Primecap Management Co. CA Sells 496,290 Shares of Teradyne, Inc. $TER

Primecap Management Co. CA decreased its position in shares of Teradyne, Inc. (NASDAQ:TER) by 16.3% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,551,268 shares of the company’s stock after selling 496,290 shares during the quarter. Primecap Management Co. CA owned about 1.63% of Teradyne worth $351,157,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. RWA Wealth Partners LLC increased its position in Teradyne by 1.0% in the 3rd quarter. RWA Wealth Partners LLC now owns 27,569 shares of the company’s stock valued at $3,795,000 after buying an additional 262 shares in the last quarter. Aspen Wealth Strategies LLC acquired a new stake in Teradyne in the third quarter valued at approximately $577,000. TD Asset Management Inc grew its stake in Teradyne by 237.4% in the third quarter. TD Asset Management Inc now owns 154,813 shares of the company’s stock valued at $21,308,000 after acquiring an additional 108,933 shares during the period. Waratah Capital Advisors Ltd. bought a new stake in shares of Teradyne during the third quarter valued at approximately $432,000. Finally, Mufg Securities Americas Inc. raised its position in shares of Teradyne by 20.7% during the third quarter. Mufg Securities Americas Inc. now owns 4,290 shares of the company’s stock worth $590,000 after purchasing an additional 735 shares during the period. Institutional investors and hedge funds own 99.77% of the company’s stock.

Insider Buying and Selling

In other Teradyne news, CEO Gregory Stephen Smith sold 1,108 shares of the business’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $201.31, for a total value of $223,051.48. Following the transaction, the chief executive officer directly owned 93,409 shares in the company, valued at $18,804,165.79. The trade was a 1.17% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.16% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have commented on TER. JPMorgan Chase & Co. boosted their price target on shares of Teradyne from $122.00 to $190.00 and gave the company a “neutral” rating in a research note on Thursday, October 30th. Stifel Nicolaus set a $325.00 target price on shares of Teradyne in a research report on Wednesday, February 4th. Northland Securities restated a “market perform” rating and issued a $270.00 target price on shares of Teradyne in a report on Wednesday, February 4th. Vertical Research downgraded Teradyne from a “buy” rating to a “hold” rating and set a $220.00 price target for the company. in a research note on Friday, January 9th. Finally, Royal Bank Of Canada set a $270.00 price objective on Teradyne in a research note on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, Teradyne presently has a consensus rating of “Moderate Buy” and an average target price of $256.24.

Teradyne Stock Up 4.2%

Shares of NASDAQ TER opened at $342.82 on Thursday. Teradyne, Inc. has a twelve month low of $65.77 and a twelve month high of $343.69. The stock’s 50 day moving average price is $249.34 and its 200-day moving average price is $183.62. The company has a market capitalization of $53.67 billion, a PE ratio of 98.51, a PEG ratio of 2.04 and a beta of 1.83.

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

Teradyne Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Friday, February 13th will be issued a dividend of $0.12 per share. This represents a $0.48 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date is Friday, February 13th. Teradyne’s dividend payout ratio (DPR) is 14.94%.

Key Headlines Impacting Teradyne

Here are the key news stories impacting Teradyne this week:

• Positive Sentiment: AI-driven revenue surge — Analysts and industry pieces highlight that AI testing and robotics are driving rapid revenue acceleration; one report says AI could represent up to ~70% of Teradyne’s Q1-2026 revenue, underpinning near-term earnings upside. TER Rides on Strong AI Infrastructure Demand
• Positive Sentiment: Analyst revisions and momentum — Coverage comparing Teradyne to peers notes large upward earnings-estimate revisions and a six‑month share surge (~177%), suggesting improved sell‑side sentiment and momentum flows supporting the stock. Amphenol vs. Teradyne: Which AI Chip Stock Should You Buy Now?
• Positive Sentiment: Product and geographic expansion — Teradyne is showcasing new AI-driven semiconductor test platforms and expanded robotics offerings at the IESA Vision Summit in India, supporting market-share growth in a growing electronics/semiconductor market. Teradyne to Showcase Leading Semiconductor Test Solutions at IESA Vision Summit
• Neutral Sentiment: Robotics/AI sector tailwinds — Broader robotics and physical-AI enthusiasm (e.g., Nvidia-led initiatives) provide a positive backdrop for Teradyne’s robotics unit, but general sector hype can be cyclical and competitive. Top Robotics Stocks Worth Investing Now
• Neutral Sentiment: Valuation considerations — Multiple reports note Teradyne’s valuation has expanded materially after recent gains; investors should balance growth expectations against a high P/E and stretched multiples. Teradyne Showcases AI Testing At IESA Summit As Valuation Runs Hot
• Negative Sentiment: Institutional trimming — Cathie Wood’s ARK sold roughly $35M of Teradyne stock and redeployed funds into other names, a visible block sale that can create short-term selling pressure or signal tactical rebalancing by large active funds. Cathie Wood Sells $35M in Teradyne

Teradyne Company 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.