Oregon Public Employees Retirement Fund Increases Stock Holdings in Analog Devices, Inc. $ADI

Oregon Public Employees Retirement Fund lifted its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 0.5% in the 2nd quarter, Holdings Channel reports. The firm owned 42,804 shares of the semiconductor company’s stock after acquiring an additional 200 shares during the period. Oregon Public Employees Retirement Fund’s holdings in Analog Devices were worth $10,188,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Sequoia Financial Advisors LLC raised its holdings in shares of Analog Devices by 3.9% during the second quarter. Sequoia Financial Advisors LLC now owns 15,813 shares of the semiconductor company’s stock valued at $3,764,000 after acquiring an additional 595 shares in the last quarter. Vest Financial LLC boosted its holdings in Analog Devices by 30.9% in the second quarter. Vest Financial LLC now owns 12,610 shares of the semiconductor company’s stock worth $3,001,000 after acquiring an additional 2,978 shares in the last quarter. MGO One Seven LLC grew its position in Analog Devices by 25.9% during the 2nd quarter. MGO One Seven LLC now owns 4,136 shares of the semiconductor company’s stock valued at $985,000 after purchasing an additional 852 shares during the last quarter. Cypress Capital Group bought a new stake in shares of Analog Devices during the second quarter valued at approximately $412,000. Finally, GW Henssler & Associates Ltd. boosted its position in shares of Analog Devices by 5.3% during the second quarter. GW Henssler & Associates Ltd. now owns 59,105 shares of the semiconductor company’s stock valued at $14,068,000 after buying an additional 2,985 shares during the last quarter. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have issued reports on ADI. Seaport Res Ptn upgraded Analog Devices from a “strong sell” rating to a “hold” rating in a research note on Monday, July 21st. Morgan Stanley raised their target price on shares of Analog Devices from $273.00 to $288.00 and gave the company an “overweight” rating in a research note on Thursday, August 21st. Noble Financial raised Analog Devices to an “outperform” rating in a research report on Wednesday, June 18th. UBS Group reduced their price target on shares of Analog Devices from $285.00 to $280.00 and set a “buy” rating on the stock in a research note on Monday, July 7th. Finally, Benchmark lifted their price objective on Analog Devices from $260.00 to $285.00 and gave the company a “buy” rating in a report on Thursday, August 21st. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $275.29.

Insider Activity at Analog Devices

In other news, Director Ray Stata sold 3,125 shares of the business’s stock in a transaction on Wednesday, September 17th. The stock was sold at an average price of $246.92, for a total value of $771,625.00. Following the completion of the transaction, the director directly owned 155,071 shares of the company’s stock, valued at $38,290,131.32. The trade was a 1.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Edward H. Frank sold 1,000 shares of the business’s stock in a transaction on Monday, October 6th. The shares were sold at an average price of $242.74, for a total value of $242,740.00. Following the completion of the transaction, the director owned 5,118 shares of the company’s stock, valued at $1,242,343.32. This trade represents a 16.35% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 52,240 shares of company stock worth $12,980,578. 0.33% of the stock is currently owned by insiders.

Analog Devices Stock Performance

NASDAQ ADI opened at $225.32 on Monday. Analog Devices, Inc. has a fifty-two week low of $158.65 and a fifty-two week high of $258.13. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.79 and a current ratio of 2.32. The firm has a market capitalization of $110.85 billion, a P/E ratio of 57.48, a price-to-earnings-growth ratio of 1.90 and a beta of 1.09. The stock’s fifty day moving average is $241.66 and its two-hundred day moving average is $224.32.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings results on Wednesday, August 20th. The semiconductor company reported $2.05 EPS for the quarter, topping analysts’ consensus estimates of $1.95 by $0.10. Analog Devices had a return on equity of 10.32% and a net margin of 18.85%.The company had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.76 billion. During the same period in the prior year, the firm earned $1.58 earnings per share. The firm’s revenue was up 24.6% compared to the same quarter last year. Analog Devices has set its Q4 2025 guidance at 2.120-2.320 EPS. On average, research analysts anticipate that Analog Devices, Inc. will post 7.14 earnings per share for the current year.

Analog Devices Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 16th. Shareholders of record on Tuesday, September 2nd were issued a $0.99 dividend. The ex-dividend date of this dividend was Tuesday, September 2nd. This represents a $3.96 dividend on an annualized basis and a yield of 1.8%. Analog Devices’s dividend payout ratio (DPR) is 101.02%.

About Analog Devices

Analog Devices, Inc designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia. The company provides data converter products, which translate real-world analog signals into digital data, as well as translates digital data into analog signals; power management and reference products for power conversion, driver monitoring, sequencing, and energy management applications in the automotive, communications, industrial, and consumer markets; and power ICs that include performance, integration, and software design simulation tools for accurate power supply designs.