First Citizens Bank & Trust Co. Has $12.44 Million Stock Holdings in Analog Devices, Inc. $ADI

First Citizens Bank & Trust Co. lifted its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 6.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 50,610 shares of the semiconductor company’s stock after purchasing an additional 3,052 shares during the period. First Citizens Bank & Trust Co.’s holdings in Analog Devices were worth $12,435,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the business. Howard Hughes Medical Institute bought a new stake in Analog Devices during the 2nd quarter worth approximately $25,000. RMG Wealth Management LLC bought a new position in shares of Analog Devices during the second quarter valued at $26,000. Clayton Financial Group LLC acquired a new position in shares of Analog Devices during the third quarter worth $31,000. Sound Income Strategies LLC grew its stake in shares of Analog Devices by 141.8% in the third quarter. Sound Income Strategies LLC now owns 162 shares of the semiconductor company’s stock worth $39,000 after purchasing an additional 95 shares during the last quarter. Finally, Access Investment Management LLC acquired a new stake in Analog Devices in the second quarter valued at $45,000. Institutional investors own 86.81% of the company’s stock.

Insiders Place Their Bets

In other Analog Devices news, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $275.07, for a total value of $2,750,700.00. Following the completion of the sale, 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 transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Katsufumi Nakamura sold 500 shares of the stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $301.46, for a total transaction of $150,730.00. Following the transaction, the senior vice president directly owned 12,710 shares in the company, valued at $3,831,556.60. This trade represents a 3.79% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 53,544 shares of company stock valued at $14,328,561. 0.33% of the stock is currently owned by corporate insiders.

Key Stories Impacting Analog Devices

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?

Analog Devices Trading Down 0.9%

NASDAQ ADI opened at $305.60 on Friday. The stock has a market capitalization of $149.64 billion, a P/E ratio of 67.02, a P/E/G ratio of 1.65 and a beta of 1.03. The business has a 50 day simple moving average of $275.97 and a 200 day simple moving average of $252.09. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.19 and a quick ratio of 1.68. Analog Devices, Inc. has a one year low of $158.65 and a one year high of $313.54.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.22 by $0.04. The firm had revenue of $3.08 billion for the quarter, compared to analysts’ expectations of $3.02 billion. Analog Devices had a return on equity of 11.23% and a net margin of 20.58%.The company’s revenue for the quarter was up 25.9% compared to the same quarter last year. During the same period in the prior year, the business earned $1.67 EPS. Research analysts expect that Analog Devices, Inc. will post 7.14 earnings per share for the current year.

Analog Devices Announces Dividend

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

Analysts Set New Price Targets

Several brokerages have commented on ADI. Morgan Stanley reaffirmed an “overweight” rating and set a $314.00 target price on shares of Analog Devices in a report on Friday, January 16th. Bank of America raised their price objective on Analog Devices from $320.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday. Sanford C. Bernstein reiterated a “market perform” rating and issued a $270.00 target price on shares of Analog Devices in a report on Wednesday, November 26th. Robert W. Baird increased their target price on shares of Analog Devices from $250.00 to $275.00 and gave the company an “outperform” rating in a research report on Wednesday, November 26th. Finally, Wells Fargo & Company set a $340.00 price target on shares of Analog Devices and gave the stock an “overweight” rating in a research report on Thursday, January 15th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $312.04.

About Analog Devices

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.