Analog Devices, Inc. $ADI is EDENTREE ASSET MANAGEMENT Ltd’s 9th Largest Position

EDENTREE ASSET MANAGEMENT Ltd boosted its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 4.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 57,150 shares of the semiconductor company’s stock after acquiring an additional 2,500 shares during the quarter. Analog Devices accounts for approximately 3.4% of EDENTREE ASSET MANAGEMENT Ltd’s investment portfolio, making the stock its 9th biggest position. EDENTREE ASSET MANAGEMENT Ltd’s holdings in Analog Devices were worth $14,033,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Brighton Jones LLC grew its stake in 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 purchasing an additional 529 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Analog Devices by 36.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after buying an additional 464 shares during the period. D.A. Davidson & CO. grew its position in shares of Analog Devices by 27.1% during the second quarter. D.A. Davidson & CO. now owns 9,162 shares of the semiconductor company’s stock worth $2,181,000 after buying an additional 1,951 shares in the last quarter. Brookstone Capital Management increased its stake in shares of Analog Devices by 18.3% during the second quarter. Brookstone Capital Management now owns 2,241 shares of the semiconductor company’s stock worth $533,000 after buying an additional 346 shares during the period. Finally, Carnegie Investment Counsel acquired a new stake in Analog Devices in the second quarter valued at approximately $270,000. 86.81% of the stock is currently owned by hedge funds and other institutional investors.

Analog Devices News Summary

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

• Positive Sentiment: Q1 results beat and management raised Q2 guidance sharply (EPS guidance 2.73–3.03 vs. consensus ~2.36; revenue guide roughly $3.4–$3.6B vs. ~$3.1B), signaling continued demand in data center/AI infrastructure and supporting earnings momentum. Analog Devices surges on earnings beat, strong Q2 guidance
• Positive Sentiment: Core quarter metrics: EPS $2.46 vs. $2.31 expected; revenue ~$3.16B, up ~30% Y/Y — expanded margins and stronger top‑line that validate the guidance. Zacks: ADI Q1 Earnings Beat
• Positive Sentiment: Multiple brokerages hiked price targets and ratings (JPMorgan, Wells Fargo, Benchmark, Needham, etc.), with several new targets near $400 — the analyst momentum reinforces the bullish narrative and can lift demand for the stock. Investors Business Daily: Blizzard of Price-Target Hikes
• Positive Sentiment: AI/data‑center exposure highlighted in coverage — several pieces note ADI as a momentum play benefiting from AI infrastructure demand and industrial/data-center mix strength. That thematic tailwind is supporting investor interest. Seeking Alpha: AI Narrative Stealing the Show
• Positive Sentiment: Momentum/market interest articles and institutional buying narratives are amplifying the move, attracting momentum traders after the quarter. FXEmpire: Watch as Big Money Boosts Analog Devices
• Neutral Sentiment: Management will present at the Morgan Stanley TMT conference (March 3) — provides another forum for management to reinforce the AI/data-center story and for analysts to ask detail‑level questions. PRNewswire: ADI to Participate in Morgan Stanley TMT Conference
• Neutral Sentiment: Short‑interest entries in the feed appear to show erroneous/zero values (reported “0 shares”/NaN); there’s no clear short‑pressure signal from those data points — treat as unreliable until corrected.

Insider Activity

In other news, CAO Michael Sondel sold 8,169 shares of the stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $278.03, for a total transaction of $2,271,227.07. Following the completion of the sale, the chief accounting officer owned 18,913 shares in the company, valued at approximately $5,258,381.39. This represents a 30.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Katsufumi Nakamura sold 500 shares of the firm’s stock in a transaction dated 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 directly owned 12,710 shares in the company, valued at approximately $3,831,556.60. This represents a 3.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 53,544 shares of company stock worth $15,320,417 over the last 90 days. 0.36% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research analysts have commented on ADI shares. Bank of America boosted their price target on shares of Analog Devices from $320.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, January 21st. Sanford C. Bernstein reissued a “market perform” rating and issued a $270.00 target price on shares of Analog Devices in a report on Wednesday, November 26th. Cantor Fitzgerald raised their price target on Analog Devices from $350.00 to $400.00 and gave the company an “overweight” rating in a research note on Tuesday, February 17th. Barclays upped their price objective on Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a research report on Thursday. Finally, Citigroup reissued a “buy” rating on shares of Analog Devices in a research report on Thursday. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $366.96.

Analog Devices Stock Up 2.8%

ADI opened at $355.03 on Friday. Analog Devices, Inc. has a one year low of $158.65 and a one year high of $355.45. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.68 and a current ratio of 1.76. The stock has a market capitalization of $173.33 billion, a P/E ratio of 64.91, a price-to-earnings-growth ratio of 2.01 and a beta of 1.03. The business’s 50-day simple moving average is $302.42 and its 200-day simple moving average is $264.97.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.31 by $0.15. The firm had revenue of $3.16 billion for the quarter, compared to the consensus estimate of $3.10 billion. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The firm’s quarterly revenue was up 30.4% compared to the same quarter last year. During the same quarter last year, the business posted $1.63 EPS. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Analysts anticipate that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be given a $1.10 dividend. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date is Tuesday, March 3rd. This represents a $4.40 annualized dividend and a yield of 1.2%. Analog Devices’s payout ratio is currently 80.44%.

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.