Hilltop Holdings Inc. Has $3.93 Million Stock Position in Advanced Micro Devices, Inc. $AMD

Hilltop Holdings Inc. lifted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 361.2% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 19,309 shares of the semiconductor manufacturer’s stock after acquiring an additional 15,122 shares during the quarter. Hilltop Holdings Inc.’s holdings in Advanced Micro Devices were worth $3,928,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Jefferies Financial Group Inc. grew its holdings in Advanced Micro Devices by 6,228.8% during the fourth quarter. Jefferies Financial Group Inc. now owns 308,021 shares of the semiconductor manufacturer’s stock valued at $65,966,000 after purchasing an additional 303,154 shares during the period. Boomfish Wealth Group LLC acquired a new stake in Advanced Micro Devices in the first quarter worth $1,193,000. Dimensional Fund Advisors LP boosted its position in shares of Advanced Micro Devices by 6.0% during the first quarter. Dimensional Fund Advisors LP now owns 5,142,516 shares of the semiconductor manufacturer’s stock worth $1,045,954,000 after purchasing an additional 291,165 shares in the last quarter. Williamson Legacy Group LLC bought a new position in shares of Advanced Micro Devices during the fourth quarter worth $1,118,000. Finally, Thoroughbred Financial Services LLC grew its holdings in shares of Advanced Micro Devices by 8.8% in the 4th quarter. Thoroughbred Financial Services LLC now owns 32,827 shares of the semiconductor manufacturer’s stock valued at $7,030,000 after buying an additional 2,654 shares during the period. Institutional investors and hedge funds own 71.34% of the company’s stock.

Analyst Ratings Changes

AMD has been the topic of several research analyst reports. Raymond James Financial initiated coverage on Advanced Micro Devices in a research note on Wednesday, May 6th. They set a “market perform” rating on the stock. DA Davidson boosted their target price on Advanced Micro Devices from $375.00 to $425.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. BTIG Research upgraded Advanced Micro Devices to a “buy” rating in a report on Wednesday, May 6th. Bank of America raised their price target on Advanced Micro Devices from $550.00 to $620.00 and gave the stock a “buy” rating in a research report on Tuesday, July 14th. Finally, Royal Bank Of Canada reiterated a “sector perform” rating and set a $540.00 price objective on shares of Advanced Micro Devices in a report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Advanced Micro Devices currently has a consensus rating of “Moderate Buy” and a consensus target price of $522.43.

Advanced Micro Devices Stock Performance

Shares of AMD stock opened at $521.95 on Friday. Advanced Micro Devices, Inc. has a 12 month low of $149.22 and a 12 month high of $584.73. The company’s fifty day simple moving average is $512.60 and its 200-day simple moving average is $340.69. The firm has a market cap of $851.09 billion, a PE ratio of 171.13, a P/E/G ratio of 1.57 and a beta of 2.47. The company has a quick ratio of 1.96, a current ratio of 2.72 and a debt-to-equity ratio of 0.04.

Advanced Micro Devices (NASDAQ:AMD) last issued its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.37 earnings per share (EPS) for the quarter, beating the consensus estimate 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 analyst estimates of $9.90 billion. During the same period in the previous year, the business earned $0.96 EPS. The company’s revenue was up 37.8% compared to the same quarter last year. Equities research analysts expect that Advanced Micro Devices, Inc. will post 6.25 EPS for the current fiscal year.

Insider Buying and Selling

In related news, EVP Forrest Eugene Norrod sold 19,487 shares of Advanced Micro Devices stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $431.40, for a total value of $8,406,691.80. Following the sale, the executive vice president owned 324,527 shares of the company’s stock, valued at approximately $140,000,947.80. The trade was a 5.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Paul Darren Grasby sold 24,376 shares of Advanced Micro Devices stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 105,222 shares in the company, valued at approximately $46,759,604.58. This represents a 18.81% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 310,310 shares of company stock worth $141,185,456 over the last three months. Company insiders own 0.50% of the company’s stock.

Advanced Micro Devices News Summary

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 Company 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.