Mitsubishi UFJ Asset Management Co. Ltd. Invests $500.41 Million in Analog Devices, Inc. $ADI

Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 1,259,949 shares of the semiconductor company’s stock, valued at approximately $500,414,000.

Other large investors also recently bought and sold shares of the company. Brighton Jones LLC grew its position in Analog Devices by 39.5% in the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after acquiring an additional 529 shares during the last quarter. Sivia Capital Partners LLC lifted its position in shares of Analog Devices by 36.0% during the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock worth $417,000 after purchasing an additional 464 shares during the last quarter. Ieq Capital LLC lifted its position in shares of Analog Devices by 38.0% during the second quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock worth $10,610,000 after purchasing an additional 12,276 shares during the last quarter. HUB Investment Partners LLC purchased a new stake in shares of Analog Devices during the second quarter valued at $644,000. Finally, Peapack Gladstone Financial Corp boosted its stake in shares of Analog Devices by 2.4% during the second quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock valued at $14,322,000 after purchasing an additional 1,406 shares during the period. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: Analysts expect approximately $3.33 in earnings per share on $3.93 billion in revenue for the quarter ended July 2026. Coverage also points to a potential earnings beat, supported by broad-based demand and AI-driven growth in the Communications segment. KeyBanc reiterated an Overweight rating with a $525 price target. How To Earn $500 a Month From Analog Devices Stock Ahead of Q3 Earnings
• Positive Sentiment: Investors continue to view ADI’s industrial and data-center exposure, strong margins, and artificial-intelligence opportunities as potential justifications for its elevated valuation. The company’s prior quarter also showed strong momentum, with revenue rising 37.2% year over year and EPS exceeding estimates. Should Investors Buy ADI Stock Despite its Premium Valuation?
• Neutral Sentiment: Pre-earnings analysis is encouraging investors to look beyond revenue and EPS toward operating metrics and segment trends. The upcoming report is therefore likely to be a near-term catalyst, with the stock’s reaction depending heavily on guidance and evidence that demand remains broad based. Should You Buy, Sell or Hold ADI Stock Before Q3 Earnings?
• Negative Sentiment: ADI trades at a premium multiple, leaving limited room for execution issues or cautious guidance. Analysts also flag possible near-term volatility, while broader semiconductor flows and warnings that the chip cycle may be approaching a peak could weigh on sentiment across the sector. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs

Insider Buying and Selling at Analog Devices

In other Analog Devices news, Director Ray Stata sold 1,432 shares of the stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $400.83, for a total transaction of $573,988.56. Following the sale, the director owned 120,175 shares of the company’s stock, valued at approximately $48,169,745.25. This trade represents a 1.18% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Martin Cotter sold 17,594 shares of Analog Devices stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total value of $7,354,292.00. Following the completion of the transaction, the senior vice president owned 56,332 shares in the company, valued at $23,546,776. This represents a 23.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 105,274 shares of company stock valued at $42,247,986 in the last ninety days. Company insiders own 0.36% of the company’s stock.

Analog Devices Stock Performance

Shares of Analog Devices stock opened at $389.39 on Monday. The firm has a market cap of $189.67 billion, a P/E ratio of 57.86, a P/E/G ratio of 1.01 and a beta of 1.20. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a 12 month low of $223.47 and a 12 month high of $445.91. The stock’s fifty day moving average price is $391.20 and its 200-day moving average price is $369.27.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, beating the consensus estimate of $2.89 by $0.20. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The firm had revenue of $3.62 billion during the quarter, compared to the consensus estimate of $3.51 billion. During the same period in the previous year, the company posted $1.85 earnings per share. The firm’s quarterly revenue was up 37.2% on a year-over-year basis. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. On average, equities research analysts expect that Analog Devices, Inc. will post 12.42 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were issued a $1.10 dividend. The ex-dividend date was Tuesday, June 2nd. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. Analog Devices’s payout ratio is currently 65.38%.

Analysts Set New Price Targets

Several research analysts recently commented on ADI shares. TD Cowen raised their price target on shares of Analog Devices from $450.00 to $460.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. Argus set a $460.00 price objective on shares of Analog Devices in a research report on Tuesday, May 26th. Cantor Fitzgerald upped their target price on shares of Analog Devices from $510.00 to $550.00 and gave the stock an “overweight” rating in a research note on Monday, June 29th. Needham & Company LLC raised their target price on shares of Analog Devices from $400.00 to $440.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Finally, Wall Street Zen raised shares of Analog Devices from a “hold” rating to a “buy” rating in a research note on Sunday, May 24th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, Analog Devices has a consensus rating of “Moderate Buy” and an average target price of $441.00.

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.