J. Safra Sarasin Holding AG Sells 82,615 Shares of Analog Devices, Inc. $ADI

J. Safra Sarasin Holding AG trimmed its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 69.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 35,532 shares of the semiconductor company’s stock after selling 82,615 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in Analog Devices were worth $9,636,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Howard Hughes Medical Institute bought a new position in shares of Analog Devices during the second quarter valued at $25,000. Clayton Financial Group LLC bought a new stake in shares of Analog Devices in the third quarter worth $31,000. Y.D. More Investments Ltd bought a new stake in shares of Analog Devices in the third quarter worth $32,000. LFA Lugano Financial Advisors SA increased its holdings in Analog Devices by 92.9% in the third quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 65 shares during the period. Finally, Barnes Dennig Private Wealth Management LLC raised its position in Analog Devices by 61.3% during the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company’s stock worth $35,000 after purchasing an additional 49 shares during the last quarter. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, SVP Martin Cotter sold 10,000 shares of the business’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $278.44, for a total transaction of $2,784,400.00. Following the transaction, the senior vice president owned 49,664 shares in the company, valued at $13,828,444.16. The trade was a 16.76% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Katsufumi Nakamura sold 500 shares of the stock in a transaction on Friday, January 9th. The stock was sold at an average price of $301.46, for a total transaction of $150,730.00. Following the transaction, the senior vice president directly 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. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 41,449 shares of company stock worth $12,336,069. Company insiders own 0.36% of the company’s stock.

Analyst Ratings Changes

ADI has been the topic of several recent research reports. The Goldman Sachs Group lifted their target price on Analog Devices from $300.00 to $370.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. JPMorgan Chase & Co. raised their price objective on Analog Devices from $320.00 to $400.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. Susquehanna lifted their price objective on Analog Devices from $360.00 to $400.00 and gave the stock a “positive” rating in a research note on Thursday, February 19th. Stifel Nicolaus set a $405.00 target price on Analog Devices and gave the company a “buy” rating in a report on Wednesday, February 18th. Finally, Benchmark increased their target price on shares of Analog Devices from $285.00 to $400.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $367.81.

Analog Devices Stock Performance

Shares of Analog Devices stock opened at $303.10 on Tuesday. The business has a 50-day moving average price of $324.00 and a two-hundred day moving average price of $280.41. Analog Devices, Inc. has a 1-year low of $158.65 and a 1-year high of $363.20. 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 company has a market cap of $147.97 billion, a P/E ratio of 55.41, a PEG ratio of 1.41 and a beta of 1.00.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.31 by $0.15. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The company had revenue of $3.16 billion for the quarter, compared to the consensus estimate of $3.10 billion. During the same period in the previous year, the business earned $1.63 EPS. The firm’s 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. As a group, analysts anticipate that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were issued a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date was Tuesday, March 3rd. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio (DPR) 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.