Lansforsakringar Fondforvaltning AB publ Has $38.28 Million Stock Holdings in Analog Devices, Inc. $ADI

Lansforsakringar Fondforvaltning AB publ raised its stake in Analog Devices, Inc. (NASDAQ:ADI) by 1.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 155,792 shares of the semiconductor company’s stock after acquiring an additional 2,688 shares during the quarter. Lansforsakringar Fondforvaltning AB publ’s holdings in Analog Devices were worth $38,278,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of Analog Devices during the 2nd quarter valued at $1,803,377,000. Marshall Wace LLP raised its holdings in Analog Devices by 948.2% in the 2nd quarter. Marshall Wace LLP now owns 1,085,990 shares of the semiconductor company’s stock valued at $258,487,000 after buying an additional 982,385 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its position in Analog Devices by 47.4% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,745,985 shares of the semiconductor company’s stock worth $653,599,000 after buying an additional 882,909 shares during the period. Vanguard Group Inc. grew its holdings in Analog Devices by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 50,227,231 shares of the semiconductor company’s stock worth $11,955,086,000 after acquiring an additional 761,861 shares during the last quarter. Finally, SG Americas Securities LLC raised its stake in shares of Analog Devices by 684.6% during the third quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company’s stock valued at $211,871,000 after acquiring an additional 752,411 shares during the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices Trading Up 2.8%

NASDAQ ADI opened at $355.03 on Friday. The company has a quick ratio of 1.68, a current ratio of 1.76 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a 52 week low of $158.65 and a 52 week high of $355.45. The business has a 50 day moving average price of $302.42 and a 200-day moving average price of $264.97. The company has a market cap of $173.33 billion, a price-to-earnings ratio of 64.91, a P/E/G ratio of 2.01 and a beta of 1.03.

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

Analog Devices Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be issued a $1.10 dividend. This is a boost 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 1.2%. The ex-dividend date is Tuesday, March 3rd. Analog Devices’s dividend payout ratio is 80.44%.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on ADI shares. Jefferies Financial Group reissued a “buy” rating and set a $410.00 target price on shares of Analog Devices in a research report on Thursday. KeyCorp increased their price objective on shares of Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a research report on Thursday. Piper Sandler boosted their target price on shares of Analog Devices from $250.00 to $360.00 and gave the company a “neutral” rating in a report on Thursday. Wall Street Zen upgraded Analog Devices from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Finally, Sanford C. Bernstein reissued a “market perform” rating and issued a $270.00 price objective on shares of Analog Devices in a research report on Wednesday, November 26th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, Analog Devices currently has a consensus rating of “Moderate Buy” and a consensus target price of $366.96.

More Analog Devices News

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

• Positive Sentiment: Q1 results beat and management raised Q2 guidance sharply (EPS guidance 2.73–3.03 vs. consensus ~2.36; revenue guide roughly $3.4–$3.6B vs. ~$3.1B), signaling continued demand in data center/AI infrastructure and supporting earnings momentum. Analog Devices surges on earnings beat, strong Q2 guidance
• Positive Sentiment: Core quarter metrics: EPS $2.46 vs. $2.31 expected; revenue ~$3.16B, up ~30% Y/Y — expanded margins and stronger top‑line that validate the guidance. Zacks: ADI Q1 Earnings Beat
• Positive Sentiment: Multiple brokerages hiked price targets and ratings (JPMorgan, Wells Fargo, Benchmark, Needham, etc.), with several new targets near $400 — the analyst momentum reinforces the bullish narrative and can lift demand for the stock. Investors Business Daily: Blizzard of Price-Target Hikes
• Positive Sentiment: AI/data‑center exposure highlighted in coverage — several pieces note ADI as a momentum play benefiting from AI infrastructure demand and industrial/data-center mix strength. That thematic tailwind is supporting investor interest. Seeking Alpha: AI Narrative Stealing the Show
• Positive Sentiment: Momentum/market interest articles and institutional buying narratives are amplifying the move, attracting momentum traders after the quarter. FXEmpire: Watch as Big Money Boosts Analog Devices
• Neutral Sentiment: Management will present at the Morgan Stanley TMT conference (March 3) — provides another forum for management to reinforce the AI/data-center story and for analysts to ask detail‑level questions. PRNewswire: ADI to Participate in Morgan Stanley TMT Conference
• Neutral Sentiment: Short‑interest entries in the feed appear to show erroneous/zero values (reported “0 shares”/NaN); there’s no clear short‑pressure signal from those data points — treat as unreliable until corrected.

Insider Activity at Analog Devices

In related news, Director Ray Stata sold 3,125 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total value of $991,562.50. Following the completion of the sale, the director directly owned 123,821 shares of the company’s stock, valued at approximately $39,288,403.30. This represents a 2.46% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $306.92, for a total transaction of $3,069,200.00. Following the transaction, the chief executive officer directly owned 155,688 shares in the company, valued at $47,783,760.96. This represents a 6.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 53,544 shares of company stock valued at $15,320,417 over the last 90 days. Corporate 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.