Aristotle Atlantic Partners LLC Grows Position in Analog Devices, Inc. $ADI

Aristotle Atlantic Partners LLC raised its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 19.1% in the third quarter, Holdings Channel.com reports. The fund owned 195,147 shares of the semiconductor company’s stock after buying an additional 31,346 shares during the quarter. Analog Devices makes up 1.4% of Aristotle Atlantic Partners LLC’s investment portfolio, making the stock its 19th largest position. Aristotle Atlantic Partners LLC’s holdings in Analog Devices were worth $47,948,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in ADI. Brighton Jones LLC increased its holdings in shares of Analog Devices by 39.5% in the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after purchasing an additional 529 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in Analog Devices by 36.0% during the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock worth $417,000 after buying an additional 464 shares in the last quarter. Acadian Asset Management LLC purchased a new stake in Analog Devices during the second quarter worth about $2,774,000. ABN Amro Investment Solutions acquired a new position in Analog Devices during the second quarter worth about $1,492,000. Finally, Intrua Financial LLC grew its position in Analog Devices by 8.0% during the second quarter. Intrua Financial LLC now owns 1,633 shares of the semiconductor company’s stock worth $389,000 after buying an additional 121 shares during the period. 86.81% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on ADI shares. Jefferies Financial Group reiterated a “buy” rating and set a $410.00 price target on shares of Analog Devices in a research report on Thursday, February 19th. Zacks Research upgraded Analog Devices from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 1st. Morgan Stanley reaffirmed an “overweight” rating and issued a $373.00 price objective on shares of Analog Devices in a research note on Thursday, February 19th. Citigroup reaffirmed a “buy” rating on shares of Analog Devices in a report on Thursday, February 19th. Finally, UBS Group boosted their target price on Analog Devices from $400.00 to $430.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. Three investment 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 stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $366.96.

Analog Devices Stock Performance

Analog Devices stock opened at $306.07 on Friday. The firm has a market capitalization of $149.42 billion, a P/E ratio of 55.95, a PEG ratio of 1.41 and a beta of 1.00. The stock has a fifty day moving average price of $320.42 and a 200 day moving average price of $275.36. Analog Devices, Inc. has a 52 week low of $158.65 and a 52 week high of $363.20. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21.

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

Analog Devices Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be issued a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Tuesday, March 3rd. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s payout ratio is currently 80.44%.

Insiders Place Their Bets

In other Analog Devices news, CEO Vincent Roche sold 10,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $306.92, for a total transaction of $3,069,200.00. Following the transaction, the chief executive officer owned 155,688 shares of the company’s stock, valued at $47,783,760.96. This trade represents a 6.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Katsufumi Nakamura sold 500 shares of Analog Devices stock in a transaction on Friday, January 9th. The shares were sold at an average price of $301.46, for a total transaction of $150,730.00. Following the completion of the transaction, the senior vice president owned 12,710 shares in the company, valued at approximately $3,831,556.60. This trade represents a 3.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 49,574 shares of company stock valued at $14,565,113. 0.36% of the stock is currently owned by corporate insiders.

Analog Devices Company 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.