Commerzbank Aktiengesellschaft FI Increases Stock Position in Analog Devices, Inc. $ADI

Commerzbank Aktiengesellschaft FI boosted its stake in Analog Devices, Inc. (NASDAQ:ADI) by 29.6% in the fourth quarter, Holdings Channel.com reports. The fund owned 19,561 shares of the semiconductor company’s stock after buying an additional 4,463 shares during the quarter. Commerzbank Aktiengesellschaft FI’s holdings in Analog Devices were worth $5,305,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently bought and sold shares of ADI. Brighton Jones LLC lifted its position in Analog Devices by 39.5% in the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after acquiring an additional 529 shares during the last quarter. Sivia Capital Partners LLC lifted its position in Analog Devices by 36.0% in the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after acquiring an additional 464 shares during the last quarter. Ieq Capital LLC lifted its position in Analog Devices by 38.0% in the second quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock valued at $10,610,000 after acquiring an additional 12,276 shares during the last quarter. HUB Investment Partners LLC purchased a new stake in shares of Analog Devices in the second quarter valued at about $644,000. Finally, Peapack Gladstone Financial Corp raised its holdings in shares of Analog Devices by 2.4% in the second quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock valued at $14,322,000 after buying an additional 1,406 shares during the last quarter. 86.81% of the stock is owned by hedge funds and other institutional investors.

More Analog Devices News

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

• Positive Sentiment: Analysts and market commentary continue to highlight ADI’s exposure to AI-driven data center spending, broad-based revenue growth, and expanding margins, supporting the stock’s strength. Analog Devices Climbs 57% YTD: Time to Buy, Sell or Hold the Stock?
• Positive Sentiment: Cantor Fitzgerald raised its price target on Analog Devices to $510 from $400 and kept an Overweight rating, citing a firmer analog semiconductor cycle and improving demand trends. Analog Devices (ADI): The Best Electric Vehicle Supply Chain Stock to Invest In
• Positive Sentiment: ADI is also being singled out as a stock to own in the current tech rally, with AI optimism and a stronger market backdrop improving sentiment toward the shares. 4 Tech Stocks to Buy as S&P 500 Closes Above 7,500 Milestone
• Neutral Sentiment: With ADI’s Q2 earnings approaching, investors are watching Wall Street’s estimates for revenue, EPS, and key operating metrics for clues on whether momentum can continue. Ahead of Analog Devices (ADI) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Recent articles also note that while ADI’s stock has already posted a strong multi-month run, investors are weighing whether the valuation leaves room for more upside after the rally. 2 Reasons to Like ADI (and 1 Not So Much)

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the company. Jefferies Financial Group reaffirmed a “buy” rating and set a $410.00 price objective on shares of Analog Devices in a research report on Thursday, February 19th. Barclays upped their price target on Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a research note on Thursday, February 19th. Cantor Fitzgerald upped their price target on Analog Devices from $400.00 to $510.00 and gave the stock an “overweight” rating in a research note on Wednesday. Truist Financial upped their price target on Analog Devices from $291.00 to $364.00 and gave the stock a “hold” rating in a research note on Thursday, February 19th. Finally, Oppenheimer increased their price target on shares of Analog Devices from $400.00 to $450.00 and gave the stock an “outperform” rating in a report on Tuesday. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Analog Devices has a consensus rating of “Moderate Buy” and a consensus target price of $379.54.

Insider Activity

In other Analog Devices news, CAO Michael Sondel sold 4,199 shares of the company’s stock in a transaction dated 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 transaction, the chief accounting officer directly owned 14,740 shares in the company, valued at approximately $5,321,434.80. This represents a 22.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $397.91, for a total transaction of $3,979,100.00. Following the transaction, the chief executive officer owned 187,538 shares in the company, valued at $74,623,245.58. The trade was a 5.06% 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. Insiders have sold 24,199 shares of company stock worth $8,676,423 over the last 90 days. 0.36% of the stock is currently owned by company insiders.

Analog Devices Trading Down 2.2%

Shares of ADI opened at $417.49 on Friday. 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’s 50-day moving average is $353.44 and its two-hundred day moving average is $310.00. Analog Devices, Inc. has a twelve month low of $206.00 and a twelve month high of $435.72. The firm has a market capitalization of $203.82 billion, a P/E ratio of 76.32, a PEG ratio of 1.72 and a beta of 1.19.

Analog Devices (NASDAQ:ADI) last issued its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, topping the consensus estimate of $2.31 by $0.15. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The company had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.10 billion. During the same period in the prior year, the business posted $1.63 earnings per share. The firm’s revenue for the quarter was up 30.4% compared to the same quarter last year. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. On average, research analysts predict that Analog Devices, Inc. will post 11.35 earnings per share for the current fiscal year.

Analog Devices Increases Dividend

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

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.