Fjarde AP Fonden Fourth Swedish National Pension Fund Has $20.91 Million Holdings in Analog Devices, Inc. $ADI

Fjarde AP Fonden Fourth Swedish National Pension Fund lessened its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 3.4% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 77,086 shares of the semiconductor company’s stock after selling 2,700 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Analog Devices were worth $20,906,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC grew its position in shares of Analog Devices by 39.5% during 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 during the period. Sivia Capital Partners LLC grew its position 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 buying an additional 464 shares during the period. Ieq Capital LLC grew its position in shares of Analog Devices by 38.0% during 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 during the period. HUB Investment Partners LLC acquired a new stake in shares of Analog Devices during the 2nd quarter worth approximately $644,000. Finally, Peapack Gladstone Financial Corp grew its position in shares of Analog Devices by 2.4% during the 2nd quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock worth $14,322,000 after buying an additional 1,406 shares during the period. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices Price Performance

Shares of ADI opened at $401.39 on Friday. Analog Devices, Inc. has a 12-month low of $218.37 and a 12-month high of $439.70. The business’s fifty day moving average is $382.39 and its 200 day moving average is $328.53. The company has a quick ratio of 1.34, a current ratio of 1.75 and a debt-to-equity ratio of 0.21. The stock has a market cap of $195.51 billion, a P/E ratio of 59.64, a P/E/G ratio of 1.12 and a beta of 1.18.

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

Analog Devices Announces Dividend

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

Key Analog Devices News

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

• Positive Sentiment: JPMorgan lifted its price target on Analog Devices to $450 from $400 and reiterated an Overweight rating, signaling continued upside expectations after the company’s strong quarterly results. JPMorgan Raises its Price Target on Analog Devices (ADI)
• Positive Sentiment: Recent coverage continues to point to ADI’s strong earnings momentum and growth in revenue, supporting the stock’s recent strength and investor confidence. Analog Devices (ADI) Is Up 4.23% in One Week: What You Should Know
• Neutral Sentiment: ADI was also mentioned in an article grouping it with drone-technology and AI/aerospace names, which may help keep it on investors’ radar but does not represent a direct company-specific catalyst. Buy 4 Drone Technology Stocks to Enhance Your Portfolio Returns
• Negative Sentiment: A senior vice president sold shares worth about $7.35 million, and the insider-selling trend may weigh on sentiment even though the sale appears to be part of routine trading activity. Analog Devices (NASDAQ:ADI) SVP Sells $7,354,292.00 in Stock

Insiders Place Their Bets

In other Analog Devices news, SVP Martin Cotter sold 17,594 shares of the firm’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $418.00, for a total transaction of $7,354,292.00. Following the transaction, the senior vice president directly owned 56,332 shares in the company, valued at approximately $23,546,776. This trade represents a 23.80% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Vincent Roche sold 30,000 shares of the firm’s stock in a transaction on 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 transaction, the chief executive officer owned 137,538 shares in the company, valued at approximately $57,096,149.94. This trade represents a 17.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 97,594 shares of company stock worth $38,873,292. 0.36% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several analysts have recently commented on ADI shares. Bank of America raised their price objective on shares of Analog Devices from $425.00 to $460.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Wells Fargo & Company raised their price objective on shares of Analog Devices from $470.00 to $515.00 and gave the stock an “overweight” rating in a research report on Thursday, May 21st. Needham & Company LLC raised their price objective on shares of Analog Devices from $400.00 to $440.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Arete Research raised shares of Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 price objective for the company in a research report on Monday, March 30th. Finally, Piper Sandler raised their price objective on shares of Analog Devices from $250.00 to $360.00 and gave the stock a “neutral” rating in a research report on Thursday, February 19th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Analog Devices currently has a consensus rating of “Moderate Buy” and an average price target of $432.71.

Analog Devices 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.