Dynamic Technology Lab Private Ltd Invests $789,000 in Analog Devices, Inc. $ADI

Key Points

• Dynamic Technology Lab Private Ltd bought a new stake of 3,210 shares in Analog Devices (NASDAQ:ADI) in Q3, valued at approximately $789,000 (Form 13F).
• Analog Devices beat quarterly estimates, reporting $2.46 EPS vs. $2.31 expected and $3.16B revenue (up 30.4% YoY), and provided Q2 2026 guidance of $2.73–$3.03 EPS.
• The company raised its quarterly dividend to $1.10 (annualized $4.40, 1.4% yield) while several analysts lifted price targets toward ~$400, leaving a consensus rating of "Moderate Buy."

Dynamic Technology Lab Private Ltd bought a new stake in Analog Devices, Inc. (NASDAQ:ADI - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 3,210 shares of the semiconductor company's stock, valued at approximately $789,000.

Several other institutional investors also recently bought and sold shares of ADI. Howard Hughes Medical Institute bought a new stake in Analog Devices in the second quarter valued at approximately $25,000. Clayton Financial Group LLC bought a new position in shares of Analog Devices in the third quarter worth approximately $31,000. Y.D. More Investments Ltd bought a new position in shares of Analog Devices in the third quarter worth approximately $32,000. LFA Lugano Financial Advisors SA increased its stake 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 period. Finally, Valley Wealth Managers Inc. purchased a new position in shares of Analog Devices in the third quarter worth $38,000. 86.81% of the stock is currently owned by hedge funds and other institutional investors.

Analog Devices Stock Up 1.2%

Shares of Analog Devices stock opened at $319.48 on Tuesday. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a 12-month low of $158.65 and a 12-month high of $363.20. The company has a market cap of $155.97 billion, a P/E ratio of 58.41, a PEG ratio of 1.45 and a beta of 1.00. The company's fifty day simple moving average is $317.22 and its two-hundred day simple moving average is $273.85.

Analog Devices (NASDAQ:ADI - Get Free Report) last posted 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. The firm had revenue of $3.16 billion during 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 company's quarterly revenue was up 30.4% compared to the same quarter last year. During the same period last year, the company posted $1.63 EPS. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Research analysts anticipate that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be issued a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 1.4%. This is a boost from Analog Devices's previous quarterly dividend of $0.99. The ex-dividend date is Tuesday, March 3rd. Analog Devices's dividend payout ratio (DPR) is 80.44%.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the stock. Benchmark increased their price target on shares of Analog Devices from $285.00 to $400.00 and gave the company a "buy" rating in a research report on Thursday, February 19th. Citigroup restated a "buy" rating on shares of Analog Devices in a research report on Thursday, February 19th. Jefferies Financial Group reaffirmed a "buy" rating and set a $410.00 price objective on shares of Analog Devices in a research note on Thursday, February 19th. JPMorgan Chase & Co. increased their target price on shares of Analog Devices from $320.00 to $400.00 and gave the stock an "overweight" rating in a report on Thursday, February 19th. Finally, Cantor Fitzgerald raised their target price on Analog Devices from $350.00 to $400.00 and gave the stock an "overweight" rating in a research note on Tuesday, February 17th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $366.96.

Insider Buying and Selling at Analog Devices

In other Analog Devices news, CEO Vincent Roche sold 10,000 shares of the company's stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $306.92, for a total transaction of $3,069,200.00. Following the transaction, the chief executive officer owned 155,688 shares in the company, valued at approximately $47,783,760.96. This represents a 6.04% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Ray Stata sold 3,125 shares of the stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total value of $991,562.50. Following the completion of the transaction, the director directly owned 123,821 shares of the company's stock, valued at $39,288,403.30. This represents a 2.46% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 57,743 shares of company stock worth $16,836,340. Insiders own 0.36% of the company's stock.

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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