Nisa Investment Advisors LLC Boosts Stock Position in Analog Devices, Inc. $ADI

Nisa Investment Advisors LLC grew its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 4.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 183,914 shares of the semiconductor company’s stock after purchasing an additional 7,777 shares during the quarter. Nisa Investment Advisors LLC’s holdings in Analog Devices were worth $49,877,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of ADI. Jones Financial Companies Lllp grew its stake in shares of Analog Devices by 12.9% during the third quarter. Jones Financial Companies Lllp now owns 169,572 shares of the semiconductor company’s stock valued at $41,907,000 after buying an additional 19,383 shares during the last quarter. SG Americas Securities LLC lifted its stake in shares of Analog Devices by 684.6% in the 3rd quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company’s stock valued at $211,871,000 after acquiring an additional 752,411 shares during the last quarter. Nordea Investment Management AB lifted its stake in shares of Analog Devices by 247.3% in the 4th quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company’s stock valued at $95,802,000 after acquiring an additional 249,702 shares during the last quarter. Voya Investment Management LLC boosted its holdings in Analog Devices by 22.3% during the 3rd quarter. Voya Investment Management LLC now owns 1,293,403 shares of the semiconductor company’s stock valued at $317,789,000 after acquiring an additional 236,211 shares during the period. Finally, AE Wealth Management LLC grew its position in Analog Devices by 26.4% during the 3rd quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company’s stock worth $10,795,000 after acquiring an additional 9,174 shares during the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices News Roundup

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

• Positive Sentiment: Arete Research upgraded ADI from “neutral” to “buy” and set a $389 price target, citing upside vs. the stock’s current level — a clear catalyst for positive sentiment among growth/value investors. Analog Devices upgraded at Aretes
• Positive Sentiment: Analysts remain bullish on top tech names and highlight ADI among favored semiconductor stories, supporting demand from fund managers and momentum traders. Analysts Are Bullish on Top Technology Stocks: Analog Devices (ADI), TSS (TSSI)
• Positive Sentiment: Fundamentals: Zacks notes ADI’s industrial segment grew ~38% and led revenues, driven by AI-related, automation and energy end-markets — evidence of durable growth that supports analyst upgrades and higher earnings expectations. Analog Devices’ Industrial Segment Picks Up Pace: What Lies Ahead?
• Positive Sentiment: Product/tech visibility: An ADI Fellow will present at ICDT 2026 on display-related semiconductors — a signal of continued R&D/product depth across consumer, automotive and industrial displays that can support medium-term revenue expansion. Analog Devices Fellow To Spotlight Display Technology Role At ICDT 2026
• Neutral Sentiment: Market attention: ADI is appearing on watchlists and “stocks to watch” roundups, which can increase intraday trading volume but don’t necessarily change fundamentals. 4 stocks to watch on Monday: ADI, KO, UPS, SYY
• Neutral Sentiment: Longer-term cash/quality discussions: coverage pieces highlighting cash generation keep ADI on the radar for income/quality-focused investors but are not immediate price drivers. 1 Cash-Producing Stock with Solid Fundamentals and 2 We Brush Off
• Negative Sentiment: Near-term pressure from “AI jitters”: trade write-ups note ADI (and peers) have recently pulled back amid short-term concerns about AI-related demand dynamics and positioning, which can amplify volatility even as fundamentals improve. Buy 2 AI Memory Giants at Lucrative Valuations Amid Solid Price Upside
• Negative Sentiment: Analyst/estimate noise: some headlines highlight recent slumps in ADI share price despite upgrades, underscoring that momentum and sentiment swings (rather than earnings misses) are currently the main sources of downside risk. Buy 2 AI Memory Giants at Lucrative Valuations Amid Solid Price Upside (Zacks)

Analog Devices Trading Up 5.0%

ADI opened at $318.14 on Wednesday. Analog Devices, Inc. has a one year low of $158.65 and a one year high of $363.20. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35. The business has a 50 day simple moving average of $324.45 and a two-hundred day simple moving average of $280.92. The firm has a market capitalization of $155.32 billion, a price-to-earnings ratio of 58.16, a PEG ratio of 1.39 and a beta of 1.00.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, topping 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 firm had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.10 billion. During the same period last year, the company earned $1.63 EPS. The business’s quarterly revenue was up 30.4% compared to the same quarter last year. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Analysts predict that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were issued a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 1.4%. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date was Tuesday, March 3rd. Analog Devices’s dividend payout ratio (DPR) is presently 80.44%.

Analysts Set New Price Targets

Several analysts have weighed in on the company. Truist Financial boosted their price objective on Analog Devices from $291.00 to $364.00 and gave the company a “hold” rating in a research report on Thursday, February 19th. Arete Research upgraded shares of Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 target price on the stock in a report on Monday. Wall Street Zen raised shares of Analog Devices from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Bank of America upped their price target on shares of Analog Devices from $320.00 to $350.00 and gave the company a “buy” rating in a report on Wednesday, January 21st. Finally, Stifel Nicolaus set a $405.00 price target on shares of Analog Devices and gave the company a “buy” rating in a research report on Wednesday, February 18th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and an average target price of $367.81.

Insider Buying and Selling at Analog Devices

In other news, Director Ray Stata sold 3,125 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $317.30, for a total value of $991,562.50. Following the completion of the sale, the director directly owned 123,821 shares of the company’s stock, valued at approximately $39,288,403.30. This trade represents a 2.46% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $306.92, for a total transaction of $3,069,200.00. Following the sale, the chief executive officer directly owned 155,688 shares in the company, valued at $47,783,760.96. The trade was a 6.04% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 41,449 shares of company stock worth $12,336,069. 0.36% of the stock is owned by corporate 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.