Fjarde AP Fonden Fourth Swedish National Pension Fund Has $54.23 Million Stake in Advanced Micro Devices, Inc. $AMD

Fjarde AP Fonden Fourth Swedish National Pension Fund lowered its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 0.9% during the fourth quarter, Holdings Channel reports. The firm owned 253,202 shares of the semiconductor manufacturer’s stock after selling 2,300 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Advanced Micro Devices were worth $54,226,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. lifted its position in shares of Advanced Micro Devices by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer’s stock worth $33,949,256,000 after purchasing an additional 2,525,109 shares during the period. State Street Corp lifted its position in shares of Advanced Micro Devices by 2.4% in the 3rd quarter. State Street Corp now owns 73,824,441 shares of the semiconductor manufacturer’s stock worth $11,944,056,000 after purchasing an additional 1,755,182 shares during the period. Geode Capital Management LLC lifted its position in shares of Advanced Micro Devices by 0.8% in the 4th quarter. Geode Capital Management LLC now owns 37,584,845 shares of the semiconductor manufacturer’s stock worth $8,015,897,000 after purchasing an additional 287,525 shares during the period. Norges Bank acquired a new position in shares of Advanced Micro Devices in the 4th quarter worth approximately $4,929,312,000. Finally, Amundi lifted its position in shares of Advanced Micro Devices by 17.5% in the 3rd quarter. Amundi now owns 13,486,227 shares of the semiconductor manufacturer’s stock worth $2,181,937,000 after purchasing an additional 2,012,865 shares during the period. Institutional investors and hedge funds own 71.34% of the company’s stock.

Insider Transactions at Advanced Micro Devices

In other news, EVP Paul Darren Grasby sold 24,376 shares of the company’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $444.39, for a total value of $10,832,450.64. Following the completion of the sale, the executive vice president owned 105,222 shares in the company, valued at $46,759,604.58. This represents a 18.81% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Nora Denzel sold 8,626 shares of the company’s stock in a transaction on Tuesday, June 2nd. The stock was 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 owned 87,173 shares of the company’s stock, valued at approximately $45,504,306. The trade was a 9.00% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 339,532 shares of company stock worth $119,504,341. 0.50% of the stock is owned by insiders.

Advanced Micro Devices Stock Performance

AMD opened at $466.38 on Friday. The company has a current ratio of 2.72, a quick ratio of 1.96 and a debt-to-equity ratio of 0.04. The company’s fifty day moving average price is $358.36 and its two-hundred day moving average price is $264.99. Advanced Micro Devices, Inc. has a 1-year low of $115.06 and a 1-year high of $546.44. The company has a market cap of $760.48 billion, a price-to-earnings ratio of 152.91, a PEG ratio of 1.54 and a beta of 2.50.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share for the quarter, topping the consensus estimate of $1.29 by $0.08. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The firm had revenue of $10.25 billion for the quarter, compared to the consensus estimate of $9.90 billion. During the same quarter in the prior year, the company posted $0.96 earnings per share. The business’s revenue was up 37.8% on a year-over-year basis. On average, analysts expect that Advanced Micro Devices, Inc. will post 6.2 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the stock. Royal Bank Of Canada boosted their price target on shares of Advanced Micro Devices from $325.00 to $400.00 and gave the stock a “sector perform” rating in a research report on Wednesday, May 6th. JPMorgan Chase & Co. increased their target price on shares of Advanced Micro Devices from $270.00 to $385.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 6th. Erste Group Bank upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Thursday, April 2nd. Zacks Research cut shares of Advanced Micro Devices from a “strong-buy” rating to a “hold” rating in a report on Wednesday. Finally, Barclays raised their price target on shares of Advanced Micro Devices from $500.00 to $665.00 and gave the stock an “overweight” rating in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat, Advanced Micro Devices has a consensus rating of “Moderate Buy” and an average price target of $419.86.

Trending Headlines about Advanced Micro Devices

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

• Positive Sentiment: Analysts remain constructive on AMD’s long-term AI growth story, with recent firm price targets well above current levels, including bullish calls from Barclays, TD Cowen, and Mizuho. CPU Demand Rapidly Rising Amid Expanding Agentic AI, Says Barclays, Raises PT On Advanced Micro (AMD) To $665
• Positive Sentiment: AMD’s latest quarterly results were strong, with revenue up 37.8% year over year and earnings topping expectations, reinforcing the company’s fundamental growth momentum. Advanced Micro Devices Price Performance
• Positive Sentiment: Some market commentary continues to highlight AMD as a major beneficiary of AI infrastructure spending, especially as demand for CPUs and AI servers expands. Forget GPUs: AMD, NVDA, INTC, ARM Are Chasing AI’s Next Big Prize — The $120B CPU Market
• Neutral Sentiment: AMD remains one of the most watched semiconductor names, so heightened investor attention may be amplifying volatility around the stock. Advanced Micro Devices, Inc. (AMD) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Comments from TSMC suggesting AI chip supply will stay tight for years support the broader chip demand backdrop, but also underscore that the sector is still operating under capacity constraints. TSMC CEO Warns Chip Supply Won’t Meet AI-Fueled Demand for Years
• Negative Sentiment: AMD is being dragged down by the broader chip rout after Broadcom’s earnings and AI guidance failed to meet elevated expectations, prompting a reassessment of the AI trade. Intel, AMD stocks slide again in aftermath of Broadcom’s weak outlook
• Negative Sentiment: Several reports say AMD has fallen alongside other major semiconductor names as investors lock in profits after a strong run in AI-related stocks. AMD, Broadcom, Quantinuum, and More Stocks That Explain Today’s Market
• Negative Sentiment: AMD’s recent surge has also left some investors worried about valuation, with commentary suggesting the stock may have gotten ahead of near-term fundamentals. Advanced Micro Devices (AMD) Stock Surges on Analyst Upgrades — But Valuation Concerns Linger

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.