Stonehage Fleming Financial Services Holdings Ltd Has $1.84 Million Stake in Analog Devices, Inc. $ADI

Stonehage Fleming Financial Services Holdings Ltd raised its stake in Analog Devices, Inc. (NASDAQ:ADI) by 71.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,799 shares of the semiconductor company’s stock after acquiring an additional 2,842 shares during the quarter. Stonehage Fleming Financial Services Holdings Ltd’s holdings in Analog Devices were worth $1,844,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the stock. Howard Hughes Medical Institute bought a new position in Analog Devices in the 2nd quarter valued at approximately $25,000. Clayton Financial Group LLC acquired a new stake in Analog Devices in the third quarter valued at approximately $31,000. Y.D. More Investments Ltd bought a new stake in shares of Analog Devices during the third quarter worth $32,000. LFA Lugano Financial Advisors SA increased 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 worth $33,000 after buying an additional 65 shares in the last quarter. Finally, Valley Wealth Managers Inc. acquired a new position in shares of Analog Devices during the third quarter worth $38,000. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Analog Devices Stock Performance

NASDAQ ADI opened at $313.42 on Friday. The company has a market capitalization of $153.01 billion, a price-to-earnings ratio of 57.30, a PEG ratio of 1.48 and a beta of 1.00. 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 twelve month low of $158.65 and a twelve month high of $363.20. The stock has a fifty day simple moving average of $323.80 and a 200 day simple moving average of $279.17.

Analog Devices (NASDAQ:ADI) last announced its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, topping the consensus estimate of $2.31 by $0.15. The firm had revenue of $3.16 billion for the quarter, compared to the consensus estimate of $3.10 billion. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The business’s quarterly revenue was up 30.4% compared to the same quarter last year. During the same period in the previous year, the business earned $1.63 EPS. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Sell-side analysts expect that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were paid a $1.10 dividend. This is an increase 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 1.4%. The ex-dividend date of this dividend was Tuesday, March 3rd. Analog Devices’s payout ratio is presently 80.44%.

Analysts Set New Price Targets

ADI has been the topic of several recent research reports. UBS Group raised their price objective on Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a report on Thursday, February 19th. TD Cowen reaffirmed a “buy” rating on shares of Analog Devices in a report on Thursday, February 19th. Cantor Fitzgerald increased their target price on Analog Devices from $350.00 to $400.00 and gave the company an “overweight” rating in a research report on Tuesday, February 17th. Piper Sandler lifted their price target on Analog Devices from $250.00 to $360.00 and gave the company a “neutral” rating in a research note on Thursday, February 19th. Finally, Citigroup restated a “buy” rating on shares of Analog Devices in a report on Thursday, February 19th. Three analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $366.96.

Insiders Place Their Bets

In other news, CEO Vincent Roche sold 10,000 shares of the business’s stock in a transaction that occurred on 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 transaction, the chief executive officer owned 155,688 shares in the company, valued at approximately $47,783,760.96. The trade was a 6.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Martin Cotter sold 10,000 shares of the company’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $278.44, for a total transaction of $2,784,400.00. Following the completion of the sale, the senior vice president directly owned 49,664 shares in the company, valued at approximately $13,828,444.16. This represents a 16.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 41,449 shares of company stock valued at $12,336,069 over the last three months. Insiders own 0.36% of the company’s stock.

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.