Yousif Capital Management LLC Has $17.19 Million Stock Holdings in Analog Devices, Inc. $ADI

Key Points

• Yousif Capital Management reduced its stake in Analog Devices by 5.9% in Q4, selling 3,646 shares to hold 58,137 shares valued at about $17.19 million.
• Corporate insiders sold 30,949 shares (~$9.84 million) over the past 90 days, including CEO Vincent Roche's 10,000‑share sale for $3.07 million; insiders now own just 0.36% of the company.
• Analog Devices beat Q4 estimates (EPS $2.46 vs. $2.31; revenue $3.16B, +30.4% YoY), set Q2 EPS guidance of $2.73–$3.03, and several analysts raised price targets, leaving an average target of $367.81.

Yousif Capital Management LLC decreased its position in shares of Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 5.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 58,137 shares of the semiconductor company's stock after selling 3,646 shares during the period. Yousif Capital Management LLC's holdings in Analog Devices were worth $17,189,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also made changes to their positions in the company. Jones Financial Companies Lllp boosted its position in shares of Analog Devices by 12.9% during the 3rd 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 boosted its position in Analog Devices by 684.6% in the third quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company's stock valued at $211,871,000 after buying an additional 752,411 shares in the last quarter. Nordea Investment Management AB boosted its position in 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 buying an additional 249,702 shares in the last quarter. Voya Investment Management LLC boosted its position in Analog Devices by 22.3% in the third quarter. Voya Investment Management LLC now owns 1,293,403 shares of the semiconductor company's stock valued at $317,789,000 after buying an additional 236,211 shares in the last quarter. Finally, AE Wealth Management LLC boosted its position in 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 buying an additional 9,174 shares in the last quarter. Institutional investors and hedge funds own 86.81% of the company's stock.

Insider Activity

In related news, SVP Katsufumi Nakamura sold 500 shares of Analog Devices stock in a transaction on Friday, January 9th. The shares were sold at an average price of $301.46, for a total transaction of $150,730.00. Following the completion of the transaction, the senior vice president owned 12,710 shares of the company's stock, valued at $3,831,556.60. This trade represents a 3.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction 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 directly owned 155,688 shares of the company's stock, valued at $47,783,760.96. This represents a 6.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 30,949 shares of company stock worth $9,837,784 over the last ninety days. Corporate insiders own 0.36% of the company's stock.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. The Goldman Sachs Group raised their target price 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. Zacks Research upgraded shares of Analog Devices from a "hold" rating to a "strong-buy" rating in a research report on Thursday, January 1st. Susquehanna raised their target price on shares of Analog Devices from $360.00 to $400.00 and gave the company a "positive" rating in a research report on Thursday, February 19th. Bank of America raised their target price on shares of Analog Devices from $320.00 to $350.00 and gave the company a "buy" rating in a research report on Wednesday, January 21st. Finally, Cantor Fitzgerald raised their target price on shares of Analog Devices from $350.00 to $400.00 and gave the company an "overweight" rating in a research report on Tuesday, February 17th. Three analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $367.81.

Analog Devices Price Performance

Shares of NASDAQ:ADI opened at $327.41 on Wednesday. The firm has a market cap of $159.84 billion, a PE ratio of 59.86, a price-to-earnings-growth ratio of 1.46 and a beta of 1.05. The firm's fifty day moving average is $326.15 and its 200-day moving average is $283.62. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. Analog Devices, Inc. has a 52 week low of $161.83 and a 52 week high of $363.20.

Analog Devices (NASDAQ:ADI - Get Free Report) last issued its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, topping analysts' consensus estimates of $2.31 by $0.15. The company had revenue of $3.16 billion for 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%. Analog Devices's revenue was up 30.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Sell-side analysts predict that Analog Devices, Inc. will post 7.14 earnings per share for the current year.

Analog Devices Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were issued a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.3%. This is a boost from Analog Devices's previous quarterly dividend of $0.99. The ex-dividend date was Tuesday, March 3rd. Analog Devices's dividend payout ratio (DPR) is presently 80.44%.

About Analog Devices

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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