Sei Investments Co. Purchases 818,648 Shares of Advanced Micro Devices, Inc. $AMD

Sei Investments Co. raised its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 85.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,775,627 shares of the semiconductor manufacturer’s stock after buying an additional 818,648 shares during the period. Sei Investments Co. owned 0.11% of Advanced Micro Devices worth $287,281,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in AMD. Vanguard Group Inc. raised its stake in shares of Advanced Micro Devices by 0.9% in the third quarter. Vanguard Group Inc. now owns 155,997,751 shares of the semiconductor manufacturer’s stock valued at $25,238,876,000 after acquiring an additional 1,348,892 shares during the last quarter. State Street Corp grew its position in Advanced Micro Devices by 0.8% during the 2nd quarter. State Street Corp now owns 72,069,259 shares of the semiconductor manufacturer’s stock worth $10,226,628,000 after acquiring an additional 581,330 shares during the last quarter. Norges Bank bought a new stake in Advanced Micro Devices during the 2nd quarter worth approximately $3,094,662,000. Invesco Ltd. increased its holdings in Advanced Micro Devices by 6.1% during the 2nd quarter. Invesco Ltd. now owns 12,534,569 shares of the semiconductor manufacturer’s stock valued at $1,778,655,000 after purchasing an additional 715,557 shares in the last quarter. Finally, Legal & General Group Plc increased its holdings in Advanced Micro Devices by 1.7% during the 3rd quarter. Legal & General Group Plc now owns 11,579,113 shares of the semiconductor manufacturer’s stock valued at $1,873,385,000 after purchasing an additional 191,590 shares in the last quarter. 71.34% of the stock is owned by institutional investors.

More Advanced Micro Devices News

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

• Positive Sentiment: AMD struck a multi‑year patent/licensing agreement with Adeia, resolving litigation and giving AMD access to hybrid‑bonding and packaging IP that should strengthen its advanced packaging roadmap and edge AI product positioning. AMD Patent Truce And AI Push Reframe Long Term Growth Story
• Positive Sentiment: CEO Lisa Su’s trip to South Korea to meet Samsung (and other partners) is aimed at securing high‑bandwidth memory supply and deeper collaboration — a tactical move to protect AI chip production capacity. AMD CEO to meet Samsung chief in South Korea amid race for AI memory chips
• Neutral Sentiment: Analyst/commentary pieces continue to rate AMD as a top growth/AI play and present bullish option strategies for investors, reflecting sustained interest but also divergent views on valuation and timing. AMD is a Top-Ranked Growth Stock
• Negative Sentiment: Meta announced plans to deploy multiple in‑house AI chips by 2027, an effort to reduce reliance on external suppliers like AMD for certain data‑center workloads — a potential longer‑term headwind for server GPU/AI compute demand. Meta plans new in-house AI chips
• Negative Sentiment: Near‑term share weakness was amplified by broader market risk‑off (rising oil and geopolitical tensions in the Persian Gulf), which pushed semiconductor and AI stocks down and drew attention away from CEO trips and long‑term catalysts. Why is AMD stock falling ahead of Lisa Su’s trip?

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on AMD shares. DA Davidson raised Advanced Micro Devices to a “hold” rating in a research note on Friday, February 13th. Cantor Fitzgerald restated an “overweight” rating on shares of Advanced Micro Devices in a research note on Monday, February 2nd. Wedbush reaffirmed an “outperform” rating and issued a $290.00 price target on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Raymond James Financial started coverage on shares of Advanced Micro Devices in a research report on Thursday, November 20th. They set an “outperform” rating and a $377.00 price target on the stock. Finally, KeyCorp reissued an “overweight” rating and set a $330.00 price objective on shares of Advanced Micro Devices in a report on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $290.53.

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total value of $4,216,954.50. Following the transaction, the executive vice president owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This trade represents a 6.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices 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 owned 3,152,476 shares of the company’s stock, valued at approximately $675,764,755.36. This represents a 3.81% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 146,892 shares of company stock worth $31,584,408. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Trading Down 3.5%

AMD stock opened at $197.74 on Friday. The company has a quick ratio of 2.01, a current ratio of 2.85 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a twelve month low of $76.48 and a twelve month high of $267.08. The company has a market cap of $322.40 billion, a P/E ratio of 74.62, a PEG ratio of 0.77 and a beta of 1.98. The business has a fifty day moving average of $216.76 and a 200-day moving average of $209.62.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.21. The business had revenue of $10.27 billion for the quarter, compared to analysts’ expectations of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The firm’s quarterly revenue was up 34.1% compared to the same quarter last year. During the same quarter last year, the business earned $1.09 earnings per share. As a group, equities research analysts expect that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

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.