Aventura Private Wealth LLC purchased a new stake in Analog Devices, Inc. (NASDAQ:ADI – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 4,136 shares of the semiconductor company’s stock, valued at approximately $1,122,000.
A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Norges Bank bought a new position in shares of Analog Devices during the 2nd quarter worth about $1,803,377,000. Amundi increased its position in Analog Devices by 44.8% in the 3rd quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock valued at $1,507,740,000 after buying an additional 1,922,302 shares in the last quarter. Raymond James Financial Inc. raised its stake in Analog Devices by 29.2% during the 3rd quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company’s stock worth $1,186,714,000 after buying an additional 1,091,004 shares during the period. Marshall Wace LLP raised its stake 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 worth $258,487,000 after buying an additional 982,385 shares during the period. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its holdings in Analog Devices by 47.4% in 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 acquiring an additional 882,909 shares in the last quarter. 86.81% of the stock is currently owned by institutional investors.
Analog Devices News Roundup
Here are the key news stories impacting Analog Devices this week:
- Positive Sentiment: ADI opened a new advanced manufacturing facility in Thailand to boost test and manufacturing capacity in the Asia‑Pacific region, supporting supply‑chain resilience and long‑term revenue stability. Analog Devices Strengthens Global Manufacturing Resilience with New Thailand Facility
- Positive Sentiment: ADI was featured as a dividend‑growth pick in recent screens (Zacks/Yahoo), which may attract defensive income‑seeking flows given sticky inflation and rate uncertainty. 5 Dividend Growth Stocks to Buy Amid Rising Inflation Risk
- Neutral Sentiment: Wall Street’s average brokerage recommendation for ADI remains a Buy, but commentators warn the ABR can be overly optimistic; the rating may provide support but is not a fresh catalyst. Wall Street Bulls Look Optimistic About Analog Devices (ADI): Should You Buy?
- Neutral Sentiment: Zacks’ featured highlights include ADI among names discussed alongside other semiconductor leaders; this is visibility rather than a directional catalyst. Zacks.com featured highlights include Flowserve, Analog Devices, Broadcom, NVIDIA and TIM
- Neutral Sentiment: Recent short‑interest reports appear to contain data errors (reported as 0 shares / NaN changes and a 0.0 days-to-cover), so they provide no clear explanatory power for today’s move. (Data noise is unlikely to be a real driver.)
- Negative Sentiment: Coverage noting ADI is down ~10% since the last earnings report highlights investor concern: despite an EPS beat and raised guidance, the stock has seen post‑earnings pullback—likely due to profit‑taking, lofty multiples (P/E above 50), and investor focus on forward estimates. That press and analyst re‑rating pressure are the most direct negatives for today’s decline. Why Is Analog Devices (ADI) Down 10.1% Since Last Earnings Report?
Analyst Ratings Changes
Check Out Our Latest Stock Report on Analog Devices
Insider Transactions at Analog Devices
In related news, Director Ray Stata sold 3,125 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total value of $991,562.50. Following the transaction, the director owned 123,821 shares of the company’s stock, valued at $39,288,403.30. This represents a 2.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Michael Sondel sold 4,199 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total value of $1,515,922.98. Following the sale, the chief accounting officer owned 14,740 shares in the company, valued at $5,321,434.80. The trade was a 22.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 41,449 shares of company stock worth $12,336,069. Company insiders own 0.36% of the company’s stock.
Analog Devices Price Performance
Shares of NASDAQ ADI opened at $309.15 on Friday. The stock’s 50-day simple moving average is $322.21 and its two-hundred day simple moving average is $277.20. Analog Devices, Inc. has a twelve month low of $158.65 and a twelve month high of $363.20. The firm has a market capitalization of $150.93 billion, a P/E ratio of 56.52, a P/E/G ratio of 1.43 and a beta of 1.00. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21.
Analog Devices (NASDAQ:ADI – Get Free Report) last issued its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, topping the consensus estimate of $2.31 by $0.15. The company had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.10 billion. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.Analog Devices’s revenue was up 30.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, equities analysts anticipate that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.
Analog Devices Increases Dividend
The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were paid a $1.10 dividend. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $4.40 dividend on an annualized basis and a yield of 1.4%. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio is presently 80.44%.
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.
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