Royal London Asset Management Ltd. Decreases Stake in Analog Devices, Inc. $ADI

Royal London Asset Management Ltd. cut its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 1.3% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 541,423 shares of the semiconductor company’s stock after selling 7,172 shares during the period. Royal London Asset Management Ltd.’s holdings in Analog Devices were worth $146,834,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Hilton Head Capital Partners LLC purchased a new stake in Analog Devices during the fourth quarter valued at $26,000. Gordian Capital Singapore Pte Ltd purchased a new position in shares of Analog Devices in the 4th quarter worth $27,000. Y.D. More Investments Ltd purchased a new position in shares of Analog Devices in the 3rd quarter worth $32,000. Albion Financial Group UT increased its holdings in shares of Analog Devices by 41.4% in the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after buying an additional 36 shares during the last quarter. Finally, Entrust Financial LLC purchased a new stake in shares of Analog Devices during the 4th quarter valued at about $33,000. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Analog Devices Stock Performance

Analog Devices stock opened at $417.79 on Friday. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.75 and a quick ratio of 1.34. Analog Devices, Inc. has a 1-year low of $218.37 and a 1-year high of $439.70. The firm has a market capitalization of $203.50 billion, a P/E ratio of 62.08, a price-to-earnings-growth ratio of 1.15 and a beta of 1.18. The company’s 50-day moving average is $391.76 and its 200 day moving average is $334.69.

Analog Devices (NASDAQ:ADI) 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. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The firm had revenue of $3.62 billion during the quarter, compared to analyst estimates of $3.51 billion. During the same period last year, the company earned $1.85 EPS. Analog Devices’s quarterly revenue was up 37.2% compared to the same quarter last year. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Research analysts forecast that Analog Devices, Inc. will post 12.41 EPS for the current year.

Analog Devices Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the stock. Argus set a $460.00 price target on shares of Analog Devices in a report on Tuesday, May 26th. Wells Fargo & Company boosted their price objective on Analog Devices from $470.00 to $515.00 and gave the stock an “overweight” rating in a research note on Thursday, May 21st. Wall Street Zen raised Analog Devices from a “hold” rating to a “buy” rating in a research note on Sunday, May 24th. JPMorgan Chase & Co. lifted their target price on Analog Devices from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Finally, Cantor Fitzgerald boosted their target price on Analog Devices from $400.00 to $510.00 and gave the company an “overweight” rating in a research report on Wednesday, May 13th. Two research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $432.71.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: Recent commentary says Analog Devices is benefiting from strong AI infrastructure spending, with growing data-center and communications demand reinforcing the company’s growth story. Will Record Q2, Empower Deal and AI Infrastructure Demand Shift Analog Devices’ (ADI) Narrative?
• Positive Sentiment: Analyst and broker commentary remains generally constructive, with recent reports describing ADI as a buy and noting momentum in its communications segment tied to AI and data-center demand. Can ADI’s Communications Segment Emerge as a New Growth Driver?
• Neutral Sentiment: Analog Devices was recognized at the 2026 BostonCISO ORBIE Awards, which is a positive brand and leadership signal but unlikely to move the stock by itself. New England’s Top Security Executives Named at the 2026 BostonCISO ORBIE Awards
• Negative Sentiment: Director Ray Stata disclosed a sale of 1,432 shares, which can weigh on sentiment even though it was made under a pre-arranged 10b5-1 plan and represents a small portion of his holdings. Ray Stata Sells 1,432 Shares of Analog Devices (NASDAQ:ADI) Stock

Insider Activity

In related news, SVP Martin Cotter sold 17,594 shares of Analog Devices stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total transaction of $7,354,292.00. Following the completion of the sale, the senior vice president owned 56,332 shares in the company, valued at $23,546,776. This trade represents a 23.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Ray Stata sold 1,416 shares of the business’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $398.11, for a total transaction of $563,723.76. Following the completion of the sale, the director directly owned 118,759 shares of the company’s stock, valued at approximately $47,279,145.49. This trade represents a 1.18% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 100,442 shares of company stock valued at $40,011,004. 0.36% of the stock is currently owned by company insiders.

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.