UniSuper Management Pty Ltd Purchases 6,150 Shares of Analog Devices, Inc. $ADI

UniSuper Management Pty Ltd increased its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 2.1% during the 3rd quarter, Holdings Channel reports. The firm owned 293,948 shares of the semiconductor company’s stock after buying an additional 6,150 shares during the period. UniSuper Management Pty Ltd’s holdings in Analog Devices were worth $72,223,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Brighton Jones LLC increased its position in Analog Devices by 39.5% during the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after purchasing an additional 529 shares during the period. Sivia Capital Partners LLC boosted its stake 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 valued at $417,000 after purchasing an additional 464 shares in the last quarter. Accurate Wealth Management LLC increased its position in shares of Analog Devices by 3.4% during the second quarter. Accurate Wealth Management LLC now owns 1,750 shares of the semiconductor company’s stock valued at $429,000 after buying an additional 58 shares during the period. Norden Group LLC raised its stake in Analog Devices by 13.2% in the second quarter. Norden Group LLC now owns 2,498 shares of the semiconductor company’s stock worth $595,000 after buying an additional 292 shares in the last quarter. Finally, Regatta Capital Group LLC raised its stake in Analog Devices by 4.5% in the second quarter. Regatta Capital Group LLC now owns 1,124 shares of the semiconductor company’s stock worth $268,000 after buying an additional 48 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on ADI. Susquehanna upped their target price on Analog Devices from $350.00 to $360.00 and gave the stock a “positive” rating in a report on Thursday. Bank of America raised their price objective on Analog Devices from $320.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday. Evercore ISI dropped their target price on shares of Analog Devices from $303.00 to $282.00 and set an “outperform” rating on the stock in a report on Tuesday, November 25th. Barclays set a $315.00 target price on shares of Analog Devices in a research report on Thursday, January 15th. Finally, Cantor Fitzgerald reissued an “overweight” rating and set a $350.00 price target on shares of Analog Devices in a research report on Tuesday, December 16th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $312.04.

Analog Devices Stock Performance

ADI stock opened at $305.60 on Friday. The stock has a market capitalization of $149.64 billion, a PE ratio of 67.02, a price-to-earnings-growth ratio of 1.66 and a beta of 1.03. The stock’s 50 day simple moving average is $275.97 and its 200 day simple moving average is $252.05. Analog Devices, Inc. has a 12-month low of $158.65 and a 12-month high of $313.54. The company has a current ratio of 2.19, a quick ratio of 1.68 and a debt-to-equity ratio of 0.24.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $3.02 billion. During the same period in the prior year, the company posted $1.67 earnings per share. The company’s quarterly revenue was up 25.9% on a year-over-year basis. As a group, research analysts forecast that Analog Devices, Inc. will post 7.14 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

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

Key Analog Devices News

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?

Insiders Place Their Bets

In other news, SVP Katsufumi Nakamura sold 500 shares of the company’s stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $301.46, for a total transaction of $150,730.00. Following the completion of the sale, the senior vice president owned 12,710 shares of the company’s stock, valued at $3,831,556.60. This represents a 3.79% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction that occurred on 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 completion of the transaction, 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 position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 53,544 shares of company stock valued at $14,328,561. 0.33% of the stock is currently owned by company insiders.

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.