Analog Devices, Inc. $ADI Stock Holdings Trimmed by Royal London Asset Management Ltd.

29 Aug 2026, 09:31 by Teresa Graham · The Cerbat Gem

Royal London Asset Management Ltd. lessened its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 3.1% in the second quarter, HoldingsChannel reports. The fund owned 521,402 shares of the semiconductor company’s stock after selling 16,780 shares during the period. Royal London Asset Management Ltd.’s holdings in Analog Devices were worth $207,085,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Brighton Jones LLC increased its stake in Analog Devices by 39.5% during the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after buying an additional 529 shares during the period. Sivia Capital Partners LLC lifted its position 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 worth $417,000 after purchasing an additional 464 shares during the period. Ieq Capital LLC lifted its holdings in shares of 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 buying an additional 12,276 shares during the period. HUB Investment Partners LLC acquired a new position in Analog Devices during the second quarter worth about $644,000. Finally, Peapack Gladstone Financial Corp raised its position 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 worth $14,322,000 after acquiring an additional 1,406 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Wall Street Analysts Forecast Growth

ADI has been the subject of several research reports. Morgan Stanley raised their price objective on shares of Analog Devices from $428.00 to $458.00 and gave the company an “overweight” rating in a research report on Thursday, August 20th. Bank of America boosted their target price on shares of Analog Devices from $425.00 to $460.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Robert W. Baird increased their target price on shares of Analog Devices from $450.00 to $675.00 and gave the company an “outperform” rating in a research note on Monday, August 24th. The Goldman Sachs Group restated a “buy” rating and set a $480.00 target price on shares of Analog Devices in a report on Wednesday, August 19th. Finally, Stifel Nicolaus upped their price target on Analog Devices from $450.00 to $498.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $454.63.

Read Our Latest Research Report on ADI

Insider Activity at Analog Devices

In related news, Director Karen Golz sold 1,000 shares of the firm’s stock in a transaction that occurred on Thursday, August 27th. The shares were sold at an average price of $374.50, for a total transaction of $374,500.00. Following the completion of the sale, the director directly owned 10,019 shares in the company, valued at approximately $3,752,115.50. This trade represents a 9.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through 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 the business’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $363.00, for a total transaction of $3,630,000.00. Following the transaction, the chief executive officer directly owned 137,538 shares in the company, valued at $49,926,294. The trade was a 6.78% 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 quarter, insiders have sold 48,957 shares of company stock worth $19,268,931. Company insiders own 0.36% of the company’s stock.

Analog Devices Stock Performance

Shares of Analog Devices stock opened at $361.78 on Friday. The stock has a market cap of $175.31 billion, a PE ratio of 42.92, a price-to-earnings-growth ratio of 0.76 and a beta of 1.20. The business has a fifty day simple moving average of $382.77 and a 200-day simple moving average of $372.95. The company has a quick ratio of 0.91, a current ratio of 1.25 and a debt-to-equity ratio of 0.20. Analog Devices, Inc. has a 12 month low of $223.47 and a 12 month high of $445.91.

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

Analog Devices Dividend Announcement

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

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.