Epoch Investment Partners Adds $45M in Advanced Micro Devices, Inc. ($AMD)

Epoch Investment Partners has increased its stake in Advanced Micro Devices, Inc. (NasdaqGS: AMD) by 59.9%, according to its latest 13F filing with the SEC. The investment firm added 84,577 shares during the period, bringing its total holdings to 225,822 shares, valued at approximately $123.6 million as of the filing date.

What Changed in Epoch Investment Partners' AMD Position

Epoch Investment Partners significantly boosted its position in AMD, adding 84,577 shares to its portfolio. This increase brought its total holdings to 225,822 shares, up from 141,245 shares previously. The value of this enhanced stake stands at about $123.6 million.

Other Institutional Activity in AMD

Several other major institutional investors have also adjusted their AMD holdings. BlackRock, Inc. reduced its position slightly by 1,954,524 shares, holding 145,574,284 shares valued at roughly $29.6 billion. Meanwhile, Vanguard Capital Management LLC made a new investment, acquiring 105,940,266 shares worth approximately $21.6 billion. State Street Corp trimmed its stake by 148,056 shares, ending with 74,771,220 shares valued at about $15.2 billion. Geode Capital Management, LLC increased its holdings by 2,206,241 shares, now holding 39,791,086 shares valued at $8.1 billion.

Advanced Micro Devices, Inc. Stock Up 4.9%

Shares of AMD traded near $547.26, reflecting a robust market capitalization of approximately $827.2 billion. The company has a P/E ratio of 169.66 and a forward P/E of 38.71, with a beta of 2.492, indicating high volatility. Over the past year, AMD's stock has ranged from a low of $125.77 to a high of $558.37. The stock's 50-day moving average is $399.12, and its 200-day moving average is $257.53.

Recent Earnings

AMD reported revenue of $37.45 billion, with a revenue growth rate of 37.8%. The company's net margin stood at 13.37%, and it achieved a return on equity of 8.06%. Earnings per share were $2.99. The next earnings release is scheduled for August 4, 2026.

Insider Buying and Selling at Advanced Micro Devices, Inc.

Recent insider transactions at AMD include sales by key executives. Chair, President, and CEO Dr. Lisa Su sold 30,000 shares on June 12, 2026, and 125,000 shares on June 10, 2026, the latter being a planned sale at an average price of $460.69. Nora Denzel sold 8,626 shares on June 2, 2026, and 1,821 shares on May 29, 2026, at $522 per share. Forrest Eugene Norrod, EVP & GM DESG, sold 8,237 shares on May 20, 2026.

Analysts Set New Price Targets

On June 12, 2026, Citigroup upgraded AMD to a 'buy' rating with a price target of $575. B of A Securities maintained its 'buy' rating on June 11, 2026, setting a target at $560. Barclays and TD Cowen also maintained 'buy' ratings with price targets of $665 and $600, respectively, on June 1, 2026. The consensus among analysts is a 'strong buy', with an average price target of $486.33 from 48 analyst opinions.

About Advanced Micro Devices, Inc.

Advanced Micro Devices, Inc., headquartered in Santa Clara, California, is a prominent player in the semiconductor industry. The company designs and manufactures a wide range of technology products, including microprocessors, graphics processors, and embedded systems. Under the leadership of CEO Dr. Lisa T. Su, AMD serves various sectors, including data centers, gaming, and embedded applications, boasting a workforce of 31,000 employees.

Bottom Line

Epoch Investment Partners' increase in AMD shares signals strong confidence in the semiconductor giant's future prospects. Investors closely follow such filings to gauge institutional sentiment, though it's important to remember that 13F filings reflect past positions and may not indicate current holdings. With AMD's strong market position and recent analyst endorsements, the company remains a significant focus in the tech sector.