Inc. has a 1 year low of $75.60 and a 1 year high of $422.11. The stock's 50 day moving average price is $331.51 and its 200 day moving average price is $255.33. The firm has a market cap of $55.43 billion, a P/E ratio of 65.58, a PEG ratio of 1.57 and a beta of 1.79.

Teradyne (NASDAQ:TER - Get Free Report) last posted its earnings results on Tuesday, April 28th. The company reported $2.56 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.11 by $0.45. Teradyne had a return on equity of 31.79% and a net margin of 22.55%.The firm had revenue of $1.28 billion for the quarter, compared to analyst estimates of $1.20 billion. During the same quarter in the prior year, the company earned $0.75 EPS. Teradyne's revenue was up 87.0% on a year-over-year basis. Teradyne has set its Q2 2026 guidance at 1.860-2.150 EPS. On average, research analysts predict that Teradyne, Inc. will post 7.09 earnings per share for the current year.

Teradyne Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, June 12th. Investors of record on Thursday, May 21st will be paid a $0.13 dividend. This represents a $0.52 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend is Thursday, May 21st. This is an increase from Teradyne's previous quarterly dividend of $0.12. Teradyne's dividend payout ratio is currently 9.63%.

More Teradyne News

Here are the key news stories impacting Teradyne this week:

• Positive Sentiment: Company announced a quarterly cash dividend ($0.13/share), signaling shareholder returns and confidence in free cash flow; the dividend record and pay dates are set for May 21 and June 12, respectively. Teradyne Declares Quarterly Cash Dividend
• Positive Sentiment: Analyst research is turning more bullish: multiple firms have raised price targets and Teradyne’s modeled fair value was recently lifted, helping justify higher multiples and driving interest from growth-focused investors. How Teradyne (TER) Is Rewriting Its Story As Analyst Targets And Fair Value Shift
• Positive Sentiment: Market commentary highlights strong AI-driven demand for test equipment and automation, which supports Teradyne’s revenue trajectory and underpins bullish forecasts. Teradyne Stock Trades at a Premium: Should You Buy Now or Wait?
• Neutral Sentiment: Wall Street’s average brokerage recommendation favors buying TER, but coverage is noted as often optimistic — useful context but not a guaranteed buy signal. Is It Worth Investing in Teradyne (TER) Based on Wall Street's Bullish Views?
• Neutral Sentiment: Broader automation/industrial articles point to continued demand for automation hardware (Rockwell, Teradyne, Tesla) despite macro uncertainty — supportive for the sector but not a direct catalyst. Rockwell, Teradyne, Tesla see automation demand despite uncertainty
• Neutral Sentiment: Theme pieces on quantum-computing ETFs highlight long-term, high-risk opportunities in adjacent markets; could be incremental upside for test-equipment vendors but is speculative. Why to Bet on Quantum Computing ETFs Now
• Negative Sentiment: Multiple articles warn Teradyne is trading at a premium and that stretched valuation (high P/E and rapid price gains) raises the risk of near-term pullbacks — likely the main reason for today’s selling. Teradyne Stock Trades at a Premium: Should You Buy Now or Wait?

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the company. Wall Street Zen upgraded Teradyne from a "hold" rating to a "buy" rating in a report on Saturday, February 21st. Cantor Fitzgerald upped their price target on Teradyne from $330.00 to $400.00 and gave the stock an "overweight" rating in a report on Thursday, April 9th. The Goldman Sachs Group upped their price target on Teradyne from $300.00 to $350.00 and gave the stock a "buy" rating in a report on Thursday, April 30th. Susquehanna upped their price target on Teradyne from $335.00 to $415.00 and gave the stock a "positive" rating in a report on Thursday, April 9th. Finally, Bank of America upped their price target on Teradyne from $250.00 to $260.00 and gave the stock a "buy" rating in a report on Thursday, January 22nd. Twelve research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Teradyne has an average rating of "Moderate Buy" and a consensus price target of $339.80.

Teradyne Company Profile

Teradyne, Inc is a global supplier of automatic test equipment and related services principally used to test semiconductors, wireless products and complex electronic systems. Founded in 1960, the company is headquartered in North Reading, Massachusetts, and has a long history of developing capital equipment and software that help semiconductor manufacturers, electronics OEMs and contract manufacturers validate product performance and reliability during design and production.

The company's product portfolio centers on automatic test equipment (ATE) and system-level test solutions that address chip- and board-level validation, burn-in and reliability screening.

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