Achmea Investment Management B.V. Has $8.69 Million Stock Position in Advanced Micro Devices, Inc. $AMD

Achmea Investment Management B.V. boosted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 160.2% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 53,724 shares of the semiconductor manufacturer’s stock after acquiring an additional 33,079 shares during the quarter. Achmea Investment Management B.V.’s holdings in Advanced Micro Devices were worth $8,691,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of AMD. Vanguard Group Inc. increased its holdings in shares of Advanced Micro Devices by 0.9% during the third quarter. Vanguard Group Inc. now owns 155,997,751 shares of the semiconductor manufacturer’s stock worth $25,238,876,000 after buying an additional 1,348,892 shares in the last quarter. State Street Corp grew its holdings in Advanced Micro Devices by 2.4% during the 3rd quarter. State Street Corp now owns 73,824,441 shares of the semiconductor manufacturer’s stock worth $11,944,056,000 after acquiring an additional 1,755,182 shares during the period. Norges Bank acquired a new position in Advanced Micro Devices in the second quarter valued at approximately $3,094,662,000. Amundi grew its holdings in Advanced Micro Devices by 17.5% in the third 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. Finally, Invesco Ltd. raised its stake in Advanced Micro Devices by 6.5% during the 3rd quarter. Invesco Ltd. now owns 13,348,413 shares of the semiconductor manufacturer’s stock worth $2,159,640,000 after buying an additional 813,844 shares during the period. Institutional investors own 71.34% of the company’s stock.

More Advanced Micro Devices News

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

• Positive Sentiment: Samsung MOU to supply HBM4 and optimized DRAM for AMD’s next‑gen Instinct MI455X and EPYC chips reduces a key AI‑memory bottleneck and opens talks on foundry services — a direct supply‑chain win for AMD’s data‑center ramp. Samsung Elec and AMD sign MoU on AI memory
• Positive Sentiment: AMD + Celestica announced the open‑standard Helios rack‑scale AI platform (built around AMD Instinct accelerators), which can broaden AMD’s route into hyperscale and enterprise deployments and reduce customer lock‑in. AMD and Celestica Bring Helios
• Positive Sentiment: Multiple reports and analyst commentary (including post‑GTC reads) suggest the AI infrastructure cycle is expanding and AMD’s open‑standards/MI455X memory advantage could win hyperscaler designs — reinforcing the bull case for share gains in servers and AI. The Nvidia GTC Has Been Very Bullish For AMD
• Neutral Sentiment: Product leaks/refreshes (Ryzen/ZEN and RDNA 5) show R&D progress that could help PC and GPU cycles, but final performance, partner wins and timing remain uncertain. AMD Stock Jumps on Ryzen Leak
• Neutral Sentiment: Reported short‑interest data show no meaningful build, so short dynamics are not driving the move.
• Negative Sentiment: CEO Lisa Su’s sale of 85,000 shares (~$16.9M) is disclosed and can weigh on near‑term sentiment even if it’s routine diversification. Insider Sale SEC Filing
• Negative Sentiment: Macro and competitive risks persist — oil‑supply shocks and continued Nvidia momentum (and China export/licensing dynamics) could increase volatility and cap upside if growth expectations are trimmed. Oil Supply Disruptions and Chip Stocks

Analysts Set New Price Targets

AMD has been the subject of several recent research reports. Wells Fargo & Company reiterated an “overweight” rating and set a $345.00 price target on shares of Advanced Micro Devices in a report on Friday, January 30th. KeyCorp reiterated an “overweight” rating and issued a $330.00 price objective on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Roth Mkm reiterated a “buy” rating on shares of Advanced Micro Devices in a research note on Tuesday, February 24th. Benchmark restated a “buy” rating and issued a $325.00 price objective on shares of Advanced Micro Devices in a research report on Wednesday, February 25th. Finally, Sanford C. Bernstein set a $235.00 target price on shares of Advanced Micro Devices in a research note on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and a consensus target price of $290.53.

Insider Buying and Selling

In related news, SVP Ava Hahn sold 2,442 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the sale, the senior vice president directly owned 16,359 shares of the company’s stock, valued at approximately $3,834,876.78. This represents a 12.99% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Lisa T. Su sold 85,000 shares of Advanced Micro Devices stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $198.77, for a total value of $16,895,450.00. Following the completion of the sale, the chief executive officer directly owned 3,146,006 shares of the company’s stock, valued at approximately $625,331,612.62. The trade was a 2.63% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 239,392 shares of company stock valued at $50,016,383. Insiders own 0.06% of the company’s stock.

Advanced Micro Devices Stock Performance

Shares of AMD stock opened at $199.46 on Thursday. The company has a market capitalization of $325.20 billion, a P/E ratio of 75.27, a PEG ratio of 0.74 and a beta of 1.98. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.01 and a current ratio of 2.85. The stock has a 50 day moving average price of $215.10 and a two-hundred day moving average price of $210.79.

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

Advanced Micro Devices Company 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.