Meiji Yasuda Asset Management Co Ltd. Invests $5.58 Million in Analog Devices, Inc. $ADI

Meiji Yasuda Asset Management Co Ltd. bought a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) in the second quarter, HoldingsChannel.com reports. The institutional investor bought 14,060 shares of the semiconductor company’s stock, valued at approximately $5,584,000.

Several other hedge funds have also recently bought and sold shares of the business. Mission Financial Group LLC acquired a new stake in shares of Analog Devices in the second quarter worth $330,000. Elefante Mark B purchased a new position in shares of Analog Devices in the 2nd quarter valued at $10,284,000. Benchmark Investment Advisors LLC acquired a new position in shares of Analog Devices during the 2nd quarter valued at $541,000. Berry Wealth Group LP acquired a new position in shares of Analog Devices during the 2nd quarter valued at $287,000. Finally, Haverford Trust Co purchased a new stake in Analog Devices during the 2nd quarter worth $960,000. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Analog Devices Price Performance

Shares of NASDAQ ADI opened at $373.09 on Monday. Analog Devices, Inc. has a fifty-two week low of $223.47 and a fifty-two week high of $445.91. The business has a 50 day moving average price of $388.25 and a two-hundred day moving average price of $371.50. The company has a quick ratio of 0.91, a current ratio of 1.25 and a debt-to-equity ratio of 0.20. The firm has a market cap of $180.79 billion, a PE ratio of 44.26, a price-to-earnings-growth ratio of 0.76 and a beta of 1.20.

Analog Devices (NASDAQ:ADI) last released its earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 EPS for the quarter, beating the consensus estimate of $3.34 by $0.11. Analog Devices had a return on equity of 16.39% and a net margin of 29.79%.The company had revenue of $4.02 billion during the quarter, compared to analysts’ expectations of $3.92 billion. During the same period in the prior year, the business posted $2.05 EPS. The business’s revenue was up 39.2% on a year-over-year basis. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Sell-side analysts expect that Analog Devices, Inc. will post 12.96 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st will be given a $1.10 dividend. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. Analog Devices’s payout ratio is presently 52.19%.

Insider Activity at Analog Devices

In other news, Director Karen Golz sold 1,000 shares of the company’s stock in a transaction dated Monday, July 13th. The shares were sold at an average price of $389.83, for a total value of $389,830.00. Following the sale, the director owned 11,019 shares in the company, valued at approximately $4,295,536.77. This represents a 8.32% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Martin Cotter sold 17,594 shares of the business’s 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 sale, the senior vice president directly owned 56,332 shares of the company’s stock, valued at approximately $23,546,776. This represents a 23.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 75,274 shares of company stock worth $30,343,386 over the last quarter. Company insiders own 0.36% of the company’s stock.

Trending Headlines about Analog Devices

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

• Positive Sentiment: Strong earnings and guidance: ADI reported record fiscal Q3 revenue of $4.02 billion, up about 40% year over year and ahead of the $3.92 billion consensus estimate. Adjusted EPS of $3.45 also exceeded expectations. Management’s fiscal Q4 EPS outlook of $3.71 to $4.01 points to continued momentum. Analog Devices Q3 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: AI and data-center growth: Revenue from data-center applications reportedly more than doubled, while demand tied to AI infrastructure, power management, optical connectivity and energy systems is creating a multiyear growth opportunity. Management highlighted a potential 100-gigawatt data-center buildout by 2031. Analog Devices Q3 Earnings Call Highlights AI Power Growth Runway
• Positive Sentiment: Broad analyst support: JPMorgan raised its price target to $500 and maintained an Overweight rating. Needham, TD Cowen and Susquehanna also reiterated Buy-equivalent ratings, with targets ranging from $450 to $475. These revisions reflect confidence in AI demand, margin expansion and an improving industrial recovery. Analog Devices Is Cashing in on the AI Boom
• Neutral Sentiment: Relative investment appeal: Comparisons with Texas Instruments and dividend-focused AI investment ideas portray ADI as a financially solid way to gain analog-chip and AI exposure, though they do not represent new company-specific catalysts. ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?
• Negative Sentiment: Macro and valuation risks: Semiconductor stocks faced pressure from a sharp rise in the 30-year Treasury yield, which can weigh on high-valuation growth shares. One analysis also downgraded ADI, arguing that multiple contraction and elevated expectations could limit gains despite strong fundamentals. Chip Stocks Fell on Higher Treasury Yields

Analysts Set New Price Targets

Several research firms have commented on ADI. Weiss Ratings raised Analog Devices from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday. Argus set a $460.00 target price on Analog Devices in a research note on Tuesday, May 26th. Robert W. Baird raised their target price on Analog Devices from $365.00 to $450.00 and gave the company an “outperform” rating in a report on Thursday, May 21st. Evercore reissued an “outperform” rating and set a $474.00 price target on shares of Analog Devices in a research report on Thursday, May 21st. Finally, Seaport Research Partners upgraded Analog Devices from a “neutral” rating to a “buy” rating and set a $425.00 price target for the company in a report on Thursday. Two analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $447.13.

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.