Assenagon Asset Management S.A. 13F: Adds $412M to TER Stake

Assenagon Asset Management expanded its footprint in Teradyne, Inc. (NasdaqGS: TER) during the latest reporting period, purchasing a significant block of shares. Investors should note that Form 13F filings look backward at holdings from the end of the previous quarter and might not reflect the fund's current positions today.

Inside Assenagon Asset Management's Teradyne Trade

According to an official Form 13F filing with the Securities and Exchange Commission on October 15, 2026, Assenagon Asset Management lifted its stake by a dramatic 2,170.9%. The firm acquired an additional 1,027,146 shares, bringing its total ownership to 1,074,459 shares. Based on the filing values, the expanded holding carried an estimated worth of $430,761,358 at the close of the period.

Other Institutional Activity in Teradyne

Other major institutional investors made notable adjustments to their portfolios regarding Teradyne during the same stretch. Blackrock Inc. grew its holdings by 3,132,163 shares, ending with 19,437,021 shares worth about $6,317,031,825 after a 19.2% increase. Vanguard Capital Management LLC added 48,847 shares, growing its stake by 0.5% to finish with 10,225,398 shares valued around $3,323,254,350. Vanguard Portfolio Management LLC boosted its position by 30,970 shares, or 0.4%, giving it 8,633,782 shares worth approximately $2,805,979,150. State Street Corporation lifted its holdings by 319,947 shares, a 4.6% increase resulting in 7,290,460 shares valued at $2,369,399,500. Invesco Ltd. made an aggressive move, increasing its position by 4,162,506 shares—a 165.1% jump—to own 6,683,098 shares worth about $2,172,006,850.

Teradyne, Inc. Stock Down 8.6%

Teradyne shares recently traded around $328.45. The stock sits below its 50-day moving average of $381.69 and below its 200-day moving average of $344.07. The company's shares rest 32.7% below their 52-week high of $487.91 while maintaining a strong gain above their 52-week low of $135.83.

Recent Earnings

For the trailing twelve months, Teradyne reported $4,464,031,232 in revenue alongside earnings of $7.28 per share. The company operates with a trailing price-to-earnings ratio of 47.14. Investors look ahead to the next earnings release scheduled for October 27, 2026.

Dividend

Teradyne distributes an annual dividend carrying a yield of 0.15% with a payout ratio of 6.9%.

Insider Buying and Selling at Teradyne, Inc.

Company insiders executed several transactions prior to the filing. Director Marilyn Matz sold 1,200 shares on August 17, 2026, at a price of $425.00 for a total value of $510,000. On September 1, 2026, Director Mercedes Johnson sold 167 shares at $341.30, totaling $56,997. Later, on September 15, 2026, Director Marilyn Matz sold another 800 shares at $337.83 worth $270,264, while Chief Executive Officer Gregory Stephen Smith sold 4,000 shares at the same price of $337.83 for a total of $1,351,320.

Analysts Set New Price Targets

Wall Street firms updated their views on Teradyne ahead of the filing. On July 20, 2026, UBS maintained a Buy rating and raised its price target to $500.00 from $440.00. Cantor Fitzgerald reiterated an Overweight rating with a $550.00 target on July 29, 2026. Morgan Stanley maintained an Equal-Weight rating while lifting its target to $397.00 from $387.00 on July 30, 2026. On the same day, Evercore ISI Group maintained an Outperform rating and pushed its target to $420.00 from $370.00. Later, on August 21, 2026, Baird downgraded the stock to Neutral with a target of $420.00. Overall, the stock holds a consensus buy recommendation with a mean price target of $446.47.

About Teradyne

Teradyne designs, builds, and supports automated test equipment and advanced robotics products used across the globe. Its systems test semiconductors, wireless devices, and complex electronics, while its collaborative robots serve manufacturers in various industrial sectors. Institutional interest remains high as the firm prepares for its upcoming financial updates.

Bottom Line

Assenagon Asset Management's large share purchase highlights strong institutional backing for Teradyne during the period. Observers will monitor the company's upcoming earnings report on October 27, 2026, for further insight into financial performance. Remember that 13F filings illustrate historical ownership positions and may not represent current holdings today.