Beacon Pointe Advisors LLC has reduced its stake in Advanced Micro Devices, Inc. (NASDAQ: AMD) by 8.9%, selling 20,687 shares during the second quarter of 2025. This decision leaves the institutional investor with a total of 213,016 shares, valued at approximately $30.23 million as per its latest filing with the U.S. Securities and Exchange Commission (SEC).
During this quarter, several other institutional investors adjusted their holdings in AMD. Pinney & Scofield Inc. increased its position by an impressive 81.0%, now owning 190 shares valued at $27,000 after acquiring an additional 85 shares. Dogwood Wealth Management LLC saw a significant boost of 2,311.1%, bringing its total to 217 shares valued at $30,000 after purchasing 208 shares.
Other notable adjustments included Avion Wealth, which grew its position by 49.3%, and West Branch Capital LLC, which expanded its stake by an astounding 3,057.1%, now owning 221 shares worth $31,000. Additionally, Financial Network Wealth Advisors LLC increased its stake by 185.3%, now holding 331 shares valued at $34,000. Currently, institutional investors collectively own 71.34% of AMD’s stock.
AMD’s Market Performance and Earnings Report
AMD shares opened at $219.76 on Tuesday, reflecting a market capitalization of $357.78 billion. The company maintains a price-to-earnings ratio of 126.30, with a PEG ratio of 2.42 and a beta of 1.93. The company’s stock has seen a 52-week low of $76.48 and a 52-week high of $267.08. Recent financial metrics indicate a quick ratio of 1.81, a current ratio of 2.49, and a low debt-to-equity ratio of 0.05.
AMD recently reported its quarterly earnings on November 4, 2025, revealing earnings per share (EPS) of $1.20, surpassing analysts’ expectations of $1.17 by $0.03. The company achieved a net margin of 9.57% and a return on equity of 7.54%, with quarterly revenues reaching $9.25 billion, exceeding the consensus estimate of $8.76 billion. This marks a 35.6% increase in revenue compared to the same quarter last year. For the current year, analysts project AMD to post an EPS of $3.87.
Analyst Ratings and Insider Activities
Several equity research analysts have recently evaluated AMD’s stock. Sanford C. Bernstein reaffirmed a “market perform” rating with a target price of $200.00 on November 12, 2025. Meanwhile, Jefferies Financial Group set an optimistic price target of $300.00, rating the stock as “positive.” Mizuho increased its price objective from $275.00 to $285.00, issuing an “outperform” rating.
On November 5, Loop Capital set a price objective of $290.00 with a “buy” rating, while Piper Sandler restated an “overweight” rating with a target of $280.00. Overall, three analysts rated the stock as a Strong Buy, while twenty-eight gave it a Buy rating, and eleven analysts issued a Hold rating. The consensus rating currently stands at “Moderate Buy” with an average price target of $278.54.
In notable insider activity, Mark D. Papermaster, the Executive Vice President, sold 17,108 shares on November 14, 2025, at an average price of $240.12, totaling approximately $4.11 million. Following this transaction, he retains 1,714,505 shares valued at approximately $411.69 million. Another executive, Forrest Eugene Norrod, sold 19,450 shares on November 19, 2025, for about $4.46 million. Insiders have collectively sold 75,676 shares worth around $16.12 million over the last three months, representing 0.06% of the company’s stock.
Founded as a global semiconductor company, Advanced Micro Devices, Inc. operates in various segments, including Data Center, Client, Gaming, and Embedded. The company produces a range of products, including x86 microprocessors, graphics processing units (GPUs), and semi-custom system-on-chip (SoC) products, among others.
