Cibc World Market Inc. Raises Position in Analog Devices, Inc. $ADI

Cibc World Market Inc. boosted its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 53.4% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 50,139 shares of the semiconductor company’s stock after buying an additional 17,446 shares during the period. Cibc World Market Inc.’s holdings in Analog Devices were worth $12,319,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in ADI. Brighton Jones LLC grew its holdings in shares of Analog Devices by 39.5% during the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock worth $397,000 after purchasing an additional 529 shares in the last quarter. Sivia Capital Partners LLC grew its stake in Analog Devices by 36.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock worth $417,000 after buying an additional 464 shares in the last quarter. CWM LLC increased its holdings in shares of Analog Devices by 30.7% in the 2nd quarter. CWM LLC now owns 30,412 shares of the semiconductor company’s stock worth $7,239,000 after buying an additional 7,137 shares during the last quarter. MGO One Seven LLC raised its position in shares of Analog Devices by 25.9% during the 2nd quarter. MGO One Seven LLC now owns 4,136 shares of the semiconductor company’s stock valued at $985,000 after buying an additional 852 shares in the last quarter. Finally, Axxcess Wealth Management LLC bought a new stake in shares of Analog Devices during the 2nd quarter worth $234,000. 86.81% of the stock is currently owned by institutional investors.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: Barclays upgraded ADI from “equal weight” to “overweight” and set a $375 price target, signaling stronger analyst conviction and a material upside to consensus. Barclays upgrades Analog Devices as industrial recovery takes shape
• Positive Sentiment: Analysts and coverage pieces highlight ADI’s string of earnings beats and upgraded guidance, supporting a re-rating vs. peers and underpinning valuation discussions for long-term growth investors. A Look At Analog Devices (ADI) Valuation After Consistent Earnings Beats And Upgraded Guidance
• Positive Sentiment: Investor letters (e.g., Carillon Tower Advisers) and sector commentary point to ADI contributing to Q4 strength — reinforcing demand narratives tied to semiconductors and AI-driven end markets. Here’s Why Analog Devices (ADI) Rose in Q4
• Positive Sentiment: Wall Street is positioned for earnings growth into the next release, with previews and metric-level estimates suggesting another potential beat that could support the stock if realized. Analog Devices (ADI) Reports Next Week: Wall Street Expects Earnings Growth
• Neutral Sentiment: Recent short‑interest posts in the feed show anomalous/zero values that provide no clear signal (reports list 0 shares and NaN increases). Treat short‑interest data as unreliable until clarified by accurate filings.
• Neutral Sentiment: Coverage exploring ADI’s competitive dynamics and analyst insight pieces maintain interest but don’t point to immediate negative surprises; useful for medium‑term positioning. Inquiry Into Analog Devices’s Competitor Dynamics In…
• Neutral Sentiment: Governance and investor‑meeting coverage is drawing attention (special meeting commentary); this could matter for long‑term holders but has limited immediate price impact absent a surprise outcome. Will Analog Devices’ (ADI) Special Meeting Stance Reveal Its True Governance and Accountability Priorities?
• Negative Sentiment: An article noted ADI fell more than the broader market in the latest session, citing intraday weakness and higher trading volume—indicative of profit‑taking or short‑term rotation despite the positive fundamental backdrop. Here’s Why Analog Devices (ADI) Fell More Than Broader Market

Analyst Ratings Changes

A number of equities research analysts have weighed in on ADI shares. Robert W. Baird raised their price target on Analog Devices from $250.00 to $275.00 and gave the company an “outperform” rating in a research report on Wednesday, November 26th. Stifel Nicolaus raised their price objective on Analog Devices from $290.00 to $330.00 and gave the company a “buy” rating in a report on Friday, January 16th. Oppenheimer upped their target price on Analog Devices from $265.00 to $350.00 and gave the stock an “outperform” rating in a research note on Friday, January 16th. Weiss Ratings cut shares of Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, January 20th. Finally, Truist Financial boosted their price objective on shares of Analog Devices from $258.00 to $291.00 and gave the stock a “hold” rating in a report on Friday, December 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $314.87.

Analog Devices Stock Down 1.7%

Shares of NASDAQ ADI opened at $331.36 on Friday. The firm’s fifty day moving average is $294.87 and its 200 day moving average is $259.82. Analog Devices, Inc. has a 52 week low of $158.65 and a 52 week high of $343.96. The company has a quick ratio of 1.68, a current ratio of 2.19 and a debt-to-equity ratio of 0.24. The company has a market cap of $161.91 billion, a price-to-earnings ratio of 72.67, a PEG ratio of 1.83 and a beta of 1.03.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 earnings per share for the quarter, beating the consensus estimate of $2.22 by $0.04. Analog Devices had a net margin of 20.58% and a return on equity of 11.23%. The business had revenue of $3.08 billion during the quarter, compared to analysts’ expectations of $3.02 billion. During the same quarter in the prior year, the company posted $1.67 EPS. The firm’s revenue for the quarter was up 25.9% compared to the same quarter last year. On average, equities research analysts expect that Analog Devices, Inc. will post 7.14 earnings per share for the current year.

Analog Devices Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, December 22nd. Investors of record on Monday, December 8th were issued a dividend of $0.99 per share. This represents a $3.96 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Monday, December 8th. Analog Devices’s payout ratio is currently 86.84%.

Insider Buying and Selling at Analog Devices

In other Analog Devices news, CAO Michael Sondel sold 8,169 shares of the stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $278.03, for a total value of $2,271,227.07. Following the completion of the sale, the chief accounting officer owned 18,913 shares in the company, valued at approximately $5,258,381.39. This trade represents a 30.16% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Ray Stata sold 3,125 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $317.30, for a total value of $991,562.50. Following the transaction, the director directly owned 123,821 shares in the company, valued at $39,288,403.30. This trade represents a 2.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 53,544 shares of company stock worth $15,320,417 over the last three months. 0.36% of the stock is owned by corporate insiders.

About Analog Devices

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.