Invesco Ltd. Sells 1,007,987 Shares of Analog Devices, Inc. $ADI

Invesco Ltd. reduced its position in Analog Devices, Inc. (NASDAQ:ADI) by 13.0% in the third quarter, Holdings Channel.com reports. The firm owned 6,730,748 shares of the semiconductor company’s stock after selling 1,007,987 shares during the quarter. Invesco Ltd.’s holdings in Analog Devices were worth $1,653,745,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Norges Bank purchased a new position in shares of Analog Devices during the 2nd quarter valued at about $1,803,377,000. Marshall Wace LLP boosted its stake in Analog Devices by 948.2% in the second quarter. Marshall Wace LLP now owns 1,085,990 shares of the semiconductor company’s stock worth $258,487,000 after buying an additional 982,385 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its stake in Analog Devices by 47.4% in 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 buying an additional 882,909 shares in the last quarter. Vanguard Group Inc. grew its position in Analog Devices by 1.5% during the second quarter. Vanguard Group Inc. now owns 50,227,231 shares of the semiconductor company’s stock valued at $11,955,086,000 after acquiring an additional 761,861 shares during the last quarter. Finally, SG Americas Securities LLC grew its position in 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. 86.81% of the stock is currently owned by institutional investors.

Analog Devices Stock Down 3.7%

Shares of Analog Devices stock opened at $307.27 on Friday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. Analog Devices, Inc. has a 52-week low of $158.65 and a 52-week high of $363.20. The company’s 50 day moving average price is $319.78 and its 200-day moving average price is $274.86. The stock has a market capitalization of $150.01 billion, a price-to-earnings ratio of 56.17, a P/E/G ratio of 1.47 and a beta of 1.00.

Analog Devices (NASDAQ:ADI) last posted 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 company 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%. The firm’s revenue was up 30.4% compared to the same quarter last year. During the same period in the prior year, the business posted $1.63 EPS. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Equities research analysts forecast that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Increases Dividend

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

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on ADI shares. Zacks Research upgraded shares of Analog Devices from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 1st. The Goldman Sachs Group increased their target price on shares of Analog Devices from $300.00 to $370.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. JPMorgan Chase & Co. lifted 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. Stifel Nicolaus set a $405.00 price target on shares of Analog Devices and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Finally, KeyCorp upped their price target on shares of Analog Devices from $375.00 to $430.00 and gave the company an “overweight” rating in a research report on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $366.96.

More Analog Devices News

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

• Positive Sentiment: Management highlighted plans to lift gross margins to ~74% and add ~200 bps to operating margins next quarter and pointed to rising AI-driven capital spending as a tailwind for its ATE (automated test equipment) business — supports higher profitability and a longer-term growth narrative. Analog Devices (ADI) Presents at Morgan Stanley’s Conference
• Positive Sentiment: Several bullish analyst/press pieces highlight ADI’s recent outperformance (14% gain over three months) and argue the company remains attractive for growth investors given AI-driven industrial and comms demand plus margin expansion. ADI Climbs 14% in 3 Months
• Positive Sentiment: Analyst commentary and industry data point to a strong semiconductor cycle (AI-led) that benefits ADI’s end markets — supportive for revenue and pricing over coming quarters. The Zacks Analyst Blog: Analog Devices, NXP, Taiwan and NVIDIA
• Neutral Sentiment: A 247WallStreet/coverage note mentions Goldman Sachs raising price targets on several tech names; it’s not explicit ADI-focused but contributes to sector sentiment that can indirectly affect ADI. Goldman Sachs Raises Price Targets
• Neutral Sentiment: Reported short-interest entries for March show anomalous/zero values and NaN changes in the feed — data appears unreliable and does not provide a clear bearish signal (no meaningful days-to-cover). (internal short-interest feed entries)
• Negative Sentiment: A market write-up focused on the near-term reaction says ADI fell sharply after the margin/ATE commentary — suggesting some investors sold into the news or questioned timing/visibility of the margin lift despite management’s longer-term guidance. Analog Devices (ADI) Is Down 6.5% After Margin Plan And AI ATE Tailwind Commentary

Insider Activity at Analog Devices

In other news, SVP Martin Cotter sold 10,000 shares of the stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $278.44, for a total transaction of $2,784,400.00. Following the completion of the sale, the senior vice president directly owned 49,664 shares in the company, valued at approximately $13,828,444.16. This represents a 16.76% 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, Director Ray Stata sold 3,125 shares of the firm’s stock in a transaction dated 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 in the company, valued at $39,288,403.30. The trade was a 2.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 49,574 shares of company stock valued at $14,565,113 in the last quarter. 0.36% of the stock is currently owned by company 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.