Yousif Capital Management LLC Sells 3,646 Shares of Analog Devices, Inc. $ADI

Yousif Capital Management LLC reduced its stake in Analog Devices, Inc. (NASDAQ:ADI) by 5.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 58,137 shares of the semiconductor company’s stock after selling 3,646 shares during the period. Yousif Capital Management LLC’s holdings in Analog Devices were worth $17,189,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of ADI. Amundi increased its stake in Analog Devices by 44.8% in the third quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock valued at $1,507,740,000 after purchasing an additional 1,922,302 shares in the last quarter. Raymond James Financial Inc. increased its stake in Analog Devices by 29.2% in the third quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company’s stock valued at $1,186,714,000 after purchasing an additional 1,091,004 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its position in shares of Analog Devices by 47.4% during the second 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 acquiring an additional 882,909 shares in the last quarter. SG Americas Securities LLC increased its position 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 worth $211,871,000 after acquiring an additional 752,411 shares in the last quarter. Finally, Assenagon Asset Management S.A. increased its position in shares of Analog Devices by 128.4% during the third quarter. Assenagon Asset Management S.A. now owns 1,107,382 shares of the semiconductor company’s stock worth $272,084,000 after acquiring an additional 622,433 shares in the last quarter. 86.81% of the stock is owned by institutional investors.

Analog Devices Trading Up 0.0%

Shares of ADI stock opened at $327.41 on Wednesday. Analog Devices, Inc. has a 52-week low of $161.83 and a 52-week high of $363.20. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. The company has a 50-day simple moving average of $326.15 and a two-hundred day simple moving average of $283.62. The company has a market capitalization of $159.84 billion, a price-to-earnings ratio of 59.86, a PEG ratio of 1.46 and a beta of 1.05.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data 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. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The business had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.10 billion. During the same period in the prior year, the firm posted $1.63 EPS. The firm’s quarterly revenue was up 30.4% compared to the same quarter last year. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Research analysts anticipate that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Tuesday, March 3rd. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s payout ratio is currently 80.44%.

Analysts Set New Price Targets

ADI has been the subject of several recent research reports. JPMorgan Chase & Co. boosted their target price on shares of Analog Devices from $320.00 to $400.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. Oppenheimer reissued an “outperform” rating and set a $400.00 target price (up from $350.00) on shares of Analog Devices in a research report on Thursday, February 19th. KeyCorp boosted their target price on shares of Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. TD Cowen reissued a “buy” rating on shares of Analog Devices in a research report on Thursday, February 19th. Finally, Wells Fargo & Company boosted their target price on shares of Analog Devices from $340.00 to $400.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $367.81.

Insider Activity

In other Analog Devices news, SVP Katsufumi Nakamura sold 500 shares of the company’s stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $301.46, for a total value of $150,730.00. Following the completion of the sale, the senior vice president directly owned 12,710 shares of the company’s stock, valued at approximately $3,831,556.60. This represents a 3.79% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Vincent Roche sold 10,000 shares of the business’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $318.14, for a total transaction of $3,181,400.00. Following the completion of the transaction, the chief executive officer owned 167,826 shares in the company, valued at approximately $53,392,163.64. The trade was a 5.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 30,949 shares of company stock valued at $9,837,784. 0.36% of the stock is currently owned by company insiders.

About Analog Devices

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.