Swedbank AB Has $1.02 Billion Stock Holdings in Analog Devices, Inc. $ADI

Swedbank AB increased its position in Analog Devices, Inc. (NASDAQ:ADI) by 4.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 3,763,347 shares of the semiconductor company’s stock after purchasing an additional 146,152 shares during the quarter. Analog Devices accounts for 1.0% of Swedbank AB’s portfolio, making the stock its 14th biggest holding. Swedbank AB’s holdings in Analog Devices were worth $1,020,620,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the company. JFS Wealth Advisors LLC grew its stake in shares of Analog Devices by 9.9% in the 4th quarter. JFS Wealth Advisors LLC now owns 390 shares of the semiconductor company’s stock valued at $106,000 after buying an additional 35 shares during the period. Albion Financial Group UT grew its stake in shares of Analog Devices by 41.4% in the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock valued at $33,000 after buying an additional 36 shares during the period. Town & Country Bank & Trust CO dba First Bankers Trust CO grew its stake in shares of Analog Devices by 0.5% in the 4th quarter. Town & Country Bank & Trust CO dba First Bankers Trust CO now owns 8,369 shares of the semiconductor company’s stock valued at $2,270,000 after buying an additional 38 shares during the period. Regent Peak Wealth Advisors LLC grew its stake in shares of Analog Devices by 3.7% in the 4th quarter. Regent Peak Wealth Advisors LLC now owns 1,088 shares of the semiconductor company’s stock valued at $295,000 after buying an additional 39 shares during the period. Finally, Fragasso Financial Advisors Inc boosted its stake in Analog Devices by 2.9% during the 4th quarter. Fragasso Financial Advisors Inc now owns 1,372 shares of the semiconductor company’s stock valued at $372,000 after purchasing an additional 39 shares during the last quarter. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Analog Devices

In other news, CAO Michael Sondel sold 4,199 shares of the company’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 transaction, the chief accounting officer owned 14,740 shares of the company’s stock, valued at approximately $5,321,434.80. This represents a 22.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $397.91, for a total transaction of $3,979,100.00. Following the completion of the transaction, the chief executive officer directly owned 187,538 shares in the company, valued at approximately $74,623,245.58. The trade was a 5.06% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 24,199 shares of company stock worth $8,676,423. Insiders own 0.36% of the company’s stock.

Key Stories Impacting Analog Devices

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

• Positive Sentiment: Q1 results, revenue and guidance strength — ADI reported a solid quarter (EPS and revenue beat) and set Q2 fiscal?2026 guidance of $2.73–$3.03, supporting the stock’s momentum and valuation premium. MarketBeat ADI coverage
• Positive Sentiment: Broker upgrades and higher price targets — Multiple firms (Barclays, Susquehanna, Jefferies, Oppenheimer) raised targets or reiterated buy/overweight views after the beat/guidance, which can drive further buying interest. MarketBeat ADI coverage
• Positive Sentiment: Peer / sector momentum and growth positioning — Analysts and commentaries highlight ADI’s strong growth outlook among data?converter/analog peers and list ADI as a momentum name benefiting from industrial, data?center and AI-related demand. Analog Devices: Strongest Growth Outlook Among DAO Peers
• Positive Sentiment: Dividend increase — ADI raised its quarterly payout (most recent: $1.10), signaling confidence in cash flow and supporting income?oriented buyers. MarketBeat ADI coverage
• Neutral Sentiment: CEO sale disclosed — CEO Vincent Roche sold 10,000 shares (May 1) for ~$397.91 per share under a pre?arranged Rule 10b5?1 plan; the sale reduces his stake modestly but was planned and disclosed. Vincent Roche Sells 10,000 Shares of Analog Devices Stock
• Neutral Sentiment: Positive headlines and momentum screen inclusion — ADI appears on momentum stock lists and market roundup pieces, which can amplify flows but aren’t direct fundamental drivers. 1 Momentum Stock to Consider Right Now
• Negative Sentiment: Rating downgrade from one shop — Weiss Ratings trimmed ADI from a buy to a hold, which could weigh on sentiment for some funds or retail investors. (Note: consensus remains a Moderate Buy.) Weiss Ratings
• Negative Sentiment: High payout ratio — the reported dividend payout ratio (~80%) raises a modest sustainability question if growth or margins slow; worth watching vs. cash flow trends.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on ADI shares. Benchmark lifted their price target on Analog Devices from $285.00 to $400.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Weiss Ratings downgraded Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, April 6th. Susquehanna lifted their target price on shares of Analog Devices from $360.00 to $400.00 and gave the stock a “positive” rating in a research report on Thursday, February 19th. The Goldman Sachs Group lifted their target price on shares of Analog Devices from $300.00 to $370.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $373.00 price target on shares of Analog Devices in a report on Thursday, February 19th. Three 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 stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $370.69.

Analog Devices Stock Up 2.0%

Analog Devices stock opened at $404.77 on Wednesday. Analog Devices, Inc. has a 1-year low of $194.26 and a 1-year high of $408.37. The firm has a market capitalization of $197.61 billion, a price-to-earnings ratio of 74.00, a P/E/G ratio of 1.60 and a beta of 1.19. 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 50 day simple moving average of $342.55 and a 200 day simple moving average of $300.49.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, topping the consensus estimate of $2.31 by $0.15. The firm had revenue of $3.16 billion for 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 quarterly revenue was up 30.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. On average, analysts predict that Analog Devices, Inc. will post 11.35 earnings per share for the current year.

Analog Devices Increases Dividend

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

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.