Mitsubishi UFJ Asset Management Co. Ltd. grew its position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 4.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,093,703 shares of the semiconductor company’s stock after purchasing an additional 46,592 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Analog Devices were worth $299,390,000 at the end of the most recent reporting period.
A number of other large investors have also made changes to their positions in the business. Y.D. More Investments Ltd purchased a new position in Analog Devices during the 3rd quarter worth $32,000. LFA Lugano Financial Advisors SA raised its stake in Analog Devices by 92.9% in the third quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock valued at $33,000 after buying an additional 65 shares during the last quarter. Albion Financial Group UT boosted its holdings in Analog Devices by 41.4% in the fourth quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after acquiring an additional 36 shares in the last quarter. Barnes Dennig Private Wealth Management LLC grew its stake in shares of Analog Devices by 61.3% during the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company’s stock worth $35,000 after acquiring an additional 49 shares during the last quarter. Finally, Valley Wealth Managers Inc. purchased a new stake in shares of Analog Devices during the third quarter worth about $38,000. 86.81% of the stock is owned by institutional investors and hedge funds.
Insiders Place Their Bets
In other Analog Devices news, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $397.91, for a total value of $3,979,100.00. Following the sale, the chief executive officer directly owned 187,538 shares of the company’s stock, 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 dated 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 sale, the chief accounting officer directly owned 14,740 shares in the company, valued at $5,321,434.80. This represents a 22.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 24,199 shares of company stock valued at $8,676,423 over the last 90 days. 0.36% of the stock is currently owned by insiders.
Analyst Ratings Changes
More Analog Devices News
Here are the key news stories impacting Analog Devices this week:
- Positive Sentiment: Q1 results, revenue and guidance strength — ADI reported a solid quarter (EPS and revenue beat) and set Q2 fiscal‑2026 guidance of $2.73–$3.03, supporting the stock’s momentum and valuation premium. MarketBeat ADI coverage
- Positive Sentiment: Broker upgrades and higher price targets — Multiple firms (Barclays, Susquehanna, Jefferies, Oppenheimer) raised targets or reiterated buy/overweight views after the beat/guidance, which can drive further buying interest. MarketBeat ADI coverage
- Positive Sentiment: Peer / sector momentum and growth positioning — Analysts and commentaries highlight ADI’s strong growth outlook among data‑converter/analog peers and list ADI as a momentum name benefiting from industrial, data‑center and AI-related demand. Analog Devices: Strongest Growth Outlook Among DAO Peers
- Positive Sentiment: Dividend increase — ADI raised its quarterly payout (most recent: $1.10), signaling confidence in cash flow and supporting income‑oriented buyers. MarketBeat ADI coverage
- Neutral Sentiment: CEO sale disclosed — CEO Vincent Roche sold 10,000 shares (May 1) for ~$397.91 per share under a pre‑arranged Rule 10b5‑1 plan; the sale reduces his stake modestly but was planned and disclosed. Vincent Roche Sells 10,000 Shares of Analog Devices Stock
- Neutral Sentiment: Positive headlines and momentum screen inclusion — ADI appears on momentum stock lists and market roundup pieces, which can amplify flows but aren’t direct fundamental drivers. 1 Momentum Stock to Consider Right Now
- Negative Sentiment: Rating downgrade from one shop — Weiss Ratings trimmed ADI from a buy to a hold, which could weigh on sentiment for some funds or retail investors. (Note: consensus remains a Moderate Buy.) Weiss Ratings
- Negative Sentiment: High payout ratio — the reported dividend payout ratio (~80%) raises a modest sustainability question if growth or margins slow; worth watching vs. cash flow trends.
Analog Devices Trading Up 2.0%
Analog Devices stock opened at $404.77 on Wednesday. The stock has a 50-day moving average price of $342.55 and a 200 day moving average price of $300.49. The company has a market capitalization of $197.61 billion, a price-to-earnings ratio of 74.00, a price-to-earnings-growth ratio of 1.60 and a beta of 1.19. Analog Devices, Inc. has a 52 week low of $194.26 and a 52 week high of $408.37. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21.
Analog Devices (NASDAQ:ADI – Get Free Report) last issued its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, topping the consensus estimate of $2.31 by $0.15. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The company had revenue of $3.16 billion for the quarter, compared to the consensus estimate of $3.10 billion. During the same quarter in the prior year, the company earned $1.63 EPS. Analog Devices’s quarterly revenue was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Sell-side analysts anticipate that Analog Devices, Inc. will post 11.35 EPS 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 represents a $4.40 annualized dividend and a dividend yield of 1.1%. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date of this dividend was Tuesday, March 3rd. Analog Devices’s dividend payout ratio is 80.44%.
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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