Groupama Asset Managment Sells 1,741 Shares of Analog Devices, Inc. $ADI

Groupama Asset Managment trimmed its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 20.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 6,756 shares of the semiconductor company’s stock after selling 1,741 shares during the quarter. Groupama Asset Managment’s holdings in Analog Devices were worth $1,660,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of ADI. Brighton Jones LLC increased its position in shares of Analog Devices by 39.5% during the fourth 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 lifted its position in Analog Devices by 36.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after acquiring an additional 464 shares in the last quarter. Intech Investment Management LLC boosted its stake in Analog Devices by 102.2% during the 2nd quarter. Intech Investment Management LLC now owns 12,608 shares of the semiconductor company’s stock valued at $3,001,000 after purchasing an additional 6,374 shares during the last quarter. GDS Wealth Management boosted its stake in Analog Devices by 67.4% during the 2nd quarter. GDS Wealth Management now owns 36,507 shares of the semiconductor company’s stock valued at $8,689,000 after purchasing an additional 14,700 shares during the last quarter. Finally, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co bought a new stake in shares of Analog Devices in the 2nd quarter worth $291,000. 86.81% of the stock is currently owned by institutional investors.

Insider Activity

In other news, CAO Michael Sondel sold 4,199 shares of the company’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total value of $1,515,922.98. Following the completion of the sale, the chief accounting officer directly owned 14,740 shares in the company, valued at $5,321,434.80. This represents a 22.17% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, SVP Martin Cotter sold 10,000 shares of the firm’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $278.44, for a total value of $2,784,400.00. Following the completion of the transaction, the senior vice president directly owned 49,664 shares in the company, valued at approximately $13,828,444.16. This represents a 16.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 41,449 shares of company stock worth $12,336,069. Company insiders own 0.36% of the company’s stock.

Analog Devices Trading Up 0.6%

Analog Devices stock opened at $310.44 on Friday. Analog Devices, Inc. has a 52-week low of $158.65 and a 52-week high of $363.20. The company has a market cap of $151.56 billion, a P/E ratio of 56.75, a P/E/G ratio of 1.42 and a beta of 1.00. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21. The business has a 50-day simple moving average of $322.05 and a two-hundred day simple moving average of $276.80.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.31 by $0.15. The company had revenue of $3.16 billion for the quarter, compared to the consensus estimate of $3.10 billion. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The firm’s revenue was up 30.4% compared to the same quarter last year. During the same quarter last year, the firm posted $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Analysts predict 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. Stockholders of record on Tuesday, March 3rd were paid a dividend of $1.10 per share. The ex-dividend date was Tuesday, March 3rd. This represents a $4.40 annualized dividend and a dividend yield of 1.4%. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio is 80.44%.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on ADI shares. Wells Fargo & Company boosted their price target on Analog Devices from $340.00 to $400.00 and gave the stock an “overweight” rating in a research note on Thursday, February 19th. Zacks Research raised Analog Devices from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st. The Goldman Sachs Group upped their target price on shares of Analog Devices from $300.00 to $370.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Robert W. Baird set a $365.00 price target on shares of Analog Devices in a report on Thursday, February 19th. Finally, Wall Street Zen upgraded shares of Analog Devices from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $366.96.

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.