Analog Devices, Inc. $ADI Shares Bought by Freemont Management S.A.

Freemont Management S.A. grew its stake in shares of Analog Devices, Inc. (NASDAQ:ADI) by 200.0% in the fourth quarter, Holdings Channel.com reports. The fund owned 7,200 shares of the semiconductor company’s stock after purchasing an additional 4,800 shares during the period. Freemont Management S.A.’s holdings in Analog Devices were worth $1,953,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of ADI. Y.D. More Investments Ltd acquired a new stake in shares of Analog Devices during the 3rd quarter valued at approximately $32,000. LFA Lugano Financial Advisors SA increased its stake in shares of Analog Devices by 92.9% during the 3rd quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 65 shares in the last quarter. Albion Financial Group UT increased its stake in shares of 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 purchasing an additional 36 shares in the last quarter. Barnes Dennig Private Wealth Management LLC increased its stake in shares of 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 purchasing an additional 49 shares in the last quarter. Finally, Valley Wealth Managers Inc. purchased a new position in shares of Analog Devices during the 3rd quarter worth approximately $38,000. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

ADI has been the subject of a number of recent research reports. Robert W. Baird set a $365.00 price objective on shares of Analog Devices in a research note on Thursday, February 19th. UBS Group raised their price objective on shares of Analog Devices from $400.00 to $430.00 and gave the stock a “buy” rating in a research note on Thursday, February 19th. Oppenheimer raised their price objective on shares of Analog Devices from $400.00 to $450.00 and gave the stock an “outperform” rating in a research note on Tuesday. Truist Financial raised their price objective on shares of Analog Devices from $291.00 to $364.00 and gave the stock a “hold” rating in a research note on Thursday, February 19th. Finally, Arete Research raised shares of Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 price objective for the company in a research note on Monday, March 30th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, Analog Devices presently has a consensus rating of “Moderate Buy” and a consensus target price of $379.54.

Analog Devices News Roundup

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

• Positive Sentiment: Cantor Fitzgerald raised its price target on Analog Devices to $510 from $400 and kept an overweight rating, signaling confidence in further upside after the stock’s recent strength.
• Positive Sentiment: Several articles highlight that semiconductor stocks are broadly outperforming, with Analog Devices cited as one of the names benefiting from a strong industry rally that is being driven by more than just AI demand.
• Positive Sentiment: Analysts remain broadly optimistic on ADI’s outlook, and recent coverage points to strong year-to-date and multi-month share price momentum, which can keep buying interest elevated. Analog Devices Stock: Analyst Estimates & Ratings
• Positive Sentiment: Recent valuation commentary notes that the stock’s strong performance has put Analog Devices back on investors’ radar, reflecting improved sentiment around the company’s earnings power and growth profile. Assessing Analog Devices (ADI) Valuation After Strong Recent Share Price Momentum
• Neutral Sentiment: Coverage comparing ADI with other technology stocks suggests it has outperformed many peers this year, reinforcing the view that the move is part of a broader rotation into semiconductor names rather than a company-specific catalyst. Are Computer and Technology Stocks Lagging Analog Devices (ADI) This Year?
• Neutral Sentiment: One market note said hotter-than-expected U.S. producer prices added inflation concerns, but it did not single out ADI as a negative driver.

Insider Buying and Selling

In related news, 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 sale, the chief accounting officer owned 14,740 shares in the company, valued at approximately $5,321,434.80. This trade represents a 22.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Vincent Roche sold 10,000 shares of the firm’s 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 in the company, valued at approximately $74,623,245.58. This trade represents a 5.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 24,199 shares of company stock worth $8,676,423. 0.36% of the stock is owned by company insiders.

Analog Devices Stock Up 3.0%

Shares of NASDAQ ADI opened at $432.39 on Thursday. Analog Devices, Inc. has a 1 year low of $206.00 and a 1 year high of $435.72. The firm’s 50 day moving average price is $350.16 and its 200 day moving average price is $307.92. The firm has a market cap of $211.09 billion, a P/E ratio of 79.05, a price-to-earnings-growth ratio of 1.69 and a beta of 1.19. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76.

Analog Devices (NASDAQ:ADI) last announced its earnings results 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. 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 analyst estimates of $3.10 billion. During the same quarter last year, the business earned $1.63 earnings per share. Analog Devices’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. As a group, sell-side analysts anticipate that Analog Devices, Inc. will post 11.35 earnings per share for the current year.

Analog Devices Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were given a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a yield of 1.0%. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date was Tuesday, March 3rd. Analog Devices’s dividend payout ratio (DPR) is 80.44%.

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.