ABC Arbitrage SA Has $1.22 Million Stock Holdings in Analog Devices, Inc. $ADI

ABC Arbitrage SA decreased its position in Analog Devices, Inc. (NASDAQ:ADI) by 37.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,961 shares of the semiconductor company’s stock after selling 2,969 shares during the quarter. ABC Arbitrage SA’s holdings in Analog Devices were worth $1,219,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently bought and sold shares of the stock. Norges Bank acquired a new stake in shares of Analog Devices in the second quarter valued at approximately $1,803,377,000. Marshall Wace LLP lifted its holdings in Analog Devices by 948.2% during the 2nd quarter. Marshall Wace LLP now owns 1,085,990 shares of the semiconductor company’s stock valued at $258,487,000 after purchasing an additional 982,385 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its position in Analog Devices by 47.4% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,745,985 shares of the semiconductor company’s stock worth $653,599,000 after purchasing an additional 882,909 shares during the period. Vanguard Group Inc. increased its holdings in shares of Analog Devices by 1.5% in the second quarter. Vanguard Group Inc. now owns 50,227,231 shares of the semiconductor company’s stock valued at $11,955,086,000 after purchasing an additional 761,861 shares during the last quarter. Finally, SG Americas Securities LLC raised its position in shares of 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 purchasing an additional 752,411 shares during the period. 86.81% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on ADI shares. Truist Financial increased their price objective on Analog Devices from $258.00 to $291.00 and gave the stock a “hold” rating in a research report on Friday, December 19th. Sanford C. Bernstein reiterated a “market perform” rating and issued a $270.00 price objective on shares of Analog Devices in a research note on Wednesday, November 26th. Cantor Fitzgerald restated an “overweight” rating and set a $350.00 target price on shares of Analog Devices in a research report on Tuesday, December 16th. Citigroup boosted their price target on Analog Devices from $290.00 to $340.00 and gave the company a “buy” rating in a research note on Thursday, January 15th. Finally, BNP Paribas Exane assumed coverage on Analog Devices in a research report on Tuesday, November 4th. They set an “outperform” rating and a $300.00 target price for the company. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $312.26.

Analog Devices Stock Performance

NASDAQ:ADI opened at $337.00 on Thursday. The company has a fifty day moving average of $293.79 and a 200-day moving average of $259.32. Analog Devices, Inc. has a twelve month low of $158.65 and a twelve month high of $337.84. The company has a quick ratio of 1.68, a current ratio of 2.19 and a debt-to-equity ratio of 0.24. The firm has a market capitalization of $164.67 billion, a P/E ratio of 73.90, a P/E/G ratio of 1.76 and a beta of 1.03.

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

Analog Devices Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, December 22nd. Shareholders of record on Monday, December 8th were paid a $0.99 dividend. This represents a $3.96 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend was Monday, December 8th. Analog Devices’s payout ratio is currently 86.84%.

More Analog Devices News

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

• Positive Sentiment: Zacks says Wall Street expects earnings growth and argues ADI has the setup for a likely earnings beat in the upcoming report — a near-term catalyst that can lift the stock into the print. Analog Devices (ADI) Reports Next Week: Wall Street Expects Earnings Growth
• Positive Sentiment: ADI is highlighted among four semiconductor names benefiting from robust 2025 sales growth (up ~25.6%) driven by AI. Positive sector momentum and ADI’s exposure to AI-related demand support upside. 4 Stocks to Boost Your Portfolio on Solid Semiconductor Sales Growth
• Positive Sentiment: Long-term performance write-up highlights strong 10-year investor returns for ADI, reinforcing confidence among buy-and-hold investors. Here’s how much you’d have if you invested $1000 in Analog Devices a decade ago
• Neutral Sentiment: AD​I is set to release earnings imminently — an event-driven item that can cause volatility regardless of direction. Analog Devices (ADI) to Release Earnings on Wednesday
• Neutral Sentiment: Coverage roundup asks whether Wall Street analysts like ADI, a general-interest piece that may affect sentiment but contains no new firm-specific data. Do Wall Street Analysts Like Analog Devices Stock?
• Neutral Sentiment: Recent short-interest notices show zero reported short shares (and nonsensical NaN increases), implying no meaningful short-squeeze pressure or clear short-interest signal at this time.
• Negative Sentiment: A Yahoo feature questions whether ADI’s special meeting stance reveals governance and accountability priorities — a reputational/governance risk investors should monitor, as activist/governance issues can become a source of volatility. Will Analog Devices’ (ADI) Special Meeting Stance Reveal Its True Governance and Accountability Priorities?

Insider Buying and Selling at Analog Devices

In other Analog Devices news, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $306.92, for a total value of $3,069,200.00. Following the sale, the chief executive officer owned 155,688 shares in the company, valued at approximately $47,783,760.96. This represents a 6.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Martin Cotter sold 10,000 shares of the firm’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $278.44, for a total transaction of $2,784,400.00. Following the sale, the senior vice president directly owned 49,664 shares of the company’s stock, valued at $13,828,444.16. This trade represents a 16.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 53,544 shares of company stock valued at $15,320,417. 0.36% of the stock is currently owned by corporate insiders.

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.