Mitsubishi UFJ Asset Management Co. Ltd. Grows Stock Holdings in Analog Devices, Inc. $ADI

Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in Analog Devices, Inc. (NASDAQ:ADI) by 7.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,001,839 shares of the semiconductor company’s stock after purchasing an additional 71,735 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.20% of Analog Devices worth $238,458,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of ADI. Baader Bank Aktiengesellschaft raised its position in shares of Analog Devices by 3.9% during the 2nd quarter. Baader Bank Aktiengesellschaft now owns 1,156 shares of the semiconductor company’s stock valued at $270,000 after acquiring an additional 43 shares in the last quarter. Bennett Associates Wealth Management increased its stake in Analog Devices by 2.9% during the second quarter. Bennett Associates Wealth Management now owns 1,624 shares of the semiconductor company’s stock valued at $387,000 after purchasing an additional 46 shares during the last quarter. Solstein Capital LLC increased its stake in Analog Devices by 2.0% during the second quarter. Solstein Capital LLC now owns 2,307 shares of the semiconductor company’s stock valued at $549,000 after purchasing an additional 46 shares during the last quarter. Keystone Financial Services raised its holdings in shares of Analog Devices by 1.2% during the second quarter. Keystone Financial Services now owns 3,837 shares of the semiconductor company’s stock worth $913,000 after purchasing an additional 46 shares during the period. Finally, EFG Asset Management North America Corp. lifted its position in shares of Analog Devices by 0.3% in the 1st quarter. EFG Asset Management North America Corp. now owns 14,209 shares of the semiconductor company’s stock worth $2,866,000 after buying an additional 47 shares during the last quarter. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Analog Devices Stock Down 1.9%

ADI stock opened at $228.48 on Friday. The firm has a market cap of $112.40 billion, a PE ratio of 58.29, a P/E/G ratio of 1.98 and a beta of 1.09. Analog Devices, Inc. has a 12 month low of $158.65 and a 12 month high of $258.13. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.32 and a quick ratio of 1.79. The firm has a 50 day simple moving average of $241.70 and a 200 day simple moving average of $231.70.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings data on Wednesday, August 20th. The semiconductor company reported $2.05 earnings per share for the quarter, topping the consensus estimate of $1.95 by $0.10. Analog Devices had a return on equity of 10.32% and a net margin of 18.85%.The business had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.76 billion. During the same period last year, the company posted $1.58 EPS. The company’s revenue was up 24.6% compared to the same quarter last year. Analog Devices has set its Q4 2025 guidance at 2.120-2.320 EPS. Equities research analysts forecast that Analog Devices, Inc. will post 7.14 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 16th. Shareholders of record on Tuesday, September 2nd were issued a $0.99 dividend. This represents a $3.96 annualized dividend and a dividend yield of 1.7%. The ex-dividend date was Tuesday, September 2nd. Analog Devices’s dividend payout ratio (DPR) is presently 101.02%.

Analyst Ratings Changes

ADI has been the subject of a number of recent research reports. Evercore ISI boosted their price objective on shares of Analog Devices from $280.00 to $303.00 and gave the company an “outperform” rating in a research report on Thursday, August 21st. BNP Paribas Exane initiated coverage on Analog Devices in a report on Tuesday. They set an “outperform” rating and a $300.00 target price for the company. Needham & Company LLC reissued a “hold” rating on shares of Analog Devices in a report on Thursday, August 21st. Piper Sandler boosted their price objective on Analog Devices from $215.00 to $245.00 and gave the company a “neutral” rating in a research report on Thursday, August 21st. Finally, Barclays raised their target price on Analog Devices from $185.00 to $240.00 and gave the company an “equal weight” rating in a research note on Thursday, August 21st. Three research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $277.89.

Insiders Place Their Bets

In other news, Director Ray Stata sold 3,125 shares of the business’s stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $230.21, for a total transaction of $719,406.25. Following the sale, the director owned 142,571 shares in the company, valued at $32,821,269.91. The trade was a 2.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Katsufumi Nakamura sold 2,490 shares of the firm’s stock in a transaction that occurred on Thursday, August 21st. The stock was sold at an average price of $248.03, for a total transaction of $617,594.70. Following the completion of the transaction, the senior vice president directly owned 13,549 shares of the company’s stock, valued at $3,360,558.47. This represents a 15.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 62,240 shares of company stock valued at $15,301,891 over the last 90 days. 0.33% of the stock is owned by corporate insiders.

Analog Devices Profile

Analog Devices, Inc designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia. The company provides data converter products, which translate real-world analog signals into digital data, as well as translates digital data into analog signals; power management and reference products for power conversion, driver monitoring, sequencing, and energy management applications in the automotive, communications, industrial, and consumer markets; and power ICs that include performance, integration, and software design simulation tools for accurate power supply designs.