Analog Devices, Inc. $ADI Stock Position Boosted by Composition Wealth LLC

Key Points

• Composition Wealth LLC boosted its stake in Analog Devices by 390% to 19,878 shares (about $5.39M), part of broader institutional interest as institutions now own 86.81% of ADI.
• Strong quarterly results: ADI reported $2.46 EPS vs. $2.31 expected and $3.16B revenue (up 30.4% YoY), set Q2 guidance of $2.73–$3.03 EPS, and trades near its one‑year high with a $194.15B market cap and a consensus "Moderate Buy" target of $370.69.
• Dividend raised to $1.10 quarterly (from $0.99), annualized $4.40 for a 1.1% yield, while insiders have recently sold shares, leaving insider ownership at 0.36%.

Composition Wealth LLC boosted its stake in Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 390.0% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 19,878 shares of the semiconductor company's stock after buying an additional 15,821 shares during the period. Composition Wealth LLC's holdings in Analog Devices were worth $5,391,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. PFA Pension Forsikringsaktieselskab bought a new position in Analog Devices in the 4th quarter valued at about $82,780,000. Horizon Investments LLC grew its position in Analog Devices by 123.4% in the 4th quarter. Horizon Investments LLC now owns 44,980 shares of the semiconductor company's stock valued at $12,199,000 after buying an additional 24,850 shares in the last quarter. Robertson Stephens Wealth Management LLC boosted its position in shares of Analog Devices by 5.6% during the 4th quarter. Robertson Stephens Wealth Management LLC now owns 2,649 shares of the semiconductor company's stock valued at $719,000 after purchasing an additional 141 shares in the last quarter. Danske Bank A S boosted its position in shares of Analog Devices by 12.5% during the 4th quarter. Danske Bank A S now owns 309,317 shares of the semiconductor company's stock valued at $83,887,000 after purchasing an additional 34,271 shares in the last quarter. Finally, Mutual Advisors LLC boosted its position in shares of Analog Devices by 4.2% during the 4th quarter. Mutual Advisors LLC now owns 1,751 shares of the semiconductor company's stock valued at $475,000 after purchasing an additional 70 shares in the last quarter. Institutional investors own 86.81% of the company's stock.

Trending Headlines about 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

Analog Devices Stock Performance

Shares of ADI opened at $397.69 on Friday. Analog Devices, Inc. has a one year low of $194.26 and a one year high of $408.37. The company has a 50-day moving average of $341.55 and a two-hundred day moving average of $298.87. The stock has a market cap of $194.15 billion, a price-to-earnings ratio of 72.70, a PEG ratio of 1.60 and a beta of 1.19. 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 - Get Free Report) last announced its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, topping the consensus estimate of $2.31 by $0.15. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The company had revenue of $3.16 billion during the quarter, compared to analysts' expectations of $3.10 billion. During the same period last year, the company posted $1.63 earnings per share. The business's revenue for the quarter was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. On average, equities research analysts expect that Analog Devices, Inc. will post 11.35 earnings per share for the current year.

Analog Devices Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were issued a $1.10 dividend. The ex-dividend date was Tuesday, March 3rd. This is a positive change from Analog Devices's previous quarterly dividend of $0.99. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. Analog Devices's dividend payout ratio is 80.44%.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on ADI. Arete Research upgraded shares of Analog Devices from a "neutral" rating to a "buy" rating and set a $389.00 price objective for the company in a research report on Monday, March 30th. Wells Fargo & Company raised their price objective on shares of Analog Devices from $340.00 to $400.00 and gave the company an "overweight" rating in a research report on Thursday, February 19th. TD Cowen restated a "buy" rating on shares of Analog Devices in a research report on Thursday, February 19th. The Goldman Sachs Group raised their price objective on shares of Analog Devices from $300.00 to $370.00 and gave the company a "buy" rating in a research report on Wednesday, February 18th. Finally, KeyCorp raised their price objective on shares of Analog Devices from $375.00 to $430.00 and gave the company an "overweight" rating in a research report on Thursday, February 19th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $370.69.

Insiders Place Their Bets

In other Analog Devices news, CEO Vincent Roche sold 10,000 shares of the firm's stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $306.92, for a total value of $3,069,200.00. Following the completion of the transaction, the chief executive officer directly owned 155,688 shares in the company, valued at $47,783,760.96. This trade represents a 6.04% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Ray Stata sold 3,125 shares of the firm's stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total transaction of $991,562.50. Following the completion of the transaction, the director owned 123,821 shares of the company's stock, valued at approximately $39,288,403.30. The trade was a 2.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 27,324 shares of company stock worth $8,758,085 over the last ninety days. 0.36% of the stock is currently owned by company insiders.

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.

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