Income Insurance Ltd Makes New $401,000 Investment in Analog Devices, Inc. $ADI

Income Insurance Ltd purchased a new position in Analog Devices, Inc. (NASDAQ:ADI) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 1,480 shares of the semiconductor company’s stock, valued at approximately $401,000.

Several other institutional investors have also added to or reduced their stakes in the business. Jones Financial Companies Lllp raised its position in shares of Analog Devices by 12.9% during the 3rd quarter. Jones Financial Companies Lllp now owns 169,572 shares of the semiconductor company’s stock valued at $41,907,000 after purchasing an additional 19,383 shares during the period. Nordea Investment Management AB raised its position in shares of Analog Devices by 247.3% during the 4th quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company’s stock valued at $95,802,000 after purchasing an additional 249,702 shares during the period. Ashton Thomas Private Wealth LLC raised its position in shares of Analog Devices by 18.8% during the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 20,734 shares of the semiconductor company’s stock valued at $5,094,000 after purchasing an additional 3,286 shares during the period. AE Wealth Management LLC raised its position in shares of Analog Devices by 26.4% during the 3rd quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company’s stock valued at $10,795,000 after purchasing an additional 9,174 shares during the period. Finally, National Pension Service raised its position in shares of Analog Devices by 1.8% during the 3rd quarter. National Pension Service now owns 1,347,535 shares of the semiconductor company’s stock valued at $331,089,000 after purchasing an additional 24,392 shares during the period. 86.81% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Analog Devices news, CAO Michael Sondel sold 4,199 shares of Analog Devices stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total value of $1,515,922.98. Following the completion of the transaction, the chief accounting officer directly owned 14,740 shares of the company’s stock, valued at $5,321,434.80. This trade represents a 22.17% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction on Friday, May 1st. The stock was sold at an average price of $397.91, for a total transaction of $3,979,100.00. Following the completion of the transaction, the chief executive officer directly owned 187,538 shares of the company’s stock, valued at $74,623,245.58. The trade was a 5.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 24,199 shares of company stock valued at $8,676,423 over the last three months. Corporate insiders own 0.36% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently commented on ADI. Wall Street Zen upgraded shares of Analog Devices from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Barclays lifted their price target on shares of Analog Devices from $375.00 to $430.00 and gave the company an “overweight” rating in a report on Thursday, February 19th. JPMorgan Chase & Co. lifted their price target on shares of Analog Devices from $320.00 to $400.00 and gave the company an “overweight” rating in a report on Thursday, February 19th. Cantor Fitzgerald lifted their price target on shares of Analog Devices from $350.00 to $400.00 and gave the company an “overweight” rating in a report on Tuesday, February 17th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $373.00 price target on shares of Analog Devices in a report on Thursday, February 19th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $370.69.

Analog Devices News Roundup

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

• Positive Sentiment: ADI is benefiting from momentum tied to strong semiconductor demand, with recent commentary highlighting AI-fueled chip spending and the stock’s push to a new 52-week high. Analog Devices, Inc. (ADI) Hit a 52 Week High, Can the Run Continue?
• Positive Sentiment: The company has also been cited as a strong growth stock and one of the semiconductor names poised to benefit as AI supports steady chip sales, reinforcing the bullish setup for ADI. Here’s Why Analog Devices (ADI) is a Strong Growth Stock
• Neutral Sentiment: Recent articles have focused on whether the rally can continue, suggesting investors are watching valuation and sustainability of the move rather than reacting to a new company-specific catalyst. Analog Devices, Inc. (ADI) hit a 52-week high, can the run continue?
• Neutral Sentiment: ADI was also included in a broader list of AI semiconductor winners, which adds supportive industry context but does not point to a direct company-specific development. 4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales

Analog Devices Stock Performance

Shares of NASDAQ ADI opened at $416.52 on Friday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. The company has a market cap of $203.35 billion, a P/E ratio of 76.15, a P/E/G ratio of 1.68 and a beta of 1.19. The firm’s fifty day moving average is $344.80 and its two-hundred day moving average is $302.88. Analog Devices, Inc. has a 52-week low of $206.00 and a 52-week high of $418.75.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, topping analysts’ consensus estimates of $2.31 by $0.15. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The business had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.10 billion. During the same period last year, the company posted $1.63 EPS. 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. As a group, analysts anticipate that Analog Devices, Inc. will post 11.35 EPS for the current fiscal year.

Analog Devices Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were paid a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend was Tuesday, March 3rd. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio is 80.44%.

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.