Nisa Investment Advisors LLC Grows Position in Analog Devices, Inc. $ADI

Nisa Investment Advisors LLC lifted its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 4.4% during the 4th quarter, HoldingsChannel reports. The firm owned 183,914 shares of the semiconductor company’s stock after acquiring an additional 7,777 shares during the period. Nisa Investment Advisors LLC’s holdings in Analog Devices were worth $49,877,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Fifth Third Wealth Advisors LLC raised its holdings in Analog Devices by 1.7% in the fourth quarter. Fifth Third Wealth Advisors LLC now owns 12,222 shares of the semiconductor company’s stock worth $3,315,000 after purchasing an additional 203 shares in the last quarter. Silver Oak Securities Incorporated boosted its holdings in shares of Analog Devices by 4.9% during the 4th quarter. Silver Oak Securities Incorporated now owns 1,611 shares of the semiconductor company’s stock valued at $443,000 after buying an additional 75 shares in the last quarter. Brookstone Capital Management grew its position in shares of Analog Devices by 7.7% in the 4th quarter. Brookstone Capital Management now owns 2,905 shares of the semiconductor company’s stock worth $788,000 after buying an additional 207 shares during the period. Harrell Investment Partners LLC grew its position in shares of Analog Devices by 6.4% in the 4th quarter. Harrell Investment Partners LLC now owns 33,262 shares of the semiconductor company’s stock worth $9,021,000 after buying an additional 2,011 shares during the period. Finally, Mn Services Vermogensbeheer B.V. increased its stake in shares of Analog Devices by 2.4% in the 4th quarter. Mn Services Vermogensbeheer B.V. now owns 192,112 shares of the semiconductor company’s stock worth $52,101,000 after acquiring an additional 4,519 shares in the last quarter. 86.81% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, SVP Martin Cotter sold 10,000 shares of the company’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $278.44, for a total value of $2,784,400.00. Following the transaction, the senior vice president directly owned 49,664 shares of the company’s stock, valued at approximately $13,828,444.16. This represents a 16.76% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Katsufumi Nakamura sold 500 shares of the stock in a transaction on Friday, January 9th. The shares were sold at an average price of $301.46, for a total value of $150,730.00. Following the sale, the senior vice president owned 12,710 shares in the company, valued at approximately $3,831,556.60. This represents a 3.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 41,449 shares of company stock worth $12,336,069 over the last 90 days. 0.36% of the stock is currently owned by company insiders.

Key Stories Impacting Analog Devices

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

• Positive Sentiment: Arete Research upgraded ADI from “neutral” to “buy” and set a $389 price target, citing upside vs. the stock’s current level — a clear catalyst for positive sentiment among growth/value investors. Analog Devices upgraded at Aretes
• Positive Sentiment: Analysts remain bullish on top tech names and highlight ADI among favored semiconductor stories, supporting demand from fund managers and momentum traders. Analysts Are Bullish on Top Technology Stocks: Analog Devices (ADI), TSS (TSSI)
• Positive Sentiment: Fundamentals: Zacks notes ADI’s industrial segment grew ~38% and led revenues, driven by AI-related, automation and energy end-markets — evidence of durable growth that supports analyst upgrades and higher earnings expectations. Analog Devices’ Industrial Segment Picks Up Pace: What Lies Ahead?
• Positive Sentiment: Product/tech visibility: An ADI Fellow will present at ICDT 2026 on display-related semiconductors — a signal of continued R&D/product depth across consumer, automotive and industrial displays that can support medium-term revenue expansion. Analog Devices Fellow To Spotlight Display Technology Role At ICDT 2026
• Neutral Sentiment: Market attention: ADI is appearing on watchlists and “stocks to watch” roundups, which can increase intraday trading volume but don’t necessarily change fundamentals. 4 stocks to watch on Monday: ADI, KO, UPS, SYY
• Neutral Sentiment: Longer-term cash/quality discussions: coverage pieces highlighting cash generation keep ADI on the radar for income/quality-focused investors but are not immediate price drivers. 1 Cash-Producing Stock with Solid Fundamentals and 2 We Brush Off
• Negative Sentiment: Near-term pressure from “AI jitters”: trade write-ups note ADI (and peers) have recently pulled back amid short-term concerns about AI-related demand dynamics and positioning, which can amplify volatility even as fundamentals improve. Buy 2 AI Memory Giants at Lucrative Valuations Amid Solid Price Upside
• Negative Sentiment: Analyst/estimate noise: some headlines highlight recent slumps in ADI share price despite upgrades, underscoring that momentum and sentiment swings (rather than earnings misses) are currently the main sources of downside risk. Buy 2 AI Memory Giants at Lucrative Valuations Amid Solid Price Upside (Zacks)

Analyst Ratings Changes

ADI has been the subject of a number of recent research reports. Evercore reissued an “outperform” rating and set a $387.00 price target on shares of Analog Devices in a research report on Thursday, February 19th. Oppenheimer reaffirmed an “outperform” rating and set a $400.00 target price (up from $350.00) on shares of Analog Devices in a research note on Thursday, February 19th. Weiss Ratings upgraded shares of Analog Devices from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, March 18th. Morgan Stanley reissued an “overweight” rating and issued a $373.00 price target on shares of Analog Devices in a research report on Thursday, February 19th. Finally, Wall Street Zen upgraded Analog Devices from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Three analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Buy” and a consensus target price of $367.81.

Analog Devices Stock Performance

Shares of ADI stock opened at $318.14 on Wednesday. The company has a market capitalization of $155.32 billion, a price-to-earnings ratio of 58.16, a price-to-earnings-growth ratio of 1.39 and a beta of 1.00. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. Analog Devices, Inc. has a one year low of $158.65 and a one year high of $363.20. The company’s 50-day moving average is $324.45 and its 200 day moving average is $280.92.

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

Analog Devices Increases Dividend

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

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.