Analog Devices, Inc. $ADI Stake Lifted by Sei Investments Co.

12 Dec 2025, 14:04 by Tristan Rich · The Markets Daily

Sei Investments Co. raised its stake in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 43.4% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 451,984 shares of the semiconductor company’s stock after buying an additional 136,846 shares during the quarter. Sei Investments Co.’s holdings in Analog Devices were worth $107,579,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. Norges Bank acquired a new stake in shares of Analog Devices in the 2nd quarter worth about $1,803,377,000. Price T Rowe Associates Inc. MD grew its position in Analog Devices by 26.7% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 11,425,084 shares of the semiconductor company’s stock worth $2,304,098,000 after purchasing an additional 2,407,460 shares during the last quarter. Marshall Wace LLP grew its position in Analog Devices by 948.2% in the 2nd quarter. Marshall Wace LLP now owns 1,085,990 shares of the semiconductor company’s stock worth $258,487,000 after purchasing an additional 982,385 shares during the last quarter. Amundi increased its stake in shares of Analog Devices by 29.2% in the first quarter. Amundi now owns 3,892,848 shares of the semiconductor company’s stock valued at $785,071,000 after purchasing an additional 880,636 shares during the period. Finally, Vanguard Group Inc. raised its holdings in shares of Analog Devices by 1.5% during the second quarter. Vanguard Group Inc. now owns 50,227,231 shares of the semiconductor company’s stock valued at $11,955,086,000 after buying an additional 761,861 shares during the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the company. Weiss Ratings reissued a “buy (b-)” rating on shares of Analog Devices in a report on Monday. BNP Paribas started coverage on Analog Devices in a research report on Tuesday, November 4th. They set an “outperform” rating and a $300.00 price target for the company. Cantor Fitzgerald increased their price target on Analog Devices from $270.00 to $300.00 and gave the stock an “overweight” rating in a research note on Tuesday, September 30th. Needham & Company LLC restated a “hold” rating on shares of Analog Devices in a research note on Thursday, August 21st. Finally, Truist Financial upped their price objective on shares of Analog Devices from $249.00 to $258.00 and gave the stock a “hold” rating in a report on Wednesday, November 26th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $283.61.

Read Our Latest Research Report on ADI

Analog Devices Stock Up 0.6%

ADI opened at $283.39 on Friday. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.68 and a current ratio of 2.19. The company has a market capitalization of $138.76 billion, a PE ratio of 62.15, a P/E/G ratio of 1.56 and a beta of 1.04. The stock’s fifty day moving average is $245.39 and its 200-day moving average is $239.65. Analog Devices, Inc. has a one year low of $158.65 and a one year high of $283.81.

Analog Devices (NASDAQ:ADI – Get Free Report) last announced its earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 earnings per share for the quarter, beating the consensus estimate of $2.22 by $0.04. Analog Devices had a return on equity of 11.23% and a net margin of 20.58%.The business had revenue of $3.08 billion during the quarter, compared to analysts’ expectations of $3.02 billion. During the same quarter last year, the business posted $1.67 earnings per share. The company’s quarterly revenue was up 25.9% on a year-over-year basis. On average, equities analysts predict that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, December 22nd. Stockholders of record on Monday, December 8th will be paid a $0.99 dividend. The ex-dividend date of this dividend is Monday, December 8th. This represents a $3.96 annualized dividend and a dividend yield of 1.4%. Analog Devices’s payout ratio is currently 86.84%.

Insider Buying and Selling at Analog Devices

In related news, Director Edward H. Frank sold 1,000 shares of the stock in a transaction that occurred on Monday, October 6th. The shares were sold at an average price of $242.74, for a total transaction of $242,740.00. Following the completion of the sale, the director directly owned 5,118 shares of the company’s stock, valued at $1,242,343.32. This represents a 16.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Ray Stata sold 3,125 shares of the firm’s stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $230.21, for a total transaction of $719,406.25. Following the sale, the director owned 142,571 shares of the company’s stock, valued at $32,821,269.91. The trade was a 2.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 35,419 shares of company stock valued at $8,791,598 over the last quarter. Company insiders own 0.33% of the company’s stock.

Analog Devices Company Profile

(Free Report)

Analog Devices, Inc designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia. The company provides data converter products, which translate real-world analog signals into digital data, as well as translates digital data into analog signals; power management and reference products for power conversion, driver monitoring, sequencing, and energy management applications in the automotive, communications, industrial, and consumer markets; and power ICs that include performance, integration, and software design simulation tools for accurate power supply designs.