Analog Devices, Inc. $ADI Position Lowered by Schroder Investment Management Group

Schroder Investment Management Group trimmed its position in Analog Devices, Inc. (NASDAQ:ADI) by 2.0% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 568,048 shares of the semiconductor company’s stock after selling 11,382 shares during the period. Schroder Investment Management Group owned 0.12% of Analog Devices worth $139,569,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Howard Hughes Medical Institute bought a new stake in shares of Analog Devices in the 2nd quarter valued at approximately $25,000. Clayton Financial Group LLC bought a new stake in shares of Analog Devices during the 3rd quarter valued at about $31,000. Y.D. More Investments Ltd acquired a new stake in shares of Analog Devices during the 3rd quarter worth approximately $32,000. LFA Lugano Financial Advisors SA boosted its holdings in shares of 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 acquiring an additional 65 shares during the period. Finally, Valley Wealth Managers Inc. bought a new position in Analog Devices in the 3rd quarter worth about $38,000. Institutional investors own 86.81% of the company’s stock.

Insider Activity

In related news, CEO Vincent Roche sold 10,000 shares of the 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 completion of the sale, the chief executive officer owned 155,688 shares in the company, valued at approximately $47,783,760.96. This trade represents a 6.04% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Katsufumi Nakamura sold 500 shares of Analog Devices stock in a transaction 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 sale, the senior vice president owned 12,710 shares in the company, valued at $3,831,556.60. This represents a 3.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 57,743 shares of company stock worth $16,836,340. Insiders own 0.36% of the company’s stock.

Analog Devices Stock Up 1.2%

Shares of Analog Devices stock opened at $319.48 on Tuesday. Analog Devices, Inc. has a 12-month low of $158.65 and a 12-month high of $363.20. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21. The stock has a 50 day moving average price of $317.22 and a two-hundred day moving average price of $273.85. The stock has a market capitalization of $155.97 billion, a P/E ratio of 58.41, a PEG ratio of 1.45 and a beta of 1.00.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, beating 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 company had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.10 billion. During the same quarter last year, the firm posted $1.63 earnings per share. The company’s quarterly 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. Equities analysts expect that Analog Devices, Inc. will post 7.14 earnings per share for the current year.

Analog Devices Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be issued a $1.10 dividend. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date is Tuesday, March 3rd. This represents a $4.40 annualized dividend and a yield of 1.4%. Analog Devices’s payout ratio is 80.44%.

Analysts Set New Price Targets

Several research analysts have recently issued reports on ADI shares. Barclays increased their price objective on shares of Analog Devices from $375.00 to $430.00 and gave the company an “overweight” rating in a report on Thursday, February 19th. Jefferies Financial Group reaffirmed a “buy” rating and set a $410.00 price objective on shares of Analog Devices in a research note on Thursday, February 19th. Robert W. Baird set a $365.00 price target on Analog Devices in a research report on Thursday, February 19th. Stifel Nicolaus set a $405.00 target price on shares of Analog Devices and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Finally, KeyCorp boosted their target price on Analog Devices from $375.00 to $430.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. Three analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, Analog Devices has a consensus rating of “Moderate Buy” and an average target price of $366.96.

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.