Advanced Micro Devices, Inc. $AMD Stock Position Raised by Nomura Asset Management Co. Ltd.

31 May 2026, 09:22 by Doug Wharley · The Cerbat Gem

Nomura Asset Management Co. Ltd. raised its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 1.3% in the fourth quarter, Holdings Channel reports. The firm owned 707,046 shares of the semiconductor manufacturer’s stock after buying an additional 9,033 shares during the period. Nomura Asset Management Co. Ltd.’s holdings in Advanced Micro Devices were worth $151,421,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. raised its stake in shares of Advanced Micro Devices by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer’s stock valued at $33,949,256,000 after acquiring an additional 2,525,109 shares in the last quarter. State Street Corp raised its stake in shares of Advanced Micro Devices by 2.4% in the 3rd quarter. State Street Corp now owns 73,824,441 shares of the semiconductor manufacturer’s stock valued at $11,944,056,000 after acquiring an additional 1,755,182 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Advanced Micro Devices by 0.8% in the 4th quarter. Geode Capital Management LLC now owns 37,584,845 shares of the semiconductor manufacturer’s stock valued at $8,015,897,000 after acquiring an additional 287,525 shares in the last quarter. Norges Bank bought a new position in shares of Advanced Micro Devices in the 4th quarter valued at approximately $4,929,312,000. Finally, Amundi raised its stake in shares of Advanced Micro Devices by 17.5% in the 3rd quarter. Amundi now owns 13,486,227 shares of the semiconductor manufacturer’s stock valued at $2,181,937,000 after acquiring an additional 2,012,865 shares in the last quarter. 71.34% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Lisa T. Su sold 125,000 shares of Advanced Micro Devices stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $445.51, for a total transaction of $55,688,750.00. Following the completion of the sale, the chief executive officer directly owned 3,021,899 shares of the company’s stock, valued at $1,346,286,223.49. The trade was a 3.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mark D. Papermaster sold 31,320 shares of Advanced Micro Devices stock in a transaction on Friday, April 24th. The stock was sold at an average price of $350.00, for a total value of $10,962,000.00. Following the sale, the executive vice president directly owned 1,236,037 shares of the company’s stock, valued at approximately $432,612,950. This trade represents a 2.47% 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 sold 329,085 shares of company stock valued at $114,051,007 in the last three months. 0.50% of the stock is currently owned by company insiders.

Advanced Micro Devices Trading Down 0.4%

AMD stock opened at $516.03 on Friday. The company has a market cap of $841.43 billion, a P/E ratio of 169.19, a PEG ratio of 1.52 and a beta of 2.40. Advanced Micro Devices, Inc. has a twelve month low of $108.62 and a twelve month high of $527.20. The company has a quick ratio of 1.96, a current ratio of 2.72 and a debt-to-equity ratio of 0.04. The business has a fifty day moving average of $327.78 and a 200-day moving average of $255.70.

Advanced Micro Devices (NASDAQ:AMD – Get Free Report) last released its earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share for the quarter, topping analysts’ consensus estimates of $1.29 by $0.08. The company had revenue of $10.25 billion during the quarter, compared to the consensus estimate 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 quarter in the previous year, the company posted $0.96 earnings per share. As a group, equities research analysts expect that Advanced Micro Devices, Inc. will post 6.2 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the company. Raymond James Financial assumed coverage on Advanced Micro Devices in a research note on Wednesday, May 6th. They issued a “market perform” rating on the stock. BTIG Research raised Advanced Micro Devices to a “buy” rating in a research note on Wednesday, May 6th. Northland Securities reissued a “market perform” rating and issued a $260.00 price objective on shares of Advanced Micro Devices in a research note on Monday, April 27th. Citigroup raised their price objective on Advanced Micro Devices from $358.00 to $460.00 and gave the company a “neutral” rating in a research note on Monday, May 18th. Finally, KeyCorp raised their price objective on Advanced Micro Devices from $330.00 to $530.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and twelve have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Advanced Micro Devices has an average rating of “Moderate Buy” and an average price target of $410.00.

View Our Latest Report on AMD

Trending Headlines about Advanced Micro Devices

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

Positive Sentiment: Multiple articles highlighted AMD’s expanding AI and data center opportunity, including bullish takes that the company could be a major winner in the next AI cycle and that Wall Street sees a much larger market opportunity ahead. AMD Could Be the Biggest Winner in the Next AI Battle
Positive Sentiment: Analyst commentary remained constructive overall, with reports pointing to continued upside potential from AMD’s rapid data center expansion and AI infrastructure demand. Prediction: AMD’s Rapid Data Center Expansion Fuels Bullish Target
Neutral Sentiment: AMD CEO Lisa Su’s China trip and MIT commencement speech kept the company in the news, but the coverage was mostly about leadership presence and AI messaging rather than a direct business catalyst. In China, AMD CEO Lisa Su is understated while Nvidia’s Huang is more razzmatazz
Neutral Sentiment: Rocket One’s acceptance into AMD’s AI Developer Program added another ecosystem-related headline, but the near-term financial impact appears limited. Rocket One Accepted into AMD AI Developer Program
Negative Sentiment: Several pieces urged caution after AMD’s sharp run-up, including a Seeking Alpha downgrade calling the top and an article noting that there may be less room for mistakes at current levels. AMD: Ring, Ring – The Top Is Calling (Downgrade)
Negative Sentiment: ARK Invest’s Cathie Wood trimmed her AMD stake, adding to investor concerns that some funds may be taking profits after the stock’s strong rally. Ark Investment’s Cathie Wood Just Trimmed Her AMD Stake

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.

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