Flossbach Von Storch SE Invests $215.72 Million in Analog Devices, Inc. $ADI

Flossbach Von Storch SE bought a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) during the second quarter, Holdings Channel.com reports. The fund bought 543,130 shares of the semiconductor company’s stock, valued at approximately $215,715,000. Analog Devices comprises about 1.0% of Flossbach Von Storch SE’s portfolio, making the stock its 29th biggest holding.

Several other hedge funds have also added to or reduced their stakes in ADI. Banque Transatlantique SA acquired a new stake in shares of Analog Devices during the 4th quarter worth about $25,000. Contravisory Investment Management Inc. acquired a new position in Analog Devices in the 2nd quarter valued at about $25,000. Hilton Head Capital Partners LLC bought a new position in Analog Devices in the 4th quarter valued at about $26,000. Gordian Capital Singapore Pte Ltd acquired a new stake in Analog Devices during the fourth quarter worth approximately $27,000. Finally, Evolution Wealth Management Inc. bought a new stake in shares of Analog Devices during the first quarter worth approximately $30,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

Trending Headlines about Analog Devices

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

• Positive Sentiment: Analog Devices reported record fiscal third-quarter revenue of $4.02 billion, up 39.2% year over year and ahead of the $3.92 billion consensus estimate. Adjusted EPS of $3.45 also surpassed expectations of roughly $3.33–$3.34. Growth was led by data-center and industrial demand. Analog Devices Reports Record Fiscal Third Quarter 2026 Financial Results
• Positive Sentiment: The company issued above-consensus fiscal fourth-quarter guidance, calling for revenue of $4.2 billion to $4.4 billion and EPS of $3.71 to $4.01, versus analyst expectations of approximately $4.1 billion and $3.53, respectively. Management cited continued demand for power-management chips used in AI data centers and industrial applications. Analog Devices’ quarterly forecast tops estimates on AI-fueled chip demand
• Positive Sentiment: Goldman Sachs reiterated a Buy rating and a $450 price target following the earnings beat and stronger outlook. Analog Devices also declared a quarterly dividend of $1.10 per share, payable September 15. Goldman Sachs reiterates Buy rating

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. Wolfe Research reaffirmed an “outperform” rating and issued a $475.00 target price on shares of Analog Devices in a research report on Thursday, May 21st. Citigroup increased their price objective on Analog Devices from $400.00 to $460.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Evercore reissued an “outperform” rating and set a $474.00 target price on shares of Analog Devices in a report on Thursday, May 21st. Wall Street Zen upgraded shares of Analog Devices from a “hold” rating to a “buy” rating in a research note on Sunday, May 24th. Finally, Jefferies Financial Group raised their price target on shares of Analog Devices from $410.00 to $475.00 and gave the stock a “buy” rating in a research report on Wednesday, May 20th. Two research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $443.24.

Insiders Place Their Bets

In related news, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $363.00, for a total value of $3,630,000.00. Following the sale, the chief executive officer directly owned 137,538 shares of the company’s stock, valued at $49,926,294. This trade represents a 6.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Martin Cotter sold 17,594 shares of Analog Devices stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total value of $7,354,292.00. Following the completion of the transaction, the senior vice president owned 56,332 shares in the company, valued at approximately $23,546,776. This represents a 23.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 105,274 shares of company stock valued at $42,247,986 in the last quarter. Corporate insiders own 0.36% of the company’s stock.

Analog Devices Price Performance

ADI stock opened at $373.26 on Thursday. The company’s 50-day moving average price is $389.98 and its two-hundred day moving average price is $370.68. The firm has a market cap of $181.81 billion, a P/E ratio of 55.46, a P/E/G ratio of 0.98 and a beta of 1.20. The company has a quick ratio of 1.34, a current ratio of 1.75 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a 12 month low of $223.47 and a 12 month high of $445.91.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share for the quarter, topping analysts’ consensus estimates of $3.34 by $0.11. The company had revenue of $4.02 billion during the quarter, compared to the consensus estimate of $3.91 billion. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The firm’s quarterly revenue was up 39.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.05 EPS. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. On average, analysts anticipate that Analog Devices, Inc. will post 12.42 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st will be issued a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.2%. Analog Devices’s payout ratio is 65.38%.

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.