Resona Asset Management Co. Ltd. Has $40.26 Million Stock Position in Analog Devices, Inc. $ADI

Resona Asset Management Co. Ltd. reduced its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 8.6% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 163,936 shares of the semiconductor company’s stock after selling 15,435 shares during the quarter. Resona Asset Management Co. Ltd.’s holdings in Analog Devices were worth $40,255,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. UniSuper Management Pty Ltd grew its position in Analog Devices by 2.1% in the third quarter. UniSuper Management Pty Ltd now owns 293,948 shares of the semiconductor company’s stock valued at $72,223,000 after purchasing an additional 6,150 shares in the last quarter. Tranquilli Financial Advisor LLC lifted its position in Analog Devices by 9.0% during the 3rd quarter. Tranquilli Financial Advisor LLC now owns 2,296 shares of the semiconductor company’s stock worth $564,000 after buying an additional 190 shares in the last quarter. Envestnet Portfolio Solutions Inc. boosted its stake in shares of Analog Devices by 5.3% during the 3rd quarter. Envestnet Portfolio Solutions Inc. now owns 76,981 shares of the semiconductor company’s stock worth $18,914,000 after buying an additional 3,849 shares during the last quarter. Teacher Retirement System of Texas boosted its stake in shares of Analog Devices by 2.4% during the 3rd quarter. Teacher Retirement System of Texas now owns 147,699 shares of the semiconductor company’s stock worth $36,290,000 after buying an additional 3,516 shares during the last quarter. Finally, Coign Capital Advisors LLC grew its holdings in shares of Analog Devices by 16.3% in the 3rd quarter. Coign Capital Advisors LLC now owns 2,768 shares of the semiconductor company’s stock valued at $680,000 after acquiring an additional 388 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices Stock Down 0.9%

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

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

Analog Devices Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, December 22nd. Investors of record on Monday, December 8th were issued a dividend of $0.99 per share. The ex-dividend date of this dividend was Monday, December 8th. This represents a $3.96 annualized dividend and a dividend yield of 1.3%. Analog Devices’s payout ratio is presently 86.84%.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Citigroup upped their target price on Analog Devices from $290.00 to $340.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Evercore ISI lowered their price target on Analog Devices from $303.00 to $282.00 and set an “outperform” rating on the stock in a research report on Tuesday, November 25th. UBS Group set a $350.00 price objective on Analog Devices in a research note on Wednesday. Stifel Nicolaus raised their target price on shares of Analog Devices from $290.00 to $330.00 and gave the company a “buy” rating in a research note on Friday, January 16th. Finally, Barclays set a $315.00 target price on shares of Analog Devices in a report on Thursday, January 15th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $312.04.

More Analog Devices News

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?

Insiders Place Their Bets

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

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.