American Century Companies Inc. Reduces Stock Position in Analog Devices, Inc. $ADI

American Century Companies Inc. trimmed its position in Analog Devices, Inc. (NASDAQ:ADI) by 21.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,495,740 shares of the semiconductor company’s stock after selling 968,982 shares during the period. Analog Devices comprises about 0.4% of American Century Companies Inc.’s investment portfolio, making the stock its 18th largest position. American Century Companies Inc. owned about 0.71% of Analog Devices worth $858,904,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of ADI. Norges Bank acquired a new stake in Analog Devices during the second quarter worth approximately $1,803,377,000. Marshall Wace LLP lifted its stake in shares of Analog Devices by 948.2% during the 2nd quarter. Marshall Wace LLP now owns 1,085,990 shares of the semiconductor company’s stock worth $258,487,000 after purchasing an additional 982,385 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its holdings in shares of Analog Devices by 47.4% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,745,985 shares of the semiconductor company’s stock worth $653,599,000 after purchasing an additional 882,909 shares during the last quarter. Vanguard Group Inc. grew its position in shares of Analog Devices by 1.5% in the second quarter. Vanguard Group Inc. now owns 50,227,231 shares of the semiconductor company’s stock valued at $11,955,086,000 after purchasing an additional 761,861 shares during the period. Finally, SG Americas Securities LLC increased its stake in Analog Devices by 684.6% in the third quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company’s stock valued at $211,871,000 after purchasing an additional 752,411 shares during the last quarter. 86.81% of the stock is currently owned by hedge funds and other institutional investors.

Analog Devices Stock Up 0.4%

Shares of NASDAQ ADI opened at $355.79 on Friday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. Analog Devices, Inc. has a 1 year low of $158.65 and a 1 year high of $363.20. The stock’s 50-day simple moving average is $310.48 and its 200-day simple moving average is $269.31. The firm has a market cap of $173.70 billion, a price-to-earnings ratio of 65.04, a PEG ratio of 1.65 and a beta of 1.03.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, beating 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 during the quarter, compared to analyst estimates of $3.10 billion. During the same quarter last year, the firm earned $1.63 EPS. 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. As a group, equities analysts anticipate that Analog Devices, Inc. will post 7.14 earnings per share for the current fiscal year.

Analog Devices Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be given a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, March 3rd. 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 dividend yield of 1.2%. Analog Devices’s dividend payout ratio is 80.44%.

Analyst Upgrades and Downgrades

Several analysts have commented on ADI shares. Cfra restated a “buy” rating and issued a $280.00 price target on shares of Analog Devices in a report on Tuesday, November 25th. Robert W. Baird set a $365.00 target price on shares of Analog Devices in a research report on Thursday, February 19th. UBS Group upped their price target on shares of Analog Devices from $400.00 to $430.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. Barclays lifted their price target on shares of Analog Devices from $375.00 to $430.00 and gave the company an “overweight” rating in a report on Thursday, February 19th. Finally, Wall Street Zen raised shares of Analog Devices from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Three analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $366.96.

Insiders Place Their Bets

In related news, Director Ray Stata sold 3,125 shares of the company’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $317.30, for a total value of $991,562.50. Following the sale, the director directly owned 123,821 shares of the company’s stock, valued at $39,288,403.30. This represents a 2.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Vincent Roche sold 10,000 shares of the stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $306.92, for a total transaction of $3,069,200.00. Following the transaction, the chief executive officer owned 155,688 shares in the company, valued at $47,783,760.96. This trade represents a 6.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 57,743 shares of company stock valued at $16,836,340. 0.36% of the stock is owned by insiders.

Analog Devices News Roundup

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

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.