Ilmarinen Mutual Pension Insurance Co Has $26.02 Million Holdings in Analog Devices, Inc. $ADI

Ilmarinen Mutual Pension Insurance Co lessened its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 6.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 95,944 shares of the semiconductor company’s stock after selling 6,700 shares during the quarter. Ilmarinen Mutual Pension Insurance Co’s holdings in Analog Devices were worth $26,020,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Jones Financial Companies Lllp raised its position in shares of Analog Devices by 12.9% during the third quarter. Jones Financial Companies Lllp now owns 169,572 shares of the semiconductor company’s stock worth $41,907,000 after acquiring an additional 19,383 shares during the last quarter. Nordea Investment Management AB raised its position in shares of Analog Devices by 247.3% during the fourth quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company’s stock worth $95,802,000 after acquiring an additional 249,702 shares during the last quarter. Ashton Thomas Private Wealth LLC raised its position in shares of Analog Devices by 18.8% during the third quarter. Ashton Thomas Private Wealth LLC now owns 20,734 shares of the semiconductor company’s stock worth $5,094,000 after acquiring an additional 3,286 shares during the last quarter. AE Wealth Management LLC raised its position in shares of Analog Devices by 26.4% during the third quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company’s stock worth $10,795,000 after acquiring an additional 9,174 shares during the last quarter. Finally, National Pension Service grew its stake in shares of Analog Devices by 1.8% during the third quarter. National Pension Service now owns 1,347,535 shares of the semiconductor company’s stock worth $331,089,000 after purchasing an additional 24,392 shares during the period. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices Stock Performance

ADI stock opened at $419.01 on Friday. The business’s 50-day moving average price is $369.92 and its two-hundred day moving average price is $321.48. 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 firm has a market cap of $204.10 billion, a PE ratio of 62.26, a P/E/G ratio of 1.17 and a beta of 1.19. Analog Devices, Inc. has a 1-year low of $210.80 and a 1-year high of $435.72.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, topping the consensus estimate of $2.89 by $0.20. The firm had revenue of $3.62 billion for the quarter, compared to analyst estimates of $3.51 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The company’s revenue for the quarter was up 37.2% on a year-over-year basis. During the same period in the previous year, the company posted $1.85 earnings per share. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, research analysts forecast that Analog Devices, Inc. will post 12.41 earnings per share for the current year.

Analog Devices Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be issued a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Tuesday, June 2nd. Analog Devices’s payout ratio is 65.38%.

Key Analog Devices News

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

• Positive Sentiment: Evercore ISI raised its price target on Analog Devices to $474 from $387 and kept an Outperform rating after the company’s strong quarterly beat and raise. Article: Analog Devices (ADI) Gets A Massive Target Hike After A Strong “Beat-And-Raise” Quarter
• Positive Sentiment: ADI’s industrial segment surged 56% year over year in fiscal Q2, driven by AI infrastructure, automation and defense demand, signaling broad-based business momentum. Article: Analog Devices’ Industrial Segment Picks Up Pace: What’s Ahead?
• Positive Sentiment: Analyst commentary has turned more constructive, with reports citing solid earnings estimate revisions and expectations for additional upside. Article: Why Analog Devices (ADI) Might be Well Poised for a Surge
• Neutral Sentiment: CEO Vincent Roche disclosed recent share sales, including two 30,000-share transactions, which may create some caution but do not necessarily change the company’s operating outlook.
• Neutral Sentiment: Broader market strength in technology and semiconductors is also providing a supportive backdrop for ADI shares. Article: S&P 500 and Nasdaq 100 Climb to Record Highs on Tech Stock Strength

Analyst Upgrades and Downgrades

ADI has been the subject of a number of analyst reports. Piper Sandler lifted their price objective on Analog Devices from $250.00 to $360.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Cantor Fitzgerald lifted their price objective on Analog Devices from $400.00 to $510.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 13th. Arete Research raised Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 price objective for the company in a research note on Monday, March 30th. Oppenheimer lifted their price objective on Analog Devices from $400.00 to $450.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 12th. Finally, Truist Financial lifted their price objective on Analog Devices from $364.00 to $405.00 and gave the stock a “hold” rating in a research note on Wednesday, May 20th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $432.71.

Insider Activity at Analog Devices

In other news, CEO Vincent Roche sold 30,000 shares of the business’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $415.13, for a total value of $12,453,900.00. Following the sale, the chief executive officer directly owned 137,538 shares in the company, valued at $57,096,149.94. The trade was a 17.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Insiders sold 80,000 shares of company stock valued at $31,519,000 in the last 90 days. Insiders own 0.36% of the company’s stock.

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.