Groupama Asset Managment Trims Holdings in Analog Devices, Inc. $ADI

Groupama Asset Managment decreased its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 20.5% during the third quarter, Holdings Channel.com reports. The fund owned 6,756 shares of the semiconductor company’s stock after selling 1,741 shares during the quarter. Groupama Asset Managment’s holdings in Analog Devices were worth $1,660,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in shares of Analog Devices by 39.5% in 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 lifted its stake in shares of Analog Devices by 36.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after buying an additional 464 shares in the last quarter. Intech Investment Management LLC boosted its holdings in Analog Devices by 102.2% in the 2nd quarter. Intech Investment Management LLC now owns 12,608 shares of the semiconductor company’s stock worth $3,001,000 after buying an additional 6,374 shares during the period. GDS Wealth Management increased its stake in Analog Devices by 67.4% in the 2nd quarter. GDS Wealth Management now owns 36,507 shares of the semiconductor company’s stock worth $8,689,000 after buying an additional 14,700 shares in the last quarter. Finally, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co purchased a new stake in Analog Devices in the 2nd quarter worth $291,000. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Analysts Set New Price Targets

ADI has been the topic of several research analyst reports. Robert W. Baird set a $365.00 price objective on Analog Devices in a research report on Thursday, February 19th. Needham & Company LLC raised Analog Devices from a “hold” rating to a “buy” rating and set a $400.00 target price on the stock in a research note on Thursday, February 19th. UBS Group boosted their price target on Analog Devices from $400.00 to $430.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. JPMorgan Chase & Co. upped their price target on Analog Devices from $320.00 to $400.00 and gave the stock an “overweight” rating in a research note on Thursday, February 19th. Finally, Susquehanna increased their price objective on shares of Analog Devices from $360.00 to $400.00 and gave the company a “positive” rating in a report on Thursday, February 19th. Three analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $366.96.

Insider Buying and Selling

In other news, Director Ray Stata sold 3,125 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total value of $991,562.50. Following the completion of the sale, the director directly owned 123,821 shares of the company’s stock, valued at $39,288,403.30. This trade represents a 2.46% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Martin Cotter sold 10,000 shares of Analog Devices stock in a transaction that occurred on 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 of the company’s stock, valued at approximately $13,828,444.16. This trade represents a 16.76% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 41,449 shares of company stock valued at $12,336,069 in the last quarter. 0.36% of the stock is currently owned by insiders.

Analog Devices Trading Up 0.6%

Shares of ADI opened at $310.44 on Friday. The stock has a market capitalization of $151.56 billion, a PE ratio of 56.75, a P/E/G ratio of 1.42 and a beta of 1.00. The company’s fifty day moving average is $322.05 and its 200 day moving average is $276.80. 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, Inc. has a fifty-two week low of $158.65 and a fifty-two week high of $363.20.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 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 business had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.10 billion. During the same quarter last year, the business earned $1.63 earnings per share. Analog Devices’s quarterly revenue was up 30.4% compared to the same quarter last year. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Sell-side analysts expect that Analog Devices, Inc. will post 7.14 earnings per share for the current fiscal year.

Analog Devices Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were given a $1.10 dividend. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 annualized dividend and a yield of 1.4%. The ex-dividend date was Tuesday, March 3rd. Analog Devices’s dividend payout ratio (DPR) is 80.44%.

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.