Analog Devices, Inc. $ADI Stock Position Raised by Nordea Investment Management AB

Nordea Investment Management AB grew its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 247.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 350,692 shares of the semiconductor company’s stock after buying an additional 249,702 shares during the quarter. Nordea Investment Management AB owned approximately 0.07% of Analog Devices worth $95,802,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in the company. Brighton Jones LLC lifted its stake in Analog Devices by 39.5% in the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after acquiring an additional 529 shares during the last quarter. Sivia Capital Partners LLC increased its stake in shares of Analog Devices by 36.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock worth $417,000 after purchasing an additional 464 shares during the last quarter. Entropy Technologies LP bought a new position in shares of Analog Devices during the 2nd quarter valued at $756,000. Neo Ivy Capital Management bought a new position in shares of Analog Devices during the 2nd quarter valued at $142,000. Finally, Journey Strategic Wealth LLC lifted its stake in shares of Analog Devices by 12.2% in the 2nd quarter. Journey Strategic Wealth LLC now owns 1,568 shares of the semiconductor company’s stock valued at $373,000 after purchasing an additional 170 shares during the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices News Summary

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

• Positive Sentiment: ADI opened a new advanced manufacturing facility in Thailand to boost test and manufacturing capacity in the Asia‑Pacific region, supporting supply‑chain resilience and long‑term revenue stability. Analog Devices Strengthens Global Manufacturing Resilience with New Thailand Facility
• Positive Sentiment: ADI was featured as a dividend‑growth pick in recent screens (Zacks/Yahoo), which may attract defensive income‑seeking flows given sticky inflation and rate uncertainty. 5 Dividend Growth Stocks to Buy Amid Rising Inflation Risk
• Neutral Sentiment: Wall Street’s average brokerage recommendation for ADI remains a Buy, but commentators warn the ABR can be overly optimistic; the rating may provide support but is not a fresh catalyst. Wall Street Bulls Look Optimistic About Analog Devices (ADI): Should You Buy?
• Neutral Sentiment: Zacks’ featured highlights include ADI among names discussed alongside other semiconductor leaders; this is visibility rather than a directional catalyst. Zacks.com featured highlights include Flowserve, Analog Devices, Broadcom, NVIDIA and TIM
• Neutral Sentiment: Recent short‑interest reports appear to contain data errors (reported as 0 shares / NaN changes and a 0.0 days-to-cover), so they provide no clear explanatory power for today’s move. (Data noise is unlikely to be a real driver.)
• Negative Sentiment: Coverage noting ADI is down ~10% since the last earnings report highlights investor concern: despite an EPS beat and raised guidance, the stock has seen post‑earnings pullback—likely due to profit‑taking, lofty multiples (P/E above 50), and investor focus on forward estimates. That press and analyst re‑rating pressure are the most direct negatives for today’s decline. Why Is Analog Devices (ADI) Down 10.1% Since Last Earnings Report?

Insider Activity at Analog Devices

In other news, Director Ray Stata sold 3,125 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total transaction of $991,562.50. Following the completion of the transaction, the director directly owned 123,821 shares in the company, valued at $39,288,403.30. The trade was a 2.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Martin Cotter sold 10,000 shares of the stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $278.44, for a total value of $2,784,400.00. Following the completion of the sale, the senior vice president directly owned 49,664 shares of the company’s stock, valued at $13,828,444.16. This represents a 16.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 41,449 shares of company stock valued at $12,336,069. 0.36% of the stock is owned by corporate insiders.

Analog Devices Stock Down 0.4%

ADI stock opened at $309.15 on Monday. The stock has a market capitalization of $150.93 billion, a price-to-earnings ratio of 56.52, a price-to-earnings-growth ratio of 1.42 and a beta of 1.00. The company has a 50-day moving average of $322.21 and a two-hundred day moving average of $277.63. Analog Devices, Inc. has a 52-week low of $158.65 and a 52-week high of $363.20. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 EPS 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 business had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.10 billion. During the same period in the previous year, the company posted $1.63 earnings per share. The firm’s revenue for the quarter 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 research 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 was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a $1.10 dividend. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $4.40 annualized dividend and a yield of 1.4%. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio (DPR) is presently 80.44%.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. Truist Financial increased their target price on shares of Analog Devices from $291.00 to $364.00 and gave the stock a “hold” rating in a research report on Thursday, February 19th. Citigroup reaffirmed a “buy” rating on shares of Analog Devices in a research report on Thursday, February 19th. Piper Sandler increased their price objective on Analog Devices from $250.00 to $360.00 and gave the company a “neutral” rating in a report on Thursday, February 19th. UBS Group raised their price objective on Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Finally, Cantor Fitzgerald boosted their target price on Analog Devices from $350.00 to $400.00 and gave the stock an “overweight” rating in a report on Tuesday, February 17th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target 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.