Analog Devices, Inc. $ADI Shares Acquired by E Fund Management Hong Kong Co. Ltd.

E Fund Management Hong Kong Co. Ltd. grew its stake in Analog Devices, Inc. (NASDAQ:ADI) by 281.2% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 1,605 shares of the semiconductor company’s stock after buying an additional 1,184 shares during the quarter. E Fund Management Hong Kong Co. Ltd.’s holdings in Analog Devices were worth $435,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the company. Brighton Jones LLC lifted its position in shares of Analog Devices by 39.5% during the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock worth $397,000 after buying an additional 529 shares during the last quarter. Sivia Capital Partners LLC boosted its stake 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 in the last quarter. Ieq Capital LLC boosted its stake 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 in 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.

Analog Devices Stock Performance

Analog Devices stock opened at $432.39 on Thursday. Analog Devices, Inc. has a 12-month low of $206.00 and a 12-month high of $435.72. The company has a market capitalization of $211.09 billion, a price-to-earnings ratio of 79.05, a price-to-earnings-growth ratio of 1.69 and a beta of 1.19. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35. The firm’s fifty day moving average price is $350.16 and its 200 day moving average price is $307.92.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, beating 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 business had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.10 billion. During the same period in the previous year, the business posted $1.63 EPS. The company’s quarterly revenue was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. On average, research analysts forecast that Analog Devices, Inc. will post 11.35 EPS for the current fiscal year.

Analog Devices Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 1.0%. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date was Tuesday, March 3rd. Analog Devices’s dividend payout ratio (DPR) is presently 80.44%.

Analog Devices News Summary

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

• Positive Sentiment: Cantor Fitzgerald raised its price target on Analog Devices to $510 from $400 and kept an overweight rating, signaling confidence in further upside after the stock’s recent strength.
• Positive Sentiment: Several articles highlight that semiconductor stocks are broadly outperforming, with Analog Devices cited as one of the names benefiting from a strong industry rally that is being driven by more than just AI demand.
• Positive Sentiment: Analysts remain broadly optimistic on ADI’s outlook, and recent coverage points to strong year-to-date and multi-month share price momentum, which can keep buying interest elevated. Analog Devices Stock: Analyst Estimates & Ratings
• Positive Sentiment: Recent valuation commentary notes that the stock’s strong performance has put Analog Devices back on investors’ radar, reflecting improved sentiment around the company’s earnings power and growth profile. Assessing Analog Devices (ADI) Valuation After Strong Recent Share Price Momentum
• Neutral Sentiment: Coverage comparing ADI with other technology stocks suggests it has outperformed many peers this year, reinforcing the view that the move is part of a broader rotation into semiconductor names rather than a company-specific catalyst. Are Computer and Technology Stocks Lagging Analog Devices (ADI) This Year?
• Neutral Sentiment: One market note said hotter-than-expected U.S. producer prices added inflation concerns, but it did not single out ADI as a negative driver.

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 completion of the sale, the chief accounting officer directly owned 14,740 shares of the company’s stock, valued at approximately $5,321,434.80. This represents a 22.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $397.91, for a total value of $3,979,100.00. Following the completion of the transaction, the chief executive officer owned 187,538 shares in the company, valued at $74,623,245.58. This represents a 5.06% decrease in their position. 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. Over the last quarter, insiders sold 24,199 shares of company stock worth $8,676,423. 0.36% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts have recently commented on the stock. Oppenheimer upped their target price on shares of Analog Devices from $400.00 to $450.00 and gave the company an “outperform” rating in a report on Tuesday. Jefferies Financial Group reissued a “buy” rating and set a $410.00 price target on shares of Analog Devices in a report on Thursday, February 19th. Piper Sandler increased their price target on shares of Analog Devices from $250.00 to $360.00 and gave the stock a “neutral” rating in a report on Thursday, February 19th. Arete Research raised shares of Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 target price for the company in a report on Monday, March 30th. Finally, UBS Group increased their target price on shares of Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a report on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $379.54.

About Analog Devices

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.