ProShare Advisors LLC Boosts Stock Position in Analog Devices, Inc. $ADI

ProShare Advisors LLC boosted its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 35.4% in the fourth quarter, Holdings Channel.com reports. The fund owned 964,713 shares of the semiconductor company’s stock after acquiring an additional 252,237 shares during the quarter. ProShare Advisors LLC’s holdings in Analog Devices were worth $261,630,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. Vanguard Group Inc. boosted its holdings in Analog Devices by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 50,893,276 shares of the semiconductor company’s stock valued at $13,802,256,000 after acquiring an additional 503,970 shares during the period. State Street Corp boosted its holdings in Analog Devices by 0.4% during the 3rd quarter. State Street Corp now owns 23,399,046 shares of the semiconductor company’s stock valued at $5,749,146,000 after acquiring an additional 81,790 shares during the period. Amundi boosted its holdings in Analog Devices by 44.8% during the 3rd quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock valued at $1,507,740,000 after acquiring an additional 1,922,302 shares during the period. Van ECK Associates Corp boosted its holdings in Analog Devices by 10.1% during the 3rd quarter. Van ECK Associates Corp now owns 5,886,294 shares of the semiconductor company’s stock valued at $1,446,262,000 after acquiring an additional 541,760 shares during the period. Finally, Raymond James Financial Inc. boosted its holdings in Analog Devices by 29.2% during 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 acquiring an additional 1,091,004 shares during the period. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on ADI shares. Evercore restated an “outperform” rating and set a $387.00 price objective on shares of Analog Devices in a report on Thursday, February 19th. Barclays boosted their price objective on Analog Devices from $375.00 to $430.00 and gave the company an “overweight” rating in a report on Thursday, February 19th. Citigroup restated a “buy” rating on shares of Analog Devices in a report on Thursday, February 19th. Robert W. Baird set a $365.00 price objective on Analog Devices in a report on Thursday, February 19th. Finally, Weiss Ratings cut Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, April 6th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Analog Devices has an average rating of “Moderate Buy” and a consensus target price of $381.27.

Analog Devices Price Performance

Shares of ADI stock opened at $418.58 on Tuesday. Analog Devices, Inc. has a twelve month low of $206.00 and a twelve month high of $435.72. The stock has a market capitalization of $204.35 billion, a price-to-earnings ratio of 76.52, a P/E/G ratio of 1.68 and a beta of 1.19. The stock has a fifty day simple moving average of $355.22 and a two-hundred day simple moving average of $311.74. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21.

Analog Devices (NASDAQ:ADI) last issued its 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. 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 during the quarter, compared to analysts’ expectations of $3.10 billion. During the same period in the prior year, the business earned $1.63 EPS. The business’s revenue for the quarter 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. On average, analysts predict that Analog Devices, Inc. will post 11.35 EPS for the current fiscal year.

Insider Buying and Selling at Analog Devices

In other news, CAO Michael Sondel sold 4,199 shares of the business’s stock in a transaction on 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 completion of the transaction, the chief accounting officer directly owned 14,740 shares of the company’s stock, valued at approximately $5,321,434.80. The trade was a 22.17% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Vincent Roche sold 10,000 shares of the business’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $397.91, for a total value of $3,979,100.00. Following the completion of the transaction, the chief executive officer directly owned 187,538 shares of the company’s stock, valued at approximately $74,623,245.58. The trade was a 5.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 24,199 shares of company stock valued at $8,676,423 over the last quarter. Company insiders own 0.36% of the company’s stock.

Trending Headlines about Analog Devices

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

• Positive Sentiment: Investors are looking ahead to Analog Devices’ upcoming quarterly results, with articles highlighting expected strength in AI data center demand, robotics, and optical networking as potential drivers for another solid report. Article Title
• Positive Sentiment: Reuters and other reports said Analog Devices is in advanced talks to buy Empower Semiconductor for about $1.5 billion, a move that could strengthen ADI’s power-management lineup for AI processors and data-center infrastructure. Article Title
• Positive Sentiment: Stifel noted that Analog Devices is benefiting from broader analog-chip tailwinds ahead of earnings, reinforcing the view that fundamentals in the sector remain constructive. Article Title
• Neutral Sentiment: Several market preview pieces framed ADI as a stock near its highs and discussed whether it remains a buy before earnings, which suggests investor interest is elevated but does not add a clear new catalyst. Article Title
• Neutral Sentiment: Video and commentary on the industrial semiconductor outlook described ADI as an important infrastructure name, but also pointed to near-term industry challenges, making the takeaway mixed rather than decisive. Article Title
• Negative Sentiment: There were also broad market headlines about softer oil and lower futures, which could weigh on sentiment for cyclical chip names, though this is not specific to Analog Devices. Article Title

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.