Analog Devices, Inc. $ADI Shares Sold by Reynders McVeigh Capital Management LLC

Key Points

• Reynders McVeigh trimmed its stake in Analog Devices by 1.2% in Q4, selling 3,032 shares and now holding 255,045 shares worth about $69.17 million, roughly 3.2% of the firm's portfolio and its 8th-largest position.
• Strong quarterly results: ADI reported $2.46 EPS (vs. $2.31 est.) and $3.16B revenue (up 30.4% YoY and above estimates), set Q2 guidance of $2.73–$3.03 EPS, and carries a consensus "Moderate Buy" from analysts.
• Dividend increase: The company raised its quarterly dividend to $1.10 (annualized $4.40), a ~1.1% yield, up from $0.99 with a payout ratio around 80.4%.

Reynders McVeigh Capital Management LLC cut its stake in shares of Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 1.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 255,045 shares of the semiconductor company's stock after selling 3,032 shares during the period. Analog Devices comprises approximately 3.2% of Reynders McVeigh Capital Management LLC's investment portfolio, making the stock its 8th biggest position. Reynders McVeigh Capital Management LLC owned approximately 0.05% of Analog Devices worth $69,168,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of ADI. Y.D. More Investments Ltd acquired a new position in shares of Analog Devices during the third quarter worth $32,000. LFA Lugano Financial Advisors SA increased its holdings in shares of Analog Devices by 92.9% during the third quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company's stock worth $33,000 after buying an additional 65 shares in the last quarter. Albion Financial Group UT increased its holdings in shares of Analog Devices by 41.4% during the fourth quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company's stock worth $33,000 after buying an additional 36 shares in the last quarter. Barnes Dennig Private Wealth Management LLC increased its holdings in shares of Analog Devices by 61.3% during the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company's stock worth $35,000 after buying an additional 49 shares in the last quarter. Finally, Valley Wealth Managers Inc. acquired a new position in shares of Analog Devices during the third quarter worth $38,000. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Analog Devices Stock Performance

NASDAQ ADI opened at $397.69 on Monday. The company has a market capitalization of $194.15 billion, a price-to-earnings ratio of 72.70, a PEG ratio of 1.60 and a beta of 1.19. Analog Devices, Inc. has a twelve month low of $194.26 and a twelve month high of $408.37. The stock has a fifty day simple moving average of $341.55 and a 200 day simple moving average of $299.32. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21.

Analog Devices (NASDAQ:ADI - Get Free Report) last issued its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, beating analysts' consensus estimates of $2.31 by $0.15. The business had revenue of $3.16 billion for 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 business's quarterly revenue was up 30.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Sell-side analysts expect that Analog Devices, Inc. will post 11.35 EPS for the current year.

Analog Devices Increases Dividend

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

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on ADI shares. TD Cowen reiterated a "buy" rating on shares of Analog Devices in a report on Thursday, February 19th. Weiss Ratings downgraded Analog Devices from a "buy (b-)" rating to a "hold (c+)" rating in a report on Monday, April 6th. UBS Group increased their price objective on Analog Devices from $400.00 to $430.00 and gave the company a "buy" rating in a report on Thursday, February 19th. Bank of America increased their price objective on Analog Devices from $400.00 to $425.00 and gave the company a "buy" rating in a report on Monday, April 13th. Finally, JPMorgan Chase & Co. increased their price objective on Analog Devices from $320.00 to $400.00 and gave the company an "overweight" rating in a report on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $370.69.

Key Stories Impacting Analog Devices

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

• Positive Sentiment: One-week momentum: ADI has risen sharply over the past week, attracting momentum and short-term interest that can support higher prices in the near term. Analog Devices (ADI) Is Up 7.57% in One Week: What You Should Know
• Positive Sentiment: Growth thesis reinforced: Recent write-ups list three reasons ADI qualifies as a solid growth stock (revenue/earnings strength, AI/automotive exposure, recurring analog franchise), supporting a longer-term bullish case. Is Analog Devices (ADI) a Solid Growth Stock? 3 Reasons to Think "Yes"
• Positive Sentiment: Long-term performance spotlight: Retrospectives showing multi‑year gains if you’d held ADI help sustain retail investor interest and confidence in the company’s compounding potential. If You Invested $1000 in Analog Devices a Decade Ago, This is How Much It'd Be Worth Now
• Positive Sentiment: Product/market expansion: ADI released A²B 2.0 for next‑generation in‑vehicle audio — a tangible product win for automotive OEMs that supports ADI’s exposure to the large automotive market. Analog Devices releases A2B 2.0 for next-generation in-vehicle audio systems
• Neutral Sentiment: Analyst recommendation debate: Coverage points out that the average broker rating signals “buy,” but cautions that ABR can be overly optimistic; useful context but mixed impact on price. Is Analog Devices (ADI) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Investor caution on AI: Commentary says ADI benefits from the AI narrative but some investors are hedging, which can cap upside until visibility on AI-driven revenue is clearer. Analog Devices: The AI Narrative Is Strong, But Investors Are Hedging
• Negative Sentiment: Analyst price target below current trading: A reported average price target of $370.69 is lower than recent intraday levels, which could weigh on the stock if more analysts revise targets downward. Analog Devices, Inc. NASDAQ: ADI Receives $370.69 Average Price Target from Analysts

Insider Buying and Selling at Analog Devices

In other Analog Devices news, CAO Michael Sondel sold 4,199 shares of the company's stock in a transaction 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 sale, the chief accounting officer owned 14,740 shares of the company's stock, valued at approximately $5,321,434.80. This represents a 22.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Ray Stata sold 3,125 shares of the company's stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $317.30, for a total transaction of $991,562.50. Following the sale, 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 position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 17,324 shares of company stock valued at $5,688,885. 0.36% of the stock is currently owned by 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.

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