Analog Devices, Inc. $ADI Shares Bought by Baillie Gifford & Co.

Baillie Gifford & Co. raised its position in Analog Devices, Inc. (NASDAQ:ADI) by 1.7% during the third quarter, HoldingsChannel reports. The firm owned 580,842 shares of the semiconductor company’s stock after buying an additional 9,682 shares during the quarter. Baillie Gifford & Co.’s holdings in Analog Devices were worth $142,713,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of ADI. Solstein Capital LLC boosted its holdings in Analog Devices by 2.0% in the second quarter. Solstein Capital LLC now owns 2,307 shares of the semiconductor company’s stock valued at $549,000 after acquiring an additional 46 shares during the last quarter. SG Americas Securities LLC boosted its stake in Analog Devices by 684.6% in the third quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company’s stock valued at $211,871,000 after acquiring an additional 752,411 shares during the last quarter. Voya Investment Management LLC lifted its stake in Analog Devices by 22.3% in the third quarter. Voya Investment Management LLC now owns 1,293,403 shares of the semiconductor company’s stock valued at $317,789,000 after buying an additional 236,211 shares during the period. Robeco Institutional Asset Management B.V. increased its stake in Analog Devices by 55.0% in the third quarter. Robeco Institutional Asset Management B.V. now owns 1,204,226 shares of the semiconductor company’s stock valued at $295,878,000 after purchasing an additional 427,467 shares in the last quarter. Finally, Cerity Partners LLC raised its stake in Analog Devices by 15.5% during the 3rd quarter. Cerity Partners LLC now owns 303,069 shares of the semiconductor company’s stock worth $74,463,000 after buying an additional 40,738 shares during the period. 86.81% of the stock is owned by hedge funds and other institutional investors.

More Analog Devices News

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

• Positive Sentiment: ADI added Dr. Yoky Matsuoka to its board, bringing deep AI/robotics expertise that supports the company’s edge-AI and industrial growth story. Analog Devices Appoints Yoky Matsuoka to its Board of Directors
• Positive Sentiment: Another board update highlights AI expertise addition (Susie Wee update), reinforcing ADI’s push into AI and edge compute markets which underpin revenue/margin upside expectations. Analog Devices Adds AI Veteran to Board of Directors
• Positive Sentiment: Bank of America (covered in media) issued a bullish forecast for ADI, signaling institutional confidence in further price appreciation. That support can drive demand ahead of results. Bank of America Forecasts Strong Price Appreciation for Analog Devices (NASDAQ:ADI) Stock
• Positive Sentiment: Analysts see room to run — some models project a $375 target for 2026, citing durable industrial demand and edge-AI adoption that justify a premium multiple. Why Analysts Think Analog Devices Stock Can Hit $375 in 2026
• Positive Sentiment: ADI appears on screens and articles highlighting long-term outperformance and efficiency metrics — helpful for momentum and investor sentiment. Analog Devices (ADI) outpaces stock market gains: What you should know
• Positive Sentiment: Long-term performance pieces (e.g., 10-year investment return illustrations) reinforce ADI’s track record, which can attract buy-and-hold investors. If you invested $1000 in Analog Devices 10 years ago, this is how much you’d have now
• Positive Sentiment: Inclusion on analyst screens (Zacks feature on high-efficiency stocks) supports the narrative that ADI is outperforming peers on key metrics. 4 High-Efficiency Stocks Poised to Deliver Superior Returns
• Neutral Sentiment: ADI confirmed it will report Q1 FY2026 results on Feb. 18 — a key near-term catalyst; guidance and margin commentary will likely move the shares. Analog Devices to Report First Quarter Fiscal Year 2026 Financial Results on Wednesday, February 18, 2026
• Negative Sentiment: A Yahoo Finance piece highlights debates over board shake-ups and shareholder rights — potential activism or governance disputes can create volatility and distract management. Investors should monitor developments closely. Should Board Shake-Up and Shareholder Rights Debate Require Action From Analog Devices (ADI) Investors?

Insider Buying and Selling at Analog Devices

In other Analog Devices news, CEO Vincent Roche sold 10,000 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $275.07, for a total value of $2,750,700.00. Following the transaction, the chief executive officer directly owned 155,688 shares of the company’s stock, valued at approximately $42,825,098.16. The trade was a 6.04% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Michael Sondel sold 8,169 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $278.03, for a total transaction of $2,271,227.07. Following the sale, the chief accounting officer directly owned 18,913 shares of the company’s stock, valued at approximately $5,258,381.39. This trade represents a 30.16% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 53,544 shares of company stock valued at $14,328,561. 0.33% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research firms recently commented on ADI. Susquehanna boosted their price objective on shares of Analog Devices from $350.00 to $360.00 and gave the company a “positive” rating in a research report on Thursday. Oppenheimer upped their price objective on Analog Devices from $265.00 to $350.00 and gave the company an “outperform” rating in a research note on Friday, January 16th. Morgan Stanley reiterated an “overweight” rating and issued a $314.00 price target on shares of Analog Devices in a research note on Friday, January 16th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $270.00 target price on shares of Analog Devices in a report on Wednesday, November 26th. Finally, Wall Street Zen upgraded Analog Devices from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $312.04.

Analog Devices Price Performance

Shares of ADI stock opened at $305.60 on Friday. The business has a fifty day simple moving average of $275.97 and a 200 day simple moving average of $252.05. The company has a market cap of $149.64 billion, a P/E ratio of 67.02, a P/E/G ratio of 1.66 and a beta of 1.03. The company has a quick ratio of 1.68, a current ratio of 2.19 and a debt-to-equity ratio of 0.24. Analog Devices, Inc. has a twelve month low of $158.65 and a twelve month high of $313.54.

Analog Devices (NASDAQ:ADI) last issued its earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 EPS for the quarter, topping the consensus estimate of $2.22 by $0.04. The firm had revenue of $3.08 billion during the quarter, compared to the consensus estimate of $3.02 billion. Analog Devices had a return on equity of 11.23% and a net margin of 20.58%.The business’s quarterly revenue was up 25.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.67 earnings per share. On average, sell-side analysts forecast that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, December 22nd. Investors of record on Monday, December 8th were issued a $0.99 dividend. The ex-dividend date was Monday, December 8th. This represents a $3.96 annualized dividend and a yield of 1.3%. Analog Devices’s payout ratio is presently 86.84%.

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.