3,997 Shares in Analog Devices, Inc. $ADI Purchased by Orser Capital Management LLC

Orser Capital Management LLC acquired a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 3,997 shares of the semiconductor company’s stock, valued at approximately $1,084,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake in shares of Analog Devices by 0.3% in the third quarter. Vanguard Group Inc. now owns 50,389,306 shares of the semiconductor company’s stock worth $12,380,652,000 after purchasing an additional 162,075 shares in the last quarter. State Street Corp lifted its stake 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 buying an additional 81,790 shares in the last quarter. Norges Bank bought a new position in Analog Devices in the 2nd quarter worth approximately $1,803,377,000. Ameriprise Financial Inc. boosted its holdings in Analog Devices by 6.3% in the 2nd quarter. Ameriprise Financial Inc. now owns 6,326,772 shares of the semiconductor company’s stock worth $1,506,448,000 after buying an additional 375,207 shares during the period. Finally, Amundi grew its stake in Analog Devices by 44.8% in the 3rd quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock valued at $1,507,740,000 after buying an additional 1,922,302 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices Stock Up 0.1%

Shares of ADI opened at $322.03 on Thursday. Analog Devices, Inc. has a 1 year low of $158.65 and a 1 year high of $363.20. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35. The stock has a 50 day simple moving average of $323.57 and a two-hundred day simple moving average of $278.93. The firm has a market cap of $157.22 billion, a P/E ratio of 58.87, a P/E/G ratio of 1.48 and a beta of 1.00.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, topping the consensus estimate of $2.31 by $0.15. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The firm had revenue of $3.16 billion for the quarter, compared to the consensus estimate of $3.10 billion. During the same period last year, the firm posted $1.63 earnings per share. The business’s revenue was up 30.4% compared to the same quarter last year. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. On average, 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 declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were paid a $1.10 dividend. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $4.40 dividend on an annualized basis and a yield of 1.4%. Analog Devices’s payout ratio is presently 80.44%.

Wall Street Analysts Forecast Growth

ADI has been the subject of a number of analyst reports. Stifel Nicolaus set a $405.00 price target on Analog Devices and gave the stock a “buy” rating in a report on Wednesday, February 18th. Barclays boosted their price objective on Analog Devices from $375.00 to $430.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. Robert W. Baird set a $365.00 target price on Analog Devices in a research note on Thursday, February 19th. Piper Sandler lifted their target price on Analog Devices from $250.00 to $360.00 and gave the company a “neutral” rating in a report on Thursday, February 19th. Finally, Citigroup reiterated a “buy” rating on shares of Analog Devices in a research report on Thursday, February 19th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Analog Devices has an average rating of “Buy” and a consensus price target of $366.96.

Insider Transactions at Analog Devices

In related news, SVP Martin Cotter sold 10,000 shares of the firm’s stock in a transaction dated 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 sale, the senior vice president directly owned 49,664 shares of the company’s stock, valued at $13,828,444.16. This trade represents a 16.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Ray Stata sold 3,125 shares of the stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total value of $991,562.50. Following the completion of the sale, the director owned 123,821 shares of the company’s stock, valued at approximately $39,288,403.30. This trade represents a 2.46% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 41,449 shares of company stock valued at $12,336,069. Insiders own 0.36% of the company’s stock.

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.