Mn Services Vermogensbeheer B.V. Raises Holdings in Analog Devices, Inc. $ADI

Mn Services Vermogensbeheer B.V. lifted its stake in Analog Devices, Inc. (NASDAQ:ADI) by 1.1% in the third quarter, HoldingsChannel.com reports. The fund owned 187,593 shares of the semiconductor company’s stock after purchasing an additional 2,100 shares during the period. Mn Services Vermogensbeheer B.V.’s holdings in Analog Devices were worth $46,092,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of ADI. Howard Hughes Medical Institute purchased a new position in Analog Devices in the second quarter worth about $25,000. RMG Wealth Management LLC bought a new position in shares of Analog Devices in the 2nd quarter worth approximately $26,000. Clayton Financial Group LLC purchased a new position in shares of Analog Devices in the third quarter worth approximately $31,000. Sound Income Strategies LLC grew its position in Analog Devices by 141.8% during the third quarter. Sound Income Strategies LLC now owns 162 shares of the semiconductor company’s stock valued at $39,000 after buying an additional 95 shares during the period. Finally, Access Investment Management LLC purchased a new stake in Analog Devices during the second quarter valued at approximately $45,000. Institutional investors own 86.81% of the company’s stock.

More Analog Devices News

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

• Positive Sentiment: ADI added Dr. Yoky Matsuoka to its board, bringing deep AI/robotics expertise that supports the company’s edge-AI and industrial growth story. Analog Devices Appoints Yoky Matsuoka to its Board of Directors
• Positive Sentiment: Another board update highlights AI expertise addition (Susie Wee update), reinforcing ADI’s push into AI and edge compute markets which underpin revenue/margin upside expectations. Analog Devices Adds AI Veteran to Board of Directors
• Positive Sentiment: Bank of America (covered in media) issued a bullish forecast for ADI, signaling institutional confidence in further price appreciation. That support can drive demand ahead of results. Bank of America Forecasts Strong Price Appreciation for Analog Devices (NASDAQ:ADI) Stock
• Positive Sentiment: Analysts see room to run — some models project a $375 target for 2026, citing durable industrial demand and edge-AI adoption that justify a premium multiple. Why Analysts Think Analog Devices Stock Can Hit $375 in 2026
• Positive Sentiment: ADI appears on screens and articles highlighting long-term outperformance and efficiency metrics — helpful for momentum and investor sentiment. Analog Devices (ADI) outpaces stock market gains: What you should know
• Positive Sentiment: Long-term performance pieces (e.g., 10-year investment return illustrations) reinforce ADI’s track record, which can attract buy-and-hold investors. If you invested $1000 in Analog Devices 10 years ago, this is how much you’d have now
• Positive Sentiment: Inclusion on analyst screens (Zacks feature on high-efficiency stocks) supports the narrative that ADI is outperforming peers on key metrics. 4 High-Efficiency Stocks Poised to Deliver Superior Returns
• Neutral Sentiment: ADI confirmed it will report Q1 FY2026 results on Feb. 18 — a key near-term catalyst; guidance and margin commentary will likely move the shares. Analog Devices to Report First Quarter Fiscal Year 2026 Financial Results on Wednesday, February 18, 2026
• Negative Sentiment: A Yahoo Finance piece highlights debates over board shake-ups and shareholder rights — potential activism or governance disputes can create volatility and distract management. Investors should monitor developments closely. Should Board Shake-Up and Shareholder Rights Debate Require Action From Analog Devices (ADI) Investors?

Insider Transactions at Analog Devices

In related news, SVP Martin Cotter sold 10,000 shares of the company’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $278.44, for a total transaction of $2,784,400.00. Following the completion of the transaction, the senior vice president owned 49,664 shares in the company, valued at approximately $13,828,444.16. This represents a 16.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Michael Sondel sold 8,169 shares of Analog Devices stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $278.03, for a total transaction of $2,271,227.07. Following the completion of the sale, the chief accounting officer owned 18,913 shares in the company, valued at approximately $5,258,381.39. This represents a 30.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 53,544 shares of company stock valued at $14,328,561. 0.33% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on ADI shares. Oppenheimer boosted their price objective on shares of Analog Devices from $265.00 to $350.00 and gave the company an “outperform” rating in a research report on Friday, January 16th. UBS Group set a $350.00 target price on Analog Devices in a research report on Wednesday. Truist Financial upped their price target on Analog Devices from $258.00 to $291.00 and gave the stock a “hold” rating in a research report on Friday, December 19th. Piper Sandler set a $290.00 price objective on Analog Devices in a research note on Tuesday, November 25th. Finally, Cfra reiterated a “buy” rating and set a $280.00 price objective on shares of Analog Devices in a research note on Tuesday, November 25th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $312.04.

Analog Devices Price Performance

Shares of Analog Devices stock opened at $305.60 on Friday. The company has a market capitalization of $149.64 billion, a price-to-earnings ratio of 67.02, a PEG ratio of 1.66 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 stock’s 50-day simple moving average is $275.97 and its 200-day simple moving average is $252.05. Analog Devices, Inc. has a 52 week low of $158.65 and a 52 week high of $313.54.

Analog Devices (NASDAQ:ADI) last released its earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.22 by $0.04. Analog Devices had a return on equity of 11.23% and a net margin of 20.58%.The firm had revenue of $3.08 billion during the quarter, compared to analysts’ expectations of $3.02 billion. During the same quarter last year, the business posted $1.67 earnings per share. The firm’s revenue was up 25.9% on a year-over-year basis. As a group, analysts expect that Analog Devices, Inc. will post 7.14 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

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

Analog Devices Company 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.