Sequoia Financial Advisors LLC Purchases 3,461 Shares of Analog Devices, Inc. $ADI

Sequoia Financial Advisors LLC lifted its position in Analog Devices, Inc. (NASDAQ:ADI) by 21.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 19,829 shares of the semiconductor company’s stock after buying an additional 3,461 shares during the period. Sequoia Financial Advisors LLC’s holdings in Analog Devices were worth $5,378,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. Indivisible Partners bought a new position in shares of Analog Devices in the fourth quarter worth approximately $246,000. Navellier & Associates Inc. lifted its stake in shares of Analog Devices by 1.0% in the fourth quarter. Navellier & Associates Inc. now owns 4,022 shares of the semiconductor company’s stock worth $1,091,000 after buying an additional 39 shares in the last quarter. RFG Advisory LLC lifted its stake in shares of Analog Devices by 2.0% in the fourth quarter. RFG Advisory LLC now owns 2,152 shares of the semiconductor company’s stock worth $584,000 after buying an additional 43 shares in the last quarter. Swedbank AB lifted its stake in shares of Analog Devices by 4.0% in the fourth quarter. Swedbank AB now owns 3,763,347 shares of the semiconductor company’s stock worth $1,020,620,000 after buying an additional 146,152 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in shares of Analog Devices by 4.4% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,093,703 shares of the semiconductor company’s stock worth $299,390,000 after buying an additional 46,592 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices Stock Performance

Shares of NASDAQ ADI opened at $416.52 on Friday. The firm has a 50 day moving average of $344.80 and a 200 day moving average of $302.88. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21. The firm has a market capitalization of $203.35 billion, a price-to-earnings ratio of 76.15, a price-to-earnings-growth ratio of 1.64 and a beta of 1.19. Analog Devices, Inc. has a 12-month low of $206.00 and a 12-month high of $418.75.

Analog Devices (NASDAQ:ADI) last announced its 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. 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 quarterly revenue was up 30.4% compared to the same quarter last year. During the same period in the previous year, the business posted $1.63 earnings per share. 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 year.

Analog Devices Increases Dividend

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

Insider Activity at Analog Devices

In related news, CEO Vincent Roche sold 10,000 shares of the business’s 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 sale, the chief executive officer directly owned 187,538 shares in the company, valued at approximately $74,623,245.58. The trade was a 5.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Michael Sondel sold 4,199 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the sale, the chief accounting officer owned 14,740 shares of the company’s stock, valued at $5,321,434.80. This trade represents a 22.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 24,199 shares of company stock valued at $8,676,423 over the last 90 days. 0.36% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several brokerages have recently issued reports on ADI. Cantor Fitzgerald upped 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. Piper Sandler upped their target price on shares of Analog Devices from $250.00 to $360.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Needham & Company LLC raised shares of Analog Devices from a “hold” rating to a “buy” rating and set a $400.00 price objective for the company in a report on Thursday, February 19th. Jefferies Financial Group reissued a “buy” rating and set a $410.00 price objective on shares of Analog Devices in a report on Thursday, February 19th. Finally, Benchmark boosted their price objective on shares of Analog Devices from $285.00 to $400.00 and gave the company a “buy” rating in a report on Thursday, February 19th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $370.69.

Key Stories Impacting Analog Devices

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

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.