Tredje AP fonden Sells 41,879 Shares of Analog Devices, Inc. $ADI

Tredje AP fonden lowered its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 13.0% in the fourth quarter, HoldingsChannel.com reports. The firm owned 280,756 shares of the semiconductor company’s stock after selling 41,879 shares during the quarter. Tredje AP fonden’s holdings in Analog Devices were worth $76,141,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of ADI. Y.D. More Investments Ltd bought a new stake in Analog Devices in the 3rd quarter valued at about $32,000. LFA Lugano Financial Advisors SA lifted its holdings 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 during the period. Albion Financial Group UT lifted its holdings in shares of Analog Devices by 41.4% during the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after acquiring an additional 36 shares during the period. Entrust Financial LLC bought a new stake in shares of Analog Devices during the 4th quarter worth approximately $33,000. Finally, Barnes Dennig Private Wealth Management LLC lifted its holdings in shares of Analog Devices by 61.3% during the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company’s stock worth $35,000 after acquiring an additional 49 shares during the period. Institutional investors own 86.81% of the company’s stock.

Analog Devices Price Performance

ADI stock opened at $418.58 on Tuesday. The company has a 50 day simple moving average of $355.22 and a 200 day simple moving average of $311.74. The stock has a market cap of $204.35 billion, a price-to-earnings ratio of 76.52, a P/E/G ratio of 1.68 and a beta of 1.19. Analog Devices, Inc. has a 1 year low of $206.00 and a 1 year high of $435.72. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35.

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, topping analysts’ consensus estimates of $2.31 by $0.15. The business had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.10 billion. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The firm’s quarterly revenue was up 30.4% compared to the same quarter last year. During the same period in the prior year, the company earned $1.63 EPS. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Research analysts anticipate that Analog Devices, Inc. will post 11.35 EPS for the current fiscal year.

Insider Buying and Selling

In related news, CAO Michael Sondel sold 4,199 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the completion of the transaction, the chief accounting officer directly owned 14,740 shares in the company, valued at $5,321,434.80. This represents a 22.17% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction that occurred 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 transaction, the chief executive officer owned 187,538 shares of the company’s stock, valued at approximately $74,623,245.58. This represents a 5.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 24,199 shares of company stock valued at $8,676,423. 0.36% of the stock is owned by corporate insiders.

Key Analog Devices News

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

• Positive Sentiment: Investors are looking ahead to Analog Devices’ upcoming quarterly results, with articles highlighting expected strength in AI data center demand, robotics, and optical networking as potential drivers for another solid report. Article Title
• Positive Sentiment: Reuters and other reports said Analog Devices is in advanced talks to buy Empower Semiconductor for about $1.5 billion, a move that could strengthen ADI’s power-management lineup for AI processors and data-center infrastructure. Article Title
• Positive Sentiment: Stifel noted that Analog Devices is benefiting from broader analog-chip tailwinds ahead of earnings, reinforcing the view that fundamentals in the sector remain constructive. Article Title
• Neutral Sentiment: Several market preview pieces framed ADI as a stock near its highs and discussed whether it remains a buy before earnings, which suggests investor interest is elevated but does not add a clear new catalyst. Article Title
• Neutral Sentiment: Video and commentary on the industrial semiconductor outlook described ADI as an important infrastructure name, but also pointed to near-term industry challenges, making the takeaway mixed rather than decisive. Article Title
• Negative Sentiment: There were also broad market headlines about softer oil and lower futures, which could weigh on sentiment for cyclical chip names, though this is not specific to Analog Devices. Article Title

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. UBS Group upped their price target on shares of Analog Devices from $400.00 to $430.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. Barclays upped their price target on shares of Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a report on Thursday, February 19th. The Goldman Sachs Group upped their price target on shares of Analog Devices from $300.00 to $370.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. Needham & Company LLC raised shares of Analog Devices from a “hold” rating to a “buy” rating and set a $400.00 price target for the company in a report on Thursday, February 19th. Finally, Arete Research raised shares of Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 price target for the company in a report on Monday, March 30th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Analog Devices currently has a consensus rating of “Moderate Buy” and a consensus target price of $381.27.

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.