Schroder Investment Management Group Has $139.57 Million Stock Position in Analog Devices, Inc. $ADI

Schroder Investment Management Group reduced its stake in Analog Devices, Inc. (NASDAQ:ADI) by 2.0% during the 3rd quarter, HoldingsChannel reports. The firm owned 568,048 shares of the semiconductor company’s stock after selling 11,382 shares during the quarter. Schroder Investment Management Group’s holdings in Analog Devices were worth $139,569,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC lifted its position in shares of Analog Devices by 39.5% during the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock worth $397,000 after purchasing an additional 529 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Analog Devices by 36.0% in the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after purchasing an additional 464 shares in the last quarter. Savant Capital LLC raised its position in Analog Devices by 13.3% in the 2nd quarter. Savant Capital LLC now owns 10,849 shares of the semiconductor company’s stock worth $2,582,000 after purchasing an additional 1,273 shares during the last quarter. AE Wealth Management LLC lifted its holdings in Analog Devices by 3.7% during the 2nd quarter. AE Wealth Management LLC now owns 34,758 shares of the semiconductor company’s stock worth $8,273,000 after buying an additional 1,244 shares in the last quarter. Finally, Acadian Asset Management LLC acquired a new position in Analog Devices during the 2nd quarter worth $2,774,000. 86.81% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

ADI has been the subject of several research reports. Evercore reissued an “outperform” rating and issued a $387.00 target price on shares of Analog Devices in a research note on Thursday, February 19th. UBS Group raised their price target on Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a report on Thursday, February 19th. Citigroup reissued a “buy” rating on shares of Analog Devices in a report on Thursday, February 19th. Oppenheimer restated an “outperform” rating and set a $400.00 target price (up from $350.00) on shares of Analog Devices in a research report on Thursday, February 19th. Finally, Cantor Fitzgerald lifted their price target on shares of Analog Devices from $350.00 to $400.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 17th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $366.96.

Insider Buying and Selling

In other news, CAO Michael Sondel sold 4,199 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the sale, the chief accounting officer owned 14,740 shares of the company’s stock, valued at $5,321,434.80. This trade represents a 22.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $306.92, for a total value of $3,069,200.00. Following the transaction, the chief executive officer owned 155,688 shares in the company, valued at $47,783,760.96. This trade represents a 6.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 57,743 shares of company stock valued at $16,836,340. 0.36% of the stock is owned by company insiders.

Analog Devices Trading Up 1.2%

ADI opened at $319.48 on Tuesday. The firm’s fifty day moving average is $317.22 and its two-hundred day moving average is $273.85. The firm has a market cap of $155.97 billion, a PE ratio of 58.41, a price-to-earnings-growth ratio of 1.45 and a beta of 1.00. Analog Devices, Inc. has a twelve month low of $158.65 and a twelve month high of $363.20. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to analyst estimates of $3.10 billion. During the same quarter in the previous year, the business earned $1.63 EPS. The firm’s 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. Equities research analysts anticipate that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Increases Dividend

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