National Pension Service Buys 220,379 Shares of Analog Devices, Inc. $ADI

National Pension Service boosted its position in Analog Devices, Inc. (NASDAQ:ADI) by 20.0% in the second quarter, Holdings Channel.com reports. The firm owned 1,323,143 shares of the semiconductor company’s stock after purchasing an additional 220,379 shares during the quarter. National Pension Service’s holdings in Analog Devices were worth $314,934,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Solstein Capital LLC boosted its position in Analog Devices by 2.0% during the 2nd quarter. Solstein Capital LLC now owns 2,307 shares of the semiconductor company’s stock worth $549,000 after buying an additional 46 shares during the period. Nisa Investment Advisors LLC raised its stake in shares of Analog Devices by 13.7% during the second quarter. Nisa Investment Advisors LLC now owns 203,286 shares of the semiconductor company’s stock valued at $48,386,000 after acquiring an additional 24,425 shares during the last quarter. Savvy Advisors Inc. bought a new position in shares of Analog Devices during the second quarter valued at $279,000. Bank of Montreal Can lifted its holdings in shares of Analog Devices by 88.2% during the second quarter. Bank of Montreal Can now owns 1,040,536 shares of the semiconductor company’s stock worth $247,668,000 after purchasing an additional 487,535 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of Analog Devices by 7.7% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,001,839 shares of the semiconductor company’s stock worth $238,458,000 after purchasing an additional 71,735 shares during the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices Price Performance

Shares of ADI opened at $233.41 on Wednesday. The business’s fifty day moving average is $241.02 and its 200 day moving average is $232.95. Analog Devices, Inc. has a 12-month low of $158.65 and a 12-month high of $258.13. The company has a quick ratio of 1.79, a current ratio of 2.32 and a debt-to-equity ratio of 0.24. The stock has a market cap of $114.83 billion, a P/E ratio of 59.54, a P/E/G ratio of 1.98 and a beta of 1.09.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Wednesday, August 20th. The semiconductor company reported $2.05 EPS for the quarter, topping analysts’ consensus estimates of $1.95 by $0.10. Analog Devices had a return on equity of 10.32% and a net margin of 18.85%.The firm had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.76 billion. During the same period in the previous year, the company posted $1.58 EPS. The company’s revenue for the quarter was up 24.6% on a year-over-year basis. Analog Devices has set its Q4 2025 guidance at 2.120-2.320 EPS. Sell-side analysts anticipate that Analog Devices, Inc. will post 7.14 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 16th. Investors of record on Tuesday, September 2nd were issued a $0.99 dividend. This represents a $3.96 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date of this dividend was Tuesday, September 2nd. Analog Devices’s payout ratio is 101.02%.

Analysts Set New Price Targets

A number of equities research analysts have commented on ADI shares. Piper Sandler upped their price target on Analog Devices from $215.00 to $245.00 and gave the company a “neutral” rating in a research report on Thursday, August 21st. Cantor Fitzgerald lifted their price objective on Analog Devices from $270.00 to $300.00 and gave the stock an “overweight” rating in a research note on Tuesday, September 30th. Morgan Stanley upped their target price on Analog Devices from $273.00 to $288.00 and gave the company an “overweight” rating in a report on Thursday, August 21st. Barclays increased their target price on shares of Analog Devices from $185.00 to $240.00 and gave the company an “equal weight” rating in a research report on Thursday, August 21st. Finally, BNP Paribas Exane initiated coverage on shares of Analog Devices in a research report on Tuesday, November 4th. They issued an “outperform” rating and a $300.00 price target on the stock. Two analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $277.89.

Insider Activity at Analog Devices

In other Analog Devices news, Director Ray Stata sold 3,125 shares of the business’s stock in a transaction dated Tuesday, November 4th. The shares were sold at an average price of $230.21, for a total value of $719,406.25. Following the transaction, the director directly owned 142,571 shares in the company, valued at $32,821,269.91. The trade was a 2.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Katsufumi Nakamura sold 2,490 shares of the company’s stock in a transaction that occurred on Thursday, August 21st. The shares were sold at an average price of $248.03, for a total value of $617,594.70. Following the completion of the transaction, the senior vice president owned 13,549 shares in the company, valued at approximately $3,360,558.47. The trade was a 15.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 62,240 shares of company stock valued at $15,301,891 in the last 90 days. 0.33% of the stock is currently owned by company insiders.

Analog Devices Profile

Analog Devices, Inc designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia. The company provides data converter products, which translate real-world analog signals into digital data, as well as translates digital data into analog signals; power management and reference products for power conversion, driver monitoring, sequencing, and energy management applications in the automotive, communications, industrial, and consumer markets; and power ICs that include performance, integration, and software design simulation tools for accurate power supply designs.