Van Lanschot Kempen Investment Management N.V. Sells 25,275 Shares of Analog Devices, Inc. $ADI

Van Lanschot Kempen Investment Management N.V. lowered its stake in shares of Analog Devices, Inc. (NASDAQ:ADI) by 4.6% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 527,174 shares of the semiconductor company’s stock after selling 25,275 shares during the quarter. Analog Devices accounts for about 1.2% of Van Lanschot Kempen Investment Management N.V.’s investment portfolio, making the stock its 22nd largest holding. Van Lanschot Kempen Investment Management N.V.’s holdings in Analog Devices were worth $142,970,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in the stock. ING Groep NV grew its stake in Analog Devices by 45.1% during the fourth quarter. ING Groep NV now owns 222,559 shares of the semiconductor company’s stock worth $60,358,000 after buying an additional 69,202 shares in the last quarter. Nordea Investment Management AB raised its position in shares of Analog Devices by 247.3% in the 4th quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company’s stock valued at $95,802,000 after buying an additional 249,702 shares in the last quarter. HF Advisory Group LLC lifted its holdings in shares of Analog Devices by 661.6% during the 4th quarter. HF Advisory Group LLC now owns 49,693 shares of the semiconductor company’s stock worth $13,477,000 after acquiring an additional 43,168 shares during the period. Jones Kertz & Associates Inc. bought a new stake in shares of Analog Devices during the 4th quarter worth approximately $1,480,000. Finally, Covenant Asset Management LLC acquired a new stake in shares of Analog Devices during the 4th quarter worth approximately $2,500,000. Institutional investors own 86.81% of the company’s stock.

Insiders Place Their Bets

In other news, Director Ray Stata sold 1,432 shares of the business’s stock in a transaction dated Tuesday, June 9th. The stock was sold at an average price of $400.83, for a total transaction of $573,988.56. Following the sale, the director directly owned 120,175 shares in the company, valued at approximately $48,169,745.25. The trade was a 1.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Vincent Roche sold 30,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total value of $12,453,900.00. Following the completion of the transaction, the chief executive officer directly owned 137,538 shares of the company’s stock, valued at $57,096,149.94. This represents a 17.91% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 100,442 shares of company stock valued at $40,011,004 in the last 90 days. Corporate insiders own 0.36% of the company’s stock.

Analog Devices Price Performance

Shares of NASDAQ:ADI opened at $417.79 on Friday. Analog Devices, Inc. has a one year low of $218.37 and a one year high of $439.70. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.75 and a quick ratio of 1.34. The company has a market cap of $203.50 billion, a price-to-earnings ratio of 62.08, a PEG ratio of 1.15 and a beta of 1.18. The firm has a 50 day simple moving average of $391.76 and a 200 day simple moving average of $334.69.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The firm had revenue of $3.62 billion for the quarter, compared to analysts’ expectations of $3.51 billion. During the same quarter in the previous year, the firm posted $1.85 earnings per share. The company’s revenue was up 37.2% on a year-over-year basis. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Research analysts predict that Analog Devices, Inc. will post 12.41 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd will be issued a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Tuesday, June 2nd. Analog Devices’s dividend payout ratio is presently 65.38%.

Wall Street Analyst Weigh In

ADI has been the subject of several research analyst reports. Cantor Fitzgerald boosted their price objective on shares of Analog Devices from $400.00 to $510.00 and gave the company an “overweight” rating in a research report on Wednesday, May 13th. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $430.00 target price on shares of Analog Devices in a report on Thursday, May 21st. Argus set a $460.00 price target on Analog Devices in a research note on Tuesday, May 26th. Benchmark boosted their price target on Analog Devices from $285.00 to $400.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. Finally, Arete Research upgraded Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 price objective for the company in a research report on Monday, March 30th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $432.71.

Key Headlines Impacting Analog Devices

Here are the key news stories impacting Analog Devices this week:

• Positive Sentiment: Recent commentary says Analog Devices is benefiting from strong AI infrastructure spending, with growing data-center and communications demand reinforcing the company’s growth story. Will Record Q2, Empower Deal and AI Infrastructure Demand Shift Analog Devices’ (ADI) Narrative?
• Positive Sentiment: Analyst and broker commentary remains generally constructive, with recent reports describing ADI as a buy and noting momentum in its communications segment tied to AI and data-center demand. Can ADI’s Communications Segment Emerge as a New Growth Driver?
• Neutral Sentiment: Analog Devices was recognized at the 2026 BostonCISO ORBIE Awards, which is a positive brand and leadership signal but unlikely to move the stock by itself. New England’s Top Security Executives Named at the 2026 BostonCISO ORBIE Awards
• Negative Sentiment: Director Ray Stata disclosed a sale of 1,432 shares, which can weigh on sentiment even though it was made under a pre-arranged 10b5-1 plan and represents a small portion of his holdings. Ray Stata Sells 1,432 Shares of Analog Devices (NASDAQ:ADI) 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.