Analog Devices, Inc. $ADI Shares Bought by Vinva Investment Management Ltd

Vinva Investment Management Ltd lifted its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 18.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 40,075 shares of the semiconductor company’s stock after buying an additional 6,179 shares during the period. Vinva Investment Management Ltd’s holdings in Analog Devices were worth $9,810,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC raised its stake in Analog Devices by 39.5% during the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after acquiring an additional 529 shares in the last quarter. Sivia Capital Partners LLC grew its stake in shares of Analog Devices by 36.0% in the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock worth $417,000 after purchasing an additional 464 shares in the last quarter. Savant Capital LLC grew its stake in shares of Analog Devices by 13.3% in the second quarter. Savant Capital LLC now owns 10,849 shares of the semiconductor company’s stock worth $2,582,000 after purchasing an additional 1,273 shares in the last quarter. Wedbush Securities Inc. increased its holdings in shares of Analog Devices by 6.1% during the second quarter. Wedbush Securities Inc. now owns 6,741 shares of the semiconductor company’s stock valued at $1,604,000 after purchasing an additional 390 shares during the period. Finally, AE Wealth Management LLC raised its stake in shares of Analog Devices by 3.7% during the second quarter. AE Wealth Management LLC now owns 34,758 shares of the semiconductor company’s stock valued at $8,273,000 after purchasing an additional 1,244 shares in the last quarter. 86.81% of the stock is owned by institutional investors.

Insider Activity at Analog Devices

In other news, SVP Katsufumi Nakamura sold 500 shares of the business’s 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 sale, the senior vice president directly owned 12,710 shares of the company’s stock, valued at $3,831,556.60. The trade was a 3.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $306.92, for a total value of $3,069,200.00. Following the sale, the chief executive officer directly owned 155,688 shares of the company’s stock, valued at approximately $47,783,760.96. This represents a 6.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 57,743 shares of company stock valued at $16,836,340 over the last ninety days. Company insiders own 0.36% of the company’s stock.

Analyst Ratings Changes

Several research firms recently weighed in on ADI. Wall Street Zen raised shares of Analog Devices from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Morgan Stanley restated an “overweight” rating and set a $373.00 price target on shares of Analog Devices in a research report on Thursday, February 19th. The Goldman Sachs Group upped their price target on shares of Analog Devices from $300.00 to $370.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Cfra reiterated a “buy” rating and issued a $280.00 price objective on shares of Analog Devices in a report on Tuesday, November 25th. Finally, UBS Group raised their price objective on shares of Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Three analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $366.96.

Analog Devices Stock Down 4.2%

ADI stock opened at $315.81 on Monday. Analog Devices, Inc. has a 12 month low of $158.65 and a 12 month high of $363.20. The firm has a market cap of $154.18 billion, a PE ratio of 57.74, a P/E/G ratio of 1.45 and a beta of 1.00. The firm has a 50 day simple moving average of $316.34 and a 200 day simple moving average of $273.34. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.31 by $0.15. The firm 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%. The firm’s quarterly revenue was up 30.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Equities research analysts forecast that Analog Devices, Inc. will post 7.14 earnings per share for the current fiscal year.

Analog Devices Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be issued a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Tuesday, March 3rd. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s payout ratio is presently 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.