Czech National Bank Acquires 5,886 Shares of Analog Devices, Inc. $ADI

Czech National Bank grew its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 4.4% in the second quarter, Holdings Channel reports. The institutional investor owned 138,962 shares of the semiconductor company’s stock after acquiring an additional 5,886 shares during the period. Czech National Bank’s holdings in Analog Devices were worth $55,192,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in ADI. PensionDanmark Pensionsforsikringsaktieselskab raised its holdings in shares of Analog Devices by 8.2% in the 2nd quarter. PensionDanmark Pensionsforsikringsaktieselskab now owns 95,519 shares of the semiconductor company’s stock worth $37,937,000 after acquiring an additional 7,207 shares during the last quarter. Assenagon Asset Management S.A. boosted its stake in Analog Devices by 25.4% during the 2nd quarter. Assenagon Asset Management S.A. now owns 528,930 shares of the semiconductor company’s stock valued at $210,075,000 after purchasing an additional 107,277 shares during the last quarter. Orser Capital Management LLC increased its holdings in Analog Devices by 2.3% during the 2nd quarter. Orser Capital Management LLC now owns 4,452 shares of the semiconductor company’s stock worth $1,768,000 after purchasing an additional 100 shares in the last quarter. 55 North Private Wealth LLC raised its stake in shares of Analog Devices by 25.5% in the second quarter. 55 North Private Wealth LLC now owns 990 shares of the semiconductor company’s stock worth $393,000 after purchasing an additional 201 shares during the last quarter. Finally, Clark Asset Management LLC raised its stake in shares of Analog Devices by 521.3% in the second quarter. Clark Asset Management LLC now owns 11,165 shares of the semiconductor company’s stock worth $4,434,000 after purchasing an additional 9,368 shares during the last quarter. 86.81% of the stock is owned by institutional investors.

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 completion of the sale, the chief executive officer owned 137,538 shares in the company, valued at $57,096,149.94. This trade represents a 17.91% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Ray Stata sold 1,432 shares of the firm’s stock in a transaction that occurred on Tuesday, June 9th. The stock was sold at an average price of $400.83, for a total transaction of $573,988.56. Following the sale, the director owned 120,175 shares of the company’s stock, valued at approximately $48,169,745.25. The trade was a 1.18% decrease in their position. 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 105,274 shares of company stock valued at $42,247,986 over the last quarter. 0.36% of the stock is currently owned by insiders.

Analog Devices Stock Performance

Shares of ADI opened at $377.31 on Friday. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. The company has a market capitalization of $183.78 billion, a price-to-earnings ratio of 56.06, a PEG ratio of 0.98 and a beta of 1.20. The stock has a 50 day moving average of $395.07 and a 200 day moving average of $365.79. Analog Devices, Inc. has a 12 month low of $221.15 and a 12 month high of $445.91.

Analog Devices (NASDAQ:ADI) last issued its quarterly 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 return on equity of 14.37% and a net margin of 26.01%.Analog Devices’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, sell-side analysts forecast that Analog Devices, Inc. will post 12.42 earnings per share for the current year.

Analog Devices Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were given a dividend of $1.10 per share. The ex-dividend date was Tuesday, June 2nd. This represents a $4.40 annualized dividend and a yield of 1.2%. Analog Devices’s dividend payout ratio is presently 65.38%.

Analog Devices News Summary

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

• Positive Sentiment: Broad strength across semiconductor stocks, fueled by renewed artificial-intelligence enthusiasm, strong memory demand and anticipation of additional chip-industry earnings, provides a supportive environment for ADI. Semiconductor Rally Powers S&P 500 to Fresh Record High
• Positive Sentiment: Analyst optimism remains a key support. ADI recently exceeded earnings and revenue estimates, posting $3.09 in EPS and $3.62 billion in revenue, while its latest quarterly revenue increased 37.2% year over year. Estimate revisions and the company’s history of earnings beats could keep investor attention focused on its next report. Analog Devices Could Be 16% Undervalued After Fresh Earnings Optimism
• Neutral Sentiment: ADI director Ray Stata sold 1,416 shares for approximately $534,000, reducing his direct ownership by 1.22%. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan, which limits its value as a signal about the company’s outlook. SEC Form 4: Ray Stata Transaction
• Negative Sentiment: CEO Vincent Roche recently sold 10,000 shares for $3.63 million, cutting his direct ownership by 6.78%. Although the sale also occurred under a 10b5-1 plan and does not necessarily indicate weakening confidence, repeated insider selling can create near-term investor caution. SEC Form 4: Vincent Roche Transaction

Analysts Set New Price Targets

Several brokerages recently issued reports on ADI. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $430.00 target price on shares of Analog Devices in a research report on Thursday, May 21st. Bank of America increased their price target on Analog Devices from $425.00 to $460.00 and gave the company a “buy” rating in a research report on Thursday, May 21st. The Goldman Sachs Group restated a “buy” rating and set a $450.00 price objective on shares of Analog Devices in a research note on Wednesday, May 20th. Argus set a $460.00 price objective on shares of Analog Devices in a report on Tuesday, May 26th. Finally, Citigroup upped their target price on shares of Analog Devices from $400.00 to $460.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $441.00.

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.