Flossbach Von Storch SE Increases Stake in Analog Devices, Inc. $ADI

Key Points

• Flossbach Von Storch SE increased its stake in Analog Devices by 56.2% in Q4 to 807,894 shares, a holding worth about $219.1 million (≈0.17% of the company).
• Analog Devices beat Q4 estimates with $2.46 EPS versus $2.31 and revenue of $3.16 billion (up 30.4% YoY), set Q2 2026 guidance of $2.73–$3.03 EPS, and raised its quarterly dividend to $1.10 (annualized $4.40).
• Insiders have been net sellers recently—CEO Vincent Roche sold 10,000 shares and Director Ray Stata sold 3,125, with insiders offloading 27,324 shares valued at about $8.76 million in the last 90 days while insiders retain just 0.36% ownership.

Flossbach Von Storch SE raised its stake in Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 56.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 807,894 shares of the semiconductor company's stock after acquiring an additional 290,695 shares during the quarter. Flossbach Von Storch SE owned approximately 0.17% of Analog Devices worth $219,101,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the stock. Y.D. More Investments Ltd purchased a new position in shares of Analog Devices during the 3rd quarter valued at approximately $32,000. LFA Lugano Financial Advisors SA lifted its stake in shares of Analog Devices by 92.9% in the 3rd quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company's stock valued at $33,000 after purchasing an additional 65 shares during the period. Albion Financial Group UT boosted its holdings in 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 boosted its holdings in 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 stake in Analog Devices during the third quarter valued at $38,000. Hedge funds and other institutional investors own 86.81% of the company's stock.

Insider Activity at Analog Devices

In other news, CEO Vincent Roche sold 10,000 shares of the company's 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 sale, the chief executive officer owned 155,688 shares of the company's stock, valued at $47,783,760.96. This represents a 6.04% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Ray Stata sold 3,125 shares of the company's stock in a transaction on Wednesday, February 4th. The stock was 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 of the company's stock, valued at $39,288,403.30. The trade was a 2.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 27,324 shares of company stock valued at $8,758,085. 0.36% of the stock is owned by insiders.

Analyst Ratings Changes

ADI has been the subject of a number of analyst reports. Stifel Nicolaus set a $405.00 price objective on shares of Analog Devices and gave the stock a "buy" rating in a research report on Wednesday, February 18th. UBS Group raised their target price on Analog Devices from $400.00 to $430.00 and gave the company a "buy" rating in a research report on Thursday, February 19th. Wells Fargo & Company lifted their price target on Analog Devices from $340.00 to $400.00 and gave the company an "overweight" rating in a research note on Thursday, February 19th. Jefferies Financial Group reaffirmed a "buy" rating and issued a $410.00 price target on shares of Analog Devices in a report on Thursday, February 19th. Finally, Needham & Company LLC upgraded Analog Devices from a "hold" rating to a "buy" rating and set a $400.00 price target on the stock in a research report on Thursday, February 19th. Three 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. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $370.69.

Analog Devices Trading Down 1.7%

Shares of Analog Devices stock opened at $392.59 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 twelve month low of $186.73 and a twelve month high of $408.37. The firm has a market capitalization of $191.66 billion, a PE ratio of 71.77, a P/E/G ratio of 1.60 and a beta of 1.05. The firm's 50-day moving average price is $338.64 and its 200 day moving average price is $295.94.

Analog Devices (NASDAQ:ADI - Get Free Report) last posted its quarterly earnings data 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 return on equity of 12.49% and a net margin of 23.02%.The company had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.10 billion. During the same period in the previous year, the business earned $1.63 EPS. Analog Devices's quarterly revenue 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, sell-side analysts predict that Analog Devices, Inc. will post 11.38 EPS for the current fiscal year.

Analog Devices Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were given a dividend of $1.10 per share. 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 (DPR) is presently 80.44%.

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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