Border to Coast Pensions Partnership Ltd Raises Holdings in Advanced Micro Devices, Inc. $AMD

Posted by George Bondi on Jun 28th, 2026

Border to Coast Pensions Partnership Ltd lifted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 93.7% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 380,762 shares of the semiconductor manufacturer’s stock after acquiring an additional 184,236 shares during the quarter. Advanced Micro Devices makes up 1.3% of Border to Coast Pensions Partnership Ltd’s investment portfolio, making the stock its 18th largest position. Border to Coast Pensions Partnership Ltd’s holdings in Advanced Micro Devices were worth $77,696,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the company. Yoder Wealth Management Inc. raised its stake in Advanced Micro Devices by 3.7% in the 1st quarter. Yoder Wealth Management Inc. now owns 1,158 shares of the semiconductor manufacturer’s stock valued at $236,000 after acquiring an additional 41 shares during the period. Summerhill Capital Management lnc. boosted its position in Advanced Micro Devices by 70.7% during the first quarter. Summerhill Capital Management lnc. now owns 32,552 shares of the semiconductor manufacturer’s stock worth $6,622,000 after purchasing an additional 13,483 shares during the period. ABN AMRO Bank N.V. boosted its position in Advanced Micro Devices by 11.4% during the first quarter. ABN AMRO Bank N.V. now owns 18,118 shares of the semiconductor manufacturer’s stock worth $3,676,000 after purchasing an additional 1,860 shares during the period. Realta Investment Advisors increased its stake in shares of Advanced Micro Devices by 7.9% in the first quarter. Realta Investment Advisors now owns 6,950 shares of the semiconductor manufacturer’s stock worth $1,414,000 after purchasing an additional 506 shares in the last quarter. Finally, Union Bancaire Privee UBP SA increased its stake in shares of Advanced Micro Devices by 17.0% in the first quarter. Union Bancaire Privee UBP SA now owns 124,057 shares of the semiconductor manufacturer’s stock worth $25,237,000 after purchasing an additional 18,069 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company’s stock.

Trending Headlines about Advanced Micro Devices

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

Positive Sentiment: Wall Street sentiment remains upbeat, with multiple analysts raising AMD price targets in June, including a street-high call from UBS, as firms increasingly view AMD as a bigger player in AI infrastructure and data center CPUs.
Positive Sentiment: AMD continues to gain credibility in enterprise AI, including recognition from Gartner as a leading server CPU company, which supports the long-term growth case for its data center business. Article Title
Positive Sentiment: New business wins are also helping sentiment, including a definitive agreement with Rackspace Technology to deploy AMD-based infrastructure, reinforcing demand for AMD chips in cloud and enterprise workloads. Article Title
Positive Sentiment: Several recent articles argue AMD still has meaningful upside as investors focus on its CPU and AI data center growth, with some bullish commentary suggesting the market may still be underappreciating its long-term earnings power.
Neutral Sentiment: One recent piece highlighted both the positives and a caution on AMD, noting the stock’s huge six-month run and suggesting investors should stay aware of valuation risk after such a strong rally.
Negative Sentiment: The semiconductor group has also been under pressure today, with AI chip names, including AMD, softening as momentum in the sector cools and investors rotate out of the space. Article Title
Negative Sentiment: Bearish/neutral valuation commentary has also picked up, with some coverage questioning whether AMD’s rapid stock gains have already priced in a lot of future growth, which can weigh on the shares in the short term.

Insider Activity

In other news, Director Nora Denzel sold 8,626 shares of the company’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $522.00, for a total value of $4,502,772.00. Following the transaction, the director owned 87,173 shares of the company’s stock, valued at approximately $45,504,306. This represents a 9.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Forrest Eugene Norrod sold 19,487 shares of the stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $431.40, for a total value of $8,406,691.80. Following the completion of the sale, the executive vice president owned 324,527 shares in the company, valued at $140,000,947.80. This trade represents a 5.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 378,032 shares of company stock worth $161,876,596. Company insiders own 0.50% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently commented on the stock. JPMorgan Chase & Co. upped their price target on shares of Advanced Micro Devices from $270.00 to $385.00 and gave the company a “neutral” rating in a research note on Wednesday, May 6th. Wolfe Research set a $450.00 price objective on shares of Advanced Micro Devices and gave the stock an “outperform” rating in a report on Monday, June 15th. BTIG Research upgraded shares of Advanced Micro Devices to a “buy” rating in a research note on Wednesday, May 6th. Roth Mkm reissued a “buy” rating and set a $500.00 target price on shares of Advanced Micro Devices in a report on Wednesday, May 6th. Finally, UBS Group increased their target price on Advanced Micro Devices from $455.00 to $670.00 and gave the stock a “buy” rating in a research report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $440.41.

Check Out Our Latest Analysis on AMD

Advanced Micro Devices Price Performance

AMD stock opened at $521.58 on Friday. The firm has a 50 day moving average of $445.21 and a 200-day moving average of $296.11. The company has a current ratio of 2.72, a quick ratio of 1.96 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 12 month low of $133.50 and a 12 month high of $562.99. The firm has a market capitalization of $850.49 billion, a P/E ratio of 171.01, a price-to-earnings-growth ratio of 1.54 and a beta of 2.50.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last posted its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share for the quarter, topping analysts’ consensus estimates 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 business had revenue of $10.25 billion for the quarter, compared to analyst estimates of $9.90 billion. During the same quarter in the prior year, the firm posted $0.96 EPS. Advanced Micro Devices’s revenue was up 37.8% on a year-over-year basis. As a group, sell-side analysts predict that Advanced Micro Devices, Inc. will post 6.15 earnings per share for the current fiscal year.

About Advanced Micro Devices

(Free Report)

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.