Analog Devices, Inc. $ADI Shares Purchased by PKO Investment Management Joint Stock Co

PKO Investment Management Joint Stock Co raised its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 20.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,000 shares of the semiconductor company’s stock after acquiring an additional 2,000 shares during the quarter. PKO Investment Management Joint Stock Co’s holdings in Analog Devices were worth $3,254,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Amundi raised its position in shares of Analog Devices by 44.8% during the 3rd quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock worth $1,507,740,000 after purchasing an additional 1,922,302 shares during the last quarter. Raymond James Financial Inc. lifted its stake in Analog Devices by 29.2% in the 3rd quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company’s stock valued at $1,186,714,000 after buying an additional 1,091,004 shares in the last quarter. SG Americas Securities LLC grew its holdings in Analog Devices by 684.6% during the 3rd quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company’s stock valued at $211,871,000 after buying an additional 752,411 shares during the last quarter. Rafferty Asset Management LLC grew its holdings in Analog Devices by 47.5% during the 2nd quarter. Rafferty Asset Management LLC now owns 1,802,338 shares of the semiconductor company’s stock valued at $428,992,000 after buying an additional 580,546 shares during the last quarter. Finally, Van ECK Associates Corp increased its position in Analog Devices by 10.1% during the third quarter. Van ECK Associates Corp now owns 5,886,294 shares of the semiconductor company’s stock worth $1,446,262,000 after buying an additional 541,760 shares in the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices Price Performance

ADI stock opened at $397.69 on Friday. The stock has a market capitalization of $194.15 billion, a price-to-earnings ratio of 72.70, a price-to-earnings-growth ratio of 1.60 and a beta of 1.19. 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, Inc. has a 52-week low of $194.26 and a 52-week high of $408.37. The stock’s fifty day simple moving average is $341.55 and its 200-day simple moving average is $298.87.

Analog Devices (NASDAQ:ADI) last released its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 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 firm had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.10 billion. During the same period in the prior year, the firm posted $1.63 earnings per share. The business’s quarterly 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. Equities research analysts expect that Analog Devices, Inc. will post 11.35 EPS for the current year.

Analog Devices Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were issued a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. The ex-dividend date was Tuesday, March 3rd. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s payout ratio is currently 80.44%.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on ADI shares. Stifel Nicolaus set a $405.00 price objective on Analog Devices and gave the company a “buy” rating in a research report on Wednesday, February 18th. Susquehanna lifted their price objective on Analog Devices from $360.00 to $400.00 and gave the stock a “positive” rating in a research report on Thursday, February 19th. Wells Fargo & Company boosted their target price on shares of Analog Devices from $340.00 to $400.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. Bank of America upped their target price on shares of Analog Devices from $400.00 to $425.00 and gave the company a “buy” rating in a report on Monday, April 13th. Finally, Truist Financial raised their price target on shares of Analog Devices from $291.00 to $364.00 and gave the stock a “hold” rating in a research note on Thursday, February 19th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $370.69.

Key Stories Impacting Analog Devices

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

• Positive Sentiment: One-week momentum: ADI has risen sharply over the past week, attracting momentum and short-term interest that can support higher prices in the near term. Analog Devices (ADI) Is Up 7.57% in One Week: What You Should Know
• Positive Sentiment: Growth thesis reinforced: Recent write-ups list three reasons ADI qualifies as a solid growth stock (revenue/earnings strength, AI/automotive exposure, recurring analog franchise), supporting a longer-term bullish case. Is Analog Devices (ADI) a Solid Growth Stock? 3 Reasons to Think “Yes”
• Positive Sentiment: Long-term performance spotlight: Retrospectives showing multi?year gains if you’d held ADI help sustain retail investor interest and confidence in the company’s compounding potential. If You Invested $1000 in Analog Devices a Decade Ago, This is How Much It’d Be Worth Now
• Positive Sentiment: Product/market expansion: ADI released A²B 2.0 for next?generation in?vehicle audio — a tangible product win for automotive OEMs that supports ADI’s exposure to the large automotive market. Analog Devices releases A2B 2.0 for next-generation in-vehicle audio systems
• Neutral Sentiment: Analyst recommendation debate: Coverage points out that the average broker rating signals “buy,” but cautions that ABR can be overly optimistic; useful context but mixed impact on price. Is Analog Devices (ADI) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Investor caution on AI: Commentary says ADI benefits from the AI narrative but some investors are hedging, which can cap upside until visibility on AI-driven revenue is clearer. Analog Devices: The AI Narrative Is Strong, But Investors Are Hedging
• Negative Sentiment: Analyst price target below current trading: A reported average price target of $370.69 is lower than recent intraday levels, which could weigh on the stock if more analysts revise targets downward. Analog Devices, Inc. (NASDAQ:ADI) Receives $370.69 Average Price Target from Analysts

Insider Buying and Selling

In related news, Director Ray Stata sold 3,125 shares of the business’s stock in a transaction that occurred 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 sale, the director directly owned 123,821 shares in the company, valued at approximately $39,288,403.30. The trade was a 2.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Michael Sondel sold 4,199 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the transaction, the chief accounting officer directly owned 14,740 shares of the company’s stock, valued at $5,321,434.80. This trade represents a 22.17% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 27,324 shares of company stock valued at $8,758,085. Insiders own 0.36% of the company’s stock.

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.