iA Global Asset Management Inc. Has $23.22 Million Holdings in Analog Devices, Inc. $ADI

iA Global Asset Management Inc. lifted its stake in Analog Devices, Inc. (NASDAQ:ADI) by 50.3% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 85,602 shares of the semiconductor company’s stock after buying an additional 28,635 shares during the quarter. iA Global Asset Management Inc.’s holdings in Analog Devices were worth $23,215,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of ADI. Brighton Jones LLC raised its holdings in shares of Analog Devices by 39.5% in the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock worth $397,000 after buying an additional 529 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Analog Devices by 36.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock worth $417,000 after buying an additional 464 shares in the last quarter. Ieq Capital LLC raised its holdings in shares of Analog Devices by 38.0% in the 2nd quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock worth $10,610,000 after buying an additional 12,276 shares in the last quarter. HUB Investment Partners LLC acquired a new stake in Analog Devices during the 2nd quarter valued at $644,000. Finally, Peapack Gladstone Financial Corp increased its holdings in Analog Devices by 2.4% during the 2nd quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock valued at $14,322,000 after purchasing an additional 1,406 shares in the last quarter. 86.81% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Analog Devices news, CAO Michael Sondel sold 4,199 shares of the stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total value of $1,515,922.98. Following the transaction, the chief accounting officer directly owned 14,740 shares in the company, valued at approximately $5,321,434.80. This trade represents a 22.17% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Vincent Roche sold 10,000 shares of the stock in a transaction on Friday, May 1st. The shares were sold at an average price of $397.91, for a total value of $3,979,100.00. Following the completion of the transaction, the chief executive officer owned 187,538 shares in the company, valued at $74,623,245.58. The trade was a 5.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 24,199 shares of company stock worth $8,676,423 over the last quarter. Corporate insiders own 0.36% of the company’s stock.

Analog Devices Stock Down 2.2%

Shares of ADI opened at $417.49 on Friday. The firm has a market capitalization of $203.82 billion, a price-to-earnings ratio of 76.32, a PEG ratio of 1.68 and a beta of 1.19. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. The business’s fifty day moving average price is $353.44 and its two-hundred day moving average price is $310.00. Analog Devices, Inc. has a 52 week low of $206.00 and a 52 week high of $435.72.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, beating analysts’ consensus estimates of $2.31 by $0.15. The firm had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.10 billion. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The business’s quarterly revenue was up 30.4% compared to the same quarter last year. During the same period last year, the company earned $1.63 EPS. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. On average, analysts predict that Analog Devices, Inc. will post 11.35 earnings per share for the current year.

Analog Devices Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date was Tuesday, March 3rd. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio is 80.44%.

Wall Street Analysts Forecast Growth

ADI has been the subject of a number of recent analyst reports. Robert W. Baird set a $365.00 price target on Analog Devices in a report on Thursday, February 19th. TD Cowen reaffirmed a “buy” rating on shares of Analog Devices in a report on Thursday, February 19th. Bank of America raised their price target on Analog Devices from $400.00 to $425.00 and gave the company a “buy” rating in a report on Monday, April 13th. Arete Research raised Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 price target for the company in a report on Monday, March 30th. Finally, Barclays raised their price target on Analog Devices from $375.00 to $430.00 and gave the company an “overweight” rating in a report on Thursday, February 19th. Three analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $379.54.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: Analysts and market commentary continue to highlight ADI’s exposure to AI-driven data center spending, broad-based revenue growth, and expanding margins, supporting the stock’s strength. Analog Devices Climbs 57% YTD: Time to Buy, Sell or Hold the Stock?
• Positive Sentiment: Cantor Fitzgerald raised its price target on Analog Devices to $510 from $400 and kept an Overweight rating, citing a firmer analog semiconductor cycle and improving demand trends. Analog Devices (ADI): The Best Electric Vehicle Supply Chain Stock to Invest In
• Positive Sentiment: ADI is also being singled out as a stock to own in the current tech rally, with AI optimism and a stronger market backdrop improving sentiment toward the shares. 4 Tech Stocks to Buy as S&P 500 Closes Above 7,500 Milestone
• Neutral Sentiment: With ADI’s Q2 earnings approaching, investors are watching Wall Street’s estimates for revenue, EPS, and key operating metrics for clues on whether momentum can continue. Ahead of Analog Devices (ADI) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Recent articles also note that while ADI’s stock has already posted a strong multi-month run, investors are weighing whether the valuation leaves room for more upside after the rally. 2 Reasons to Like ADI (and 1 Not So Much)

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.