Osmosis Investment Management UK Ltd Acquires New Shares in Analog Devices, Inc. $ADI

Osmosis Investment Management UK Ltd bought a new stake in Analog Devices, Inc. (NASDAQ:ADI) during the second quarter, Holdings Channel reports. The institutional investor bought 44,403 shares of the semiconductor company’s stock, valued at approximately $17,636,000. Analog Devices accounts for approximately 0.8% of Osmosis Investment Management UK Ltd’s holdings, making the stock its 21st biggest position.

Several other hedge funds also recently bought and sold shares of the company. Barbara Oil Co. acquired a new position in Analog Devices in the second quarter worth approximately $3,376,000. Solstein Capital LLC acquired a new stake in Analog Devices in the second quarter valued at approximately $898,000. Connor Clark & Lunn Investment Management Ltd. bought a new stake in Analog Devices in the second quarter worth approximately $11,374,000. Meiji Yasuda Asset Management Co Ltd. bought a new stake in Analog Devices in the second quarter worth $5,584,000. Finally, Mission Financial Group LLC bought a new stake in Analog Devices in the second quarter worth $330,000. 86.81% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the company. Wells Fargo & Company decreased their price target on Analog Devices from $515.00 to $500.00 and set an “overweight” rating for the company in a research note on Thursday. Oppenheimer raised their price objective on Analog Devices from $400.00 to $450.00 and gave the company an “outperform” rating in a research note on Tuesday, May 12th. Citigroup boosted their target price on Analog Devices from $400.00 to $460.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Barclays upped their target price on Analog Devices from $430.00 to $450.00 and gave the stock an “overweight” rating in a research report on Thursday, May 21st. Finally, Fundamental Research set a $550.00 price target on Analog Devices in a report on Monday, June 29th. Two analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, Analog Devices currently has an average rating of “Buy” and an average price target of $447.13.

Analog Devices Price Performance

Shares of ADI opened at $373.09 on Monday. Analog Devices, Inc. has a 12 month low of $223.47 and a 12 month high of $445.91. The company has a quick ratio of 0.91, a current ratio of 1.25 and a debt-to-equity ratio of 0.20. The company has a 50-day moving average price of $388.25 and a two-hundred day moving average price of $371.50. The stock has a market cap of $180.79 billion, a price-to-earnings ratio of 44.26, a P/E/G ratio of 0.76 and a beta of 1.20.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share for the quarter, beating analysts’ consensus estimates of $3.34 by $0.11. Analog Devices had a return on equity of 16.39% and a net margin of 29.79%.The firm had revenue of $4.02 billion during the quarter, compared to analysts’ expectations of $3.92 billion. During the same period last year, the firm posted $2.05 EPS. The business’s revenue was up 39.2% on a year-over-year basis. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Equities analysts predict that Analog Devices, Inc. will post 12.96 EPS for the current fiscal year.

Analog Devices Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be issued a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. Analog Devices’s dividend payout ratio is currently 52.19%.

Insider Activity at Analog Devices

In related news, Director Ray Stata sold 1,416 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $377.37, for a total value of $534,355.92. Following the completion of the transaction, the director owned 114,511 shares in the company, valued at $43,213,016.07. The trade was a 1.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $363.00, for a total value of $3,630,000.00. Following the completion of the sale, the chief executive officer directly owned 137,538 shares of the company’s stock, valued at $49,926,294. This trade represents a 6.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 75,274 shares of company stock worth $30,343,386. 0.36% of the stock is owned by insiders.

Analog Devices News Summary

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

• Positive Sentiment: Strong earnings and guidance: ADI reported record fiscal Q3 revenue of $4.02 billion, up about 40% year over year and ahead of the $3.92 billion consensus estimate. Adjusted EPS of $3.45 also exceeded expectations. Management’s fiscal Q4 EPS outlook of $3.71 to $4.01 points to continued momentum. Analog Devices Q3 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: AI and data-center growth: Revenue from data-center applications reportedly more than doubled, while demand tied to AI infrastructure, power management, optical connectivity and energy systems is creating a multiyear growth opportunity. Management highlighted a potential 100-gigawatt data-center buildout by 2031. Analog Devices Q3 Earnings Call Highlights AI Power Growth Runway
• Positive Sentiment: Broad analyst support: JPMorgan raised its price target to $500 and maintained an Overweight rating. Needham, TD Cowen and Susquehanna also reiterated Buy-equivalent ratings, with targets ranging from $450 to $475. These revisions reflect confidence in AI demand, margin expansion and an improving industrial recovery. Analog Devices Is Cashing in on the AI Boom
• Neutral Sentiment: Relative investment appeal: Comparisons with Texas Instruments and dividend-focused AI investment ideas portray ADI as a financially solid way to gain analog-chip and AI exposure, though they do not represent new company-specific catalysts. ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?
• Negative Sentiment: Macro and valuation risks: Semiconductor stocks faced pressure from a sharp rise in the 30-year Treasury yield, which can weigh on high-valuation growth shares. One analysis also downgraded ADI, arguing that multiple contraction and elevated expectations could limit gains despite strong fundamentals. Chip Stocks Fell on Higher Treasury Yields

Analog Devices Company 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.