Analog Devices, Inc. $ADI Stock Position Raised by Sei Investments Co.

Sei Investments Co. boosted its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 75.3% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 792,517 shares of the semiconductor company’s stock after acquiring an additional 340,533 shares during the period. Sei Investments Co. owned about 0.16% of Analog Devices worth $194,724,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. Vanguard Group Inc. grew its holdings in shares of Analog Devices by 0.3% during the third quarter. Vanguard Group Inc. now owns 50,389,306 shares of the semiconductor company’s stock valued at $12,380,652,000 after purchasing an additional 162,075 shares during the last quarter. State Street Corp lifted its holdings in shares of Analog Devices by 2.2% in the 2nd quarter. State Street Corp now owns 23,317,256 shares of the semiconductor company’s stock worth $5,549,973,000 after purchasing an additional 506,507 shares during the last quarter. Norges Bank acquired a new position in Analog Devices during the 2nd quarter valued at approximately $1,803,377,000. Ameriprise Financial Inc. boosted its position in Analog Devices by 6.3% during the 2nd quarter. Ameriprise Financial Inc. now owns 6,326,772 shares of the semiconductor company’s stock valued at $1,506,448,000 after purchasing an additional 375,207 shares during the period. Finally, Van ECK Associates Corp grew its stake in Analog Devices by 10.1% during the 3rd quarter. Van ECK Associates Corp now owns 5,886,294 shares of the semiconductor company’s stock worth $1,446,262,000 after buying an additional 541,760 shares during the last quarter. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Analog Devices

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

• Positive Sentiment: Management highlighted plans to lift gross margins to ~74% and add ~200 bps to operating margins next quarter and pointed to rising AI-driven capital spending as a tailwind for its ATE (automated test equipment) business — supports higher profitability and a longer-term growth narrative. Analog Devices (ADI) Presents at Morgan Stanley’s Conference
• Positive Sentiment: Several bullish analyst/press pieces highlight ADI’s recent outperformance (14% gain over three months) and argue the company remains attractive for growth investors given AI-driven industrial and comms demand plus margin expansion. ADI Climbs 14% in 3 Months
• Positive Sentiment: Analyst commentary and industry data point to a strong semiconductor cycle (AI-led) that benefits ADI’s end markets — supportive for revenue and pricing over coming quarters. The Zacks Analyst Blog: Analog Devices, NXP, Taiwan and NVIDIA
• Neutral Sentiment: A 247WallStreet/coverage note mentions Goldman Sachs raising price targets on several tech names; it’s not explicit ADI-focused but contributes to sector sentiment that can indirectly affect ADI. Goldman Sachs Raises Price Targets
• Neutral Sentiment: Reported short-interest entries for March show anomalous/zero values and NaN changes in the feed — data appears unreliable and does not provide a clear bearish signal (no meaningful days-to-cover). (internal short-interest feed entries)
• Negative Sentiment: A market write-up focused on the near-term reaction says ADI fell sharply after the margin/ATE commentary — suggesting some investors sold into the news or questioned timing/visibility of the margin lift despite management’s longer-term guidance. Analog Devices (ADI) Is Down 6.5% After Margin Plan And AI ATE Tailwind Commentary

Insider Buying and Selling

In related news, SVP Katsufumi Nakamura sold 500 shares of the business’s stock in a transaction that occurred 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 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 the SEC website. Also, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $306.92, for a total value 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 $47,783,760.96. This trade represents a 6.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 49,574 shares of company stock worth $14,565,113. Company insiders own 0.36% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have weighed in on the company. Barclays increased their target price on Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. JPMorgan Chase & Co. upped their price target on shares of Analog Devices from $320.00 to $400.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. Benchmark increased their price objective on shares of Analog Devices from $285.00 to $400.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. KeyCorp lifted their price objective on shares of Analog Devices from $375.00 to $430.00 and gave the company an “overweight” rating in a research report on Thursday, February 19th. Finally, Piper Sandler boosted their target price on shares of Analog Devices from $250.00 to $360.00 and gave the company a “neutral” rating in a research note on Thursday, February 19th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, Analog Devices presently has a consensus rating of “Moderate Buy” and an average target price of $366.96.

Analog Devices Trading Down 3.7%

NASDAQ:ADI opened at $307.27 on Friday. The stock has a market cap of $150.01 billion, a price-to-earnings ratio of 56.17, a PEG ratio of 1.47 and a beta of 1.00. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. Analog Devices, Inc. has a 1 year low of $158.65 and a 1 year high of $363.20. The business has a fifty day moving average of $319.78 and a 200-day moving average of $274.86.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share 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 analysts’ expectations of $3.10 billion. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The company’s revenue was up 30.4% on a year-over-year basis. During the same period in the previous year, the business earned $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Equities analysts predict that Analog Devices, Inc. will post 7.14 earnings per share for the current year.

Analog Devices Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be given a dividend of $1.10 per share. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date is Tuesday, March 3rd. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.4%. Analog Devices’s payout ratio is presently 80.44%.

About Analog Devices

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.