Bank Julius Baer & Co. Ltd Zurich Acquires 5,178 Shares of Analog Devices, Inc. $ADI

Bank Julius Baer & Co. Ltd Zurich increased its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 0.8% during the 4th quarter, Holdings Channel reports. The firm owned 620,413 shares of the semiconductor company’s stock after acquiring an additional 5,178 shares during the period. Bank Julius Baer & Co. Ltd Zurich’s holdings in Analog Devices were worth $168,683,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of ADI. Y.D. More Investments Ltd bought a new stake in shares of Analog Devices during the 3rd quarter valued at $32,000. LFA Lugano Financial Advisors SA raised its position 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 valued at $33,000 after purchasing an additional 65 shares during the period. Albion Financial Group UT grew its stake in Analog Devices by 41.4% during the fourth quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock valued at $33,000 after acquiring an additional 36 shares in the last quarter. Barnes Dennig Private Wealth Management LLC grew its stake 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 acquiring an additional 49 shares in the last quarter. Finally, Valley Wealth Managers Inc. purchased a new position in Analog Devices during the third quarter valued at $38,000. 86.81% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, CEO Vincent Roche sold 10,000 shares of the stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $397.91, for a total value of $3,979,100.00. Following the sale, the chief executive officer directly owned 187,538 shares in the company, valued at approximately $74,623,245.58. This represents a 5.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed 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 firm’s 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 sale, the chief accounting officer directly owned 14,740 shares of the company’s stock, valued at $5,321,434.80. This represents a 22.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 24,199 shares of company stock worth $8,676,423. Insiders own 0.36% of the company’s stock.

Analog Devices Stock Up 3.0%

NASDAQ ADI opened at $432.39 on Thursday. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a 52 week low of $206.00 and a 52 week high of $435.72. The firm has a market capitalization of $211.09 billion, a price-to-earnings ratio of 79.05, a PEG ratio of 1.69 and a beta of 1.19. The company has a fifty day moving average of $350.16 and a two-hundred day moving average of $307.92.

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 net margin of 23.02% and a return on equity of 12.49%. The business had revenue of $3.16 billion for the quarter, compared to the consensus estimate of $3.10 billion. During the same quarter in the prior year, the firm posted $1.63 earnings per share. The business’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, analysts predict that Analog Devices, Inc. will post 11.35 earnings per share for the current year.

Analog Devices Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a dividend yield of 1.0%. This is a boost 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 presently 80.44%.

Wall Street Analyst Weigh In

ADI has been the subject of several research analyst reports. Weiss Ratings cut shares of Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, April 6th. Citigroup reaffirmed a “buy” rating on shares of Analog Devices in a research note on Thursday, February 19th. UBS Group raised their target price on shares of Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Cantor Fitzgerald raised their target price on shares of Analog Devices from $400.00 to $510.00 and gave the company an “overweight” rating in a research note on Wednesday. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $373.00 target price on shares of Analog Devices in a research note on Thursday, February 19th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, Analog Devices currently has an average rating of “Moderate Buy” and an average price target of $379.54.

Analog Devices News Summary

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.

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.