Calamos Advisors LLC Boosts Stake in Analog Devices, Inc. $ADI

Key Points

• Calamos Advisors increased its stake in Analog Devices by 12.1% in Q4 to 158,057 shares, worth about $42.9 million.
• Analog Devices topped Q4 estimates with $2.46 EPS vs. $2.31 expected and revenue of $3.16B (up 30.4% YoY), set Q2 guidance of $2.73–$3.03 EPS, and raised its quarterly dividend to $1.10 (annualized $4.40, 1.1% yield).
• Corporate insiders sold 27,324 shares worth about $8.76 million during the quarter, including CEO Vincent Roche's 10,000-share sale at an average of $306.92 and CAO Michael Sondel's 4,199-share sale at $361.02.

Calamos Advisors LLC grew its stake in Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 12.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 158,057 shares of the semiconductor company's stock after buying an additional 17,067 shares during the period. Calamos Advisors LLC's holdings in Analog Devices were worth $42,865,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Clayton Financial Group LLC purchased a new position in shares of Analog Devices in the third quarter worth $31,000. Y.D. More Investments Ltd purchased a new position in shares of Analog Devices in the third quarter worth $32,000. LFA Lugano Financial Advisors SA raised its holdings in shares of Analog Devices by 92.9% in 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 during the last quarter. Albion Financial Group UT raised its holdings in shares of Analog Devices by 41.4% in 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 during the last quarter. Finally, Barnes Dennig Private Wealth Management LLC increased its holdings in Analog Devices by 61.3% in the 4th 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 during the period. Hedge funds and other institutional investors own 86.81% of the company's stock.

Insider Buying and Selling at Analog Devices

In other Analog Devices news, CAO Michael Sondel sold 4,199 shares of Analog Devices stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total value of $1,515,922.98. Following the completion of the transaction, the chief accounting officer owned 14,740 shares of the company's stock, valued at approximately $5,321,434.80. The trade was a 22.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $306.92, for a total transaction of $3,069,200.00. Following the completion of the transaction, the chief executive officer directly owned 155,688 shares of the company's stock, valued at $47,783,760.96. The trade was a 6.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 27,324 shares of company stock valued at $8,758,085. Corporate insiders own 0.36% of the company's stock.

Analog Devices Trading Down 1.1%

Shares of Analog Devices stock opened at $399.57 on Friday. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35. The firm has a fifty day moving average price of $337.53 and a 200 day moving average price of $294.03. Analog Devices, Inc. has a 1 year low of $186.73 and a 1 year high of $408.37. The stock has a market cap of $195.07 billion, a PE ratio of 73.05, a price-to-earnings-growth ratio of 1.62 and a beta of 1.05.

Analog Devices (NASDAQ:ADI - Get Free Report) last issued its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (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 firm had revenue of $3.16 billion during the quarter, compared to analysts' expectations of $3.10 billion. During the same quarter last year, the company posted $1.63 earnings per share. The firm's revenue was up 30.4% compared to the same quarter last year. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Equities research analysts predict that Analog Devices, Inc. will post 11.38 earnings per share for the current year.

Analog Devices Increases Dividend

The company also recently disclosed 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 of this dividend was Tuesday, March 3rd. This is a positive change from Analog Devices's previous quarterly dividend of $0.99. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. Analog Devices's dividend payout ratio is presently 80.44%.

Analog Devices News Summary

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

• Positive Sentiment: Bank of America raised its price target on ADI to $425 (from $400) and reiterated a Buy rating, citing strong margins and pricing power — a clear fundamental endorsement that can support higher share valuations. Bank of America Raises ADI PT to $425
• Positive Sentiment: ADI was highlighted as one of "4 Solid Stocks" amid an S&P 500 record close, reflecting favorable industry/earnings momentum for select tech names — positive sentiment that can attract inflows. 4 Solid Stocks to Grab
• Positive Sentiment: Recent market commentary noted ADI outperformed the broader market in the latest session (reported intraday/close gains), indicating periodic investor buying interest and momentum. ADI Beats Stock Market Upswing
• Neutral Sentiment: Analog Devices will report Q2 FY2026 results on May 20 (pre-market) and host a conference call — a near-term catalyst that often increases volatility as investors position ahead of results. Q2 FY2026 Results Date
• Neutral Sentiment: Media and retail interest in ADI has risen (multiple "most searched" / watchlist articles), which can boost short‑term volume but doesn't guarantee sustained price direction. Investors Heavily Search ADI
• Neutral Sentiment: Sector commentary (MarketBeat piece on Texas Instruments) points to strong data-center demand benefiting semiconductor peers; ADI may benefit indirectly from broader industry tailwinds but the article focuses on TI. TI Surges; Sector Context
• Neutral Sentiment: Short-interest data in the latest report appears to show 0 shares (and a 0.0 days-to-cover) — likely a reporting anomaly and not a meaningful signal on positioning.
• Neutral Sentiment: General coverage pieces listing ADI as a large-cap to watch provide additional visibility but are not new fundamental news. 2 Large-Cap Stocks Worth Investigating

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the stock. Stifel Nicolaus set a $405.00 price target on shares of Analog Devices and gave the stock a "buy" rating in a research report on Wednesday, February 18th. Robert W. Baird set a $365.00 price objective on shares of Analog Devices in a report on Thursday, February 19th. Susquehanna upped their price objective on shares of Analog Devices from $360.00 to $400.00 and gave the company a "positive" rating in a report on Thursday, February 19th. TD Cowen reissued a "buy" rating on shares of Analog Devices in a report on Thursday, February 19th. Finally, Piper Sandler raised their target price on shares of Analog Devices from $250.00 to $360.00 and gave the stock a "neutral" rating in a report on Thursday, February 19th. Three analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $370.69.

Analog Devices Company 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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