Czech National Bank Has $55.19 Million Stock Position in Analog Devices, Inc. $ADI

Czech National Bank boosted its stake in Analog Devices, Inc. (NASDAQ:ADI) by 4.4% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 138,962 shares of the semiconductor company’s stock after purchasing an additional 5,886 shares during the quarter. Czech National Bank’s holdings in Analog Devices were worth $55,192,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of ADI. PensionDanmark Pensionsforsikringsaktieselskab increased its holdings in Analog Devices by 8.2% in the 2nd quarter. PensionDanmark Pensionsforsikringsaktieselskab now owns 95,519 shares of the semiconductor company’s stock valued at $37,937,000 after buying an additional 7,207 shares during the period. Assenagon Asset Management S.A. increased its stake in Analog Devices by 25.4% in the second quarter. Assenagon Asset Management S.A. now owns 528,930 shares of the semiconductor company’s stock valued at $210,075,000 after acquiring an additional 107,277 shares during the last quarter. Orser Capital Management LLC raised its position in Analog Devices by 2.3% during the second quarter. Orser Capital Management LLC now owns 4,452 shares of the semiconductor company’s stock valued at $1,768,000 after purchasing an additional 100 shares in the last quarter. 55 North Private Wealth LLC lifted its stake in Analog Devices by 25.5% during the second quarter. 55 North Private Wealth LLC now owns 990 shares of the semiconductor company’s stock worth $393,000 after purchasing an additional 201 shares during the last quarter. Finally, Clark Asset Management LLC increased its stake in shares of Analog Devices by 521.3% in the 2nd quarter. Clark Asset Management LLC now owns 11,165 shares of the semiconductor company’s stock valued at $4,434,000 after purchasing an additional 9,368 shares during the last quarter. 86.81% of the stock is currently owned by institutional investors and hedge funds.

More Analog Devices News

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

• Positive Sentiment: Broad strength across semiconductor stocks, fueled by renewed artificial-intelligence enthusiasm, strong memory demand and anticipation of additional chip-industry earnings, provides a supportive environment for ADI. Semiconductor Rally Powers S&P 500 to Fresh Record High
• Positive Sentiment: Analyst optimism remains a key support. ADI recently exceeded earnings and revenue estimates, posting $3.09 in EPS and $3.62 billion in revenue, while its latest quarterly revenue increased 37.2% year over year. Estimate revisions and the company’s history of earnings beats could keep investor attention focused on its next report. Analog Devices Could Be 16% Undervalued After Fresh Earnings Optimism
• Neutral Sentiment: ADI director Ray Stata sold 1,416 shares for approximately $534,000, reducing his direct ownership by 1.22%. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan, which limits its value as a signal about the company’s outlook. SEC Form 4: Ray Stata Transaction
• Negative Sentiment: CEO Vincent Roche recently sold 10,000 shares for $3.63 million, cutting his direct ownership by 6.78%. Although the sale also occurred under a 10b5-1 plan and does not necessarily indicate weakening confidence, repeated insider selling can create near-term investor caution. SEC Form 4: Vincent Roche Transaction

Insiders Place Their Bets

In other news, SVP Martin Cotter sold 17,594 shares of Analog Devices stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total value of $7,354,292.00. Following the completion of the sale, the senior vice president owned 56,332 shares in the company, valued at $23,546,776. The trade was a 23.80% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Vincent Roche sold 30,000 shares of Analog Devices stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the completion of the sale, the chief executive officer directly owned 137,538 shares of the company’s stock, valued at approximately $57,096,149.94. This trade represents a 17.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 105,274 shares of company stock valued at $42,247,986 in the last ninety days. 0.36% of the stock is owned by corporate insiders.

Analog Devices Trading Down 0.1%

NASDAQ:ADI opened at $377.31 on Friday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75. The firm’s fifty day moving average is $395.07 and its 200-day moving average is $365.79. Analog Devices, Inc. has a 52 week low of $221.15 and a 52 week high of $445.91. The firm has a market cap of $183.78 billion, a P/E ratio of 56.06, a P/E/G ratio of 0.98 and a beta of 1.20.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, topping the consensus estimate of $2.89 by $0.20. The firm had revenue of $3.62 billion during the quarter, compared to analyst estimates of $3.51 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The business’s quarterly revenue was up 37.2% on a year-over-year basis. During the same period last year, the company posted $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Equities analysts expect that Analog Devices, Inc. will post 12.42 earnings per share for the current year.

Analog Devices Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were issued a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Tuesday, June 2nd. Analog Devices’s payout ratio is presently 65.38%.

Analysts Set New Price Targets

ADI has been the subject of several recent analyst reports. Citigroup upped their price objective on Analog Devices from $400.00 to $460.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Barclays raised their price target on shares of Analog Devices from $430.00 to $450.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. Stifel Nicolaus upped their price objective on shares of Analog Devices from $450.00 to $498.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. JPMorgan Chase & Co. raised their target price on shares of Analog Devices from $400.00 to $450.00 and gave the company an “overweight” rating in a research report on Tuesday, May 26th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $450.00 price target on shares of Analog Devices in a report on Wednesday, May 20th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, Analog Devices presently has a consensus rating of “Moderate Buy” and a consensus price target of $441.00.

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.