47,976 Shares in Analog Devices, Inc. $ADI Purchased by Daiichi Life Insurance Co. Ltd.

Daiichi Life Insurance Co. Ltd. acquired a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) in the 2nd quarter, according to its most recent filing with the SEC. The fund acquired 47,976 shares of the semiconductor company’s stock, valued at approximately $19,055,000.

A number of other hedge funds have also made changes to their positions in the company. ING Groep NV lifted its holdings in Analog Devices by 45.1% in the 4th quarter. ING Groep NV now owns 222,559 shares of the semiconductor company’s stock valued at $60,358,000 after purchasing an additional 69,202 shares in the last quarter. Covenant Asset Management LLC purchased a new stake in shares of Analog Devices during the fourth quarter worth $2,500,000. MGO One Seven LLC grew its holdings in shares of Analog Devices by 17.7% during the fourth quarter. MGO One Seven LLC now owns 45,547 shares of the semiconductor company’s stock worth $12,352,000 after buying an additional 6,846 shares in the last quarter. Natixis Advisors LLC raised its position in shares of Analog Devices by 2.4% in the fourth quarter. Natixis Advisors LLC now owns 1,002,286 shares of the semiconductor company’s stock valued at $271,791,000 after buying an additional 23,531 shares during the last quarter. Finally, Patriot Financial Group Insurance Agency LLC raised its position in shares of Analog Devices by 108.5% in the first quarter. Patriot Financial Group Insurance Agency LLC now owns 20,464 shares of the semiconductor company’s stock valued at $6,511,000 after buying an additional 10,648 shares during the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.

Insiders Place Their Bets

In other Analog Devices news, Director Ray Stata sold 1,416 shares of Analog Devices stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $377.37, for a total value of $534,355.92. Following the sale, the director owned 114,511 shares in the company, valued at $43,213,016.07. The trade was a 1.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $363.00, for a total value of $3,630,000.00. Following the completion of the transaction, the chief executive officer directly owned 137,538 shares in the company, valued at approximately $49,926,294. This trade represents a 6.78% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 75,274 shares of company stock worth $30,343,386 over the last ninety days. Company insiders own 0.36% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. Citigroup boosted their price target on shares of Analog Devices from $400.00 to $460.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Robert W. Baird increased their price objective on shares of Analog Devices from $365.00 to $450.00 and gave the company an “outperform” rating in a report on Thursday, May 21st. BMO Capital Markets assumed coverage on shares of Analog Devices in a research note on Thursday. They issued an “outperform” rating and a $430.00 target price on the stock. Seaport Research Partners upgraded Analog Devices from a “neutral” rating to a “buy” rating and set a $425.00 target price on the stock in a report on Thursday. Finally, Sanford C. Bernstein upgraded Analog Devices from a “market perform” rating to an “outperform” rating and upped their price target for the company from $430.00 to $465.00 in a research report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $447.13.

Analog Devices News Roundup

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

• Positive Sentiment: Strong earnings and guidance: ADI reported record fiscal Q3 revenue of $4.02 billion, up about 40% year over year and ahead of the $3.92 billion consensus estimate. Adjusted EPS of $3.45 also exceeded expectations. Management’s fiscal Q4 EPS outlook of $3.71 to $4.01 points to continued momentum. Analog Devices Q3 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: AI and data-center growth: Revenue from data-center applications reportedly more than doubled, while demand tied to AI infrastructure, power management, optical connectivity and energy systems is creating a multiyear growth opportunity. Management highlighted a potential 100-gigawatt data-center buildout by 2031. Analog Devices Q3 Earnings Call Highlights AI Power Growth Runway
• Positive Sentiment: Broad analyst support: JPMorgan raised its price target to $500 and maintained an Overweight rating. Needham, TD Cowen and Susquehanna also reiterated Buy-equivalent ratings, with targets ranging from $450 to $475. These revisions reflect confidence in AI demand, margin expansion and an improving industrial recovery. Analog Devices Is Cashing in on the AI Boom
• Neutral Sentiment: Relative investment appeal: Comparisons with Texas Instruments and dividend-focused AI investment ideas portray ADI as a financially solid way to gain analog-chip and AI exposure, though they do not represent new company-specific catalysts. ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?
• Negative Sentiment: Macro and valuation risks: Semiconductor stocks faced pressure from a sharp rise in the 30-year Treasury yield, which can weigh on high-valuation growth shares. One analysis also downgraded ADI, arguing that multiple contraction and elevated expectations could limit gains despite strong fundamentals. Chip Stocks Fell on Higher Treasury Yields

Analog Devices Price Performance

Shares of ADI stock opened at $373.09 on Friday. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.25 and a quick ratio of 1.34. The company has a market capitalization of $180.79 billion, a PE ratio of 44.26, a price-to-earnings-growth ratio of 0.95 and a beta of 1.20. The firm’s 50-day moving average is $388.25 and its two-hundred day moving average is $371.11. Analog Devices, Inc. has a 12 month low of $223.47 and a 12 month high of $445.91.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.34 by $0.11. The business had revenue of $4.02 billion during the quarter, compared to the consensus estimate of $3.92 billion. Analog Devices had a net margin of 29.79% and a return on equity of 16.39%. The business’s revenue was up 39.2% compared to the same quarter last year. During the same quarter last year, the firm earned $2.05 EPS. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Analysts predict that Analog Devices, Inc. will post 12.96 earnings per share for the current year.

Analog Devices Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be paid a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $4.40 annualized dividend and a yield of 1.2%. Analog Devices’s dividend payout ratio (DPR) is 52.19%.

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.