Resona Asset Management Co. Ltd. Sells 15,435 Shares of Analog Devices, Inc. $ADI

Resona Asset Management Co. Ltd. trimmed its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 8.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 163,936 shares of the semiconductor company’s stock after selling 15,435 shares during the quarter. Resona Asset Management Co. Ltd.’s holdings in Analog Devices were worth $40,255,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also bought and sold shares of ADI. Norges Bank bought a new position in shares of Analog Devices during the second quarter worth approximately $1,803,377,000. Marshall Wace LLP boosted its stake in shares of Analog Devices by 948.2% in the second quarter. Marshall Wace LLP now owns 1,085,990 shares of the semiconductor company’s stock valued at $258,487,000 after buying an additional 982,385 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its position in Analog Devices by 47.4% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,745,985 shares of the semiconductor company’s stock worth $653,599,000 after buying an additional 882,909 shares in the last quarter. Vanguard Group Inc. increased its stake in Analog Devices by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 50,227,231 shares of the semiconductor company’s stock worth $11,955,086,000 after acquiring an additional 761,861 shares during the period. Finally, SG Americas Securities LLC increased its stake in Analog Devices by 684.6% during the 3rd quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company’s stock worth $211,871,000 after acquiring an additional 752,411 shares during the period. 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: ADI added Dr. Yoky Matsuoka to its board, bringing deep AI/robotics expertise that supports the company’s edge-AI and industrial growth story. Analog Devices Appoints Yoky Matsuoka to its Board of Directors
• Positive Sentiment: Another board update highlights AI expertise addition (Susie Wee update), reinforcing ADI’s push into AI and edge compute markets which underpin revenue/margin upside expectations. Analog Devices Adds AI Veteran to Board of Directors
• Positive Sentiment: Bank of America (covered in media) issued a bullish forecast for ADI, signaling institutional confidence in further price appreciation. That support can drive demand ahead of results. Bank of America Forecasts Strong Price Appreciation for Analog Devices (NASDAQ:ADI) Stock
• Positive Sentiment: Analysts see room to run — some models project a $375 target for 2026, citing durable industrial demand and edge-AI adoption that justify a premium multiple. Why Analysts Think Analog Devices Stock Can Hit $375 in 2026
• Positive Sentiment: ADI appears on screens and articles highlighting long-term outperformance and efficiency metrics — helpful for momentum and investor sentiment. Analog Devices (ADI) outpaces stock market gains: What you should know
• Positive Sentiment: Long-term performance pieces (e.g., 10-year investment return illustrations) reinforce ADI’s track record, which can attract buy-and-hold investors. If you invested $1000 in Analog Devices 10 years ago, this is how much you’d have now
• Positive Sentiment: Inclusion on analyst screens (Zacks feature on high-efficiency stocks) supports the narrative that ADI is outperforming peers on key metrics. 4 High-Efficiency Stocks Poised to Deliver Superior Returns
• Neutral Sentiment: ADI confirmed it will report Q1 FY2026 results on Feb. 18 — a key near-term catalyst; guidance and margin commentary will likely move the shares. Analog Devices to Report First Quarter Fiscal Year 2026 Financial Results on Wednesday, February 18, 2026
• Negative Sentiment: A Yahoo Finance piece highlights debates over board shake-ups and shareholder rights — potential activism or governance disputes can create volatility and distract management. Investors should monitor developments closely. Should Board Shake-Up and Shareholder Rights Debate Require Action From Analog Devices (ADI) Investors?

Analyst Ratings Changes

ADI has been the subject of a number of recent analyst reports. JPMorgan Chase & Co. upped their target price on Analog Devices from $310.00 to $320.00 and gave the company an “overweight” rating in a research report on Wednesday, November 26th. Citigroup boosted their price target on Analog Devices from $290.00 to $340.00 and gave the company a “buy” rating in a research note on Thursday, January 15th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $300.00 price objective on shares of Analog Devices in a research report on Tuesday, November 25th. Truist Financial raised their target price on shares of Analog Devices from $258.00 to $291.00 and gave the company a “hold” rating in a report on Friday, December 19th. Finally, UBS Group set a $350.00 target price on shares of Analog Devices in a research report on Wednesday. Three analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $312.04.

Insider Buying and Selling at Analog Devices

In other news, CEO Vincent Roche sold 10,000 shares of the business’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $275.07, for a total transaction of $2,750,700.00. Following the sale, the chief executive officer directly owned 155,688 shares in the company, valued at approximately $42,825,098.16. The trade was a 6.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CAO Michael Sondel sold 8,169 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $278.03, for a total transaction of $2,271,227.07. Following the completion of the transaction, the chief accounting officer owned 18,913 shares of the company’s stock, valued at approximately $5,258,381.39. This trade represents a 30.16% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 53,544 shares of company stock worth $14,328,561 over the last three months. 0.33% of the stock is owned by corporate insiders.

Analog Devices Trading Down 0.9%

ADI opened at $305.60 on Friday. The company has a market cap of $149.64 billion, a P/E ratio of 67.02, a PEG ratio of 1.66 and a beta of 1.03. The company has a current ratio of 2.19, a quick ratio of 1.68 and a debt-to-equity ratio of 0.24. The company’s 50 day moving average is $275.97 and its 200-day moving average is $252.05. Analog Devices, Inc. has a 1-year low of $158.65 and a 1-year high of $313.54.

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

Analog Devices Announces Dividend

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

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.