PFA Pension Forsikringsaktieselskab Takes $215.91 Million Position in Advanced Micro Devices, Inc. $AMD

PFA Pension Forsikringsaktieselskab bought a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 1,002,630 shares of the semiconductor manufacturer’s stock, valued at approximately $215,906,000. Advanced Micro Devices accounts for 0.6% of PFA Pension Forsikringsaktieselskab’s investment portfolio, making the stock its 21st largest position.

A number of other institutional investors also recently modified their holdings of AMD. Jennison Associates LLC boosted its holdings in shares of Advanced Micro Devices by 181.6% during the fourth quarter. Jennison Associates LLC now owns 10,910,310 shares of the semiconductor manufacturer’s stock worth $2,336,552,000 after purchasing an additional 7,035,991 shares during the period. Wellington Management Group LLP boosted its holdings in shares of Advanced Micro Devices by 335.9% during the third quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer’s stock worth $784,330,000 after purchasing an additional 3,735,807 shares during the period. Assenagon Asset Management S.A. boosted its holdings in shares of Advanced Micro Devices by 104.4% during the fourth quarter. Assenagon Asset Management S.A. now owns 5,991,297 shares of the semiconductor manufacturer’s stock worth $1,283,096,000 after purchasing an additional 3,059,935 shares during the period. Nordea Investment Management AB boosted its holdings in shares of Advanced Micro Devices by 203.7% during the third quarter. Nordea Investment Management AB now owns 3,905,148 shares of the semiconductor manufacturer’s stock worth $631,892,000 after purchasing an additional 2,619,294 shares during the period. Finally, Vanguard Group Inc. boosted its holdings in shares of Advanced Micro Devices by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer’s stock worth $33,949,256,000 after purchasing an additional 2,525,109 shares during the period. 71.34% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Advanced Micro Devices

In other Advanced Micro Devices news, EVP Forrest Eugene Norrod sold 19,450 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the completion of the transaction, the executive vice president owned 289,098 shares of the company’s stock, valued at approximately $62,679,337.38. This trade represents a 6.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Lisa T. Su sold 125,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total transaction of $26,795,000.00. Following the transaction, the chief executive officer directly owned 3,152,476 shares of the company’s stock, valued at $675,764,755.36. This represents a 3.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 304,672 shares of company stock worth $70,135,070 over the last three months. Company insiders own 0.50% of the company’s stock.

More Advanced Micro Devices News

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

• Positive Sentiment: Riot Platforms expanded its AMD data‑center deal (adds ~25 MW / doubles contracted capacity), a visible commercial win that signals more data‑center GPU deployments for AMD and helped lift market enthusiasm. Riot jumps 10% as AMD signs additional 25 MW AI deployment: Q1 Earnings
• Positive Sentiment: Leaked timing for AMD’s Ryzen AI “halo” mini‑PC has driven retail and trader excitement around new product cadence and edge/desktop AI sales upside. AMD Stock Rallies as a Release Date for the Ryzen AI Halo PC Leaks
• Positive Sentiment: Coverage pieces (e.g., Forbes) argue AMD is breaking into Nvidia’s data‑center dominance, reinforcing a narrative of expanding GPU+CPU share in AI infrastructure. That narrative supports a higher long‑term multiple if AMD keeps winning design slots. AMD’s AI Coup: Breaking The Nvidia Monopoly
• Positive Sentiment: Susquehanna and other bullish analyst notes ahead of earnings highlight growing data‑center demand and recommend buying before May 5, supporting short‑term momentum into AMD’s Q1 print. As Data Center Demand Grows, Susquehanna Says You Should Buy AMD Stock Before May 5
• Neutral Sentiment: Wall Street is split: several five‑star analysts are divided on valuation and near‑term upside even as the stock has rallied sharply, so guidance/metrics in AMD’s upcoming report will matter more than headlines. 5-Star Analysts Are Split on AMD as Stock Soars into Q1 Earnings
• Negative Sentiment: ARK Invest trimmed AMD from its ETF (Cathie Wood reallocated into Meta/Alphabet), signaling at least some active‑manager profit taking that can pressure the stock after a big run. Cathie Wood Loads Up on Meta, Alphabet Sells AMD
• Negative Sentiment: Schwab and other strategists warn the semiconductor group faces “overhead supply” risk after a near‑50% rally from March lows — a cautionary signal that a pullback or rotation is possible if earnings/guidance disappoint. Schwab Analyst: Chip Stocks Face ‘Overhead Supply’ Risk After 50% Rally Off March Lows
• Negative Sentiment: Royal Bank of Canada bumped its price target to $325 but kept a “sector perform” call; that TP sits below the current quote and can be read as a reminder of valuation risk if momentum fades. RBC Raises AMD Price Target to $325 (Benzinga)

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on AMD shares. Susquehanna increased their target price on shares of Advanced Micro Devices from $300.00 to $375.00 and gave the stock a “positive” rating in a report on Wednesday. Wall Street Zen upgraded shares of Advanced Micro Devices from a “hold” rating to a “buy” rating in a report on Monday, January 26th. Piper Sandler reiterated an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, February 25th. Truist Financial set a $283.00 price objective on shares of Advanced Micro Devices in a report on Wednesday, February 4th. Finally, DA Davidson upgraded shares of Advanced Micro Devices from a “neutral” rating to a “buy” rating and raised their price objective for the stock from $220.00 to $375.00 in a report on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $300.05.

Advanced Micro Devices Stock Performance

Shares of AMD opened at $360.54 on Friday. The company has a debt-to-equity ratio of 0.04, a current ratio of 2.85 and a quick ratio of 2.01. Advanced Micro Devices, Inc. has a one year low of $96.88 and a one year high of $362.79. The company has a 50-day simple moving average of $232.51 and a two-hundred day simple moving average of $228.24. The firm has a market capitalization of $587.80 billion, a PE ratio of 136.05, a price-to-earnings-growth ratio of 1.28 and a beta of 1.96.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping the consensus estimate of $1.32 by $0.21. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. During the same period last year, the business posted $1.09 earnings per share. Advanced Micro Devices’s quarterly revenue was up 34.1% compared to the same quarter last year. On average, analysts anticipate that Advanced Micro Devices, Inc. will post 5.82 EPS for the current fiscal year.

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.