Nomura Asset Management Co. Ltd. Increases Stake in Analog Devices, Inc. $ADI

31 May 2026, 08:22 by Amy Steele · The Cerbat Gem

Nomura Asset Management Co. Ltd. raised its stake in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 2.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 346,126 shares of the semiconductor company’s stock after buying an additional 8,240 shares during the quarter. Nomura Asset Management Co. Ltd.’s holdings in Analog Devices were worth $93,869,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Entrust Financial LLC purchased a new stake in Analog Devices during the 4th quarter valued at approximately $33,000. Albion Financial Group UT grew its holdings in Analog Devices by 41.4% during the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock valued at $33,000 after buying an additional 36 shares in the last quarter. CBIZ Investment Advisory Services LLC grew its holdings in Analog Devices by 56.1% during the 4th quarter. CBIZ Investment Advisory Services LLC now owns 128 shares of the semiconductor company’s stock valued at $35,000 after buying an additional 46 shares in the last quarter. Barnes Dennig Private Wealth Management LLC boosted its position in shares of Analog Devices by 61.3% during the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company’s stock valued at $35,000 after acquiring an additional 49 shares during the last quarter. Finally, Y.D. More Investments Ltd bought a new position in shares of Analog Devices during the 3rd quarter valued at approximately $32,000. 86.81% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the company. Wall Street Zen upgraded Analog Devices from a “hold” rating to a “buy” rating in a research report on Sunday, May 24th. Susquehanna increased their target price on Analog Devices from $360.00 to $400.00 and gave the company a “positive” rating in a research report on Thursday, February 19th. Arete Research upgraded Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 target price for the company in a research report on Monday, March 30th. Wolfe Research reiterated an “outperform” rating and set a $475.00 target price on shares of Analog Devices in a research report on Thursday, May 21st. Finally, KeyCorp increased their target price on Analog Devices from $430.00 to $500.00 and gave the company an “overweight” rating in a research report on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $432.71.

Read Our Latest Stock Report on Analog Devices

Analog Devices News Roundup

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

Positive Sentiment: Raymond James raised its price target on Analog Devices to $430 from $385 and kept an Outperform rating, reinforcing confidence in the company’s post-earnings momentum. Article on Raymond James raising ADI price target
Positive Sentiment: Evercore ISI also boosted its target to $474 from $387 after ADI posted a “beat-and-raise” quarter, signaling stronger-than-expected demand and earnings power. Article on Evercore ISI target hike
Positive Sentiment: Analysts highlighted ADI’s industrial segment strength, with 56% year-over-year growth in the latest quarter driven by AI infrastructure, automation, and defense demand. Article on industrial segment growth
Positive Sentiment: ADI’s strong quarterly results and upbeat guidance continue to support the stock’s bullish narrative, with revenue and EPS both topping expectations. Zacks article on ADI earnings and outlook
Neutral Sentiment: CEO Vincent Roche sold 30,000 shares, which can create some investor caution, but the sale appears more like routine insider activity than a fundamental warning sign.
Neutral Sentiment: Broader semiconductor and technology-sector strength is also providing a favorable backdrop for ADI shares.

Insider Transactions at Analog Devices

In related news, CEO Vincent Roche sold 30,000 shares of the firm’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $415.13, for a total value of $12,453,900.00. Following the completion of the sale, the chief executive officer directly owned 137,538 shares in the company, valued at $57,096,149.94. This trade represents a 17.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders sold 80,000 shares of company stock valued at $31,519,000 in the last ninety days. 0.36% of the stock is owned by company insiders.

Analog Devices Stock Down 1.2%

Shares of ADI opened at $413.85 on Friday. The company has a market cap of $201.58 billion, a PE ratio of 61.49, a P/E/G ratio of 1.16 and a beta of 1.19. The business has a fifty day moving average of $372.03 and a 200 day moving average of $322.13. Analog Devices, Inc. has a 52-week low of $210.80 and a 52-week high of $435.72. The company has a quick ratio of 1.34, a current ratio of 1.75 and a debt-to-equity ratio of 0.21.

Analog Devices (NASDAQ:ADI – Get Free Report) last issued its quarterly earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. The company had revenue of $3.62 billion during the quarter, compared to the consensus estimate of $3.51 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.Analog Devices’s revenue was up 37.2% on a year-over-year basis. During the same period last year, the company earned $1.85 earnings per share. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. On average, sell-side analysts expect that Analog Devices, Inc. will post 12.41 EPS for the current year.

Analog Devices Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be given a $1.10 dividend. The ex-dividend date is Tuesday, June 2nd. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. Analog Devices’s dividend payout ratio (DPR) is currently 65.38%.

Analog Devices Profile

(Free Report)

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.