E Fund Management Co. Ltd. Takes Position in Analog Devices, Inc. $ADI

E Fund Management Co. Ltd. acquired a new stake in Analog Devices, Inc. (NASDAQ:ADI) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 30,595 shares of the semiconductor company’s stock, valued at approximately $12,151,000.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. BlackRock Inc. acquired a new stake in Analog Devices during the second quarter worth approximately $18,610,868,000. Norges Bank acquired a new position in Analog Devices in the 4th quarter valued at $2,215,516,000. Bank of New York Mellon Corp bought a new stake in shares of Analog Devices during the 2nd quarter valued at $1,326,066,000. Bank of America Corp DE lifted its position in shares of Analog Devices by 42.8% during the 4th quarter. Bank of America Corp DE now owns 9,715,095 shares of the semiconductor company’s stock valued at $2,634,734,000 after acquiring an additional 2,912,666 shares during the period. Finally, Amundi grew its holdings in shares of Analog Devices by 44.8% during the 3rd quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock worth $1,507,740,000 after purchasing an additional 1,922,302 shares in the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices Stock Performance

Shares of ADI stock opened at $373.26 on Thursday. The firm has a market capitalization of $181.81 billion, a price-to-earnings ratio of 55.46, a PEG ratio of 0.98 and a beta of 1.20. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. The business’s 50-day moving average price is $389.98 and its 200-day moving average price is $370.68. Analog Devices, Inc. has a 12 month low of $223.47 and a 12 month high of $445.91.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.34 by $0.11. The firm had revenue of $4.02 billion during the quarter, compared to the consensus estimate of $3.91 billion. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The company’s revenue for the quarter was up 39.2% on a year-over-year basis. During the same quarter last year, the firm earned $2.05 earnings per share. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Equities research analysts forecast that Analog Devices, Inc. will post 12.42 EPS for the current year.

Analog Devices Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be issued a $1.10 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $4.40 annualized dividend and a yield of 1.2%. Analog Devices’s payout ratio is presently 65.38%.

Key Analog Devices News

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

• Positive Sentiment: Analog Devices reported record fiscal third-quarter revenue of $4.02 billion, up 39.2% year over year and ahead of the $3.92 billion consensus estimate. Adjusted EPS of $3.45 also surpassed expectations of roughly $3.33–$3.34. Growth was led by data-center and industrial demand. Analog Devices Reports Record Fiscal Third Quarter 2026 Financial Results
• Positive Sentiment: The company issued above-consensus fiscal fourth-quarter guidance, calling for revenue of $4.2 billion to $4.4 billion and EPS of $3.71 to $4.01, versus analyst expectations of approximately $4.1 billion and $3.53, respectively. Management cited continued demand for power-management chips used in AI data centers and industrial applications. Analog Devices’ quarterly forecast tops estimates on AI-fueled chip demand
• Positive Sentiment: Goldman Sachs reiterated a Buy rating and a $450 price target following the earnings beat and stronger outlook. Analog Devices also declared a quarterly dividend of $1.10 per share, payable September 15. Goldman Sachs reiterates Buy rating

Analysts Set New Price Targets

ADI has been the topic of a number of analyst reports. Weiss Ratings downgraded shares of Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, July 28th. Needham & Company LLC upped their price target on shares of Analog Devices from $400.00 to $440.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Barclays increased their price target on shares of Analog Devices from $430.00 to $450.00 and gave the stock an “overweight” rating in a research report on Thursday, May 21st. Wall Street Zen raised shares of Analog Devices from a “hold” rating to a “buy” rating in a research note on Sunday, May 24th. Finally, Truist Financial boosted their price objective on shares of Analog Devices from $364.00 to $405.00 and gave the company a “hold” rating in a research report on Wednesday, May 20th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Analog Devices currently has an average rating of “Moderate Buy” and an average price target of $443.24.

Insider Activity

In other Analog Devices news, CEO Vincent Roche sold 30,000 shares of the stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the transaction, the chief executive officer directly owned 137,538 shares in the company, valued at approximately $57,096,149.94. This represents a 17.91% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Martin Cotter sold 17,594 shares of the stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $418.00, for a total transaction of $7,354,292.00. Following the transaction, the senior vice president directly owned 56,332 shares in the company, valued at approximately $23,546,776. This represents a 23.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 105,274 shares of company stock worth $42,247,986 in the last three months. 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.