Teradyne, Inc.

NASDAQ Global Select
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Bullish +72

Teradyne, Inc. $TER Shares Bought by IFM Investors Pty Ltd

📈 IFM Investors Pty Ltd increased its Teradyne holdings by 5.0% in Q1 2026, now owning 31,350 shares valued at $9.29 million.

🚀 ARK Investment Management LLC boosted its stake by 25.2% to own 2.72 million shares worth $374.7 million in the third quarter.

📊 Assenagon Asset Management S.A. dramatically lifted its position by 3,233.4% in Q4, acquiring 882,723 additional shares.

💰 Bank of America raised its price target from $365 to $525 and reaffirmed a 'buy' rating on Teradyne stock.

📉 Cantor Fitzgerald increased its target price to $550 with an 'overweight' rating in a recent research report.

💵 The company raised its quarterly dividend to $0.13, resulting in an annualized yield of 0.1% and a low payout ratio of 9.63%.

📈 Teradyne trades at a market capitalization of $57.78 billion with a P/E ratio of 68.35 as of the latest filing.

🏢 Institutional investors and hedge funds collectively own 99.77% of the company's outstanding stock shares.

📉 Insider selling activity totaled $5.4 million in the last quarter, primarily for tax withholding on equity awards.

🔬 Teradyne specializes in automatic test equipment (ATE) for validating semiconductors and complex electronic systems.

Bullish Signals
  • Major institutional investors like ARK Investment Management and Assenagon Asset Management significantly increased their stakes, signaling strong confidence in the company's long-term prospects.
  • Multiple top-tier brokerages including Bank of America, Cantor Fitzgerald, and Goldman Sachs have raised price targets or maintained buy ratings, indicating positive analyst sentiment.
  • The company recently increased its quarterly dividend from $0.12 to $0.13, demonstrating a commitment to returning value to shareholders despite the low payout ratio.
  • Teradyne maintains an extremely high institutional ownership of 99.77%, suggesting strong consensus among professional investors regarding the stock's valuation and growth potential.
Risk Factors
  • Insiders sold a total of $5.4 million worth of shares in the last quarter, though these transactions were executed under pre-arranged Rule 10b5-1 plans for tax obligations.
  • The stock trades at a high P/E ratio of 68.35, which may imply elevated valuation expectations that could be challenging to sustain if growth slows.
Full Analysis
Teradyne, Inc. (NASDAQ:TER) saw significant institutional activity in the first quarter of 2026, with IFM Investors Pty Ltd increasing its stake by 5.0% to own 31,350 shares valued at $9.29 million. Major hedge funds also adjusted their positions, including ARK Investment Management boosting its holding by 25.2% to 2.72 million shares worth $374.7 million, and Assenagon Asset Management increasing its stake by over 3,200% to own 910,023 shares valued at $176.1 million. Analyst sentiment remains strongly positive with major firms raising price targets and maintaining buy ratings. Bank of America raised its target from $365 to $525, while Cantor Fitzgerald lifted its target to $550. The consensus average target price is currently $382.87, supported by a 'Moderate Buy' rating from MarketBeat.com based on data from multiple brokerages including Morgan Stanley and Goldman Sachs. Financial metrics show Teradyne trading at a market capitalization of $57.78 billion with a P/E ratio of 68.35. The company recently increased its quarterly dividend to $0.13 per share, representing an annualized yield of 0.1% and a payout ratio of 9.63%. While insiders sold shares totaling $5.4 million in the last quarter for tax obligations, institutional ownership remains extremely high at 99.77%. Teradyne operates as a global supplier of automatic test equipment (ATE) and related services, primarily serving semiconductor manufacturers and electronics OEMs. Headquartered in North Reading, Massachusetts since its founding in 1960, the company focuses on chip- and board-level validation, burn-in, and reliability screening solutions to help clients validate product performance during design and production phases.