Meiji Yasuda Asset Management Co Ltd. Acquires Shares of 14,060 Analog Devices, Inc. $ADI

Meiji Yasuda Asset Management Co Ltd. acquired a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) in the second quarter, according to its most recent disclosure with the SEC. The firm acquired 14,060 shares of the semiconductor company’s stock, valued at approximately $5,584,000.

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

Analog Devices Stock Performance

NASDAQ:ADI opened at $373.09 on Monday. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.25 and a quick ratio of 0.91. The firm has a market cap of $180.79 billion, a PE ratio of 44.26, a P/E/G ratio of 0.76 and a beta of 1.20. The firm has a 50 day simple moving average of $388.25 and a 200-day simple moving average of $371.50. Analog Devices, Inc. has a 1-year low of $223.47 and a 1-year high of $445.91.

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

Analog Devices Announces Dividend

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

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. Robert W. Baird raised their price target on Analog Devices from $365.00 to $450.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. KeyCorp increased their price objective on shares of Analog Devices from $500.00 to $525.00 and gave the company an “overweight” rating in a research note on Tuesday, July 14th. Stifel Nicolaus upped their price target on shares of Analog Devices from $450.00 to $498.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Raymond James Financial reiterated an “outperform” rating and issued a $430.00 price target on shares of Analog Devices in a research report on Thursday, May 21st. Finally, Wall Street Zen raised Analog Devices from a “hold” rating to a “buy” rating in a research note on Sunday, May 24th. Two research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, Analog Devices has a consensus rating of “Buy” and an average price target of $447.13.

Key Stories Impacting Analog Devices

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

Insider Activity at Analog Devices

In other news, CEO Vincent Roche sold 30,000 shares of the stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the transaction, the chief executive officer directly owned 137,538 shares in the company, valued at $57,096,149.94. This represents a 17.91% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Karen Golz sold 1,000 shares of the business’s stock in a transaction that occurred on Monday, July 13th. The shares were sold at an average price of $389.83, for a total transaction of $389,830.00. Following the completion of the sale, the director owned 11,019 shares of the company’s stock, valued at approximately $4,295,536.77. The trade was a 8.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 75,274 shares of company stock worth $30,343,386. 0.36% of the stock is owned by 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.