Generali Investments Towarzystwo Funduszy Inwestycyjnych Sells 4,000 Shares of Analog Devices, Inc. $ADI

Generali Investments Towarzystwo Funduszy Inwestycyjnych cut its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 14.4% during the fourth quarter, Holdings Channel reports. The fund owned 23,811 shares of the semiconductor company’s stock after selling 4,000 shares during the quarter. Analog Devices comprises about 3.1% of Generali Investments Towarzystwo Funduszy Inwestycyjnych’s holdings, making the stock its 4th biggest holding. Generali Investments Towarzystwo Funduszy Inwestycyjnych’s holdings in Analog Devices were worth $6,458,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Jones Financial Companies Lllp grew its holdings in Analog Devices by 12.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 169,572 shares of the semiconductor company’s stock valued at $41,907,000 after buying an additional 19,383 shares in the last quarter. SG Americas Securities LLC lifted its position in shares of Analog Devices by 684.6% during the 3rd quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company’s stock valued at $211,871,000 after acquiring an additional 752,411 shares during the period. Nordea Investment Management AB lifted its position in shares of Analog Devices by 247.3% during the 4th quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company’s stock valued at $95,802,000 after acquiring an additional 249,702 shares during the period. Voya Investment Management LLC lifted its position in shares of Analog Devices by 22.3% during the 3rd quarter. Voya Investment Management LLC now owns 1,293,403 shares of the semiconductor company’s stock valued at $317,789,000 after acquiring an additional 236,211 shares during the period. Finally, AE Wealth Management LLC lifted its position in shares of Analog Devices by 26.4% during the 3rd quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company’s stock valued at $10,795,000 after acquiring an additional 9,174 shares during the period. 86.81% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the company. Citigroup reiterated a “buy” rating on shares of Analog Devices in a research report on Thursday, February 19th. Benchmark upped their price objective on Analog Devices from $285.00 to $400.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. Cantor Fitzgerald upped their price objective on Analog Devices from $350.00 to $400.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 17th. Needham & Company LLC upgraded Analog Devices from a “hold” rating to a “buy” rating and set a $400.00 price objective for the company in a research report on Thursday, February 19th. Finally, KeyCorp upped their price objective on Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Analog Devices presently has an average rating of “Moderate Buy” and an average price target of $370.69.

Trending Headlines about Analog Devices

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

• Positive Sentiment: Bank of America raised its price target on ADI to $425, signaling stronger upside from a major sell-side shop and supporting buy-side interest. Bank of America Increases Analog Devices (NASDAQ:ADI) Price Target to $425.00
• Positive Sentiment: ADI was added to multiple Zacks Rank #1 lists (Momentum, Income, Strong Buy) — a near-term catalyst as model-driven funds and momentum investors may buy shares on those signals. Best Momentum Stocks to Buy for April 15th
• Positive Sentiment: Multiple analyst pieces (Zacks, Yahoo Finance) profile ADI as a strong momentum/growth pick tied to AI-driven semiconductor demand — narrative that supports continued relative strength versus peers. Are You Looking for a Top Momentum Pick? Why Analog Devices (ADI) is a Great Choice
• Neutral Sentiment: Broad coverage pieces highlight ADI’s long-term performance and why buy-and-hold investors have benefited, which supports retail investor interest but is less likely to move price intraday. If You Invested $1000 in Analog Devices a Decade Ago, This is How Much It’d Be Worth Now
• Neutral Sentiment: Sector commentary (Zacks analyst blog, coverage of semiconductor/AI tailwinds) supports ADI but also boosts many peers, so flows may be distributed across names rather than concentrated. The Zacks Analyst Blog Highlights NVIDIA, Analog Devices, NXP Semiconductors and ACM Research
• Neutral Sentiment: Coverage mentioning broker recommendations notes that the average brokerage recommendation can be overly optimistic — useful context for assessing how durable recent buys are. Brokers Suggest Investing in Analog Devices (ADI): Read This Before Placing a Bet
• Negative Sentiment: High valuation metrics (e.g., elevated P/E) and recent strong gains increase the risk of short-term profit-taking or a sector pullback, which can pressure the stock even amid positive news. Brokers Suggest Investing in Analog Devices (ADI): Read This Before Placing a Bet

Analog Devices Price Performance

Analog Devices stock opened at $347.94 on Thursday. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21. The company has a market capitalization of $169.86 billion, a PE ratio of 63.61, a P/E/G ratio of 1.42 and a beta of 1.05. Analog Devices, Inc. has a 12 month low of $170.39 and a 12 month high of $363.20. The stock has a 50-day moving average price of $330.12 and a two-hundred day moving average price of $287.62.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, beating the consensus estimate of $2.31 by $0.15. The firm had revenue of $3.16 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period last year, the company earned $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Analysts expect that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a $1.10 dividend. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 annualized dividend and a yield of 1.3%. The ex-dividend date was Tuesday, March 3rd. Analog Devices’s dividend payout ratio is 80.44%.

Insider Buying and Selling at Analog Devices

In other news, CEO Vincent Roche sold 10,000 shares of the stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $306.92, for a total value of $3,069,200.00. Following the completion of the sale, the chief executive officer owned 155,688 shares of the company’s stock, valued at approximately $47,783,760.96. This represents a 6.04% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CAO Michael Sondel sold 4,199 shares of the stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total value of $1,515,922.98. Following the completion of the sale, 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 disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 27,324 shares of company stock worth $8,758,085. 0.36% of the stock is currently owned by insiders.

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.