Advanced Micro Devices, Inc. $AMD Stake Lowered by NFJ Investment Group LLC

Posted by Francis Steltz on Jun 14th, 2026

NFJ Investment Group LLC cut its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 22.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 200,138 shares of the semiconductor manufacturer’s stock after selling 56,497 shares during the quarter. Advanced Micro Devices makes up 1.6% of NFJ Investment Group LLC’s portfolio, making the stock its 15th largest holding. NFJ Investment Group LLC’s holdings in Advanced Micro Devices were worth $42,862,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC grew its holdings in Advanced Micro Devices by 178.2% in the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after buying an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in Advanced Micro Devices by 2.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock worth $1,001,000 after buying an additional 234 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in Advanced Micro Devices by 125.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock worth $758,000 after buying an additional 2,970 shares in the last quarter. United Bank grew its holdings in Advanced Micro Devices by 22.0% in the 2nd quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer’s stock worth $1,881,000 after buying an additional 2,392 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in Advanced Micro Devices by 361.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer’s stock worth $1,310,000 after buying an additional 7,228 shares in the last quarter. 71.34% of the stock is owned by institutional investors.

Insider Activity at Advanced Micro Devices

In other news, CEO Lisa T. Su sold 125,000 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $460.69, for a total transaction of $57,586,250.00. Following the completion of the sale, the chief executive officer owned 2,896,899 shares in the company, valued at approximately $1,334,572,400.31. This represents a 4.14% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Darren Grasby sold 24,376 shares of the stock in a transaction on Friday, May 8th. The shares were sold at an average price of $444.39, for a total value of $10,832,450.64. Following the sale, the executive vice president owned 105,222 shares of the company’s stock, valued at $46,759,604.58. This trade represents a 18.81% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 372,032 shares of company stock worth $158,658,616. 0.50% of the stock is owned by corporate insiders.

Advanced Micro Devices News Roundup

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

Positive Sentiment: Citi upgraded AMD and argued that the market is underpricing its AI GPU upside, boosting confidence in the stock’s AI-driven growth path.
Positive Sentiment: Bank of America also raised its outlook on AMD, calling it a top CPU pick and pointing to a large agentic AI opportunity across servers and accelerators.
Positive Sentiment: Multiple reports highlighted rising GPU market-share data and stronger investor focus on AMD’s expanding role in AI hardware, helping semiconductor stocks rally broadly.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on the company. Stifel Nicolaus increased their price objective on Advanced Micro Devices from $320.00 to $450.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. Erste Group Bank raised Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Thursday, April 2nd. Morgan Stanley increased their price objective on Advanced Micro Devices from $360.00 to $410.00 and gave the stock an “equal weight” rating in a report on Wednesday, May 6th. Sanford C. Bernstein assumed coverage on Advanced Micro Devices in a report on Friday. They issued an “outperform” rating for the company. Finally, Seaport Research Partners raised Advanced Micro Devices from a “neutral” rating to a “buy” rating and set a $430.00 price objective for the company in a report on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $424.59.

Check Out Our Latest Report on Advanced Micro Devices

Advanced Micro Devices Stock Performance

Shares of NASDAQ AMD opened at $511.57 on Friday. The stock has a fifty day moving average price of $386.41 and a two-hundred day moving average price of $274.18. The company has a debt-to-equity ratio of 0.04, a quick ratio of 1.96 and a current ratio of 2.72. The firm has a market cap of $834.17 billion, a P/E ratio of 167.73, a PEG ratio of 1.50 and a beta of 2.50. Advanced Micro Devices, Inc. has a 1 year low of $115.06 and a 1 year high of $546.44.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last issued its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.29 by $0.08. The firm had revenue of $10.25 billion during the quarter, compared to analyst estimates of $9.90 billion. Advanced Micro Devices had a return on equity of 9.55% and a net margin of 13.37%.The firm’s quarterly revenue was up 37.8% on a year-over-year basis. During the same period last year, the company posted $0.96 EPS. Research analysts forecast that Advanced Micro Devices, Inc. will post 6.2 EPS for the current fiscal year.

Advanced Micro Devices Company Profile

(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.