Crossmark Global Holdings Inc. Has $22.19 Million Stake in Analog Devices, Inc. $ADI

Crossmark Global Holdings Inc. lifted its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 2.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 81,803 shares of the semiconductor company’s stock after purchasing an additional 1,604 shares during the quarter. Crossmark Global Holdings Inc.’s holdings in Analog Devices were worth $22,185,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Y.D. More Investments Ltd bought a new position in shares of Analog Devices during the third quarter worth about $32,000. LFA Lugano Financial Advisors SA grew its stake in shares of Analog Devices by 92.9% in the third quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock valued at $33,000 after buying an additional 65 shares in the last quarter. Albion Financial Group UT increased its stake in shares of Analog Devices by 41.4% during the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 36 shares during the last quarter. Barnes Dennig Private Wealth Management LLC increased its position in Analog Devices by 61.3% during the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company’s stock worth $35,000 after buying an additional 49 shares during the last quarter. Finally, Valley Wealth Managers Inc. acquired a new position in shares of Analog Devices during the 3rd quarter worth approximately $38,000. Institutional investors own 86.81% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on ADI. Piper Sandler upped their price target on shares of Analog Devices from $250.00 to $360.00 and gave the company a “neutral” rating in a research note on Thursday, February 19th. Barclays raised their price target on Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. Morgan Stanley reissued an “overweight” rating and issued a $373.00 price objective on shares of Analog Devices in a research note on Thursday, February 19th. Stifel Nicolaus set a $405.00 target price on Analog Devices and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Finally, Cantor Fitzgerald boosted their target price on shares of Analog Devices from $350.00 to $400.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 17th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, Analog Devices has an average rating of “Moderate Buy” and a consensus price target of $370.69.

Analog Devices Stock Performance

Shares of Analog Devices stock opened at $416.52 on Friday. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35. Analog Devices, Inc. has a one year low of $206.00 and a one year high of $418.75. The business has a 50-day simple moving average of $344.80 and a 200 day simple moving average of $302.88. The firm has a market capitalization of $203.35 billion, a price-to-earnings ratio of 76.15, a PEG ratio of 1.64 and a beta of 1.19.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating the consensus estimate 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 quarter last year, the firm posted $1.63 EPS. Analog Devices’s 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. On average, research analysts anticipate that Analog Devices, Inc. will post 11.35 earnings per share for the current fiscal year.

Analog Devices Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were paid a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. The ex-dividend date was Tuesday, March 3rd. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio is currently 80.44%.

More Analog Devices News

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

• Positive Sentiment: ADI is benefiting from momentum tied to strong semiconductor demand, with recent commentary highlighting AI-fueled chip spending and the stock’s push to a new 52-week high. Analog Devices, Inc. (ADI) Hit a 52 Week High, Can the Run Continue?
• Positive Sentiment: The company has also been cited as a strong growth stock and one of the semiconductor names poised to benefit as AI supports steady chip sales, reinforcing the bullish setup for ADI. Here’s Why Analog Devices (ADI) is a Strong Growth Stock
• Neutral Sentiment: Recent articles have focused on whether the rally can continue, suggesting investors are watching valuation and sustainability of the move rather than reacting to a new company-specific catalyst. Analog Devices, Inc. (ADI) hit a 52-week high, can the run continue?
• Neutral Sentiment: ADI was also included in a broader list of AI semiconductor winners, which adds supportive industry context but does not point to a direct company-specific development. 4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales

Insider Transactions at Analog Devices

In other news, CAO Michael Sondel sold 4,199 shares of Analog Devices stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total value of $1,515,922.98. Following the completion of the transaction, the chief accounting officer owned 14,740 shares in the company, valued at $5,321,434.80. This trade represents a 22.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $397.91, for a total transaction of $3,979,100.00. Following the completion of the transaction, the chief executive officer owned 187,538 shares of the company’s stock, valued at $74,623,245.58. This represents a 5.06% decrease in their ownership of the stock. 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 24,199 shares of company stock valued at $8,676,423 in the last quarter. Company insiders own 0.36% of the company’s stock.

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.