Analog Devices, Inc. $ADI Shares Bought by PKO Investment Management Joint Stock Co

PKO Investment Management Joint Stock Co grew its position in Analog Devices, Inc. (NASDAQ:ADI) by 20.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,000 shares of the semiconductor company’s stock after purchasing an additional 2,000 shares during the period. PKO Investment Management Joint Stock Co’s holdings in Analog Devices were worth $3,254,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Albion Financial Group UT raised its holdings in Analog Devices by 41.4% in the fourth quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock valued at $33,000 after buying an additional 36 shares during the period. Barnes Dennig Private Wealth Management LLC lifted its position in Analog Devices by 61.3% during the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company’s stock valued at $35,000 after buying an additional 49 shares in the last quarter. Y.D. More Investments Ltd purchased a new stake in Analog Devices during the third quarter worth approximately $32,000. LFA Lugano Financial Advisors SA increased its position in shares of Analog Devices by 92.9% in the third quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock worth $33,000 after acquiring an additional 65 shares in the last quarter. Finally, Ares Financial Consulting LLC acquired a new stake in shares of Analog Devices in the fourth quarter worth $38,000. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Analog Devices News Summary

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

• Positive Sentiment: One-week momentum: ADI has risen sharply over the past week, attracting momentum and short-term interest that can support higher prices in the near term. Analog Devices (ADI) Is Up 7.57% in One Week: What You Should Know
• Positive Sentiment: Growth thesis reinforced: Recent write-ups list three reasons ADI qualifies as a solid growth stock (revenue/earnings strength, AI/automotive exposure, recurring analog franchise), supporting a longer-term bullish case. Is Analog Devices (ADI) a Solid Growth Stock? 3 Reasons to Think “Yes”
• Positive Sentiment: Long-term performance spotlight: Retrospectives showing multi‑year gains if you’d held ADI help sustain retail investor interest and confidence in the company’s compounding potential. If You Invested $1000 in Analog Devices a Decade Ago, This is How Much It’d Be Worth Now
• Positive Sentiment: Product/market expansion: ADI released A²B 2.0 for next‑generation in‑vehicle audio — a tangible product win for automotive OEMs that supports ADI’s exposure to the large automotive market. Analog Devices releases A2B 2.0 for next-generation in-vehicle audio systems
• Neutral Sentiment: Analyst recommendation debate: Coverage points out that the average broker rating signals “buy,” but cautions that ABR can be overly optimistic; useful context but mixed impact on price. Is Analog Devices (ADI) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Investor caution on AI: Commentary says ADI benefits from the AI narrative but some investors are hedging, which can cap upside until visibility on AI-driven revenue is clearer. Analog Devices: The AI Narrative Is Strong, But Investors Are Hedging
• Negative Sentiment: Analyst price target below current trading: A reported average price target of $370.69 is lower than recent intraday levels, which could weigh on the stock if more analysts revise targets downward. Analog Devices, Inc. (NASDAQ:ADI) Receives $370.69 Average Price Target from Analysts

Analog Devices Stock Performance

Shares of ADI stock opened at $397.69 on Friday. Analog Devices, Inc. has a 12-month low of $194.26 and a 12-month high of $408.37. 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 firm has a market capitalization of $194.15 billion, a price-to-earnings ratio of 72.70, a price-to-earnings-growth ratio of 1.60 and a beta of 1.19. The business has a 50 day simple moving average of $341.55 and a 200 day simple moving average of $298.87.

Analog Devices (NASDAQ:ADI) last announced its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, beating the consensus estimate of $2.31 by $0.15. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The firm had revenue of $3.16 billion for the quarter, compared to the consensus estimate of $3.10 billion. During the same quarter in the previous year, the business earned $1.63 EPS. The firm’s revenue for the quarter was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. On average, equities research analysts anticipate that Analog Devices, Inc. will post 11.35 EPS for the current year.

Analog Devices Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were paid a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Tuesday, March 3rd. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio is 80.44%.

Analyst Ratings Changes

ADI has been the topic of several recent research reports. Jefferies Financial Group restated a “buy” rating and set a $410.00 target price on shares of Analog Devices in a report on Thursday, February 19th. KeyCorp boosted their price objective on shares of Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a report on Thursday, February 19th. Truist Financial raised their target price on Analog Devices from $291.00 to $364.00 and gave the company a “hold” rating in a research note on Thursday, February 19th. Wells Fargo & Company lifted their target price on Analog Devices from $340.00 to $400.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. Finally, Piper Sandler boosted their price target on Analog Devices from $250.00 to $360.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $370.69.

Insider Buying and Selling at Analog Devices

In other news, Director Ray Stata sold 3,125 shares of the stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $317.30, for a total value of $991,562.50. Following the completion of the transaction, the director directly owned 123,821 shares in the company, valued at $39,288,403.30. This trade represents a 2.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CAO Michael Sondel sold 4,199 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the transaction, the chief accounting officer owned 14,740 shares in the company, valued at $5,321,434.80. This represents a 22.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 27,324 shares of company stock valued at $8,758,085. Company 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.