Barclays PLC Reduces Stock Position in Teradyne, Inc. $TER

Barclays PLC decreased its holdings in shares of Teradyne, Inc. (NASDAQ:TER) by 44.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,198,909 shares of the company’s stock after selling 969,001 shares during the period. Barclays PLC owned 0.77% of Teradyne worth $165,018,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of TER. Huntington National Bank lifted its stake in Teradyne by 1.8% in the 3rd quarter. Huntington National Bank now owns 3,566 shares of the company’s stock valued at $491,000 after buying an additional 64 shares in the last quarter. Hemington Wealth Management increased its position in Teradyne by 43.2% during the third quarter. Hemington Wealth Management now owns 262 shares of the company’s stock worth $36,000 after buying an additional 79 shares in the last quarter. Versant Capital Management Inc raised its holdings in shares of Teradyne by 5.8% in the third quarter. Versant Capital Management Inc now owns 1,494 shares of the company’s stock worth $206,000 after acquiring an additional 82 shares during the last quarter. LS Investment Advisors LLC raised its holdings in shares of Teradyne by 2.3% in the third quarter. LS Investment Advisors LLC now owns 3,945 shares of the company’s stock worth $543,000 after acquiring an additional 89 shares during the last quarter. Finally, CVA Family Office LLC lifted its position in shares of Teradyne by 28.9% in the third quarter. CVA Family Office LLC now owns 424 shares of the company’s stock valued at $58,000 after acquiring an additional 95 shares in the last quarter. Hedge funds and other institutional investors own 99.77% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on TER. Wall Street Zen raised Teradyne from a “hold” rating to a “buy” rating in a research note on Saturday, February 21st. Bank of America upped their target price on shares of Teradyne from $250.00 to $260.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Zacks Research raised shares of Teradyne from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, February 4th. Morgan Stanley set a $306.00 price target on shares of Teradyne in a report on Wednesday, February 11th. Finally, Susquehanna reissued a “positive” rating and issued a $335.00 price objective on shares of Teradyne in a research report on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $256.24.

Key Headlines Impacting Teradyne

Here are the key news stories impacting Teradyne this week:

• Positive Sentiment: AI test demand and 5G exposure underpin revenue/earnings upside — coverage notes Teradyne is benefiting from stronger test demand for AI chips and ongoing 5G buildouts, which support its recent top-line and EPS beats. Teradyne Rides AI Test Demand And 5G Growth But Valuation Questions Rise
• Positive Sentiment: Institutional interest and analyst support — multiple analyst notes call TER a “moderate buy” and filings show large ARK Invest ownership, which can provide durable demand and credibility for growth narratives. Teradyne, Inc. (TER) a Moderate Buy, Say Analysts
• Neutral Sentiment: Considered a worthwhile smaller play in the broader AI theme — sector screens and commentary highlight TER as a lesser-discussed AI-related name to watch, supporting continued investor interest but not guaranteeing outperformance. 2 Lesser Discussed AI Stocks Worth Keeping a Close Eye On
• Neutral Sentiment: Rerating tied to AI test intensity — analysis warns the next leg of multiple expansion depends on sustained, measurable increases in AI testing activity rather than hopes alone. Teradyne’s Rerating Is Real, But The Next Leg Depends On AI Test Intensity
• Negative Sentiment: Valuation concerns: some analysts question whether recent gains already price in too much optimism — pieces point to a very large run-up versus fundamentals, raising downside risk if AI test growth disappoints. Is Teradyne (TER) Pricing In Too Much Optimism After Its 191% One Year Surge?
• Negative Sentiment: Short-term relative weakness: coverage notes TER underperformed peers on Friday, signaling potential profit-taking or rotation away from high-multiple names. Teradyne Inc. stock underperforms Friday when compared to competitors

Insider Activity

In related news, CEO Gregory Stephen Smith sold 1,108 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $201.31, for a total value of $223,051.48. Following the completion of the sale, the chief executive officer directly owned 93,409 shares in the company, valued at approximately $18,804,165.79. The trade was a 1.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.16% of the company’s stock.

Teradyne Trading Down 10.6%

Teradyne stock opened at $273.05 on Friday. The firm has a market capitalization of $42.75 billion, a P/E ratio of 78.46, a PEG ratio of 1.69 and a beta of 1.76. The stock has a fifty day moving average price of $265.14 and a 200 day moving average price of $193.37. Teradyne, Inc. has a 52 week low of $65.77 and a 52 week high of $344.92.

Teradyne (NASDAQ:TER) last released its earnings results on Tuesday, February 3rd. The company reported $1.80 earnings per share for the quarter, topping the consensus estimate of $1.36 by $0.44. The firm had revenue of $1.08 billion for the quarter, compared to the consensus estimate of $970.44 million. Teradyne had a return on equity of 22.68% and a net margin of 17.37%.The firm’s revenue for the quarter was up 43.9% compared to the same quarter last year. During the same period in the prior year, the business posted $0.95 earnings per share. As a group, equities analysts predict that Teradyne, Inc. will post 3.88 EPS for the current year.

Teradyne Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Friday, February 13th will be given a $0.12 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $0.48 annualized dividend and a dividend yield of 0.2%. Teradyne’s dividend payout ratio (DPR) is currently 14.94%.

About Teradyne

Teradyne, Inc is a global supplier of automatic test equipment and related services principally used to test semiconductors, wireless products and complex electronic systems. Founded in 1960, the company is headquartered in North Reading, Massachusetts, and has a long history of developing capital equipment and software that help semiconductor manufacturers, electronics OEMs and contract manufacturers validate product performance and reliability during design and production.

The company’s product portfolio centers on automatic test equipment (ATE) and system-level test solutions that address chip- and board-level validation, burn-in and reliability screening.