Atria Investments Inc cut its stake in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 2.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 59,385 shares of the semiconductor company’s stock after selling 1,341 shares during the period. Atria Investments Inc’s holdings in Analog Devices were worth $16,105,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds have also bought and sold shares of the business. Jones Financial Companies Lllp increased its stake in shares of Analog Devices by 12.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 169,572 shares of the semiconductor company’s stock valued at $41,907,000 after acquiring an additional 19,383 shares in the last quarter. Nordea Investment Management AB grew its position in Analog Devices by 247.3% in the 4th quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company’s stock valued at $95,802,000 after purchasing an additional 249,702 shares during the period. Ashton Thomas Private Wealth LLC grew its position in Analog Devices by 18.8% in the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 20,734 shares of the semiconductor company’s stock valued at $5,094,000 after purchasing an additional 3,286 shares during the period. AE Wealth Management LLC boosted its holdings in Analog Devices by 26.4% during the 3rd quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company’s stock worth $10,795,000 after acquiring an additional 9,174 shares during the last quarter. Finally, National Pension Service boosted its holdings in Analog Devices by 1.8% during the 3rd quarter. National Pension Service now owns 1,347,535 shares of the semiconductor company’s stock worth $331,089,000 after acquiring an additional 24,392 shares during the last quarter. 86.81% of the stock is owned by institutional investors.
Insider Buying and Selling
In other Analog Devices news, CEO Vincent Roche sold 10,000 shares of the stock in a transaction on Friday, May 1st. The stock was sold at an average price of $397.91, for a total value of $3,979,100.00. Following the completion of the transaction, the chief executive officer owned 187,538 shares in the company, valued at approximately $74,623,245.58. This represents a 5.06% 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 this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Michael Sondel sold 4,199 shares of the stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total value of $1,515,922.98. Following the completion of the transaction, the chief accounting officer owned 14,740 shares of the company’s stock, valued at approximately $5,321,434.80. This trade represents a 22.17% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 24,199 shares of company stock valued at $8,676,423. 0.36% of the stock is owned by corporate insiders.
Analog Devices Stock Performance
Analog Devices (NASDAQ:ADI – Get Free Report) last released its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, beating analysts’ consensus estimates of $2.31 by $0.15. The firm had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.10 billion. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The business’s quarterly revenue was up 30.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Equities research analysts predict that Analog Devices, Inc. will post 11.35 earnings per share for the current year.
Analog Devices Increases Dividend
The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were issued a dividend of $1.10 per share. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date was Tuesday, March 3rd. Analog Devices’s dividend payout ratio is currently 80.44%.
Key Headlines Impacting Analog Devices
Here are the key news stories impacting Analog Devices this week:
- Positive Sentiment: Cantor Fitzgerald raised its price target on Analog Devices to $510 from $400 and kept an overweight rating, signaling confidence in further upside after the stock’s recent strength.
- Positive Sentiment: Several articles highlight that semiconductor stocks are broadly outperforming, with Analog Devices cited as one of the names benefiting from a strong industry rally that is being driven by more than just AI demand.
- Positive Sentiment: Analysts remain broadly optimistic on ADI’s outlook, and recent coverage points to strong year-to-date and multi-month share price momentum, which can keep buying interest elevated. Analog Devices Stock: Analyst Estimates & Ratings
- Positive Sentiment: Recent valuation commentary notes that the stock’s strong performance has put Analog Devices back on investors’ radar, reflecting improved sentiment around the company’s earnings power and growth profile. Assessing Analog Devices (ADI) Valuation After Strong Recent Share Price Momentum
- Neutral Sentiment: Coverage comparing ADI with other technology stocks suggests it has outperformed many peers this year, reinforcing the view that the move is part of a broader rotation into semiconductor names rather than a company-specific catalyst. Are Computer and Technology Stocks Lagging Analog Devices (ADI) This Year?
- Neutral Sentiment: One market note said hotter-than-expected U.S. producer prices added inflation concerns, but it did not single out ADI as a negative driver.
Wall Street Analyst Weigh In
A number of equities analysts have issued reports on ADI shares. Jefferies Financial Group reaffirmed a “buy” rating and set a $410.00 price objective on shares of Analog Devices in a report on Thursday, February 19th. The Goldman Sachs Group boosted their price objective on Analog Devices from $300.00 to $370.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. TD Cowen reiterated a “buy” rating on shares of Analog Devices in a research report on Thursday, February 19th. Stifel Nicolaus set a $405.00 price target on Analog Devices and gave the company a “buy” rating in a research report on Wednesday, February 18th. Finally, Piper Sandler boosted their price target on shares of Analog Devices from $250.00 to $360.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Analog Devices has an average rating of “Moderate Buy” and an average target price of $379.54.
Read Our Latest Stock Report on ADI
Analog Devices Profile
Analog Devices, Inc (NASDAQ: ADI) is a multinational semiconductor company that designs, manufactures and markets a broad portfolio of analog, mixed-signal and digital signal processing integrated circuits. Founded in 1965 by Ray Stata and Matthew Lorber, the company has grown into a leading supplier of components that convert, condition and process real-world signals for electronic systems. Analog Devices is headquartered in Massachusetts and serves customers around the world across multiple end markets.
The company’s product lineup includes data converters (ADCs and DACs), amplifiers, power management ICs, radio-frequency (RF) and microwave components, sensors and MEMS devices, signal chain and isolation products, timing and clocking solutions, and embedded processors and software for system-level design.
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