Mn Services Vermogensbeheer B.V. Acquires 2,500 Shares of Analog Devices, Inc. $ADI

Mn Services Vermogensbeheer B.V. grew its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 1.8% during the third quarter, Holdings Channel.com reports. The institutional investor owned 144,812 shares of the semiconductor company’s stock after purchasing an additional 2,500 shares during the quarter. Mn Services Vermogensbeheer B.V.’s holdings in Analog Devices were worth $57,448,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the stock. BlackRock Inc. bought a new stake in Analog Devices in the second quarter valued at $18,610,868,000. State Street Corp boosted its position in shares of Analog Devices by 0.4% during the 4th quarter. State Street Corp now owns 23,487,584 shares of the semiconductor company’s stock worth $6,369,833,000 after purchasing an additional 88,538 shares in the last quarter. Bank of America Corp DE boosted its position in shares of Analog Devices by 5.2% during the 1st quarter. Bank of America Corp DE now owns 10,216,699 shares of the semiconductor company’s stock worth $3,250,341,000 after purchasing an additional 501,604 shares in the last quarter. Van ECK Associates Corp grew its stake in shares of Analog Devices by 24.7% in the 2nd quarter. Van ECK Associates Corp now owns 8,422,883 shares of the semiconductor company’s stock valued at $3,345,316,000 after buying an additional 1,670,957 shares during the period. Finally, Amundi grew its stake in shares of Analog Devices by 5.3% in the 1st quarter. Amundi now owns 5,044,271 shares of the semiconductor company’s stock valued at $1,604,771,000 after buying an additional 254,632 shares during the period. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices Trading Down 1.0%

Shares of ADI stock opened at $405.93 on Friday. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.91 and a current ratio of 1.25. The company has a market capitalization of $196.70 billion, a price-to-earnings ratio of 48.15, a PEG ratio of 1.27 and a beta of 1.22. Analog Devices, Inc. has a 52-week low of $223.47 and a 52-week high of $445.91. The company has a 50-day simple moving average of $379.24 and a two-hundred day simple moving average of $383.23.

Analog Devices (NASDAQ:ADI) last released its earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.34 by $0.11. The company had revenue of $4.02 billion during the quarter, compared to analyst estimates of $3.92 billion. Analog Devices had a return on equity of 16.39% and a net margin of 29.79%.Analog Devices’s quarterly revenue was up 39.2% on a year-over-year basis. During the same period in the prior year, the company posted $2.05 earnings per share. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Research analysts anticipate that Analog Devices, Inc. will post 12.96 EPS for the current fiscal year.

Analog Devices Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st were issued 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, September 1st. Analog Devices’s payout ratio is 52.19%.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: Analyst and industry support remain favorable. Bank of America identified ADI as one of the strongest performers among analog chipmakers, while broader semiconductor sales surpassed $1 trillion as artificial-intelligence investment boosts demand. ADI’s latest quarterly results also exceeded expectations, with revenue rising 39.2% year over year. Bank of America analog semiconductor report
• Positive Sentiment: ADI technology is gaining additional commercial exposure. India-based Lekha Wireless is integrating Analog Devices radio technology into 4G and 5G radio-access products, supporting the company’s communications opportunity. ADI also partnered with Moët Hennessy and UC Davis on AI-enabled chemical-signature detection for wine production, highlighting applications beyond traditional chip markets. Lekha Wireless ADI technology partnership
• Neutral Sentiment: Growth expectations are strong, but the valuation raises sensitivity to disappointment. ADI trades at roughly 48 times earnings after a major rally toward its 52-week high. Its approximately $460 consensus analyst price target and “Moderate Buy” rating provide support, but elevated valuation could encourage profit-taking if growth expectations weaken.
• Negative Sentiment: Recent insider selling may be weighing on sentiment. CFO Richard Puccio sold 1,500 shares worth approximately $631,620, and Director Ray Stata sold 1,416 shares worth about $594,777. Other executives, including CEO Vincent Roche and Vivek Jain, have also reported sales. The transactions were conducted under pre-arranged Rule 10b5-1 plans and do not necessarily indicate deteriorating fundamentals, but the cluster of sales can pressure the stock in the short term. Analog Devices insider transactions

Insider Activity at Analog Devices

In other news, insider Vivek Jain sold 2,000 shares of the stock in a transaction that occurred on Friday, October 2nd. The shares were sold at an average price of $416.98, for a total transaction of $833,960.00. Following the completion of the transaction, the insider directly owned 45,733 shares of the company’s stock, valued at $19,069,746.34. This represents a 4.19% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Ray Stata sold 1,416 shares of the firm’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $377.37, for a total transaction of $534,355.92. Following the sale, the director owned 114,511 shares of the company’s stock, valued at approximately $43,213,016.07. The trade was a 1.22% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 46,631 shares of company stock valued at $17,657,267 over the last quarter. Corporate insiders own 0.36% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the company. KeyCorp upped their price target on Analog Devices from $500.00 to $525.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 14th. Robert W. Baird increased their target price on Analog Devices from $450.00 to $675.00 and gave the stock an “outperform” rating in a report on Monday, August 24th. Weiss Ratings upgraded shares of Analog Devices from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, August 21st. Piper Sandler set a $460.00 price objective on shares of Analog Devices in a research note on Tuesday, September 8th. Finally, Arete Research lifted their price objective on shares of Analog Devices from $487.00 to $490.00 and gave the company a “buy” rating in a report on Thursday, August 20th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $460.09.

Analog Devices Company Profile

Analog Devices, Inc (NASDAQ: ADI) is a global semiconductor company that develops technologies for converting, conditioning and processing real-world signals. Its products connect the physical and digital worlds by helping electronic systems sense, measure, interpret and control information such as temperature, pressure, motion, sound and electrical current.

The company’s product portfolio includes analog and mixed-signal integrated circuits, power management solutions, radio-frequency and microwave devices, data converters, amplifiers, sensors, microcontrollers, embedded processors and connectivity products.