Mitsubishi UFJ Asset Management Co. Ltd. Makes New $500.41 Million Investment in Analog Devices, Inc. $ADI

Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 1,259,949 shares of the semiconductor company’s stock, valued at approximately $500,414,000. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.26% of Analog Devices as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in ADI. Brighton Jones LLC lifted its position in shares of Analog Devices by 39.5% in the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock worth $397,000 after buying an additional 529 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in Analog Devices by 36.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after buying an additional 464 shares in the last quarter. Ieq Capital LLC grew its holdings in Analog Devices by 38.0% during the 2nd quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock valued at $10,610,000 after buying an additional 12,276 shares in the last quarter. HUB Investment Partners LLC bought a new stake in Analog Devices in the 2nd quarter worth approximately $644,000. Finally, Peapack Gladstone Financial Corp increased its stake in Analog Devices by 2.4% in the 2nd quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock worth $14,322,000 after acquiring an additional 1,406 shares during the last quarter. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Analog Devices Stock Performance

Shares of ADI stock opened at $389.39 on Monday. The company has a market cap of $189.67 billion, a PE ratio of 57.86, a price-to-earnings-growth ratio of 1.01 and a beta of 1.20. Analog Devices, Inc. has a 1 year low of $223.47 and a 1 year high of $445.91. The stock’s 50 day simple moving average is $391.20 and its two-hundred day simple moving average is $369.27. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.75 and a quick ratio of 1.34.

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

Analog Devices Announces Dividend

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

Insider Activity

In other news, SVP Martin Cotter sold 17,594 shares of the stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total value of $7,354,292.00. Following the sale, the senior vice president owned 56,332 shares of the company’s stock, valued at approximately $23,546,776. This represents a 23.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Karen Golz sold 1,000 shares of the firm’s 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 sale, the director owned 11,019 shares of the company’s stock, valued at $4,295,536.77. This trade represents a 8.32% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 105,274 shares of company stock valued at $42,247,986 over the last ninety days. 0.36% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Jefferies Financial Group increased their target price on Analog Devices from $410.00 to $475.00 and gave the company a “buy” rating in a research report on Wednesday, May 20th. Argus set a $460.00 price target on shares of Analog Devices in a research report on Tuesday, May 26th. Cantor Fitzgerald upped their price target on shares of Analog Devices from $510.00 to $550.00 and gave the company an “overweight” rating in a research note on Monday, June 29th. Wells Fargo & Company upped their price target on shares of Analog Devices from $470.00 to $515.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. Finally, Robert W. Baird increased their price objective on shares of Analog Devices from $365.00 to $450.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, Analog Devices has a consensus rating of “Moderate Buy” and an average target price of $441.00.

Key Analog Devices News

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 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.