UniSuper Management Pty Ltd Has $72.22 Million Stock Position in Analog Devices, Inc. $ADI

UniSuper Management Pty Ltd boosted its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 2.1% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 293,948 shares of the semiconductor company’s stock after buying an additional 6,150 shares during the quarter. UniSuper Management Pty Ltd owned approximately 0.06% of Analog Devices worth $72,223,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Howard Hughes Medical Institute bought a new stake in shares of Analog Devices during the second quarter worth $25,000. RMG Wealth Management LLC acquired a new position in shares of Analog Devices in the second quarter valued at approximately $26,000. Clayton Financial Group LLC acquired a new position in shares of Analog Devices in the third quarter valued at approximately $31,000. Sound Income Strategies LLC raised its holdings in Analog Devices by 141.8% in the 3rd quarter. Sound Income Strategies LLC now owns 162 shares of the semiconductor company’s stock valued at $39,000 after buying an additional 95 shares during the last quarter. Finally, Access Investment Management LLC acquired a new stake in Analog Devices during the 2nd quarter worth approximately $45,000. Institutional investors own 86.81% of the company’s stock.

Analog Devices Stock Performance

Analog Devices stock opened at $305.60 on Friday. The firm’s 50 day simple moving average is $275.97 and its 200 day simple moving average is $252.05. The firm has a market capitalization of $149.64 billion, a PE ratio of 67.02, a price-to-earnings-growth ratio of 1.66 and a beta of 1.03. The company has a current ratio of 2.19, a quick ratio of 1.68 and a debt-to-equity ratio of 0.24. Analog Devices, Inc. has a 1-year low of $158.65 and a 1-year high of $313.54.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 EPS for the quarter, topping the consensus estimate of $2.22 by $0.04. The business had revenue of $3.08 billion during the quarter, compared to analysts’ expectations of $3.02 billion. Analog Devices had a return on equity of 11.23% and a net margin of 20.58%.The firm’s revenue was up 25.9% on a year-over-year basis. During the same period in the previous year, the business earned $1.67 earnings per share. As a group, analysts expect that Analog Devices, Inc. will post 7.14 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, December 22nd. Shareholders of record on Monday, December 8th were given a dividend of $0.99 per share. The ex-dividend date was Monday, December 8th. This represents a $3.96 dividend on an annualized basis and a yield of 1.3%. Analog Devices’s dividend payout ratio (DPR) is presently 86.84%.

Insider Activity

In other Analog Devices news, SVP Martin Cotter sold 10,000 shares of the stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $278.44, for a total transaction of $2,784,400.00. Following the transaction, the senior vice president directly owned 49,664 shares in the company, valued at $13,828,444.16. This trade represents a 16.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Katsufumi Nakamura sold 500 shares of the company’s stock in a transaction on Friday, January 9th. The shares were sold at an average price of $301.46, for a total transaction of $150,730.00. Following the completion of the sale, the senior vice president directly owned 12,710 shares of the company’s stock, valued at $3,831,556.60. This trade represents a 3.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 53,544 shares of company stock valued at $14,328,561. 0.33% of the stock is owned by insiders.

Analog Devices News Summary

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

• Positive Sentiment: ADI added Dr. Yoky Matsuoka to its board, bringing deep AI/robotics expertise that supports the company’s edge-AI and industrial growth story. Analog Devices Appoints Yoky Matsuoka to its Board of Directors
• Positive Sentiment: Another board update highlights AI expertise addition (Susie Wee update), reinforcing ADI’s push into AI and edge compute markets which underpin revenue/margin upside expectations. Analog Devices Adds AI Veteran to Board of Directors
• Positive Sentiment: Bank of America (covered in media) issued a bullish forecast for ADI, signaling institutional confidence in further price appreciation. That support can drive demand ahead of results. Bank of America Forecasts Strong Price Appreciation for Analog Devices (NASDAQ:ADI) Stock
• Positive Sentiment: Analysts see room to run — some models project a $375 target for 2026, citing durable industrial demand and edge-AI adoption that justify a premium multiple. Why Analysts Think Analog Devices Stock Can Hit $375 in 2026
• Positive Sentiment: ADI appears on screens and articles highlighting long-term outperformance and efficiency metrics — helpful for momentum and investor sentiment. Analog Devices (ADI) outpaces stock market gains: What you should know
• Positive Sentiment: Long-term performance pieces (e.g., 10-year investment return illustrations) reinforce ADI’s track record, which can attract buy-and-hold investors. If you invested $1000 in Analog Devices 10 years ago, this is how much you’d have now
• Positive Sentiment: Inclusion on analyst screens (Zacks feature on high-efficiency stocks) supports the narrative that ADI is outperforming peers on key metrics. 4 High-Efficiency Stocks Poised to Deliver Superior Returns
• Neutral Sentiment: ADI confirmed it will report Q1 FY2026 results on Feb. 18 — a key near-term catalyst; guidance and margin commentary will likely move the shares. Analog Devices to Report First Quarter Fiscal Year 2026 Financial Results on Wednesday, February 18, 2026
• Negative Sentiment: A Yahoo Finance piece highlights debates over board shake-ups and shareholder rights — potential activism or governance disputes can create volatility and distract management. Investors should monitor developments closely. Should Board Shake-Up and Shareholder Rights Debate Require Action From Analog Devices (ADI) Investors?

Wall Street Analyst Weigh In

Several research analysts recently issued reports on ADI shares. UBS Group set a $350.00 target price on Analog Devices in a research report on Wednesday. Bank of America increased their price target on Analog Devices from $320.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday. Citigroup upped their target price on Analog Devices from $290.00 to $340.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Piper Sandler set a $290.00 price objective on shares of Analog Devices in a research report on Tuesday, November 25th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $350.00 price target on shares of Analog Devices in a report on Tuesday, December 16th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $312.04.

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.