Nippon Life Global Investors Americas Inc. Takes Position in Analog Devices, Inc. $ADI

Nippon Life Global Investors Americas Inc. bought a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI) during the 2nd quarter, HoldingsChannel.com reports. The fund bought 2,420 shares of the semiconductor company’s stock, valued at approximately $961,000.

Several other institutional investors have also bought and sold shares of ADI. Norges Bank bought a new position in Analog Devices during the 4th quarter valued at $2,215,516,000. Bank of New York Mellon Corp bought a new stake in shares of Analog Devices in the 2nd quarter worth $1,326,066,000. Bank of America Corp DE raised its holdings in shares of Analog Devices by 42.8% in the fourth quarter. Bank of America Corp DE now owns 9,715,095 shares of the semiconductor company’s stock valued at $2,634,734,000 after purchasing an additional 2,912,666 shares during the last quarter. Amundi lifted its position in shares of Analog Devices by 44.8% during the third quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock valued at $1,507,740,000 after purchasing an additional 1,922,302 shares in the last quarter. Finally, Raymond James Financial Inc. boosted its holdings in Analog Devices by 29.2% during the third quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company’s stock worth $1,186,714,000 after purchasing an additional 1,091,004 shares during the last quarter. 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: Analysts expect approximately $3.33 in earnings per share on $3.93 billion in revenue for the quarter ended July 2026. Coverage also points to a potential earnings beat, supported by broad-based demand and AI-driven growth in the Communications segment. KeyBanc reiterated an Overweight rating with a $525 price target. How To Earn $500 a Month From Analog Devices Stock Ahead of Q3 Earnings
• Positive Sentiment: Investors continue to view ADI’s industrial and data-center exposure, strong margins, and artificial-intelligence opportunities as potential justifications for its elevated valuation. The company’s prior quarter also showed strong momentum, with revenue rising 37.2% year over year and EPS exceeding estimates. Should Investors Buy ADI Stock Despite its Premium Valuation?
• Neutral Sentiment: Pre-earnings analysis is encouraging investors to look beyond revenue and EPS toward operating metrics and segment trends. The upcoming report is therefore likely to be a near-term catalyst, with the stock’s reaction depending heavily on guidance and evidence that demand remains broad based. Should You Buy, Sell or Hold ADI Stock Before Q3 Earnings?
• Negative Sentiment: ADI trades at a premium multiple, leaving limited room for execution issues or cautious guidance. Analysts also flag possible near-term volatility, while broader semiconductor flows and warnings that the chip cycle may be approaching a peak could weigh on sentiment across the sector. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs

Analog Devices Price Performance

Analog Devices stock opened at $389.39 on Monday. The business’s 50 day simple moving average is $391.20 and its 200 day simple moving average is $369.27. Analog Devices, Inc. has a 12 month low of $223.47 and a 12 month high of $445.91. The company has a market cap of $189.67 billion, a price-to-earnings ratio of 57.86, a PEG ratio of 1.01 and a beta of 1.20. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21.

Analog Devices (NASDAQ:ADI) last released its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. The business had revenue of $3.62 billion during the quarter, compared to the consensus estimate of $3.51 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The business’s revenue for the quarter was up 37.2% on a year-over-year basis. During the same period last year, the business posted $1.85 earnings per share. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Sell-side analysts forecast that Analog Devices, Inc. will post 12.42 EPS for the current year.

Analog Devices Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were issued a $1.10 dividend. The ex-dividend date of this dividend was Tuesday, June 2nd. This represents a $4.40 annualized dividend and a yield of 1.1%. Analog Devices’s dividend payout ratio (DPR) is 65.38%.

Insider Transactions at Analog Devices

In other Analog Devices news, SVP Martin Cotter sold 17,594 shares of the stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total transaction of $7,354,292.00. Following the completion of the transaction, the senior vice president owned 56,332 shares in the company, valued at $23,546,776. This trade represents a 23.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Karen Golz sold 1,000 shares of Analog Devices stock in a transaction dated Monday, July 13th. The stock was sold at an average price of $389.83, for a total transaction of $389,830.00. Following the completion of the transaction, the director owned 11,019 shares of the company’s stock, valued at $4,295,536.77. The trade was a 8.32% 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 quarter, insiders sold 105,274 shares of company stock worth $42,247,986. Insiders own 0.36% of the company’s stock.

Wall Street Analysts Forecast Growth

ADI has been the subject of a number of recent analyst reports. Fundamental Research set a $550.00 price objective on shares of Analog Devices in a research report on Monday, June 29th. Cantor Fitzgerald lifted their target price on shares of Analog Devices from $510.00 to $550.00 and gave the stock an “overweight” rating in a research report on Monday, June 29th. TD Cowen upped their target price on Analog Devices from $450.00 to $460.00 and gave the company a “buy” rating in a report on Monday, July 13th. Citigroup increased their price target on Analog Devices from $400.00 to $460.00 and gave the company a “buy” rating in a research report on Thursday, May 21st. Finally, Weiss Ratings lowered Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, July 28th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, Analog Devices currently has a consensus rating of “Moderate Buy” and an average target price of $441.00.

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.