SFE Investment Counsel Has $13.80 Million Stock Position in Advanced Micro Devices, Inc. $AMD

Posted by Stanley Muller on Aug 18th, 2026

SFE Investment Counsel cut its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 23.7% in the 2nd quarter, HoldingsChannel reports. The fund owned 23,759 shares of the semiconductor manufacturer’s stock after selling 7,379 shares during the period. Advanced Micro Devices makes up approximately 1.9% of SFE Investment Counsel’s investment portfolio, making the stock its 15th biggest holding. SFE Investment Counsel’s holdings in Advanced Micro Devices were worth $13,802,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in AMD. First National Bank of Hutchinson boosted its stake in Advanced Micro Devices by 0.4% during the 2nd quarter. First National Bank of Hutchinson now owns 5,639 shares of the semiconductor manufacturer’s stock valued at $3,276,000 after purchasing an additional 22 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd increased its holdings in Advanced Micro Devices by 12.8% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 212 shares of the semiconductor manufacturer’s stock worth $43,000 after purchasing an additional 24 shares in the last quarter. Trust Co of the South raised its stake in shares of Advanced Micro Devices by 1.5% in the second quarter. Trust Co of the South now owns 1,746 shares of the semiconductor manufacturer’s stock worth $1,014,000 after purchasing an additional 25 shares during the last quarter. Beaird Harris Wealth Management LLC raised its stake in shares of Advanced Micro Devices by 9.4% in the second quarter. Beaird Harris Wealth Management LLC now owns 292 shares of the semiconductor manufacturer’s stock worth $169,000 after purchasing an additional 25 shares during the last quarter. Finally, Veery Capital LLC lifted its holdings in shares of Advanced Micro Devices by 1.0% in the second quarter. Veery Capital LLC now owns 2,793 shares of the semiconductor manufacturer’s stock valued at $1,622,000 after purchasing an additional 27 shares in the last quarter. Institutional investors and hedge funds own 71.34% of the company’s stock.

Key Advanced Micro Devices News

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

Positive Sentiment: AMD priced a record $4.75 billion senior-notes offering in four tranches maturing from 2029 through 2036. Management plans to use the capital for general corporate purposes, including expanding its AI and data-center businesses. The offering gives AMD additional financial flexibility without issuing shares, although it will increase interest expense. AMD Rises on $4.75 Billion Debt Offering
Positive Sentiment: Analysts continue to see upside based on accelerating demand for AMD’s AI data-center processors, record data-center revenue, and potential growth in server CPUs. Reported analyst price targets reach as high as $700, supporting the bullish case despite the stock’s large year-to-date advance. AMD Stock Is Up 136% YTD. Why Wall Street Still Sees More Upside
Positive Sentiment: A quarterly SEC filing disclosed sizable equity stakes in SpaceX and Nutanix. The investments broaden AMD’s strategic exposure to space technology and enterprise infrastructure, though the filing did not establish a direct near-term revenue impact. AMD Filing Reveals Unexpected SpaceX and Nutanix Bet

Advanced Micro Devices Stock Performance

Shares of AMD opened at $506.00 on Tuesday. The stock has a 50 day moving average of $512.08 and a 200 day moving average of $370.08. The company has a market capitalization of $826.03 billion, a price-to-earnings ratio of 130.08 and a beta of 2.48. Advanced Micro Devices, Inc. has a 12 month low of $149.22 and a 12 month high of $584.73. The company has a current ratio of 2.61, a quick ratio of 1.91 and a debt-to-equity ratio of 0.03.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 earnings per share for the quarter, topping the consensus estimate of $1.62 by $0.04. The business had revenue of $11.54 billion for the quarter, compared to analysts’ expectations of $11.31 billion. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.The business’s revenue was up 50.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.48 earnings per share. As a group, sell-side analysts forecast that Advanced Micro Devices, Inc. will post 6.44 earnings per share for the current year.

Insider Buying and Selling

In related news, EVP Mark D. Papermaster sold 6,000 shares of the business’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $536.33, for a total value of $3,217,980.00. Following the transaction, the executive vice president directly owned 1,233,687 shares of the company’s stock, valued at approximately $661,663,348.71. The trade was a 0.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Nora Denzel sold 8,626 shares of the stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $522.00, for a total transaction 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. The trade was a 9.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 161,077 shares of company stock worth $74,732,145 in the last ninety days. Corporate insiders own 0.50% of the company’s stock.

Wall Street Analyst Weigh In

AMD has been the topic of several analyst reports. Raymond James Financial began coverage on Advanced Micro Devices in a research report on Wednesday, May 6th. They set a “market perform” rating on the stock. Stifel Nicolaus increased their price target on Advanced Micro Devices from $450.00 to $635.00 and gave the company a “buy” rating in a research report on Friday, July 10th. HSBC cut Advanced Micro Devices from a “buy” rating to a “hold” rating and raised their price objective for the company from $335.00 to $340.00 in a research note on Monday, May 4th. Susquehanna lifted their price objective on shares of Advanced Micro Devices from $450.00 to $500.00 and gave the stock a “positive” rating in a report on Thursday, July 30th. Finally, Oppenheimer lowered shares of Advanced Micro Devices from a “market perform” rating to a “market perform” rating in a research note on Wednesday, May 6th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $546.87.

Read Our Latest Report on AMD

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.