Baillie Gifford & Co. Boosts Stock Holdings in Analog Devices, Inc. $ADI

Baillie Gifford & Co. increased its stake in shares of Analog Devices, Inc. (NASDAQ:ADI) by 1.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 580,842 shares of the semiconductor company’s stock after acquiring an additional 9,682 shares during the quarter. Baillie Gifford & Co. owned approximately 0.12% of Analog Devices worth $142,713,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also added to or reduced their stakes in the company. UniSuper Management Pty Ltd lifted its position in Analog Devices by 2.1% during the third quarter. UniSuper Management Pty Ltd now owns 293,948 shares of the semiconductor company’s stock valued at $72,223,000 after buying an additional 6,150 shares during the period. Tranquilli Financial Advisor LLC increased its holdings in shares of Analog Devices by 9.0% in the 3rd quarter. Tranquilli Financial Advisor LLC now owns 2,296 shares of the semiconductor company’s stock worth $564,000 after purchasing an additional 190 shares in the last quarter. Envestnet Portfolio Solutions Inc. increased its holdings in Analog Devices by 5.3% in 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 in the last quarter. Teacher Retirement System of Texas raised its holdings in shares of Analog Devices by 2.4% during the third quarter. Teacher Retirement System of Texas now owns 147,699 shares of the semiconductor company’s stock valued at $36,290,000 after purchasing an additional 3,516 shares during the last quarter. Finally, Coign Capital Advisors LLC increased its position in Analog Devices by 16.3% during the third 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 during the last quarter. Institutional investors own 86.81% of the company’s stock.

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?

Analog Devices Trading Down 0.9%

ADI 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 cap of $149.64 billion, a price-to-earnings ratio of 67.02, a PEG ratio of 1.66 and a beta of 1.03. Analog Devices, Inc. has a 12 month low of $158.65 and a 12 month high of $313.54. The stock has a fifty day moving average price of $275.97 and a 200-day moving average price of $252.05.

Analog Devices (NASDAQ:ADI) last posted its 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 company had revenue of $3.08 billion for the quarter, compared to analyst estimates of $3.02 billion. During the same quarter in the previous year, the firm earned $1.67 earnings per share. The firm’s quarterly revenue was up 25.9% compared to the same quarter last year. As a group, equities research analysts anticipate that Analog Devices, Inc. will post 7.14 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

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

Insider Transactions at Analog Devices

In other news, Director Ray Stata sold 3,125 shares of the stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $297.27, for a total transaction of $928,968.75. Following the sale, the director owned 130,071 shares of the company’s stock, valued at approximately $38,666,206.17. This represents a 2.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Katsufumi Nakamura sold 500 shares of the firm’s stock in a transaction that occurred 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 transaction, the senior vice president directly owned 12,710 shares of the company’s stock, valued at $3,831,556.60. This represents a 3.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 53,544 shares of company stock valued at $14,328,561 in the last three months. 0.33% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. Oppenheimer boosted their price objective on shares of Analog Devices from $265.00 to $350.00 and gave the company an “outperform” rating in a research report on Friday, January 16th. Benchmark reiterated a “buy” rating and issued a $285.00 price target on shares of Analog Devices in a research note on Wednesday, November 26th. Bank of America increased their target price on Analog Devices from $320.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday. Evercore ISI reduced their price objective on Analog Devices from $303.00 to $282.00 and set an “outperform” rating on the stock in a research note on Tuesday, November 25th. Finally, Susquehanna increased their price objective on shares of Analog Devices from $350.00 to $360.00 and gave the stock a “positive” rating in a research report on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $312.04.

Analog Devices 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.