Choreo LLC Boosts Holdings in Analog Devices, Inc. $ADI

Choreo LLC boosted its stake in Analog Devices, Inc. (NASDAQ:ADI) by 19.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 24,233 shares of the semiconductor company’s stock after acquiring an additional 3,883 shares during the period. Choreo LLC’s holdings in Analog Devices were worth $5,954,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the company. Advisor OS LLC grew its stake in Analog Devices by 32.5% during the 3rd quarter. Advisor OS LLC now owns 1,823 shares of the semiconductor company’s stock worth $448,000 after buying an additional 447 shares during the last quarter. Interchange Capital Partners LLC acquired a new stake in shares of Analog Devices in the third quarter valued at approximately $249,000. Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in shares of Analog Devices by 4.5% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,047,111 shares of the semiconductor company’s stock valued at $257,275,000 after acquiring an additional 45,272 shares during the period. Total Clarity Wealth Management Inc. grew its position in shares of Analog Devices by 3,984.6% during the third quarter. Total Clarity Wealth Management Inc. now owns 5,024 shares of the semiconductor company’s stock worth $1,234,000 after acquiring an additional 4,901 shares during the last quarter. Finally, Citizens Business Bank acquired a new position in shares of Analog Devices in the 3rd quarter valued at $398,000. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Insider Activity at Analog Devices

In related news, SVP Katsufumi Nakamura sold 500 shares of the firm’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 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 trade represents a 3.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Ray Stata sold 3,125 shares of the business’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total value of $991,562.50. Following the sale, the director owned 123,821 shares in the company, valued at approximately $39,288,403.30. The trade was a 2.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 57,743 shares of company stock valued at $16,836,340 in the last ninety days. Company insiders own 0.36% of the company’s stock.

Analog Devices Stock Performance

Shares of ADI stock opened at $355.79 on Friday. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21. The stock has a 50 day simple moving average of $310.48 and a 200-day simple moving average of $269.31. The company has a market cap of $173.70 billion, a price-to-earnings ratio of 65.04, a price-to-earnings-growth ratio of 1.65 and a beta of 1.03. Analog Devices, Inc. has a 12-month low of $158.65 and a 12-month high of $363.20.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, topping analysts’ consensus estimates of $2.31 by $0.15. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The firm had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.10 billion. During the same quarter in the prior year, the company posted $1.63 earnings per share. Analog Devices’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, equities analysts forecast that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be issued a dividend of $1.10 per share. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 3rd. Analog Devices’s payout ratio is presently 80.44%.

Analog Devices News Summary

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

• Positive Sentiment: AI/data‑center growth: ADI’s AI‑driven data center products are reported to be growing ~50% and represent a roughly $2 billion run‑rate opportunity, supporting expectations for continued double‑digit growth in that end market. This is a clear driver of investor enthusiasm for the stock. ADI’s AI-Based Data Center Products Gain Traction
• Positive Sentiment: Analyst upgrades/price‑target increases: Multiple firms have raised targets and reiterated buy/overweight views (Goldman Sachs, Benchmark, Morgan Stanley among others), lifting the consensus target near current levels and supporting further upside expectations. MarketBeat ADI coverage
• Positive Sentiment: Strong fundamentals and dividend boost: ADI recently beat EPS and revenue estimates, guided Q2 above street expectations, and raised the quarterly dividend — all signals that support bullish positioning and income‑seeking demand. Earnings, guidance and dividend details
• Neutral Sentiment: Market commentary and peer comparisons: Media and research pieces (Zacks, Barchart) highlight ADI’s outperformance vs. semiconductor peers and profile it as a top growth idea — useful context but not new company‑specific catalysts. Zacks: 52‑week high take
• Neutral Sentiment: Celebrity/TV mentions: Jim Cramer commented that he prefers names like Texas Instruments and Analog Devices over smaller peers, which can boost retail interest but is not a fundamental catalyst. Jim Cramer mention
• Neutral Sentiment: Confusing short‑interest reports: Multiple short‑interest entries show zero shares and “NaN” changes — likely a data/reporting glitch. No clear short squeeze signal emerges from these entries. (No reliable link — based on recent short‑interest notices.)
• Negative Sentiment: Insider selling: Chief Accounting Officer Michael Sondel sold 4,199 shares at about $361. The sale (~$1.5M) and a 22% reduction in his reported stake can prompt some profit‑taking or signal tactical rebalancing by insiders. Insider sale filing

Analyst Upgrades and Downgrades

ADI has been the subject of a number of recent research reports. 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 research note on Thursday, February 19th. Jefferies Financial Group reiterated a “buy” rating and set a $410.00 target price on shares of Analog Devices in a research note on Thursday, February 19th. Cfra reissued a “buy” rating and set a $280.00 price target on shares of Analog Devices in a report on Tuesday, November 25th. The Goldman Sachs Group upped their price objective on Analog Devices from $300.00 to $370.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Finally, Oppenheimer reaffirmed an “outperform” rating and set a $400.00 price objective (up from $350.00) on shares of Analog Devices in a research report on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $366.96.

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.