Analog Devices, Inc. $ADI Stake Raised by Sei Investments Co.

Sei Investments Co. raised its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 75.3% in the third quarter, Holdings Channel.com reports. The fund owned 792,517 shares of the semiconductor company’s stock after acquiring an additional 340,533 shares during the period. Sei Investments Co.’s holdings in Analog Devices were worth $194,724,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in ADI. Quent Capital LLC raised its holdings in shares of Analog Devices by 2.4% in the 3rd quarter. Quent Capital LLC now owns 1,810 shares of the semiconductor company’s stock worth $445,000 after purchasing an additional 42 shares in the last quarter. Carson Advisory Inc. boosted its holdings in Analog Devices by 3.1% during the third quarter. Carson Advisory Inc. now owns 1,441 shares of the semiconductor company’s stock worth $354,000 after buying an additional 43 shares in the last quarter. Sivia Capital Partners LLC grew its position in Analog Devices by 2.5% in the third quarter. Sivia Capital Partners LLC now owns 1,796 shares of the semiconductor company’s stock worth $441,000 after buying an additional 44 shares during the last quarter. Klingman & Associates LLC grew its position in Analog Devices by 3.7% in the third quarter. Klingman & Associates LLC now owns 1,274 shares of the semiconductor company’s stock worth $313,000 after buying an additional 45 shares during the last quarter. Finally, Bleakley Financial Group LLC increased its holdings in shares of Analog Devices by 0.3% in the third quarter. Bleakley Financial Group LLC now owns 13,843 shares of the semiconductor company’s stock valued at $3,401,000 after buying an additional 46 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices Stock Performance

Shares of Analog Devices stock opened at $307.27 on Friday. Analog Devices, Inc. has a 12 month low of $158.65 and a 12 month high of $363.20. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21. The stock has a market cap of $150.01 billion, a PE ratio of 56.17, a price-to-earnings-growth ratio of 1.47 and a beta of 1.00. The business has a fifty day simple moving average of $319.78 and a 200-day simple moving average of $274.86.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.31 by $0.15. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The firm had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.10 billion. During the same period in the prior year, the business earned $1.63 EPS. The business’s revenue for the quarter was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. On average, sell-side analysts anticipate that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be issued a $1.10 dividend. The ex-dividend date is Tuesday, March 3rd. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.4%. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio is currently 80.44%.

Insiders Place Their Bets

In other Analog Devices news, Director Ray Stata sold 3,125 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $317.30, for a total value of $991,562.50. Following the transaction, the director owned 123,821 shares in the company, valued at approximately $39,288,403.30. This represents a 2.46% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Vincent Roche sold 10,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $306.92, for a total transaction of $3,069,200.00. Following the completion of the sale, the chief executive officer owned 155,688 shares of the company’s stock, valued at approximately $47,783,760.96. The trade was a 6.04% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 49,574 shares of company stock valued at $14,565,113 over the last ninety days. Insiders own 0.36% of the company’s stock.

Trending Headlines about Analog Devices

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

• Positive Sentiment: Management highlighted plans to lift gross margins to ~74% and add ~200 bps to operating margins next quarter and pointed to rising AI-driven capital spending as a tailwind for its ATE (automated test equipment) business — supports higher profitability and a longer-term growth narrative. Analog Devices (ADI) Presents at Morgan Stanley’s Conference
• Positive Sentiment: Several bullish analyst/press pieces highlight ADI’s recent outperformance (14% gain over three months) and argue the company remains attractive for growth investors given AI-driven industrial and comms demand plus margin expansion. ADI Climbs 14% in 3 Months
• Positive Sentiment: Analyst commentary and industry data point to a strong semiconductor cycle (AI-led) that benefits ADI’s end markets — supportive for revenue and pricing over coming quarters. The Zacks Analyst Blog: Analog Devices, NXP, Taiwan and NVIDIA
• Neutral Sentiment: A 247WallStreet/coverage note mentions Goldman Sachs raising price targets on several tech names; it’s not explicit ADI-focused but contributes to sector sentiment that can indirectly affect ADI. Goldman Sachs Raises Price Targets
• Neutral Sentiment: Reported short-interest entries for March show anomalous/zero values and NaN changes in the feed — data appears unreliable and does not provide a clear bearish signal (no meaningful days-to-cover). (internal short-interest feed entries)
• Negative Sentiment: A market write-up focused on the near-term reaction says ADI fell sharply after the margin/ATE commentary — suggesting some investors sold into the news or questioned timing/visibility of the margin lift despite management’s longer-term guidance. Analog Devices (ADI) Is Down 6.5% After Margin Plan And AI ATE Tailwind Commentary

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on ADI shares. Morgan Stanley reiterated an “overweight” rating and set a $373.00 price objective on shares of Analog Devices in a research report on Thursday, February 19th. Benchmark boosted their target price on Analog Devices from $285.00 to $400.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. Bank of America upped their target price on Analog Devices from $320.00 to $350.00 and gave the company a “buy” rating in a report on Wednesday, January 21st. Piper Sandler increased their price target on Analog Devices from $250.00 to $360.00 and gave the company a “neutral” rating in a research report on Thursday, February 19th. Finally, Susquehanna lifted their price target on Analog Devices from $360.00 to $400.00 and gave the stock a “positive” rating in a research note on Thursday, February 19th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, Analog Devices has a consensus rating of “Moderate Buy” and an average price target of $366.96.

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.