Generali Asset Management SPA SGR grew its stake in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 7.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 21,241 shares of the semiconductor company’s stock after purchasing an additional 1,430 shares during the quarter. Generali Asset Management SPA SGR’s holdings in Analog Devices were worth $5,761,000 as of its most recent filing with the SEC.
Other large investors have also modified their holdings of the company. Y.D. More Investments Ltd acquired a new position in Analog Devices in the third quarter worth about $32,000. LFA Lugano Financial Advisors SA raised its stake in Analog Devices by 92.9% during the third quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock valued at $33,000 after buying an additional 65 shares in the last quarter. Albion Financial Group UT lifted its holdings in Analog Devices by 41.4% during the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after buying an additional 36 shares during the last quarter. Barnes Dennig Private Wealth Management LLC lifted its holdings in Analog Devices by 61.3% during the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company’s stock worth $35,000 after buying an additional 49 shares during the last quarter. Finally, Valley Wealth Managers Inc. acquired a new position in shares of Analog Devices in the 3rd quarter worth approximately $38,000. Institutional investors own 86.81% of the company’s stock.
Insider Activity at Analog Devices
In other news, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $397.91, for a total transaction of $3,979,100.00. Following the sale, the chief executive officer owned 187,538 shares of the company’s stock, valued at approximately $74,623,245.58. The trade was a 5.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Michael Sondel sold 4,199 shares of the stock in a transaction that occurred 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 transaction, the chief accounting officer directly owned 14,740 shares of the company’s stock, valued at $5,321,434.80. This trade represents a 22.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 24,199 shares of company stock worth $8,676,423 in the last 90 days. 0.36% of the stock is owned by company insiders.
Key Stories Impacting Analog Devices
- Positive Sentiment: ADI is benefiting from momentum tied to strong semiconductor demand, with recent commentary highlighting AI-fueled chip spending and the stock’s push to a new 52-week high. Analog Devices, Inc. (ADI) Hit a 52 Week High, Can the Run Continue?
- Positive Sentiment: The company has also been cited as a strong growth stock and one of the semiconductor names poised to benefit as AI supports steady chip sales, reinforcing the bullish setup for ADI. Here’s Why Analog Devices (ADI) is a Strong Growth Stock
- Neutral Sentiment: Recent articles have focused on whether the rally can continue, suggesting investors are watching valuation and sustainability of the move rather than reacting to a new company-specific catalyst. Analog Devices, Inc. (ADI) hit a 52-week high, can the run continue?
- Neutral Sentiment: ADI was also included in a broader list of AI semiconductor winners, which adds supportive industry context but does not point to a direct company-specific development. 4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales
Analog Devices Trading Up 2.0%
NASDAQ:ADI opened at $416.52 on Friday. The firm has a market capitalization of $203.35 billion, a P/E ratio of 76.15, a P/E/G ratio of 1.64 and a beta of 1.19. The business has a 50 day simple moving average of $344.80 and a 200 day simple moving average of $302.88. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35. Analog Devices, Inc. has a 12-month low of $206.00 and a 12-month high of $418.75.
Analog Devices (NASDAQ:ADI – Get Free Report) last posted 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 company had revenue of $3.16 billion for the quarter, compared to analysts’ expectations of $3.10 billion. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The firm’s quarterly revenue was up 30.4% compared to the same quarter last year. During the same period last year, the business posted $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Equities research analysts predict that Analog Devices, Inc. will post 11.35 EPS for the current year.
Analog Devices Increases Dividend
The company also recently announced 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 was Tuesday, March 3rd. This represents a $4.40 annualized dividend and a yield of 1.1%. Analog Devices’s payout ratio is currently 80.44%.
Analysts Set New Price Targets
ADI has been the topic of several research reports. Needham & Company LLC raised Analog Devices from a “hold” rating to a “buy” rating and set a $400.00 price target on the stock in a research report on Thursday, February 19th. KeyCorp lifted 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. Bank of America boosted their target price on shares of Analog Devices from $400.00 to $425.00 and gave the company a “buy” rating in a research note on Monday, April 13th. Robert W. Baird set a $365.00 target price on shares of Analog Devices in a report on Thursday, February 19th. Finally, JPMorgan Chase & Co. raised 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. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $370.69.
Get Our Latest Research Report on Analog Devices
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.
Further Reading
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