National Wealth Management Group LLC Increases Holdings in Analog Devices, Inc. $ADI

National Wealth Management Group LLC increased its stake in Analog Devices, Inc. (NASDAQ:ADI) by 184.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,282 shares of the semiconductor company’s stock after acquiring an additional 5,374 shares during the period. National Wealth Management Group LLC’s holdings in Analog Devices were worth $2,246,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in ADI. Tilia Fiduciary Partners Inc. purchased a new position in shares of Analog Devices in the 4th quarter worth approximately $202,000. Czech National Bank raised its holdings in Analog Devices by 2.9% during the 4th quarter. Czech National Bank now owns 129,722 shares of the semiconductor company’s stock valued at $35,181,000 after buying an additional 3,685 shares during the period. Silverberg Bernstein Capital Management LLC raised its holdings in Analog Devices by 10.8% during the 4th quarter. Silverberg Bernstein Capital Management LLC now owns 34,942 shares of the semiconductor company’s stock valued at $9,476,000 after buying an additional 3,400 shares during the period. Cullen Investment Group LTD. lifted its position in Analog Devices by 21.5% in the fourth quarter. Cullen Investment Group LTD. now owns 35,161 shares of the semiconductor company’s stock worth $10,580,000 after buying an additional 6,233 shares during the last quarter. Finally, Orser Capital Management LLC bought a new stake in Analog Devices in the fourth quarter worth $1,084,000. 86.81% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Analog Devices news, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 155,688 shares in the company, valued at $47,783,760.96. This represents a 6.04% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Katsufumi Nakamura sold 500 shares of the firm’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 transaction, the senior vice president directly owned 12,710 shares in the company, valued at approximately $3,831,556.60. This trade represents a 3.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 41,449 shares of company stock worth $12,336,069. 0.36% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

ADI has been the topic of a number of analyst reports. UBS Group boosted their price objective on shares of Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. Wall Street Zen upgraded shares of Analog Devices from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Piper Sandler lifted their price target on shares of Analog Devices from $250.00 to $360.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Zacks Research upgraded shares of Analog Devices from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 1st. Finally, Stifel Nicolaus set a $405.00 price objective on shares of Analog Devices and gave the stock a “buy” rating in a research report on Wednesday, February 18th. 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 company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $366.96.

Analog Devices Stock Performance

ADI stock opened at $322.03 on Thursday. Analog Devices, Inc. has a twelve month low of $158.65 and a twelve month high of $363.20. The firm has a market cap of $157.22 billion, a price-to-earnings ratio of 58.87, a PEG ratio of 1.48 and a beta of 1.00. The business’s fifty day simple moving average is $323.57 and its two-hundred day simple moving average is $278.93. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21.

Analog Devices (NASDAQ:ADI) last issued its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.31 by $0.15. The firm had revenue of $3.16 billion during 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 business’s revenue was up 30.4% on a year-over-year basis. During the same period in the previous year, the firm earned $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 earnings per share for the current year.

Analog Devices Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a $1.10 dividend. This is a positive change 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 annualized dividend and a yield of 1.4%. Analog Devices’s dividend 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.