Munich Reinsurance Co Stock Corp in Munich Acquires 12,013 Shares of Analog Devices, Inc. $ADI

Key Points

• Munich Reinsurance Co. Stock Corp in Munich increased its stake in Analog Devices (ADI) by 46.2%, buying 12,013 shares to hold 38,003 shares worth approximately $10,444,000, per its latest 13F filing.
• Strong fundamentals and analyst support: ADI beat Q1 estimates with $2.46 EPS and $3.16B revenue (up 30.4% YoY), set Q2 FY2026 guidance of $2.73–3.03 EPS, and has seen multiple brokerages raise price targets amid a consensus "Moderate Buy" (average PT ~$370.69).
• Capital actions and insider activity: Analog Devices raised its quarterly dividend to $1.10 (annualized $4.40, ~1.1% yield), while insiders have sold about 27,324 shares (~$8.76M) in the past 90 days and institutional investors own roughly 86.8% of the stock.

Munich Reinsurance Co Stock Corp in Munich lifted its holdings in Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 46.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 38,003 shares of the semiconductor company's stock after purchasing an additional 12,013 shares during the quarter. Munich Reinsurance Co Stock Corp in Munich's holdings in Analog Devices were worth $10,444,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in ADI. Jones Financial Companies Lllp raised its position in Analog Devices by 12.9% during the third quarter. Jones Financial Companies Lllp now owns 169,572 shares of the semiconductor company's stock worth $41,907,000 after acquiring an additional 19,383 shares in the last quarter. SG Americas Securities LLC raised its position in Analog Devices by 684.6% during the third 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 in the last quarter. Nordea Investment Management AB raised its position in shares of Analog Devices by 247.3% in the fourth quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company's stock valued at $95,802,000 after purchasing an additional 249,702 shares during the period. AE Wealth Management LLC raised its position in shares of Analog Devices by 26.4% in the third quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company's stock valued at $10,795,000 after purchasing an additional 9,174 shares during the period. Finally, Ashton Thomas Private Wealth LLC raised its position in shares of Analog Devices by 18.8% in the third quarter. Ashton Thomas Private Wealth LLC now owns 20,734 shares of the semiconductor company's stock valued at $5,094,000 after purchasing an additional 3,286 shares during the period. Institutional investors own 86.81% of the company's stock.

More Analog Devices News

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

Insider Buying and Selling

In related news, CAO Michael Sondel sold 4,199 shares of the stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the sale, the chief accounting officer 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 transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 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 transaction of $991,562.50. Following the sale, the director owned 123,821 shares in the company, 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 have sold 27,324 shares of company stock worth $8,758,085. Corporate insiders own 0.36% of the company's stock.

Analog Devices Trading Down 1.1%

ADI stock opened at $399.57 on Friday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. The company's 50-day simple moving average is $337.53 and its 200 day simple moving average is $294.03. Analog Devices, Inc. has a 52 week low of $186.73 and a 52 week high of $408.37. The company has a market capitalization 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 released its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, beating 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 business had revenue of $3.16 billion for the quarter, compared to the consensus estimate of $3.10 billion. During the same period in the prior year, the company posted $1.63 earnings per share. Analog Devices'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. As a group, sell-side analysts anticipate that Analog Devices, Inc. will post 11.38 earnings per share for the current 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 represents a $4.40 annualized dividend and a dividend yield of 1.1%. This is a positive change from Analog Devices's previous quarterly dividend of $0.99. Analog Devices's dividend payout ratio (DPR) is 80.44%.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on ADI. The Goldman Sachs Group increased 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. Barclays increased 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. Truist Financial increased their price objective on shares of Analog Devices from $291.00 to $364.00 and gave the company a "hold" rating in a research report on Thursday, February 19th. Citigroup reissued a "buy" rating on shares of Analog Devices in a research report on Thursday, February 19th. Finally, Morgan Stanley restated an "overweight" rating and issued a $373.00 price target on shares of Analog Devices in a research note on Thursday, February 19th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Analog Devices currently has a consensus rating of "Moderate Buy" and an average price target of $370.69.

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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