Epoch Investment Partners Inc. Acquires 84,577 Shares of Advanced Micro Devices, Inc. $AMD

Posted by Brian Himes on Jul 26th, 2026

Epoch Investment Partners Inc. boosted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 59.9% during the first quarter, Holdings Channel.com reports. The firm owned 225,822 shares of the semiconductor manufacturer’s stock after acquiring an additional 84,577 shares during the quarter. Epoch Investment Partners Inc.’s holdings in Advanced Micro Devices were worth $45,939,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC boosted its holdings in Advanced Micro Devices by 178.2% in the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer’s stock worth $5,551,000 after acquiring an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Advanced Micro Devices by 2.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer’s stock valued at $1,001,000 after acquiring an additional 234 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Advanced Micro Devices by 125.1% during the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer’s stock valued at $758,000 after acquiring an additional 2,970 shares in the last quarter. United Bank raised its position in shares of 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 purchasing an additional 2,392 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its position in shares of 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 purchasing an additional 7,228 shares during the last quarter. Institutional investors own 71.34% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently commented on the stock. UBS Group reissued an “overweight” rating on shares of Advanced Micro Devices in a research report on Friday. Loop Capital raised shares of Advanced Micro Devices to a “strong-buy” rating in a report on Tuesday, June 16th. Northland Securities reiterated a “market perform” rating and issued a $260.00 target price on shares of Advanced Micro Devices in a research note on Monday, April 27th. Cantor Fitzgerald reiterated an “overweight” rating and set a $700.00 price target on shares of Advanced Micro Devices in a report on Friday. Finally, Benchmark raised their price target on shares of Advanced Micro Devices from $485.00 to $685.00 and gave the company a “buy” rating in a research report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $522.43.

Check Out Our Latest Stock Analysis on Advanced Micro Devices

Advanced Micro Devices Price Performance

Shares of NASDAQ:AMD opened at $521.95 on Friday. 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 $851.09 billion, a price-to-earnings ratio of 171.13, a price-to-earnings-growth ratio of 1.51 and a beta of 2.47. The business has a 50-day simple moving average of $512.60 and a two-hundred day simple moving average of $340.69. Advanced Micro Devices, Inc. has a fifty-two week low of $149.22 and a fifty-two week high of $584.73.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last announced 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. Advanced Micro Devices had a net margin of 13.37% and a return on equity of 9.55%. The firm had revenue of $10.25 billion for the quarter, compared to the consensus estimate of $9.90 billion. During the same quarter last year, the firm posted $0.96 EPS. The business’s quarterly revenue was up 37.8% compared to the same quarter last year. On average, analysts expect that Advanced Micro Devices, Inc. will post 6.27 earnings per share for the current year.

Insider Activity at Advanced Micro Devices

In other Advanced Micro Devices news, Director Nora Denzel sold 8,626 shares of Advanced Micro Devices stock in a transaction that occurred 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 completion of the sale, 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 transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Mark D. Papermaster sold 6,000 shares of the business’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $536.33, for a total transaction of $3,217,980.00. Following the sale, the executive vice president owned 1,233,687 shares of the company’s stock, valued at approximately $661,663,348.71. This represents a 0.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 310,310 shares of company stock valued at $141,185,456 over the last quarter. 0.50% of the stock is owned by company insiders.

More Advanced Micro Devices News

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

Positive Sentiment: AMD and Cerebras announced a technical partnership to combine Helios and Wafer-Scale Engine technology, aiming for faster, more efficient AI inference and up to 5x higher tokens per second per watt. AMD and Cerebras Announce Industry-Leading Ultra-Low-Latency and High Throughput AI Inference Solution
Positive Sentiment: Wedbush raised its price target to $600, and several other firms also boosted targets after AMD’s Advancing AI 2026 event, signaling stronger Wall Street confidence in AMD’s AI data center growth. AMD price target boosted on strengthening AI outlook
Positive Sentiment: Other commentary highlighted AMD’s new Helios AI rack system, expanded OpenAI and Anthropic-related demand, and multiple bullish analyst notes, all of which support the view that AMD is gaining share in AI infrastructure. AMD plans to invest to up $5 billion into Anthropic as it seeks to cut into Nvidia’s dominance
Neutral Sentiment: Short-interest data showed no meaningful change in practice, with reported short interest listed as zero shares, so this item does not appear to be a real trading catalyst.
Neutral Sentiment: The broader semiconductor sector pulled back on valuation and profit-taking concerns, which may be weighing on AMD even as company-specific AI news remains constructive. Semiconductor Crossroads: Healthy Consolidation or Deeper Repricing?
Negative Sentiment: AMD also appeared in reports about an AI-chip selloff and weaker risk appetite, suggesting some investors are taking profits after the stock’s strong run. AI Memory Stocks Lead Chip Selloff

Advanced Micro Devices 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.