Universal Beteiligungs und Servicegesellschaft mbH Acquires 42,900 Shares of Analog Devices, Inc. $ADI
by Renee Jackson · The Cerbat GemUniversal Beteiligungs und Servicegesellschaft mbH boosted its holdings in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 7.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 600,366 shares of the semiconductor company’s stock after purchasing an additional 42,900 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Analog Devices were worth $163,167,000 at the end of the most recent quarter.
A number of other hedge funds have also added to or reduced their stakes in the business. Brighton Jones LLC grew its stake in Analog Devices by 39.5% in the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after acquiring an additional 529 shares during the period. Sivia Capital Partners LLC grew its stake in Analog Devices by 36.0% in the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after acquiring an additional 464 shares during the period. Ieq Capital LLC grew its stake in Analog Devices by 38.0% in the second quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock valued at $10,610,000 after acquiring an additional 12,276 shares during the period. HUB Investment Partners LLC acquired a new stake in Analog Devices in the second quarter valued at approximately $644,000. Finally, Peapack Gladstone Financial Corp grew its stake in Analog Devices by 2.4% in the second quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock valued at $14,322,000 after acquiring an additional 1,406 shares during the period. 86.81% of the stock is currently owned by institutional investors.
Analog Devices Stock Down 1.5%
Shares of NASDAQ:ADI opened at $375.27 on Wednesday. The stock has a market cap of $183.21 billion, a price-to-earnings ratio of 68.61, a PEG ratio of 1.53 and a beta of 1.05. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a 12-month low of $175.21 and a 12-month high of $385.46. The business’s 50 day moving average is $333.94 and its 200 day moving average is $291.54.
Analog Devices (NASDAQ:ADI – Get Free Report) last announced its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.31 by $0.15. The company had revenue of $3.16 billion for the quarter, compared to analysts’ expectations of $3.10 billion. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.Analog Devices’s quarterly revenue was up 30.4% on a year-over-year basis. During the same quarter in the previous 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, sell-side analysts forecast that Analog Devices, Inc. will post 11.38 earnings per share for the current fiscal year.
Analog Devices Increases Dividend
The business also recently announced 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 of this dividend was Tuesday, March 3rd. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. Analog Devices’s payout ratio is presently 80.44%.
Insider Activity at Analog Devices
In related news, CAO Michael Sondel sold 4,199 shares of Analog Devices stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the transaction, the chief accounting officer owned 14,740 shares of the company’s stock, valued at $5,321,434.80. The trade was a 22.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $306.92, for a total value of $3,069,200.00. Following the transaction, the chief executive officer directly owned 155,688 shares in the company, valued at approximately $47,783,760.96. The trade was a 6.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 27,324 shares of company stock valued at $8,758,085 over the last 90 days. Insiders own 0.36% of the company’s stock.
Analyst Upgrades and Downgrades
A number of equities research analysts have commented on the company. Weiss Ratings cut Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, April 6th. Needham & Company LLC raised Analog Devices from a “hold” rating to a “buy” rating and set a $400.00 price objective for the company in a research note on Thursday, February 19th. Oppenheimer reissued an “outperform” rating and issued a $400.00 price objective (up from $350.00) on shares of Analog Devices in a research note on Thursday, February 19th. Cantor Fitzgerald raised their price objective on Analog Devices from $350.00 to $400.00 and gave the company an “overweight” rating in a research note on Tuesday, February 17th. Finally, Susquehanna raised their price objective on Analog Devices from $360.00 to $400.00 and gave the company a “positive” rating in a research note on Thursday, February 19th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $370.69.
Get Our Latest Stock Analysis on ADI
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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