Cibc World Market Inc. Acquires 17,446 Shares of Analog Devices, Inc. $ADI

Cibc World Market Inc. increased its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 53.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 50,139 shares of the semiconductor company’s stock after acquiring an additional 17,446 shares during the period. Cibc World Market Inc.’s holdings in Analog Devices were worth $12,319,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in ADI. Vanguard Group Inc. lifted 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 in the last quarter. State Street Corp raised its position in Analog Devices by 2.2% in the 2nd quarter. State Street Corp now owns 23,317,256 shares of the semiconductor company’s stock valued at $5,549,973,000 after buying an additional 506,507 shares during the last quarter. Geode Capital Management LLC lifted its stake in Analog Devices by 5.7% during the 2nd quarter. Geode Capital Management LLC now owns 11,687,660 shares of the semiconductor company’s stock valued at $2,770,448,000 after acquiring an additional 633,425 shares in the last quarter. Norges Bank bought a new position in Analog Devices during the 2nd quarter valued at $1,803,377,000. Finally, Ameriprise Financial Inc. boosted its holdings in Analog Devices by 6.3% during the 2nd quarter. Ameriprise Financial Inc. now owns 6,326,772 shares of the semiconductor company’s stock worth $1,506,448,000 after acquiring an additional 375,207 shares during the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.

Insider Activity

In other news, SVP Katsufumi Nakamura sold 500 shares of the firm’s stock in a transaction on Friday, January 9th. The stock was sold at an average price of $301.46, for a total value of $150,730.00. Following the completion of the transaction, the senior vice president directly owned 12,710 shares of the company’s stock, valued at $3,831,556.60. This trade represents a 3.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Ray Stata sold 3,125 shares of Analog Devices stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $317.30, for a total value of $991,562.50. Following the completion of the transaction, the director owned 123,821 shares of the company’s stock, valued at approximately $39,288,403.30. This trade represents a 2.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 53,544 shares of company stock valued at $15,320,417. 0.36% of the stock is currently owned by corporate insiders.

Analog Devices Stock Performance

Shares of ADI opened at $331.36 on Friday. Analog Devices, Inc. has a 1 year low of $158.65 and a 1 year high of $343.96. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.19 and a quick ratio of 1.68. The stock’s fifty day moving average price is $294.87 and its two-hundred day moving average price is $259.82. The firm has a market cap of $161.91 billion, a PE ratio of 72.67, a PEG ratio of 1.83 and a beta of 1.03.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings data on Tuesday, November 25th. The semiconductor company reported $2.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.22 by $0.04. The business 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 firm’s quarterly revenue was up 25.9% compared to the same quarter last year. During the same period in the previous year, the business posted $1.67 EPS. On average, equities research analysts forecast that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the stock. UBS Group reiterated a “buy” rating and issued a $400.00 target price on shares of Analog Devices in a report on Monday. Evercore reduced their price objective on shares of Analog Devices from $303.00 to $282.00 and set an “outperform” rating for the company in a research report on Tuesday, November 25th. Barclays raised shares of Analog Devices from an “equal weight” rating to an “overweight” rating and set a $375.00 target price on the stock in a research report on Thursday. The Goldman Sachs Group restated a “buy” rating and issued a $300.00 target price on shares of Analog Devices in a research note on Tuesday, November 25th. Finally, Cfra reaffirmed a “buy” rating and set a $280.00 price target on shares of Analog Devices in a research report on Tuesday, November 25th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, Analog Devices currently has a consensus rating of “Moderate Buy” and an average target price of $314.87.

Trending Headlines about Analog Devices

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

• Positive Sentiment: Barclays upgraded ADI from “equal weight” to “overweight” and set a $375 price target, signaling stronger analyst conviction and a material upside to consensus. Barclays upgrades Analog Devices as industrial recovery takes shape
• Positive Sentiment: Analysts and coverage pieces highlight ADI’s string of earnings beats and upgraded guidance, supporting a re-rating vs. peers and underpinning valuation discussions for long-term growth investors. A Look At Analog Devices (ADI) Valuation After Consistent Earnings Beats And Upgraded Guidance
• Positive Sentiment: Investor letters (e.g., Carillon Tower Advisers) and sector commentary point to ADI contributing to Q4 strength — reinforcing demand narratives tied to semiconductors and AI-driven end markets. Here’s Why Analog Devices (ADI) Rose in Q4
• Positive Sentiment: Wall Street is positioned for earnings growth into the next release, with previews and metric-level estimates suggesting another potential beat that could support the stock if realized. Analog Devices (ADI) Reports Next Week: Wall Street Expects Earnings Growth
• Neutral Sentiment: Recent short‑interest posts in the feed show anomalous/zero values that provide no clear signal (reports list 0 shares and NaN increases). Treat short‑interest data as unreliable until clarified by accurate filings.
• Neutral Sentiment: Coverage exploring ADI’s competitive dynamics and analyst insight pieces maintain interest but don’t point to immediate negative surprises; useful for medium‑term positioning. Inquiry Into Analog Devices’s Competitor Dynamics In…
• Neutral Sentiment: Governance and investor‑meeting coverage is drawing attention (special meeting commentary); this could matter for long‑term holders but has limited immediate price impact absent a surprise outcome. Will Analog Devices’ (ADI) Special Meeting Stance Reveal Its True Governance and Accountability Priorities?
• Negative Sentiment: An article noted ADI fell more than the broader market in the latest session, citing intraday weakness and higher trading volume—indicative of profit‑taking or short‑term rotation despite the positive fundamental backdrop. Here’s Why Analog Devices (ADI) Fell More Than Broader Market

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.