Analog Devices, Inc. $ADI Stock Position Boosted by Generali Asset Management SPA SGR

Generali Asset Management SPA SGR raised its stake in shares of Analog Devices, Inc. (NASDAQ:ADI) by 7.2% during the 4th quarter, Holdings Channel reports. The institutional investor owned 21,241 shares of the semiconductor company’s stock after buying an additional 1,430 shares during the period. Generali Asset Management SPA SGR’s holdings in Analog Devices were worth $5,761,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Albion Financial Group UT raised its holdings in Analog Devices by 41.4% during the fourth quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 36 shares in the last quarter. Barnes Dennig Private Wealth Management LLC lifted its position in Analog Devices by 61.3% in the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company’s stock worth $35,000 after purchasing an additional 49 shares during the period. Y.D. More Investments Ltd bought a new position in Analog Devices during the 3rd quarter valued at $32,000. LFA Lugano Financial Advisors SA increased its position in shares of Analog Devices by 92.9% during the 3rd quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 65 shares during the period. Finally, Ares Financial Consulting LLC acquired a new position in shares of Analog Devices during the 4th quarter valued at $38,000. 86.81% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several analysts have recently weighed in on the company. Piper Sandler upped their price objective on Analog Devices from $250.00 to $360.00 and gave the company a “neutral” rating in a report on Thursday, February 19th. TD Cowen reiterated a “buy” rating on shares of Analog Devices in a research report on Thursday, February 19th. Jefferies Financial Group reissued a “buy” rating and issued a $410.00 price target on shares of Analog Devices in a report on Thursday, February 19th. Arete Research upgraded shares of Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 price objective for the company in a research report on Monday, March 30th. Finally, Wells Fargo & Company lifted their price objective on shares of Analog Devices from $340.00 to $400.00 and gave the stock an “overweight” rating in a research note on Thursday, February 19th. Three analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $370.69.

Insider Activity at Analog Devices

In related news, CAO Michael Sondel sold 4,199 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total value of $1,515,922.98. Following the completion of the transaction, the chief accounting officer owned 14,740 shares of the company’s stock, valued at approximately $5,321,434.80. This trade represents a 22.17% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $397.91, for a total transaction of $3,979,100.00. Following the transaction, the chief executive officer owned 187,538 shares in the company, valued at approximately $74,623,245.58. The trade was a 5.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 24,199 shares of company stock valued at $8,676,423. 0.36% of the stock is owned by insiders.

Analog Devices Stock Up 2.0%

Shares of Analog Devices stock opened at $416.52 on Friday. The stock’s fifty day moving average is $344.80 and its 200-day moving average is $302.88. The firm has a market capitalization of $203.35 billion, a PE ratio of 76.15, a price-to-earnings-growth ratio of 1.64 and a beta of 1.19. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a 12-month low of $206.00 and a 12-month high of $418.75.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, topping analysts’ consensus estimates of $2.31 by $0.15. The firm had revenue of $3.16 billion for the quarter, compared to analysts’ expectations of $3.10 billion. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.Analog Devices’s revenue was up 30.4% on a year-over-year basis. During the same quarter last year, the business posted $1.63 EPS. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Equities analysts anticipate that Analog Devices, Inc. will post 11.35 earnings per share for the current year.

Analog Devices Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were issued a dividend of $1.10 per share. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Tuesday, March 3rd. Analog Devices’s dividend payout ratio (DPR) is presently 80.44%.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: ADI is benefiting from momentum tied to strong semiconductor demand, with recent commentary highlighting AI-fueled chip spending and the stock’s push to a new 52-week high. Analog Devices, Inc. (ADI) Hit a 52 Week High, Can the Run Continue?
• Positive Sentiment: The company has also been cited as a strong growth stock and one of the semiconductor names poised to benefit as AI supports steady chip sales, reinforcing the bullish setup for ADI. Here’s Why Analog Devices (ADI) is a Strong Growth Stock
• Neutral Sentiment: Recent articles have focused on whether the rally can continue, suggesting investors are watching valuation and sustainability of the move rather than reacting to a new company-specific catalyst. Analog Devices, Inc. (ADI) hit a 52-week high, can the run continue?
• Neutral Sentiment: ADI was also included in a broader list of AI semiconductor winners, which adds supportive industry context but does not point to a direct company-specific development. 4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales

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.