Vinva Investment Management Ltd Raises Holdings in Analog Devices, Inc. $ADI

Vinva Investment Management Ltd boosted its position in Analog Devices, Inc. (NASDAQ:ADI) by 18.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 40,075 shares of the semiconductor company’s stock after purchasing an additional 6,179 shares during the quarter. Vinva Investment Management Ltd’s holdings in Analog Devices were worth $9,810,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently bought and sold shares of the business. Quent Capital LLC grew its holdings in Analog Devices by 2.4% in the 3rd quarter. Quent Capital LLC now owns 1,810 shares of the semiconductor company’s stock valued at $445,000 after buying an additional 42 shares during the period. Carson Advisory Inc. grew its holdings in shares of Analog Devices by 3.1% during the 3rd quarter. Carson Advisory Inc. now owns 1,441 shares of the semiconductor company’s stock worth $354,000 after purchasing an additional 43 shares during the period. Sivia Capital Partners LLC increased its position in Analog Devices by 2.5% during the 3rd quarter. Sivia Capital Partners LLC now owns 1,796 shares of the semiconductor company’s stock worth $441,000 after purchasing an additional 44 shares in the last quarter. Klingman & Associates LLC increased its holdings in Analog Devices by 3.7% in the 3rd quarter. Klingman & Associates LLC now owns 1,274 shares of the semiconductor company’s stock valued at $313,000 after purchasing an additional 45 shares in the last quarter. Finally, Bleakley Financial Group LLC raised its position in Analog Devices by 0.3% in the third quarter. Bleakley Financial Group LLC now owns 13,843 shares of the semiconductor company’s stock valued at $3,401,000 after purchasing an additional 46 shares during the period. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Analog Devices Price Performance

Shares of ADI opened at $315.81 on Monday. Analog Devices, Inc. has a 52 week low of $158.65 and a 52 week high of $363.20. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21. The firm has a market cap of $154.18 billion, a price-to-earnings ratio of 57.74, a PEG ratio of 1.45 and a beta of 1.00. The stock has a 50 day moving average of $316.34 and a 200-day moving average of $273.34.

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

Analog Devices Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be given a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Tuesday, March 3rd. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s payout ratio is currently 80.44%.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. Wall Street Zen upgraded shares of Analog Devices from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Truist Financial boosted their price objective on shares of Analog Devices from $291.00 to $364.00 and gave the stock a “hold” rating in a report on Thursday, February 19th. JPMorgan Chase & Co. upped their price objective on shares of Analog Devices from $320.00 to $400.00 and gave the company an “overweight” rating in a research report on Thursday, February 19th. UBS Group raised their target price on Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Finally, TD Cowen reiterated a “buy” rating on shares of Analog Devices in a research note on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $366.96.

Insiders Place Their Bets

In other Analog Devices news, SVP Katsufumi Nakamura sold 500 shares of the 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 sale, 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CAO Michael Sondel sold 4,199 shares of the firm’s stock in a transaction on 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 completion of 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 ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 57,743 shares of company stock worth $16,836,340. 0.36% of the stock is currently owned by 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.