Analog Devices, Inc. $ADI Holdings Lowered by Securian Asset Management Inc.

Securian Asset Management Inc. trimmed its stake in shares of Analog Devices, Inc. (NASDAQ:ADI) by 44.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 13,377 shares of the semiconductor company’s stock after selling 10,585 shares during the quarter. Securian Asset Management Inc.’s holdings in Analog Devices were worth $3,628,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ADI. Jones Financial Companies Lllp raised its holdings in shares of Analog Devices by 12.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 169,572 shares of the semiconductor company’s stock worth $41,907,000 after purchasing an additional 19,383 shares in the last quarter. Nordea Investment Management AB raised its holdings in shares of Analog Devices by 247.3% in the 4th quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company’s stock worth $95,802,000 after purchasing an additional 249,702 shares in the last quarter. Ashton Thomas Private Wealth LLC raised its holdings in shares of Analog Devices by 18.8% in the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 20,734 shares of the semiconductor company’s stock worth $5,094,000 after purchasing an additional 3,286 shares in the last quarter. AE Wealth Management LLC raised its holdings in shares of Analog Devices by 26.4% in the 3rd quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company’s stock worth $10,795,000 after purchasing an additional 9,174 shares in the last quarter. Finally, National Pension Service raised its holdings in shares of Analog Devices by 1.8% in the 3rd quarter. National Pension Service now owns 1,347,535 shares of the semiconductor company’s stock worth $331,089,000 after purchasing an additional 24,392 shares in the last quarter. 86.81% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of analysts recently commented on the stock. UBS Group boosted their target price on shares of Analog Devices from $400.00 to $430.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. Needham & Company LLC upgraded shares of Analog Devices from a “hold” rating to a “buy” rating and set a $400.00 target price on the stock in a report on Thursday, February 19th. KeyCorp boosted their target price on shares of Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a report on Thursday, February 19th. Wall Street Zen upgraded shares of Analog Devices from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Finally, Stifel Nicolaus set a $405.00 price target on shares of Analog Devices and gave the company a “buy” rating in a report on Wednesday, February 18th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, Analog Devices presently has a consensus rating of “Moderate Buy” and a consensus price target of $370.69.

Analog Devices Price Performance

ADI stock opened at $416.52 on Monday. The firm has a market capitalization of $203.35 billion, a P/E ratio of 76.15, a P/E/G ratio of 1.68 and a beta of 1.19. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35. The company’s 50 day simple moving average is $344.80 and its 200-day simple moving average is $302.88. Analog Devices, Inc. has a 52-week low of $206.00 and a 52-week high of $418.75.

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

Analog Devices Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were paid a $1.10 dividend. The ex-dividend date was Tuesday, March 3rd. This represents a $4.40 annualized dividend and a yield of 1.1%. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio (DPR) is currently 80.44%.

More Analog Devices News

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

Insider Activity at Analog Devices

In other Analog Devices news, CAO Michael Sondel sold 4,199 shares of the company’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 transaction, the chief accounting officer owned 14,740 shares in the company, valued at approximately $5,321,434.80. This represents a 22.17% 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 company’s stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $397.91, for a total transaction of $3,979,100.00. Following the completion of the transaction, the chief executive officer owned 187,538 shares in the company, valued at approximately $74,623,245.58. This represents a 5.06% decrease in their position. 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 quarter, insiders sold 24,199 shares of company stock worth $8,676,423. Company insiders own 0.36% of the company’s stock.

Analog Devices Company 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.