PFA Pension Forsikringsaktieselskab Purchases New Position in Analog Devices, Inc. $ADI

Key Points

• PFA Pension purchased 301,214 shares of Analog Devices in Q4—about $82.78 million worth—representing roughly 0.06% of the company.
• Company insiders have been net sellers: CAO Michael Sondel sold 4,199 shares at $361.02 and CEO Vincent Roche sold 10,000 shares at $318.14, with insiders disposing of 27,324 shares (~$8.76M) in the last 90 days and now owning 0.36%.
• Fundamentals and outlook: ADI beat Q1 estimates with $2.46 EPS (vs. $2.31) and $3.16B revenue (+30.4% y/y), issued Q2 guidance of $2.73–$3.03 EPS, and raised its quarterly dividend to $1.10 (annualized $4.40, 1.1% yield).

PFA Pension Forsikringsaktieselskab purchased a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 301,214 shares of the semiconductor company's stock, valued at approximately $82,780,000. PFA Pension Forsikringsaktieselskab owned about 0.06% of Analog Devices as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the company. Jones Financial Companies Lllp raised its holdings in shares of Analog Devices by 12.9% during the third quarter. Jones Financial Companies Lllp now owns 169,572 shares of the semiconductor company's stock valued at $41,907,000 after purchasing an additional 19,383 shares during the period. SG Americas Securities LLC raised its holdings in shares of Analog Devices by 684.6% during the third quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company's stock valued at $211,871,000 after purchasing an additional 752,411 shares during the period. Nordea Investment Management AB raised its holdings in shares of Analog Devices by 247.3% during 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. Ashton Thomas Private Wealth LLC raised its holdings in shares of Analog Devices by 18.8% during 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. Finally, AE Wealth Management LLC raised its holdings in shares of Analog Devices by 26.4% during 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. 86.81% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other 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 completion of the transaction, the chief accounting officer directly owned 14,740 shares of the company's stock, valued at $5,321,434.80. This represents a 22.17% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Vincent Roche sold 10,000 shares of the stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $318.14, for a total transaction of $3,181,400.00. Following the transaction, the chief executive officer directly owned 167,826 shares of the company's stock, valued at $53,392,163.64. This represents a 5.62% decrease in their ownership of the stock. 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. Corporate insiders own 0.36% of the company's stock.

Key Analog Devices News

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

• Positive Sentiment: One-week momentum: ADI has risen sharply over the past week, attracting momentum and short-term interest that can support higher prices in the near term. Analog Devices (ADI) Is Up 7.57% in One Week: What You Should Know
• Positive Sentiment: Growth thesis reinforced: Recent write-ups list three reasons ADI qualifies as a solid growth stock (revenue/earnings strength, AI/automotive exposure, recurring analog franchise), supporting a longer-term bullish case. Is Analog Devices (ADI) a Solid Growth Stock? 3 Reasons to Think "Yes"
• Positive Sentiment: Long-term performance spotlight: Retrospectives showing multi‑year gains if you’d held ADI help sustain retail investor interest and confidence in the company’s compounding potential. If You Invested $1000 in Analog Devices a Decade Ago, This is How Much It'd Be Worth Now
• Positive Sentiment: Product/market expansion: ADI released A²B 2.0 for next‑generation in‑vehicle audio — a tangible product win for automotive OEMs that supports ADI’s exposure to the large automotive market. Analog Devices releases A2B 2.0 for next-generation in-vehicle audio systems
• Neutral Sentiment: Analyst recommendation debate: Coverage points out that the average broker rating signals “buy,” but cautions that ABR can be overly optimistic; useful context but mixed impact on price. Is Analog Devices (ADI) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Investor caution on AI: Commentary says ADI benefits from the AI narrative but some investors are hedging, which can cap upside until visibility on AI-driven revenue is clearer. Analog Devices: The AI Narrative Is Strong, But Investors Are Hedging
• Negative Sentiment: Analyst price target below current trading: A reported average price target of $370.69 is lower than recent intraday levels, which could weigh on the stock if more analysts revise targets downward. Analog Devices, Inc. NASDAQ: ADI Receives $370.69 Average Price Target from Analysts

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on ADI shares. Wall Street Zen upgraded shares of Analog Devices from a "hold" rating to a "buy" rating in a report on Saturday, January 17th. TD Cowen reiterated a "buy" rating on shares of Analog Devices in a report on Thursday, February 19th. Arete Research upgraded shares of Analog Devices from a "neutral" rating to a "buy" rating and set a $389.00 price objective on the stock in a report on Monday, March 30th. Robert W. Baird set a $365.00 price objective on shares of Analog Devices in a report on Thursday, February 19th. Finally, Susquehanna upped their target price on shares of Analog Devices from $360.00 to $400.00 and gave the stock a "positive" 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 assigned a Hold rating to the company. According to data from MarketBeat, Analog Devices presently has an average rating of "Moderate Buy" and an average target price of $370.69.

Analog Devices Trading Down 1.1%

Shares of ADI stock opened at $397.69 on Friday. Analog Devices, Inc. has a 52-week low of $194.26 and a 52-week high of $408.37. 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 has a 50-day simple moving average of $341.55 and a two-hundred day simple moving average of $298.42. The company has a market capitalization of $194.15 billion, a price-to-earnings ratio of 72.70, a PEG ratio of 1.62 and a beta of 1.19.

Analog Devices (NASDAQ:ADI - Get Free Report) last issued its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 during the quarter, compared to the consensus estimate of $3.10 billion. During the same period in the prior year, the firm posted $1.63 EPS. The firm's quarterly 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. Research analysts anticipate that Analog Devices, Inc. will post 11.35 EPS for the current fiscal 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 given a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. 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. Analog Devices's payout ratio is currently 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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