1,721 Shares in Analog Devices, Inc. $ADI Purchased by Kera Capital Partners Inc.

Kera Capital Partners Inc. purchased a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,721 shares of the semiconductor company’s stock, valued at approximately $423,000.

Several other hedge funds have also added to or reduced their stakes in ADI. Vanguard Group Inc. boosted its stake in Analog Devices by 1.5% in the second quarter. Vanguard Group Inc. now owns 50,227,231 shares of the semiconductor company’s stock valued at $11,955,086,000 after acquiring an additional 761,861 shares during the last quarter. State Street Corp raised its holdings in shares of Analog Devices by 2.2% in the 2nd quarter. State Street Corp now owns 23,317,256 shares of the semiconductor company’s stock worth $5,549,973,000 after purchasing an additional 506,507 shares during the period. Geode Capital Management LLC raised its holdings in shares of Analog Devices by 5.7% in the 2nd quarter. Geode Capital Management LLC now owns 11,687,660 shares of the semiconductor company’s stock worth $2,770,448,000 after purchasing an additional 633,425 shares during the period. Norges Bank purchased a new position in Analog Devices in the second quarter valued at approximately $1,803,377,000. Finally, Ameriprise Financial Inc. grew its holdings in Analog Devices by 6.3% during the second quarter. Ameriprise Financial Inc. now owns 6,326,772 shares of the semiconductor company’s stock valued at $1,506,448,000 after purchasing an additional 375,207 shares during the period. Institutional investors own 86.81% of the company’s stock.

Analog Devices News Summary

Here are the key news stories impacting Analog Devices this week:

• Positive Sentiment: KeyCorp raised its Q1 2026 EPS model to $2.39, kept an Overweight rating and moved its price target to $375 — a clear analyst endorsement that supports upside expectations for ADI. KeyCorp note
• Positive Sentiment: Zacks highlights ADI’s growing automotive revenue as vehicle electronics and Level 2+ ADAS content increase, reinforcing a durable demand vector tied to software-defined cars. This thematic story supports a higher multiple and longer-term growth outlook. Will Vehicle Electronics Evolution Fuel ADI’s Automotive Growth?
• Positive Sentiment: Recent analyst coverage and target increases (Goldman Sachs, BNP Paribas Exane, Truist, Bank of America) and the company’s solid November earnings beat and strong revenue growth are keeping institutional sentiment constructive. Those upgrades help explain buying interest. Analog Devices Moves Higher as Super-Cycle Gains Momentum
• Neutral Sentiment: Momentum-focused write-ups (e.g., TipRanks/Zacks “momentum pick” pieces) are drawing attention but are more narrative-driven than fundamentals-driven; they may boost short-term flows but carry limited long-term informational value. Top Analog Devices Executive Makes Notable Move
• Negative Sentiment: Insider selling: SVP Katsufumi Nakamura sold 500 shares (avg. $301.46) recently, and SVP Martin Cotter sold 10,000 shares on Jan. 5 (avg. $278.44). While insider sales can be routine, the size and timing may create near-term investor concern about insider conviction. Insider Selling: Analog Devices SVP Sells Shares

Analyst Ratings Changes

ADI has been the topic of several research reports. Cfra restated a “buy” rating and issued a $280.00 target price on shares of Analog Devices in a research note on Tuesday, November 25th. Bank of America lifted their price objective on Analog Devices from $275.00 to $290.00 and gave the stock a “buy” rating in a report on Wednesday, November 26th. Morgan Stanley upped their price objective on shares of Analog Devices from $288.00 to $293.00 and gave the company an “overweight” rating in a report on Wednesday, November 26th. Wall Street Zen lowered shares of Analog Devices from a “buy” rating to a “hold” rating in a research report on Saturday, December 27th. Finally, Sanford C. Bernstein reissued a “market perform” rating and issued a $270.00 price target on shares of Analog Devices in a research report on Wednesday, November 26th. Three analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, Analog Devices has a consensus rating of “Moderate Buy” and an average target price of $290.04.

Insider Buying and Selling

In related news, Director Ray Stata sold 3,125 shares of Analog Devices stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $279.39, for a total transaction of $873,093.75. Following the completion of the sale, the director owned 136,321 shares of the company’s stock, valued at approximately $38,086,724.19. This trade represents a 2.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Martin Cotter sold 10,000 shares of the company’s stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $278.44, for a total value of $2,784,400.00. Following the completion of the transaction, the senior vice president owned 49,664 shares in the company, valued at $13,828,444.16. This represents a 16.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 50,419 shares of company stock valued at $13,399,592 in the last ninety days. 0.33% of the stock is owned by insiders.

Analog Devices Trading Up 0.6%

Shares of ADI opened at $297.99 on Thursday. Analog Devices, Inc. has a twelve month low of $158.65 and a twelve month high of $303.20. The stock has a market cap of $145.91 billion, a PE ratio of 65.35, a P/E/G ratio of 1.64 and a beta of 1.03. The company has a quick ratio of 1.68, a current ratio of 2.19 and a debt-to-equity ratio of 0.24. The business’s 50-day moving average price is $266.43 and its 200-day moving average price is $249.20.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings data on Tuesday, November 25th. The semiconductor company reported $2.26 EPS for the quarter, beating analysts’ consensus estimates of $2.22 by $0.04. The company had revenue of $3.08 billion during the quarter, compared to analyst estimates of $3.02 billion. Analog Devices had a net margin of 20.58% and a return on equity of 11.23%. Analog Devices’s revenue was up 25.9% compared to the same quarter last year. During the same period last year, the business earned $1.67 earnings per share. On average, equities analysts forecast that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 22nd. Investors of record on Monday, December 8th were given a $0.99 dividend. This represents a $3.96 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Monday, December 8th. Analog Devices’s dividend payout ratio (DPR) is 86.84%.

About Analog Devices

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.