Erste Asset Management GmbH Has $2.72 Million Holdings in Analog Devices, Inc. $ADI

Erste Asset Management GmbH lessened its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 80.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,103 shares of the semiconductor company’s stock after selling 47,178 shares during the period. Erste Asset Management GmbH’s holdings in Analog Devices were worth $2,718,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Howard Hughes Medical Institute bought a new position in shares of Analog Devices during the second quarter worth about $25,000. Clayton Financial Group LLC bought a new stake in Analog Devices in the 3rd quarter valued at approximately $31,000. Y.D. More Investments Ltd acquired a new position in Analog Devices during the 3rd quarter worth approximately $32,000. LFA Lugano Financial Advisors SA grew its stake in shares of Analog Devices by 92.9% during the 3rd quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock worth $33,000 after acquiring an additional 65 shares in the last quarter. Finally, Valley Wealth Managers Inc. bought a new position in shares of Analog Devices during the 3rd quarter worth approximately $38,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

Insider Transactions at Analog Devices

In other Analog Devices news, SVP Martin Cotter sold 10,000 shares of the company’s 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 transaction, the senior vice president directly owned 49,664 shares in the company, valued at $13,828,444.16. The trade was a 16.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Michael Sondel sold 8,169 shares of the stock in a transaction dated 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 directly owned 18,913 shares in the company, valued at $5,258,381.39. The trade was a 30.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 57,743 shares of company stock valued at $16,836,340. Corporate insiders own 0.36% of the company’s stock.

Analog Devices News Summary

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

• Positive Sentiment: AI/data‑center growth: ADI’s AI‑driven data center products are reported to be growing ~50% and represent a roughly $2 billion run‑rate opportunity, supporting expectations for continued double‑digit growth in that end market. This is a clear driver of investor enthusiasm for the stock. ADI’s AI-Based Data Center Products Gain Traction
• Positive Sentiment: Analyst upgrades/price‑target increases: Multiple firms have raised targets and reiterated buy/overweight views (Goldman Sachs, Benchmark, Morgan Stanley among others), lifting the consensus target near current levels and supporting further upside expectations. MarketBeat ADI coverage
• Positive Sentiment: Strong fundamentals and dividend boost: ADI recently beat EPS and revenue estimates, guided Q2 above street expectations, and raised the quarterly dividend — all signals that support bullish positioning and income‑seeking demand. Earnings, guidance and dividend details
• Neutral Sentiment: Market commentary and peer comparisons: Media and research pieces (Zacks, Barchart) highlight ADI’s outperformance vs. semiconductor peers and profile it as a top growth idea — useful context but not new company‑specific catalysts. Zacks: 52‑week high take
• Neutral Sentiment: Celebrity/TV mentions: Jim Cramer commented that he prefers names like Texas Instruments and Analog Devices over smaller peers, which can boost retail interest but is not a fundamental catalyst. Jim Cramer mention
• Neutral Sentiment: Confusing short‑interest reports: Multiple short‑interest entries show zero shares and “NaN” changes — likely a data/reporting glitch. No clear short squeeze signal emerges from these entries. (No reliable link — based on recent short‑interest notices.)
• Negative Sentiment: Insider selling: Chief Accounting Officer Michael Sondel sold 4,199 shares at about $361. The sale (~$1.5M) and a 22% reduction in his reported stake can prompt some profit‑taking or signal tactical rebalancing by insiders. Insider sale filing

Analog Devices Trading Up 0.4%

Analog Devices stock opened at $355.79 on Friday. The stock has a 50-day simple moving average of $310.48 and a 200 day simple moving average of $269.57. The stock has a market capitalization of $173.70 billion, a P/E ratio of 65.04, a PEG ratio of 1.65 and a beta of 1.03. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. Analog Devices, Inc. has a 52 week low of $158.65 and a 52 week high of $363.20.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.31 by $0.15. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The company had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.10 billion. During the same period last year, the firm posted $1.63 earnings per share. The business’s revenue was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Analysts expect that Analog Devices, Inc. will post 7.14 earnings per share for the current year.

Analog Devices Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be given a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date of this dividend is Tuesday, March 3rd. Analog Devices’s dividend payout ratio (DPR) is presently 72.39%.

Analysts Set New Price Targets

A number of analysts have recently commented on the stock. Truist Financial boosted their price objective on shares of Analog Devices from $291.00 to $364.00 and gave the stock a “hold” rating in a research report on Thursday, February 19th. Jefferies Financial Group reissued a “buy” rating and set a $410.00 price target on shares of Analog Devices in a research report on Thursday, February 19th. Barclays increased their price objective on shares of Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a research note on Thursday, February 19th. Weiss Ratings downgraded Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, January 20th. Finally, BNP Paribas Exane initiated coverage on Analog Devices in a report on Tuesday, November 4th. They set an “outperform” rating and a $300.00 target price on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Analog Devices currently has a consensus rating of “Moderate Buy” and a consensus target price of $366.96.

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.