Fideuram Asset Management Ireland dac Makes New $3.11 Million Investment in Analog Devices, Inc. $ADI

Fideuram Asset Management Ireland dac purchased a new position in Analog Devices, Inc. (NASDAQ:ADI) in the fourth quarter, Holdings Channel.com reports. The firm purchased 11,466 shares of the semiconductor company’s stock, valued at approximately $3,110,000.

A number of other institutional investors have also bought and sold shares of the business. Vanguard Group Inc. increased its stake in Analog Devices by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 50,893,276 shares of the semiconductor company’s stock worth $13,802,256,000 after buying an additional 503,970 shares in the last quarter. State Street Corp boosted its holdings in shares of 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 purchasing an additional 81,790 shares during the last quarter. Amundi grew its position in shares of Analog Devices by 44.8% during the third quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock valued at $1,507,740,000 after purchasing an additional 1,922,302 shares in the last quarter. Van ECK Associates Corp increased its holdings in shares of Analog Devices by 10.1% in 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 purchasing an additional 541,760 shares during the last quarter. Finally, Raymond James Financial Inc. increased its holdings in shares of Analog Devices by 29.2% in the third quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company’s stock worth $1,186,714,000 after purchasing an additional 1,091,004 shares during the last quarter. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Analyst Ratings Changes

ADI has been the subject of several research analyst reports. Citigroup raised their price target on Analog Devices from $400.00 to $460.00 and gave the company a “buy” rating in a report on Thursday, May 21st. Oppenheimer upped their price objective on Analog Devices from $400.00 to $450.00 and gave the stock an “outperform” rating in a report on Tuesday, May 12th. Evercore reiterated an “outperform” rating and set a $474.00 target price on shares of Analog Devices in a research report on Thursday, May 21st. KeyCorp boosted their price target on shares of Analog Devices from $430.00 to $500.00 and gave the stock an “overweight” rating in a research report on Thursday, May 21st. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and set a $430.00 price target on shares of Analog Devices in a research note on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $432.71.

Analog Devices News Summary

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

• Positive Sentiment: Evercore ISI raised its price target on Analog Devices to $474 from $387 and kept an Outperform rating after the company’s strong quarterly beat and raise. Article: Analog Devices (ADI) Gets A Massive Target Hike After A Strong “Beat-And-Raise” Quarter
• Positive Sentiment: ADI’s industrial segment surged 56% year over year in fiscal Q2, driven by AI infrastructure, automation and defense demand, signaling broad-based business momentum. Article: Analog Devices’ Industrial Segment Picks Up Pace: What’s Ahead?
• Positive Sentiment: Analyst commentary has turned more constructive, with reports citing solid earnings estimate revisions and expectations for additional upside. Article: Why Analog Devices (ADI) Might be Well Poised for a Surge
• Neutral Sentiment: CEO Vincent Roche disclosed recent share sales, including two 30,000-share transactions, which may create some caution but do not necessarily change the company’s operating outlook.
• Neutral Sentiment: Broader market strength in technology and semiconductors is also providing a supportive backdrop for ADI shares. Article: S&P 500 and Nasdaq 100 Climb to Record Highs on Tech Stock Strength

Insider Activity at Analog Devices

In other news, CEO Vincent Roche sold 30,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the transaction, the chief executive officer directly owned 137,538 shares of the company’s stock, valued at approximately $57,096,149.94. This trade represents a 17.91% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders have sold 80,000 shares of company stock worth $31,519,000 over the last 90 days. Company insiders own 0.36% of the company’s stock.

Analog Devices Stock Performance

Shares of NASDAQ:ADI opened at $419.01 on Friday. The firm has a market cap of $204.10 billion, a PE ratio of 62.26, a price-to-earnings-growth ratio of 1.17 and a beta of 1.19. The firm’s 50 day simple moving average is $369.92 and its 200-day simple moving average is $321.48. Analog Devices, Inc. has a one year low of $210.80 and a one year high of $435.72. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75.

Analog Devices (NASDAQ:ADI) last issued its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. The business had revenue of $3.62 billion for the quarter, compared to analyst estimates of $3.51 billion. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The company’s quarterly revenue was up 37.2% compared to the same quarter last year. During the same period last year, the company posted $1.85 earnings per share. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, equities analysts predict that Analog Devices, Inc. will post 12.41 EPS for the current year.

Analog Devices Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be given a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. Analog Devices’s dividend payout ratio (DPR) is 65.38%.

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.