MUFG Securities EMEA plc Increases Stake in Analog Devices, Inc. $ADI

MUFG Securities EMEA plc increased its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 112.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 20,168 shares of the semiconductor company’s stock after purchasing an additional 10,669 shares during the period. MUFG Securities EMEA plc’s holdings in Analog Devices were worth $5,470,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in ADI. Y.D. More Investments Ltd purchased a new stake in shares of Analog Devices in the 3rd quarter valued at $32,000. LFA Lugano Financial Advisors SA increased its stake in shares of Analog Devices by 92.9% in the third quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock worth $33,000 after buying an additional 65 shares during the period. Albion Financial Group UT increased its stake in shares of Analog Devices by 41.4% in the fourth quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after buying an additional 36 shares during the period. Entrust Financial LLC purchased a new position in shares of Analog Devices in the fourth quarter worth $33,000. Finally, Barnes Dennig Private Wealth Management LLC increased its stake in shares of Analog Devices by 61.3% in the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company’s stock worth $35,000 after buying an additional 49 shares during the period. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Key Stories Impacting Analog Devices

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

• Positive Sentiment: Raymond James raised its price target on Analog Devices to $430 from $385 and kept an Outperform rating, reinforcing confidence in the company’s post-earnings momentum. Article on Raymond James raising ADI price target
• Positive Sentiment: Evercore ISI also boosted its target to $474 from $387 after ADI posted a “beat-and-raise” quarter, signaling stronger-than-expected demand and earnings power. Article on Evercore ISI target hike
• Positive Sentiment: Analysts highlighted ADI’s industrial segment strength, with 56% year-over-year growth in the latest quarter driven by AI infrastructure, automation, and defense demand. Article on industrial segment growth
• Positive Sentiment: ADI’s strong quarterly results and upbeat guidance continue to support the stock’s bullish narrative, with revenue and EPS both topping expectations. Zacks article on ADI earnings and outlook
• Neutral Sentiment: CEO Vincent Roche sold 30,000 shares, which can create some investor caution, but the sale appears more like routine insider activity than a fundamental warning sign.
• Neutral Sentiment: Broader semiconductor and technology-sector strength is also providing a favorable backdrop for ADI shares.

Analyst Ratings Changes

Several research analysts recently commented on ADI shares. Argus set a $460.00 target price on shares of Analog Devices in a research note on Tuesday, May 26th. Arete Research raised shares of Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 target price on the stock in a research note on Monday, March 30th. Piper Sandler lifted their target price on shares of Analog Devices from $250.00 to $360.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Weiss Ratings raised shares of Analog Devices from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, May 22nd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $450.00 target price on shares of Analog Devices in a research note on Wednesday, May 20th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, Analog Devices has a consensus rating of “Moderate Buy” and a consensus price target of $432.71.

Analog Devices Price Performance

Shares of Analog Devices stock opened at $413.85 on Monday. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. The company’s fifty day simple moving average is $372.03 and its two-hundred day simple moving average is $322.77. The company has a market cap of $201.58 billion, a P/E ratio of 61.49, a PEG ratio of 1.16 and a beta of 1.18. Analog Devices, Inc. has a 12-month low of $210.80 and a 12-month high of $435.72.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.89 by $0.20. The business had revenue of $3.62 billion for the quarter, compared to the consensus estimate of $3.51 billion. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The company’s quarterly revenue was up 37.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Research analysts anticipate that Analog Devices, Inc. will post 12.41 EPS for the current year.

Analog Devices Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be given a $1.10 dividend. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. Analog Devices’s dividend payout ratio is currently 65.38%.

Insider Buying and Selling at Analog Devices

In other news, CEO Vincent Roche sold 30,000 shares of the company’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total value of $12,453,900.00. Following the sale, the chief executive officer directly owned 137,538 shares of the company’s stock, valued at $57,096,149.94. This represents a 17.91% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Over the last quarter, insiders have sold 80,000 shares of company stock valued at $31,519,000. 0.36% of the stock is owned by corporate insiders.

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.