Mitsubishi UFJ Trust & Banking Corp Has $343.17 Million Stake in Intel Corporation $INTC

Mitsubishi UFJ Trust & Banking Corp boosted its position in Intel Corporation (NASDAQ:INTC) by 8.3% in the second quarter, Holdings Channel.com reports. The firm owned 2,457,702 shares of the chip maker’s stock after purchasing an additional 188,737 shares during the quarter. Intel comprises 0.8% of Mitsubishi UFJ Trust & Banking Corp’s portfolio, making the stock its 20th biggest holding. Mitsubishi UFJ Trust & Banking Corp’s holdings in Intel were worth $343,169,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the company. Pinpoint Asset Management Singapore Pte. Ltd. boosted its stake in shares of Intel by 65.8% during the second quarter. Pinpoint Asset Management Singapore Pte. Ltd. now owns 19,901 shares of the chip maker’s stock valued at $2,779,000 after purchasing an additional 7,901 shares in the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund acquired a new position in shares of Intel in the second quarter valued at approximately $1,271,000. PFC Capital Group Inc. bought a new position in Intel in the 2nd quarter valued at approximately $408,000. SPX Gestao de Recursos Ltda bought a new position in Intel in the 2nd quarter valued at approximately $641,000. Finally, Meridian Wealth Management LLC boosted its position in Intel by 325.8% during the 2nd quarter. Meridian Wealth Management LLC now owns 62,178 shares of the chip maker’s stock worth $8,602,000 after buying an additional 47,576 shares during the period. 64.53% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities research analysts have weighed in on INTC shares. Citigroup raised shares of Intel from a “positive” rating to a “buy” rating in a report on Thursday, July 23rd. Royal Bank Of Canada reiterated a “sector perform” rating on shares of Intel in a report on Tuesday, July 21st. Oppenheimer started coverage on shares of Intel in a research note on Thursday, June 11th. They issued an “outperform” rating on the stock. Arete Research increased their price objective on Intel from $20.40 to $99.00 and gave the company a “neutral” rating in a report on Wednesday, June 10th. Finally, Melius Research set a $150.00 target price on Intel in a research report on Monday, May 18th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, thirty-one have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $107.46.

Insiders Place Their Bets

In other Intel news, CEO Lip Bu Tan acquired 105,263 shares of the stock in a transaction dated Tuesday, August 11th. The stock was purchased at an average cost of $95.00 per share, with a total value of $9,999,985.00. Following the transaction, the chief executive officer owned 1,314,669 shares in the company, valued at approximately $124,893,555. The trade was a 8.70% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this hyperlink. Insiders own 0.05% of the company’s stock.

Intel News Summary

Here are the key news stories impacting Intel this week:

• Positive Sentiment: Former House Speaker Nancy Pelosi disclosed additional Intel shares and call options, reportedly representing a purchase of up to $1.5 million. The disclosure has generated significant retail and media attention and reinforced optimism around Intel’s turnaround, although the position is small relative to the company’s valuation. Intel Rises as Pelosi’s $1.5 Million Bet Meets $20 Billion Dilution
• Positive Sentiment: Intel unveiled the Diamond Rapids, Crescent Island and Wildcat Lake processor platforms for data centers, enterprises and edge devices. The expanded portfolio gives investors a more concrete path for participating in AI infrastructure growth, where Intel has lagged GPU-focused competitors. Can Intel’s Latest AI Infrastructure Portfolio Expansion Aid Shares?
• Positive Sentiment: Commentary remains constructive on Intel’s $20 billion foundry investment, with some analysts arguing that successful manufacturing expansion could materially improve the company’s long-term value. HSBC reportedly issued an especially bullish price target, though that view depends on Intel proving the foundry can become profitable. Intel’s Skid Continues: One of The Biggest Global Banks Says It Will Provide 130% Returns From Here
• Neutral Sentiment: Unusual put and call activity suggests heavy trading and sharply divided investor expectations, rather than a clear directional signal. Broader semiconductor strength and technical attempts to establish a floor may also be helping sentiment. Huge, Unusual Put and Call Option Volume in Intel
• Negative Sentiment: The reported $20 billion equity raise is creating dilution concerns and raises the capital required for Intel’s foundry expansion. Investors must decide whether the new funds will generate sufficient manufacturing growth and returns to offset the impact of issuing more shares. Intel stock falls: Why is INTC sliding after $20 billion share sale?
• Negative Sentiment: AMD’s upgrade to Strong Buy and expectations that it could overtake Intel in data-center CPUs by 2027 highlight ongoing market-share risk. Intel’s CPU share has reportedly fallen to a multidecade low, increasing pressure on its new products and execution. This Chip Stock Could Overtake Intel by 2027

Intel Trading Up 0.3%

NASDAQ:INTC opened at $87.48 on Wednesday. The firm’s fifty day moving average is $107.03 and its 200-day moving average is $85.80. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.25 and a current ratio of 1.60. Intel Corporation has a 52 week low of $23.68 and a 52 week high of $142.35. The firm has a market cap of $441.25 billion, a P/E ratio of -41.46 and a beta of 2.22.

Intel (NASDAQ:INTC) last announced its earnings results on Thursday, July 23rd. The chip maker reported $0.42 earnings per share for the quarter, topping analysts’ consensus estimates of $0.21 by $0.21. The business had revenue of $16.13 billion during the quarter, compared to the consensus estimate of $14.43 billion. Intel had a negative net margin of 19.79% and a positive return on equity of 2.62%. Intel’s quarterly revenue was up 25.2% on a year-over-year basis. During the same quarter last year, the firm earned ($0.10) earnings per share. Intel has set its Q3 2026 guidance at 0.380-0.380 EPS. Equities analysts expect that Intel Corporation will post 1.01 earnings per share for the current year.

Intel Company Profile

Intel Corporation, founded in 1968 by Robert Noyce and Gordon E. Moore and headquartered in Santa Clara, California, is a leading global designer and manufacturer of semiconductor products. The company is historically notable for introducing the first commercial microprocessor and for driving the x86 architecture that underpins many personal computers and servers. Intel’s core business spans the design, fabrication and marketing of processors, chipsets and related components for a wide range of computing applications.

Intel’s product portfolio includes client and mobile processors marketed under brands such as Intel Core and Pentium, as well as high-performance Xeon processors for data centers and cloud infrastructure.