2,500 Analog Devices, Inc. $ADI Shares Purchased by Mn Services Vermogensbeheer B.V.

Key Points

• Mn Services Vermogensbeheer B.V. increased its Analog Devices stake by 1.8%, purchasing 2,500 shares to bring its holdings to 144,812 shares valued at approximately $57.4 million. Institutional investors collectively own 86.81% of ADI.
• Analog Devices reported strong operating momentum: quarterly revenue rose 39.2% year over year to $4.02 billion, while adjusted earnings of $3.45 per share exceeded estimates. Analysts maintain a “Moderate Buy” consensus with an average price target of $460.09.
• Valuation and insider selling remain key risks. Shares trade near $405.93 at roughly 48 times earnings and close to their 52-week high, while insiders sold $17.7 million of stock over the past 90 days, largely through pre-arranged Rule 10b5-1 plans.

Mn Services Vermogensbeheer B.V. lifted its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 1.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm 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 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Diversified Management Inc. grew its stake in Analog Devices by 8.0% during the third quarter. Diversified Management Inc. now owns 1,713 shares of the semiconductor company's stock worth $680,000 after buying an additional 127 shares in the last quarter. GAMMA Investing LLC lifted its holdings in shares of Analog Devices by 9.0% during the 3rd quarter. GAMMA Investing LLC now owns 18,905 shares of the semiconductor company's stock worth $7,500,000 after acquiring an additional 1,561 shares during the period. Professional Advisory Services Inc. lifted its holdings in shares of Analog Devices by 19.1% during the 3rd quarter. Professional Advisory Services Inc. now owns 65,864 shares of the semiconductor company's stock worth $26,129,000 after acquiring an additional 10,581 shares during the period. Farther Finance Advisors LLC boosted its position in shares of Analog Devices by 21.2% during the 3rd quarter. Farther Finance Advisors LLC now owns 21,566 shares of the semiconductor company's stock worth $8,556,000 after acquiring an additional 3,765 shares in the last quarter. Finally, CoreCap Advisors LLC boosted its position in shares of Analog Devices by 13.3% during the 3rd quarter. CoreCap Advisors LLC now owns 22,996 shares of the semiconductor company's stock worth $9,123,000 after acquiring an additional 2,704 shares in the last quarter. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Key Stories 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 Buying and Selling

In other news, CFO Richard C. Puccio, Jr. sold 2,683 shares of the business's stock in a transaction that occurred on Wednesday, August 26th. The shares were sold at an average price of $374.56, for a total value of $1,004,944.48. Following the transaction, the chief financial officer owned 54,177 shares in the company, valued at approximately $20,292,537.12. The trade was a 4.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Vivek Jain sold 2,000 shares of the company's stock in a transaction 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 sale, the insider directly owned 45,733 shares in the company, valued at approximately $19,069,746.34. This represents a 4.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 46,631 shares of company stock valued at $17,657,267 in the last ninety days. Insiders own 0.36% of the company's stock.

Analog Devices Price Performance

Shares of NASDAQ:ADI opened at $405.93 on Friday. The firm has a market cap of $196.70 billion, a PE ratio of 48.15, a price-to-earnings-growth ratio of 1.27 and a beta of 1.22. The firm's fifty day moving average is $379.24 and its 200-day moving average is $383.23. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.91 and a current ratio of 1.25. Analog Devices, Inc. has a 52 week low of $223.47 and a 52 week high of $445.91.

Analog Devices (NASDAQ:ADI - Get Free Report) last posted its quarterly earnings data on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share for the quarter, beating analysts' consensus estimates of $3.34 by $0.11. The business had revenue of $4.02 billion during the quarter, compared to the consensus estimate 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 business posted $2.05 earnings per share. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Sell-side analysts predict that Analog Devices, Inc. will post 12.96 earnings per share for the current year.

Analog Devices Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st were given a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Tuesday, September 1st. Analog Devices's dividend payout ratio (DPR) is 52.19%.

Analysts Set New Price Targets

ADI has been the topic of several research analyst reports. Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $510.00 price objective (up from $400.00) on shares of Analog Devices in a research note on Tuesday, September 8th. The Goldman Sachs Group restated a "buy" rating and issued a $480.00 price target (up from $450.00) on shares of Analog Devices in a research note on Wednesday, August 19th. Sanford C. Bernstein upgraded shares of Analog Devices from a "market perform" rating to an "outperform" rating and upped their price objective for the stock from $430.00 to $465.00 in a research report on Wednesday, August 19th. Weiss Ratings raised shares of Analog Devices from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, August 21st. Finally, JPMorgan Chase & Co. raised their target price on shares of Analog Devices from $450.00 to $500.00 and gave the company an "overweight" rating in a research report on Thursday, August 20th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target 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.

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