Nordea Investment Management AB Has $95.80 Million Position in Analog Devices, Inc. $ADI

Nordea Investment Management AB lifted its stake in Analog Devices, Inc. (NASDAQ:ADI) by 247.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 350,692 shares of the semiconductor company’s stock after acquiring an additional 249,702 shares during the period. Nordea Investment Management AB’s holdings in Analog Devices were worth $95,802,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in ADI. Brighton Jones LLC raised its holdings in Analog Devices by 39.5% in the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after acquiring an additional 529 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Analog Devices by 36.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock worth $417,000 after purchasing an additional 464 shares in the last quarter. Entropy Technologies LP bought a new stake in shares of Analog Devices during the second quarter valued at approximately $756,000. Neo Ivy Capital Management bought a new stake in shares of Analog Devices during the second quarter valued at approximately $142,000. Finally, Journey Strategic Wealth LLC raised its stake in shares of Analog Devices by 12.2% in the second quarter. Journey Strategic Wealth LLC now owns 1,568 shares of the semiconductor company’s stock valued at $373,000 after purchasing an additional 170 shares in the last quarter. 86.81% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Analog Devices

In related news, CAO Michael Sondel sold 4,199 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total value of $1,515,922.98. Following the transaction, the chief accounting officer owned 14,740 shares in the company, valued at $5,321,434.80. This trade represents a 22.17% 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, SVP Katsufumi Nakamura sold 500 shares of Analog Devices stock in a transaction dated 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 sale, the senior vice president owned 12,710 shares of the company’s stock, valued at approximately $3,831,556.60. The trade was a 3.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 41,449 shares of company stock worth $12,336,069 over the last 90 days. Company insiders own 0.36% of the company’s stock.

Analog Devices Stock Performance

Shares of NASDAQ:ADI opened at $309.15 on Monday. The business’s fifty day moving average price is $322.21 and its two-hundred day moving average price is $277.63. Analog Devices, Inc. has a fifty-two week low of $158.65 and a fifty-two week high of $363.20. The stock has a market capitalization of $150.93 billion, a price-to-earnings ratio of 56.52, a price-to-earnings-growth ratio of 1.42 and a beta of 1.00. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.31 by $0.15. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The company had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.10 billion. During the same period last year, the business earned $1.63 earnings per share. The business’s revenue was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, analysts predict that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were paid a dividend of $1.10 per share. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Tuesday, March 3rd. Analog Devices’s payout ratio is currently 80.44%.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on ADI shares. Morgan Stanley reaffirmed an “overweight” rating and issued a $373.00 target price on shares of Analog Devices in a research report on Thursday, February 19th. Benchmark increased their price objective on shares of Analog Devices from $285.00 to $400.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Jefferies Financial Group reaffirmed a “buy” rating and set a $410.00 price objective on shares of Analog Devices in a report on Thursday, February 19th. UBS Group lifted their target price on shares of Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. Finally, Piper Sandler upped their target price on shares of Analog Devices from $250.00 to $360.00 and gave the company a “neutral” rating in a research note on Thursday, February 19th. Three analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $366.96.

Trending Headlines about Analog Devices

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?

Analog Devices 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.