Fenimore Asset Management Inc Has $134.12 Million Stock Position in Analog Devices, Inc. $ADI

Fenimore Asset Management Inc lessened its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 0.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 494,546 shares of the semiconductor company’s stock after selling 1,764 shares during the quarter. Analog Devices accounts for approximately 2.8% of Fenimore Asset Management Inc’s holdings, making the stock its 12th largest holding. Fenimore Asset Management Inc’s holdings in Analog Devices were worth $134,121,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in ADI. Y.D. More Investments Ltd acquired a new stake in Analog Devices during the 3rd quarter worth $32,000. LFA Lugano Financial Advisors SA raised its stake in 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 buying an additional 65 shares during the period. Albion Financial Group UT raised its stake 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 period. Barnes Dennig Private Wealth Management LLC raised its stake 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 period. Finally, Valley Wealth Managers Inc. acquired a new stake in Analog Devices during the 3rd quarter worth $38,000. Institutional investors and hedge funds 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: One-week momentum: ADI has risen sharply over the past week, attracting momentum and short-term interest that can support higher prices in the near term. Analog Devices (ADI) Is Up 7.57% in One Week: What You Should Know
• Positive Sentiment: Growth thesis reinforced: Recent write-ups list three reasons ADI qualifies as a solid growth stock (revenue/earnings strength, AI/automotive exposure, recurring analog franchise), supporting a longer-term bullish case. Is Analog Devices (ADI) a Solid Growth Stock? 3 Reasons to Think “Yes”
• Positive Sentiment: Long-term performance spotlight: Retrospectives showing multi‑year gains if you’d held ADI help sustain retail investor interest and confidence in the company’s compounding potential. If You Invested $1000 in Analog Devices a Decade Ago, This is How Much It’d Be Worth Now
• Positive Sentiment: Product/market expansion: ADI released A²B 2.0 for next‑generation in‑vehicle audio — a tangible product win for automotive OEMs that supports ADI’s exposure to the large automotive market. Analog Devices releases A2B 2.0 for next-generation in-vehicle audio systems
• Neutral Sentiment: Analyst recommendation debate: Coverage points out that the average broker rating signals “buy,” but cautions that ABR can be overly optimistic; useful context but mixed impact on price. Is Analog Devices (ADI) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Investor caution on AI: Commentary says ADI benefits from the AI narrative but some investors are hedging, which can cap upside until visibility on AI-driven revenue is clearer. Analog Devices: The AI Narrative Is Strong, But Investors Are Hedging
• Negative Sentiment: Analyst price target below current trading: A reported average price target of $370.69 is lower than recent intraday levels, which could weigh on the stock if more analysts revise targets downward. Analog Devices, Inc. (NASDAQ:ADI) Receives $370.69 Average Price Target from Analysts

Wall Street Analyst Weigh In

A number of research firms have issued reports on ADI. Benchmark increased their target price on Analog Devices from $285.00 to $400.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. KeyCorp increased their target price on Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a report on Thursday, February 19th. JPMorgan Chase & Co. increased their target price on Analog Devices from $320.00 to $400.00 and gave the stock an “overweight” rating in a report on Thursday, February 19th. Piper Sandler increased their target price on Analog Devices from $250.00 to $360.00 and gave the stock a “neutral” rating in a report on Thursday, February 19th. Finally, Truist Financial increased their target price on Analog Devices from $291.00 to $364.00 and gave the stock a “hold” rating in a report on Thursday, February 19th. Three analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, Analog Devices currently has an average rating of “Moderate Buy” and a consensus target price of $370.69.

Insider Activity

In other Analog Devices news, CEO Vincent Roche sold 10,000 shares of the business’s stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $318.14, for a total transaction of $3,181,400.00. Following the completion of the transaction, the chief executive officer directly owned 167,826 shares in the company, valued at $53,392,163.64. The trade was a 5.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CAO Michael Sondel sold 4,199 shares of the business’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 transaction, the chief accounting officer owned 14,740 shares of the company’s stock, valued at approximately $5,321,434.80. This represents a 22.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 27,324 shares of company stock worth $8,758,085. Corporate insiders own 0.36% of the company’s stock.

Analog Devices Trading Down 1.1%

Analog Devices stock opened at $397.69 on Friday. Analog Devices, Inc. has a 52 week low of $194.26 and a 52 week high of $408.37. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. The stock has a market capitalization of $194.15 billion, a P/E ratio of 72.70, a PEG ratio of 1.60 and a beta of 1.19. The stock has a 50-day simple moving average of $341.55 and a 200 day simple moving average of $298.87.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, topping analysts’ consensus estimates of $2.31 by $0.15. The business had revenue of $3.16 billion during 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%.Analog Devices’s quarterly revenue was up 30.4% on a year-over-year basis. During the same quarter last year, the company posted $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Analysts expect that Analog Devices, Inc. will post 11.35 earnings per share for the current year.

Analog Devices Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were given a $1.10 dividend. The ex-dividend date was Tuesday, March 3rd. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. Analog Devices’s dividend payout ratio (DPR) is presently 80.44%.

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.