Baldwin Investment Management LLC Has $864,000 Stock Position in Analog Devices, Inc. $ADI

Baldwin Investment Management LLC increased its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 246.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,515 shares of the semiconductor company’s stock after acquiring an additional 2,500 shares during the period. Baldwin Investment Management LLC’s holdings in Analog Devices were worth $864,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in ADI. Howard Hughes Medical Institute purchased a new position in Analog Devices during the 2nd quarter worth $25,000. Clayton Financial Group LLC purchased a new position in Analog Devices during the third quarter worth about $31,000. Y.D. More Investments Ltd bought a new stake in Analog Devices in the 3rd quarter worth about $32,000. LFA Lugano Financial Advisors SA increased its stake in Analog Devices by 92.9% in the 3rd quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock valued at $33,000 after buying an additional 65 shares during the last quarter. Finally, Valley Wealth Managers Inc. bought a new position in shares of Analog Devices during the 3rd quarter worth approximately $38,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices Stock Performance

Shares of ADI opened at $355.15 on Tuesday. Analog Devices, Inc. has a 12-month low of $158.65 and a 12-month high of $358.00. 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 company has a market cap of $173.38 billion, a PE ratio of 64.93, a price-to-earnings-growth ratio of 1.68 and a beta of 1.03. The stock has a 50-day moving average price of $303.91 and a 200-day moving average price of $266.21.

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

Analog Devices Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be issued a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Tuesday, March 3rd. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio (DPR) is currently 72.39%.

Insider Activity

In other news, 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 transaction of $150,730.00. Following the transaction, 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $306.92, for a total value of $3,069,200.00. Following the completion of the transaction, the chief executive officer owned 155,688 shares in the company, valued at approximately $47,783,760.96. This represents a 6.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 53,544 shares of company stock worth $15,320,417. 0.36% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on ADI shares. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $270.00 target price on shares of Analog Devices in a report on Wednesday, November 26th. Barclays lifted their target price on shares of Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a research note on Thursday. KeyCorp upped their price target on shares of Analog Devices from $375.00 to $430.00 and gave the company an “overweight” rating in a research note on Thursday. Wells Fargo & Company lifted their price objective on shares of Analog Devices from $340.00 to $400.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. Finally, Piper Sandler increased their target price on Analog Devices from $250.00 to $360.00 and gave the stock a “neutral” rating in a research report on Thursday. Three analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $366.96.

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.