Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Analog Devices, Inc. $ADI Stock Position Increased by Calamos Advisors LLC
Calamos Advisors LLC significantly increased its stake in Analog Devices (NASDAQ:ADI) by 10.5% in Q3, now holding 140,990 shares valued at $34.6 million. This move is part of broader institutional interest, with Norges Bank initiating a $1.8 billion position and Vanguard Group Inc. raising its holdings to over 50 million shares. Despite notable insider sales, analysts maintain a "Moderate Buy" rating for Analog Devices, projecting a consensus price target of $287.22, following strong quarterly earnings that surpassed estimates.
Dec 31, 2025 • MarketBeat
NEUTRAL
ON Semiconductor Corporation $ON Shares Sold by Boston Trust Walden Corp
Boston Trust Walden Corp significantly reduced its stake in ON Semiconductor Corporation by 30.5%, selling 76,050 shares and retaining 173,295 shares valued at approximately $8.545 million. Despite this, ON Semiconductor reported strong Q3 earnings, beating estimates and authorizing a substantial $6.0 billion share buyback program. The company faces a mixed analyst outlook with a consensus "Hold" rating, while an executive insider sale was also noted.
Dec 31, 2025 • ts2.tech
NEUTRAL
Union Pacific stock slips as rivals press regulators to reject Norfolk Southern merger filing; UNP sets Q4 earnings date
Union Pacific shares declined after rival railroads urged the Surface Transportation Board to deem its merger application with Norfolk Southern incomplete. The STB is currently conducting a "completeness" review of the $85 billion deal, and a decision to reject the application would reset the review clock. Meanwhile, Union Pacific has announced it will report its fourth-quarter 2025 results on January 27, 2026.
Dec 31, 2025 • ts2.tech
NEUTRAL
Texas Instruments stock today: TXN flat after ReRAM licensing deal as Fed minutes land
Texas Instruments (TXN) shares were little changed following news that Weebit Nano licensed its ReRAM non-volatile memory IP to the chipmaker for embedded processing chips. This deal is significant for automotive and industrial markets that require persistent data storage, sectors where TI is a major player. The muted stock reaction reflects a slow trading day on Wall Street and came as investors digested minutes from the Federal Reserve's December meeting.
Dec 31, 2025 • ts2.tech
SOMEWHAT-BEARISH
Texas Instruments stock today: TXN holds near $175 in late after-hours as Fed minutes, year-end flows mute chip trade
Texas Instruments (TXN) stock traded near $175.42 in late after-hours, showing a slight decrease. This muted movement is notable as TXN is a bellwether for analog chips and often reflects shifts in risk appetite during year-end trading. Investors are currently weighing Fed policy signals and year-end positioning, with the broader chip group also experiencing slight dips.
Dec 30, 2025 • MarketBeat
SOMEWHAT-BULLISH
Fort Washington Investment Advisors Inc. OH Has $56.25 Million Stock Holdings in Analog Devices, Inc. $ADI
Fort Washington Investment Advisors Inc. OH significantly reduced its stake in Analog Devices (NASDAQ:ADI) by 12.1% in Q3, now holding 228,935 shares valued at approximately $56.25 million. Analog Devices outperformed Q4 earnings estimates with $2.26 EPS and $3.08 billion in revenue, boasting a "Moderate Buy" consensus rating and a $287.22 price target. Despite a high dividend payout ratio of 86.84%, corporate insiders have sold over $10 million in shares within the last 90 days.