Mizuho Markets Americas LLC Invests $28.75 Million in Analog Devices, Inc. $ADI

Mizuho Markets Americas LLC bought a new stake in Analog Devices, Inc. (NASDAQ:ADI) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 117,000 shares of the semiconductor company’s stock, valued at approximately $28,747,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC boosted its holdings 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 purchasing an additional 529 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Analog Devices by 36.0% in the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after purchasing an additional 464 shares during the last quarter. Focus Financial Network Inc. lifted its position in Analog Devices by 4.8% during the second quarter. Focus Financial Network Inc. now owns 1,910 shares of the semiconductor company’s stock worth $455,000 after buying an additional 88 shares in the last quarter. Essex Savings Bank acquired a new position in Analog Devices during the second quarter worth $209,000. Finally, UMB Bank n.a. grew its holdings in Analog Devices by 0.5% in the 2nd quarter. UMB Bank n.a. now owns 11,528 shares of the semiconductor company’s stock valued at $2,744,000 after buying an additional 61 shares in the last quarter. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

ADI has been the topic of several analyst reports. Citigroup lifted their price target on Analog Devices from $290.00 to $340.00 and gave the stock a “buy” rating in a report on Thursday. Weiss Ratings restated a “buy (b-)” rating on shares of Analog Devices in a research report on Monday, December 29th. BNP Paribas started coverage on Analog Devices in a report on Tuesday, November 4th. They issued an “outperform” rating and a $300.00 price objective on the stock. Sanford C. Bernstein reiterated a “market perform” rating and issued a $270.00 target price on shares of Analog Devices in a report on Wednesday, November 26th. Finally, BNP Paribas Exane started coverage on shares of Analog Devices in a research note on Tuesday, November 4th. They issued an “outperform” rating and a $300.00 price objective for the company. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $305.52.

Analog Devices Trading Down 0.6%

NASDAQ ADI opened at $300.25 on Monday. Analog Devices, Inc. has a 52-week low of $158.65 and a 52-week high of $309.17. The company has a quick ratio of 1.68, a current ratio of 2.19 and a debt-to-equity ratio of 0.24. The firm has a 50-day moving average price of $269.25 and a 200 day moving average price of $250.10. The stock has a market capitalization of $147.02 billion, a P/E ratio of 65.84, a P/E/G ratio of 1.64 and a beta of 1.03.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings data on Tuesday, November 25th. The semiconductor company reported $2.26 earnings per share for the quarter, beating the consensus estimate of $2.22 by $0.04. Analog Devices had a return on equity of 11.23% and a net margin of 20.58%.The firm had revenue of $3.08 billion during the quarter, compared to the consensus estimate of $3.02 billion. During the same period last year, the business posted $1.67 EPS. Analog Devices’s quarterly revenue was up 25.9% on a year-over-year basis. Equities research analysts expect that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, December 22nd. Investors of record on Monday, December 8th were given a $0.99 dividend. This represents a $3.96 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Monday, December 8th. Analog Devices’s dividend payout ratio (DPR) is 86.84%.

Analog Devices News Summary

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

• Positive Sentiment: Wells Fargo upgraded ADI from “equal weight” to “overweight” and raised its price target to $340 (from $265), signaling stronger buy-side conviction that the stock can rally further. Wells Fargo upgrade / The Fly
• Positive Sentiment: Stifel Nicolaus raised its price target to $330 and reiterated a “buy” stance, adding top-down analyst support for the stock’s near-term upside. Stifel price target raise / The Fly
• Positive Sentiment: KeyCorp remains constructive — issuing an “Overweight” rating, a $375 target and above-consensus multi-year EPS forecasts (FY26/27 and quarterly cadence) that imply stronger earnings growth expectations. That helps justify higher multiples. KeyCorp coverage / MarketBeat ADI page
• Positive Sentiment: Recent fundamentals remain supportive: ADI beat EPS and revenue in its latest quarter with healthy year-over-year revenue growth, underpinning margin and cash-flow confidence. Earnings recap / MarketBeat
• Neutral Sentiment: Market structure: ADI is trading with above-average volume and near its 52‑week high, which amplifies momentum but also raises short-term volatility risk for traders. Trading note / Zacks
• Negative Sentiment: Insider selling: Director Ray Stata reported a 3,125-share sale (Jan. 13) and other small insider disposals were disclosed; while modest relative to total holdings, such sales can be interpreted negatively by some investors. Ray Stata Form 4 / SEC
• Negative Sentiment: Valuation & payout risks: ADI trades at a high P/E and carries an elevated dividend payout ratio (~87%), which could constrict upside if earnings growth slows or capital-return visibility weakens. Valuation note / Yahoo Finance
• Negative Sentiment: Additional insider sale reported: an SVP disclosed a roughly $150k sale, reinforcing the insider-selling narrative (smaller scale but notable to some investors). SVP sale / AmericanBankingNews

Insider Transactions at Analog Devices

In other news, SVP Martin Cotter sold 10,000 shares of the stock in a transaction on Monday, January 5th. The shares were sold at an average price of $278.44, for a total value of $2,784,400.00. Following the completion of the sale, the senior vice president owned 49,664 shares of the company’s stock, valued at $13,828,444.16. This represents a 16.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Michael Sondel sold 8,169 shares of the business’s stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $278.03, for a total value of $2,271,227.07. Following the transaction, the chief accounting officer directly owned 18,913 shares in the company, valued at $5,258,381.39. This trade represents a 30.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 53,544 shares of company stock valued at $14,328,561 in the last three months. 0.33% of the stock is owned by company 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.