AIA Group Ltd Invests $1.08 Million in Teradyne, Inc. $TER

AIA Group Ltd acquired a new stake in Teradyne, Inc. (NASDAQ:TER) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 7,858 shares of the company’s stock, valued at approximately $1,082,000.

Several other large investors have also added to or reduced their stakes in the business. Wellington Management Group LLP grew its stake in Teradyne by 13,949.4% in the third quarter. Wellington Management Group LLP now owns 2,036,887 shares of the company’s stock valued at $280,357,000 after purchasing an additional 2,022,389 shares in the last quarter. Norges Bank acquired a new position in Teradyne during the second quarter worth $152,854,000. Federated Hermes Inc. raised its position in Teradyne by 79.7% during the second quarter. Federated Hermes Inc. now owns 3,785,067 shares of the company’s stock worth $340,353,000 after acquiring an additional 1,679,215 shares in the last quarter. Amundi lifted its stake in Teradyne by 255.3% in the second quarter. Amundi now owns 1,812,001 shares of the company’s stock valued at $170,654,000 after acquiring an additional 1,302,025 shares during the last quarter. Finally, Alkeon Capital Management LLC lifted its stake in Teradyne by 48.6% in the third quarter. Alkeon Capital Management LLC now owns 2,872,910 shares of the company’s stock valued at $395,427,000 after acquiring an additional 940,000 shares during the last quarter. Institutional investors and hedge funds own 99.77% of the company’s stock.

Key Stories Impacting Teradyne

Here are the key news stories impacting Teradyne this week:

• Positive Sentiment: Teradyne launched new SiPh and CPO testers, expanding its photonics test portfolio and addressing growing demand for integrated photonics validation — a strategic product expansion that supports longer‑term revenue growth in photonics. Teradyne launches SiPh and CPO tester
• Positive Sentiment: Analysts and trade press highlight strong demand for Teradyne’s UltraFLEXplus test platform driven by AI‑related semiconductor demand — this is cited as a near‑term revenue driver and a reason analysts see further upside in test equipment sales. Teradyne Benefits From Strong UltraFLEXplus Demand
• Positive Sentiment: Coverage comparing Teradyne vs. MKS Instruments favors Teradyne on AI‑driven test demand, stronger revenue momentum and earnings outlook — a relative strength story that can attract investor flows into TER over peers. TER vs. MKSI: Which Semiconductor Stock Is a Better Buy Now?
• Positive Sentiment: Technical/photonic testing coverage: new integrated platform advances for photonics testing reinforce Teradyne’s positioning in a higher‑margin, specialized test market — supportive for long‑term ASPs and differentiation. Integrated Platform Advances Photonics Testing
• Neutral Sentiment: Valuation analysis flags that TER’s large multi‑month rally has brought scrutiny — despite strong fundamentals, elevated multiples imply investors are paying for continued high growth, increasing sensitivity to any slowdown. Assessing Teradyne (TER) Valuation After A Sharp Multi‑Month Share Price Rally
• Negative Sentiment: Market headlines note TER is trading down alongside peers (including Seagate) as investors take profits and digest macro/industry news — short‑term selling pressure and lower intraday volume may weigh on the stock despite positive company developments. Teradyne and Seagate stocks trade down, what you need to know

Teradyne Stock Down 3.8%

NASDAQ TER opened at $290.83 on Friday. The company has a market capitalization of $45.53 billion, a price-to-earnings ratio of 83.57, a PEG ratio of 1.88 and a beta of 1.76. Teradyne, Inc. has a twelve month low of $65.77 and a twelve month high of $344.92. The stock has a fifty day simple moving average of $282.54 and a 200 day simple moving average of $205.38.

Teradyne (NASDAQ:TER) last announced its earnings results on Tuesday, February 3rd. The company reported $1.80 EPS 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 business’s quarterly revenue was up 43.9% compared to the same quarter last year. During the same period in the previous year, the business earned $0.95 EPS. Research analysts expect that Teradyne, Inc. will post 3.88 earnings per share for the current fiscal year.

Teradyne Announces Dividend

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

Analyst Ratings Changes

A number of brokerages have recently issued reports on TER. Evercore upped their target price on shares of Teradyne from $200.00 to $280.00 and gave the company an “outperform” rating in a report on Monday, February 2nd. Bank of America lifted their price target on Teradyne from $250.00 to $260.00 and gave the stock a “buy” rating in a report on Thursday, January 22nd. Susquehanna reissued a “positive” rating and set a $335.00 price target on shares of Teradyne in a research report on Wednesday, February 4th. Stifel Nicolaus set a $325.00 target price on Teradyne in a report on Wednesday, February 4th. Finally, Zacks Research upgraded Teradyne from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, Teradyne presently has a consensus rating of “Moderate Buy” and an average price target of $273.73.

Teradyne Profile

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.