STF Management LP Sells 4,578 Shares of Analog Devices, Inc. $ADI

STF Management LP decreased its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 61.5% in the 4th quarter, HoldingsChannel reports. The firm owned 2,861 shares of the semiconductor company’s stock after selling 4,578 shares during the quarter. STF Management LP’s holdings in Analog Devices were worth $776,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Jones Financial Companies Lllp lifted its stake in Analog Devices by 12.9% during the third quarter. Jones Financial Companies Lllp now owns 169,572 shares of the semiconductor company’s stock worth $41,907,000 after purchasing an additional 19,383 shares during the last quarter. Nordea Investment Management AB lifted its stake in Analog Devices by 247.3% during the fourth quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company’s stock worth $95,802,000 after purchasing an additional 249,702 shares during the last quarter. Ashton Thomas Private Wealth LLC lifted its stake in Analog Devices by 18.8% during the third quarter. Ashton Thomas Private Wealth LLC now owns 20,734 shares of the semiconductor company’s stock worth $5,094,000 after purchasing an additional 3,286 shares during the last quarter. AE Wealth Management LLC lifted its stake in Analog Devices by 26.4% during the third quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company’s stock worth $10,795,000 after purchasing an additional 9,174 shares during the last quarter. Finally, National Pension Service lifted its holdings in shares of Analog Devices by 1.8% in the third quarter. National Pension Service now owns 1,347,535 shares of the semiconductor company’s stock worth $331,089,000 after acquiring an additional 24,392 shares during the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices Stock Down 2.2%

Shares of NASDAQ ADI opened at $417.49 on Friday. The company has a 50 day simple moving average of $353.44 and a 200 day simple moving average of $310.00. The firm has a market cap of $203.82 billion, a PE ratio of 76.32, a price-to-earnings-growth ratio of 1.68 and a beta of 1.19. Analog Devices, Inc. has a 1 year low of $206.00 and a 1 year high of $435.72. 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 issued its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.31 by $0.15. The business had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.10 billion. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The firm’s quarterly revenue was up 30.4% on a year-over-year basis. During the same quarter last year, the business earned $1.63 EPS. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. On average, research analysts forecast that Analog Devices, Inc. will post 11.35 EPS for the current year.

Analog Devices Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were issued a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Tuesday, March 3rd. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio (DPR) is presently 80.44%.

Insider Activity

In other Analog Devices news, CAO Michael Sondel sold 4,199 shares of Analog Devices stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the transaction, the chief accounting officer directly owned 14,740 shares of the company’s stock, valued at approximately $5,321,434.80. The trade was a 22.17% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $397.91, for a total value of $3,979,100.00. Following the transaction, the chief executive officer directly 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. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 24,199 shares of company stock worth $8,676,423 over the last ninety days. Company insiders own 0.36% of the company’s stock.

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)

Wall Street Analysts Forecast Growth

ADI has been the subject of a number of research reports. Benchmark increased their target price on shares of Analog Devices from $285.00 to $400.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. The Goldman Sachs Group increased their target price on shares of Analog Devices from $300.00 to $370.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. UBS Group increased their target price on shares of Analog Devices from $400.00 to $430.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. JPMorgan Chase & Co. increased their price target on Analog Devices from $320.00 to $400.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. Finally, Barclays increased their price target on Analog Devices from $375.00 to $430.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $379.54.

About Analog Devices

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.