B. Metzler seel. Sohn & Co. AG Raises Stock Holdings in Analog Devices, Inc. $ADI

B. Metzler seel. Sohn & Co. AG lifted its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 13.0% during the second quarter, HoldingsChannel reports. The firm owned 138,570 shares of the semiconductor company’s stock after purchasing an additional 15,962 shares during the quarter. B. Metzler seel. Sohn & Co. AG’s holdings in Analog Devices were worth $55,036,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Banque Transatlantique SA bought a new position in Analog Devices during the fourth quarter valued at $25,000. Contravisory Investment Management Inc. purchased a new position in shares of Analog Devices during the 2nd quarter valued at $25,000. Manning & Napier Advisors LLC bought a new position in shares of Analog Devices during the 2nd quarter worth $25,000. Hilton Head Capital Partners LLC bought a new stake in Analog Devices during the 4th quarter valued at $26,000. Finally, Gordian Capital Singapore Pte Ltd purchased a new stake in shares of Analog Devices during the fourth quarter worth $27,000. 86.81% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Analog Devices

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

• Positive Sentiment: Strong quarterly results: Fiscal Q3 revenue rose approximately 40% year over year to a record $4.02 billion, exceeding the $3.92 billion consensus estimate. Adjusted EPS of $3.45 also surpassed expectations of about $3.33-$3.34. Analog Devices Q3 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: AI and data-center momentum: Data-center revenue grew more than 100%, with management citing rising demand for AI infrastructure, power-management products and optical solutions. ADI sees a potential 100-gigawatt data-center buildout by 2031, creating a substantial long-term opportunity. Analog Devices Sees 100 GW Data Center Buildout By 2031
• Positive Sentiment: Above-consensus guidance: Fiscal Q4 EPS guidance of $3.71-$4.01 signals continued momentum into fiscal 2027, supported by AI infrastructure, industrial recovery, grid-to-chip demand and improving margins. Analog Devices Q3 Earnings Call Highlights AI Power Growth Runway
• Positive Sentiment: Analyst target increases: JPMorgan raised its target to $500 and maintained an Overweight rating. Needham, Susquehanna and TD Cowen also reiterated Buy ratings, with targets ranging from $450 to $475. Analog Devices Is Cashing in on the AI Boom
• Positive Sentiment: Shareholder return: ADI declared a quarterly dividend of $1.10 per share, equivalent to an annualized yield of approximately 1.2%, reinforcing its appeal as an AI-exposed dividend stock.
• Neutral Sentiment: Investors are comparing ADI with Texas Instruments in the analog-chip market; both companies serve industrial, automotive and consumer electronics markets. Relative valuation and growth prospects may influence fund flows between the two stocks. ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?
• Negative Sentiment: One analyst cautioned that ADI’s high valuation and multiple contraction could limit gains despite strong fundamentals. The stock’s roughly 44 forward-looking price-to-earnings ratio also leaves it vulnerable if AI spending or semiconductor sentiment weakens. Analog Devices: The Earnings Reaction Is Sending You a Warning Sign

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on ADI. KeyCorp lifted their price target on Analog Devices from $500.00 to $525.00 and gave the company an “overweight” rating in a research report on Tuesday, July 14th. Citigroup increased their price objective on Analog Devices from $400.00 to $460.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Fundamental Research set a $550.00 target price on Analog Devices in a report on Monday, June 29th. Wolfe Research reissued an “outperform” rating and issued a $475.00 price target on shares of Analog Devices in a report on Thursday, May 21st. Finally, Robert W. Baird boosted their price objective on shares of Analog Devices from $365.00 to $450.00 and gave the company an “outperform” rating in a research note on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $447.13.

Insider Activity at Analog Devices

In related news, SVP Martin Cotter sold 17,594 shares of the business’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total transaction of $7,354,292.00. Following the transaction, the senior vice president owned 56,332 shares in the company, valued at $23,546,776. The trade was a 23.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Karen Golz sold 1,000 shares of the stock in a transaction that occurred on Monday, July 13th. The stock was sold at an average price of $389.83, for a total value of $389,830.00. Following the completion of the transaction, the director directly owned 11,019 shares of the company’s stock, valued at $4,295,536.77. This represents a 8.32% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 75,274 shares of company stock valued at $30,343,386 in the last 90 days. 0.36% of the stock is owned by company insiders.

Analog Devices Price Performance

Shares of NASDAQ ADI traded up $3.09 during trading hours on Friday, reaching $373.33. 1,744,193 shares of the stock traded hands, compared to its average volume of 4,196,798. The company’s 50-day simple moving average is $389.14 and its two-hundred day simple moving average is $371.10. The company has a market capitalization of $181.84 billion, a P/E ratio of 44.29, a price-to-earnings-growth ratio of 0.97 and a beta of 1.20. Analog Devices, Inc. has a 52-week low of $223.47 and a 52-week high of $445.91. The company has a quick ratio of 1.34, a current ratio of 1.25 and a debt-to-equity ratio of 0.20.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.34 by $0.11. Analog Devices had a net margin of 29.79% and a return on equity of 16.39%. The business had revenue of $4.02 billion during the quarter, compared to analyst estimates of $3.92 billion. During the same period in the prior year, the business posted $2.05 earnings per share. The company’s revenue was up 39.2% on a year-over-year basis. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Equities research analysts forecast that Analog Devices, Inc. will post 12.42 EPS for the current year.

Analog Devices Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be issued a $1.10 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $4.40 annualized dividend and a yield of 1.2%. Analog Devices’s payout ratio is 52.19%.

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.