Impax Asset Management Group plc Sells 316,854 Shares of Analog Devices, Inc. $ADI

Impax Asset Management Group plc cut its position in Analog Devices, Inc. (NASDAQ:ADI) by 94.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,688 shares of the semiconductor company’s stock after selling 316,854 shares during the quarter. Impax Asset Management Group plc’s holdings in Analog Devices were worth $4,837,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently made changes to their positions in the company. Howard Hughes Medical Institute bought a new stake in Analog Devices during the second quarter valued at $25,000. Clayton Financial Group LLC purchased a new stake in shares of Analog Devices in the 3rd quarter valued at about $31,000. LFA Lugano Financial Advisors SA boosted its position in shares of Analog Devices by 92.9% during the 3rd quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock valued at $33,000 after acquiring an additional 65 shares during the last quarter. Valley Wealth Managers Inc. purchased a new position in shares of Analog Devices during the third quarter worth about $38,000. Finally, Sound Income Strategies LLC increased its position in shares of Analog Devices by 141.8% in the third quarter. Sound Income Strategies LLC now owns 162 shares of the semiconductor company’s stock worth $39,000 after purchasing an additional 95 shares during the last quarter. 86.81% of the stock is currently owned by hedge funds and other institutional investors.

Analog Devices News Roundup

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

• Positive Sentiment: Zacks says Wall Street expects earnings growth and argues ADI has the setup for a likely earnings beat in the upcoming report — a near-term catalyst that can lift the stock into the print. Analog Devices (ADI) Reports Next Week: Wall Street Expects Earnings Growth
• Positive Sentiment: ADI is highlighted among four semiconductor names benefiting from robust 2025 sales growth (up ~25.6%) driven by AI. Positive sector momentum and ADI’s exposure to AI-related demand support upside. 4 Stocks to Boost Your Portfolio on Solid Semiconductor Sales Growth
• Positive Sentiment: Long-term performance write-up highlights strong 10-year investor returns for ADI, reinforcing confidence among buy-and-hold investors. Here’s how much you’d have if you invested $1000 in Analog Devices a decade ago
• Neutral Sentiment: AD​I is set to release earnings imminently — an event-driven item that can cause volatility regardless of direction. Analog Devices (ADI) to Release Earnings on Wednesday
• Neutral Sentiment: Coverage roundup asks whether Wall Street analysts like ADI, a general-interest piece that may affect sentiment but contains no new firm-specific data. Do Wall Street Analysts Like Analog Devices Stock?
• Neutral Sentiment: Recent short-interest notices show zero reported short shares (and nonsensical NaN increases), implying no meaningful short-squeeze pressure or clear short-interest signal at this time.
• Negative Sentiment: A Yahoo feature questions whether ADI’s special meeting stance reveals governance and accountability priorities — a reputational/governance risk investors should monitor, as activist/governance issues can become a source of volatility. Will Analog Devices’ (ADI) Special Meeting Stance Reveal Its True Governance and Accountability Priorities?

Analog Devices Price Performance

ADI stock opened at $337.00 on Thursday. The stock has a market capitalization of $164.67 billion, a price-to-earnings ratio of 73.90, a PEG ratio of 1.76 and a beta of 1.03. The firm’s 50-day moving average price is $293.79 and its two-hundred day moving average price is $259.32. The company has a current ratio of 2.19, a quick ratio of 1.68 and a debt-to-equity ratio of 0.24. Analog Devices, Inc. has a 12-month low of $158.65 and a 12-month high of $337.84.

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

Analog Devices Dividend Announcement

The firm 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. This represents a $3.96 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Monday, December 8th. Analog Devices’s dividend payout ratio is currently 86.84%.

Analysts Set New Price Targets

Several equities research analysts have issued reports on ADI shares. Cfra reiterated a “buy” rating and set a $280.00 target price on shares of Analog Devices in a research report on Tuesday, November 25th. Zacks Research raised shares of Analog Devices from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 1st. BNP Paribas Exane started coverage on Analog Devices in a research note on Tuesday, November 4th. They issued an “outperform” rating and a $300.00 target price on the stock. Stifel Nicolaus raised their price target on Analog Devices from $290.00 to $330.00 and gave the company a “buy” rating in a research report on Friday, January 16th. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $300.00 price objective on shares of Analog Devices in a report on Tuesday, November 25th. Three 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 stock. According to data from MarketBeat, Analog Devices presently has an average rating of “Moderate Buy” and a consensus price target of $312.26.

Insider Buying and Selling

In other news, SVP Katsufumi Nakamura sold 500 shares of the firm’s stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $301.46, for a total value of $150,730.00. Following the completion of the sale, the senior vice president directly owned 12,710 shares of the company’s stock, valued at approximately $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 accessible through the SEC website. Also, CAO Michael Sondel sold 8,169 shares of Analog Devices 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 sale, the chief accounting officer directly owned 18,913 shares in the company, valued at $5,258,381.39. The trade was a 30.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 53,544 shares of company stock valued at $15,320,417 over the last three months. Insiders own 0.36% of the company’s stock.

Analog Devices Company 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.