Hemenway Trust Co LLC Decreases Stake in Advanced Micro Devices, Inc. $AMD

Hemenway Trust Co LLC cut its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 7.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 224,134 shares of the semiconductor manufacturer’s stock after selling 19,083 shares during the period. Advanced Micro Devices makes up 2.8% of Hemenway Trust Co LLC’s portfolio, making the stock its 13th biggest position. Hemenway Trust Co LLC’s holdings in Advanced Micro Devices were worth $36,263,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the business. ORG Wealth Partners LLC lifted its position in Advanced Micro Devices by 39.7% during the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 46 shares during the period. Koesten Hirschmann & Crabtree INC. raised its stake in Advanced Micro Devices by 61.0% during the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after buying an additional 61 shares during the last quarter. Pinney & Scofield Inc. raised its stake in Advanced Micro Devices by 81.0% during the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after buying an additional 85 shares during the last quarter. Avion Wealth lifted its holdings in shares of Advanced Micro Devices by 49.3% during the 2nd quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock valued at $30,000 after buying an additional 72 shares during the period. Finally, Evolution Wealth Management Inc. purchased a new position in shares of Advanced Micro Devices in the 2nd quarter worth $34,000. 71.34% of the stock is currently owned by institutional investors.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, SVP Ava Hahn sold 2,442 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the sale, the senior vice president directly owned 16,359 shares of the company’s stock, valued at $3,834,876.78. This trade represents a 12.99% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Lisa T. Su sold 125,000 shares of the business’s stock in a transaction 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 completion of the transaction, the chief executive officer directly owned 3,152,476 shares in the company, valued at $675,764,755.36. This trade represents a 3.81% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 271,892 shares of company stock valued at $58,476,908. 0.06% of the stock is owned by company insiders.

Advanced Micro Devices Stock Down 1.5%

AMD opened at $200.12 on Thursday. The stock has a market cap of $326.28 billion, a price-to-earnings ratio of 75.52, a price-to-earnings-growth ratio of 0.77 and a beta of 1.94. 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 firm’s fifty day moving average is $220.25 and its 200 day moving average is $206.67. Advanced Micro Devices, Inc. has a fifty-two week low of $76.48 and a fifty-two week high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, beating analysts’ consensus estimates 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 business 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. The business’s quarterly revenue was up 34.1% on a year-over-year basis. On average, sell-side analysts forecast that Advanced Micro Devices, Inc. will post 3.87 earnings per share for the current fiscal year.

Advanced Micro Devices News Summary

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

• Positive Sentiment: Large potential AI data‑center opportunities in India boost long‑term demand outlook for AMD’s datacenter GPUs and CPUs — OpenAI/Tata’s plan for a scalable 1GW AI campus highlights a huge addressable market where AMD is competing with Nvidia and Qualcomm. After AMD, OpenAI Partners With Tata To Build Massive 1GW AI Data Center In India
• Positive Sentiment: AMD’s “Helios” 200 MW AI data‑center blueprint in India strengthens its local go‑to‑market case and investor narrative that AMD can capture data‑center buildouts outside the U.S. How AMD’s 200 MW Helios AI Data Center Blueprint in India Has Changed Its Investment Story
• Positive Sentiment: Institutional buying from active funds (ARK/other managers) and multiple bullish analyst price targets/“buy” ratings support the bullish case that the sell‑off could be a buying opportunity. Cathie Wood ARK Invest Buys Broadcom, AMD and Coinbase on February 17
• Neutral Sentiment: Wall Street commentary and updated 12‑month targets provide context (mixed: many buy ratings and high median targets, but the stock has already pulled back significantly). Wall Street sets AMD stock price target for next 12 months
• Neutral Sentiment: Coverage pieces and buy‑the‑dip analyses highlight that fundamentals (revenue, data‑center growth) remain supportive even as sentiment turns volatile. Is AMD Stock a Buy Now?
• Negative Sentiment: Nvidia’s expanded multigenerational deal with Meta raises competitive risk — it could reduce some OEM/cloud demand available to AMD and is cited as a near‑term reason for sector rotation toward NVDA. Nvidia pushes into Intel and AMD’s turf with a ‘multigenerational’ Meta deal
• Negative Sentiment: Execution concern: reports of a delay to AMD’s Instinct MI455X GPU weighed on sentiment and triggered short‑term selling. AMD Stock Falls on Reported Instinct MI455X Delay
• Negative Sentiment: Market and sentiment pressure: the stock has seen a notable early‑2026 pullback and heavy insider selling is highlighted in data feeds, amplifying downside momentum and investor caution. $AMD stock is down 3% today. Here’s what we see in our data.

Analyst Upgrades and Downgrades

AMD has been the topic of a number of recent research reports. Wedbush reissued an “outperform” rating and issued a $290.00 target price on shares of Advanced Micro Devices in a report on Wednesday, February 4th. DA Davidson upgraded shares of Advanced Micro Devices to a “hold” rating in a research note on Friday, February 13th. Roth Mkm reissued a “buy” rating on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $345.00 target price on shares of Advanced Micro Devices in a report on Friday, January 30th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Advanced Micro Devices in a research report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and ten have given a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $288.17.

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.