Lansforsakringar Fondforvaltning AB publ Has $38.28 Million Holdings in Analog Devices, Inc. $ADI

Lansforsakringar Fondforvaltning AB publ lifted its stake in shares of Analog Devices, Inc. (NASDAQ:ADI) by 1.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 155,792 shares of the semiconductor company’s stock after acquiring an additional 2,688 shares during the period. Lansforsakringar Fondforvaltning AB publ’s holdings in Analog Devices were worth $38,278,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its position in shares of Analog Devices by 39.5% during the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock worth $397,000 after buying an additional 529 shares during the period. Sivia Capital Partners LLC lifted its stake in Analog Devices by 36.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after acquiring an additional 464 shares in the last quarter. D.A. Davidson & CO. boosted its position in Analog Devices by 27.1% during the 2nd quarter. D.A. Davidson & CO. now owns 9,162 shares of the semiconductor company’s stock worth $2,181,000 after acquiring an additional 1,951 shares during the last quarter. Brookstone Capital Management raised its holdings in shares of Analog Devices by 18.3% in the second quarter. Brookstone Capital Management now owns 2,241 shares of the semiconductor company’s stock valued at $533,000 after purchasing an additional 346 shares during the last quarter. Finally, Carnegie Investment Counsel bought a new stake in shares of Analog Devices in the second quarter worth $270,000. 86.81% of the stock is owned by institutional investors and hedge funds.

Analog Devices Stock Up 2.8%

ADI opened at $355.03 on Friday. The stock has a market cap of $173.33 billion, a PE ratio of 64.91, a price-to-earnings-growth ratio of 2.01 and a beta of 1.03. The stock’s fifty day simple moving average is $302.42 and its 200 day simple moving average is $264.97. Analog Devices, Inc. has a 1-year low of $158.65 and a 1-year high of $355.45. The company has a current ratio of 1.76, a quick ratio of 1.68 and a debt-to-equity ratio of 0.21.

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

Analog Devices Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be issued a $1.10 dividend. The ex-dividend date of this dividend is Tuesday, March 3rd. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s payout ratio is currently 80.44%.

Insider Activity

In other Analog Devices news, SVP Katsufumi Nakamura sold 500 shares of Analog Devices stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $301.46, for a total value of $150,730.00. Following the completion of the sale, the senior vice president owned 12,710 shares in the company, valued at $3,831,556.60. The trade was a 3.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $306.92, for a total transaction of $3,069,200.00. Following the completion of the sale, the chief executive officer owned 155,688 shares of the company’s stock, valued at approximately $47,783,760.96. The trade was a 6.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 53,544 shares of company stock worth $15,320,417. Corporate insiders own 0.36% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently weighed in on ADI. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $270.00 target price on shares of Analog Devices in a research report on Wednesday, November 26th. Stifel Nicolaus set a $405.00 price objective on Analog Devices and gave the company a “buy” rating in a report on Wednesday. Bank of America lifted their target price on Analog Devices from $320.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. Citigroup reissued a “buy” rating on shares of Analog Devices in a research report on Thursday. Finally, Piper Sandler raised their price target on Analog Devices from $250.00 to $360.00 and gave the company a “neutral” rating in a research note on Thursday. Three investment 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 company presently has an average rating of “Moderate Buy” and a consensus target price of $366.96.

Analog Devices News Summary

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

• Positive Sentiment: Q1 results beat and management raised Q2 guidance sharply (EPS guidance 2.73–3.03 vs. consensus ~2.36; revenue guide roughly $3.4–$3.6B vs. ~$3.1B), signaling continued demand in data center/AI infrastructure and supporting earnings momentum. Analog Devices surges on earnings beat, strong Q2 guidance
• Positive Sentiment: Core quarter metrics: EPS $2.46 vs. $2.31 expected; revenue ~$3.16B, up ~30% Y/Y — expanded margins and stronger top‑line that validate the guidance. Zacks: ADI Q1 Earnings Beat
• Positive Sentiment: Multiple brokerages hiked price targets and ratings (JPMorgan, Wells Fargo, Benchmark, Needham, etc.), with several new targets near $400 — the analyst momentum reinforces the bullish narrative and can lift demand for the stock. Investors Business Daily: Blizzard of Price-Target Hikes
• Positive Sentiment: AI/data‑center exposure highlighted in coverage — several pieces note ADI as a momentum play benefiting from AI infrastructure demand and industrial/data-center mix strength. That thematic tailwind is supporting investor interest. Seeking Alpha: AI Narrative Stealing the Show
• Positive Sentiment: Momentum/market interest articles and institutional buying narratives are amplifying the move, attracting momentum traders after the quarter. FXEmpire: Watch as Big Money Boosts Analog Devices
• Neutral Sentiment: Management will present at the Morgan Stanley TMT conference (March 3) — provides another forum for management to reinforce the AI/data-center story and for analysts to ask detail‑level questions. PRNewswire: ADI to Participate in Morgan Stanley TMT Conference
• Neutral Sentiment: Short‑interest entries in the feed appear to show erroneous/zero values (reported “0 shares”/NaN); there’s no clear short‑pressure signal from those data points — treat as unreliable until corrected.

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.