National Pension Service Acquires 6,492 Shares of Analog Devices, Inc. $ADI

National Pension Service grew its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 0.5% in the fourth quarter, HoldingsChannel reports. The fund owned 1,354,027 shares of the semiconductor company’s stock after purchasing an additional 6,492 shares during the quarter. National Pension Service’s holdings in Analog Devices were worth $367,212,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently modified their holdings of the company. Jones Financial Companies Lllp boosted its holdings in 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 buying an additional 19,383 shares during the period. Nordea Investment Management AB boosted its holdings in shares of Analog Devices by 247.3% during the 4th quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company’s stock valued at $95,802,000 after purchasing an additional 249,702 shares during the last quarter. Ashton Thomas Private Wealth LLC boosted its holdings in shares of Analog Devices by 18.8% during the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 20,734 shares of the semiconductor company’s stock valued at $5,094,000 after purchasing an additional 3,286 shares during the last quarter. AE Wealth Management LLC boosted its holdings in shares of Analog Devices by 26.4% during the 3rd quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company’s stock valued at $10,795,000 after purchasing an additional 9,174 shares during the last quarter. Finally, HF Advisory Group LLC boosted its holdings in shares of Analog Devices by 661.6% during the 4th quarter. HF Advisory Group LLC now owns 49,693 shares of the semiconductor company’s stock valued at $13,477,000 after purchasing an additional 43,168 shares during the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices Stock Performance

Analog Devices stock opened at $419.01 on Friday. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.75 and a quick ratio of 1.34. Analog Devices, Inc. has a 1-year low of $210.80 and a 1-year high of $435.72. The firm has a market capitalization of $204.10 billion, a P/E ratio of 62.26, a price-to-earnings-growth ratio of 1.17 and a beta of 1.19. The company’s 50-day moving average is $369.92 and its 200 day moving average is $321.48.

Analog Devices (NASDAQ:ADI) last issued its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The business had revenue of $3.62 billion for the quarter, compared to analyst estimates of $3.51 billion. During the same period last year, the company posted $1.85 earnings per share. The company’s quarterly revenue was up 37.2% compared to the same quarter last year. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Research analysts forecast that Analog Devices, Inc. will post 12.41 EPS for the current year.

Analog Devices Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be issued a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Tuesday, June 2nd. Analog Devices’s dividend payout ratio (DPR) is presently 65.38%.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: Evercore ISI raised its price target on Analog Devices to $474 from $387 and kept an Outperform rating after the company’s strong quarterly beat and raise. Article: Analog Devices (ADI) Gets A Massive Target Hike After A Strong “Beat-And-Raise” Quarter
• Positive Sentiment: ADI’s industrial segment surged 56% year over year in fiscal Q2, driven by AI infrastructure, automation and defense demand, signaling broad-based business momentum. Article: Analog Devices’ Industrial Segment Picks Up Pace: What’s Ahead?
• Positive Sentiment: Analyst commentary has turned more constructive, with reports citing solid earnings estimate revisions and expectations for additional upside. Article: Why Analog Devices (ADI) Might be Well Poised for a Surge
• Neutral Sentiment: CEO Vincent Roche disclosed recent share sales, including two 30,000-share transactions, which may create some caution but do not necessarily change the company’s operating outlook.
• Neutral Sentiment: Broader market strength in technology and semiconductors is also providing a supportive backdrop for ADI shares. Article: S&P 500 and Nasdaq 100 Climb to Record Highs on Tech Stock Strength

Insider Transactions at Analog Devices

In related news, CEO Vincent Roche sold 30,000 shares of Analog Devices stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 137,538 shares of the company’s stock, valued at $57,096,149.94. This trade represents a 17.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Insiders have sold 80,000 shares of company stock worth $31,519,000 over the last 90 days. Company insiders own 0.36% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have commented on ADI shares. Wells Fargo & Company increased their price objective on shares of Analog Devices from $470.00 to $515.00 and gave the company an “overweight” rating in a report on Thursday, May 21st. The Goldman Sachs Group reissued a “buy” rating and set a $450.00 price objective on shares of Analog Devices in a report on Wednesday, May 20th. Weiss Ratings upgraded shares of Analog Devices from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, May 22nd. Arete Research upgraded shares of Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 target price on the stock in a research report on Monday, March 30th. Finally, KeyCorp upped their target price on shares of Analog Devices from $430.00 to $500.00 and gave the company an “overweight” rating in a research report on Thursday, May 21st. Two analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $432.71.

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.