Mitsubishi UFJ Asset Management Co. Ltd. Purchases 46,592 Shares of Analog Devices, Inc. $ADI

Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 4.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,093,703 shares of the semiconductor company's stock after acquiring an additional 46,592 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.22% of Analog Devices worth $299,390,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Amundi boosted its position in shares of Analog Devices by 44.8% during the third quarter. Amundi now owns 6,215,129 shares of the semiconductor company's stock valued at $1,507,740,000 after buying an additional 1,922,302 shares during the period. Raymond James Financial Inc. raised its holdings in shares of Analog Devices by 29.2% in the third quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company's stock worth $1,186,714,000 after buying an additional 1,091,004 shares during the period. SG Americas Securities LLC lifted its stake in shares of Analog Devices by 684.6% during the 3rd quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company's stock worth $211,871,000 after acquiring an additional 752,411 shares during the last quarter. Rafferty Asset Management LLC lifted its stake in shares of Analog Devices by 47.5% during the 2nd quarter. Rafferty Asset Management LLC now owns 1,802,338 shares of the semiconductor company's stock worth $428,992,000 after acquiring an additional 580,546 shares during the last quarter. Finally, Van ECK Associates Corp boosted its holdings in Analog Devices by 10.1% during the 3rd quarter. Van ECK Associates Corp now owns 5,886,294 shares of the semiconductor company's stock valued at $1,446,262,000 after acquiring an additional 541,760 shares during the period. 86.81% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts have weighed in on the company. Benchmark increased their target price on Analog Devices from $285.00 to $400.00 and gave the stock a "buy" rating in a research note on Thursday, February 19th. UBS Group upped their price target on shares of Analog Devices from $400.00 to $430.00 and gave the stock a "buy" rating in a report on Thursday, February 19th. Truist Financial raised their price target on shares of Analog Devices from $291.00 to $364.00 and gave the stock a "hold" rating in a research note on Thursday, February 19th. Wall Street Zen raised shares of Analog Devices from a "hold" rating to a "buy" rating in a research report on Saturday, January 17th. Finally, Morgan Stanley reaffirmed an "overweight" rating and set a $373.00 target price on shares of Analog Devices in a research report on Thursday, February 19th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $370.69.

Trending Headlines about Analog Devices

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

• Positive Sentiment: Q1 results, revenue and guidance strength — ADI reported a solid quarter (EPS and revenue beat) and set Q2 fiscal‑2026 guidance of $2.73–$3.03, supporting the stock’s momentum and valuation premium. MarketBeat ADI coverage
• Positive Sentiment: Broker upgrades and higher price targets — Multiple firms (Barclays, Susquehanna, Jefferies, Oppenheimer) raised targets or reiterated buy/overweight views after the beat/guidance, which can drive further buying interest. MarketBeat ADI coverage
• Positive Sentiment: Peer / sector momentum and growth positioning — Analysts and commentaries highlight ADI’s strong growth outlook among data‑converter/analog peers and list ADI as a momentum name benefiting from industrial, data‑center and AI-related demand. Analog Devices: Strongest Growth Outlook Among DAO Peers
• Positive Sentiment: Dividend increase — ADI raised its quarterly payout most recent: $1.10, signaling confidence in cash flow and supporting income‑oriented buyers. MarketBeat ADI coverage
• Neutral Sentiment: CEO sale disclosed — CEO Vincent Roche sold 10,000 shares (May 1) for ~$397.91 per share under a pre‑arranged Rule 10b5‑1 plan; the sale reduces his stake modestly but was planned and disclosed. Vincent Roche Sells 10,000 Shares of Analog Devices Stock
• Neutral Sentiment: Positive headlines and momentum screen inclusion — ADI appears on momentum stock lists and market roundup pieces, which can amplify flows but aren’t direct fundamental drivers. 1 Momentum Stock to Consider Right Now
• Negative Sentiment: Rating downgrade from one shop — Weiss Ratings trimmed ADI from a buy to a hold, which could weigh on sentiment for some funds or retail investors. (Note: consensus remains a Moderate Buy.) Weiss Ratings
• Negative Sentiment: High payout ratio — the reported dividend payout ratio (~80%) raises a modest sustainability question if growth or margins slow; worth watching vs. cash flow trends.

Insider Buying and Selling

In other news, CAO Michael Sondel sold 4,199 shares of Analog Devices stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total value of $1,515,922.98. Following the transaction, the chief accounting officer directly owned 14,740 shares in the company, valued at approximately $5,321,434.80. This trade represents a 22.17% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Vincent Roche sold 10,000 shares of the business's stock in a transaction on Friday, May 1st. The stock was sold at an average price of $397.91, for a total value of $3,979,100.00. Following the completion of the transaction, the chief executive officer directly owned 187,538 shares of the company's stock, valued at approximately $74,623,245.58. The trade was a 5.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 24,199 shares of company stock valued at $8,676,423 in the last three months. 0.36% of the stock is currently owned by insiders.

Analog Devices Stock Performance

Shares of Analog Devices stock opened at $404.77 on Wednesday. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21. The stock's fifty day moving average price is $342.55 and its 200-day moving average price is $300.49. The firm has a market cap of $197.61 billion, a P/E ratio of 74.00, a P/E/G ratio of 1.60 and a beta of 1.19. Analog Devices, Inc. has a 12 month low of $194.26 and a 12 month high of $408.37.

Analog Devices (NASDAQ:ADI - Get Free Report) last released its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, topping analysts' consensus estimates of $2.31 by $0.15. The company had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.10 billion. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The firm's revenue for the quarter was up 30.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.63 earnings per share. 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 fiscal year.

Analog Devices Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were paid a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. This is a positive change 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 presently 80.44%.

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.

Want to see what other hedge funds are holding ADI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Analog Devices, Inc. (NASDAQ:ADI - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.