Arbor Investment Advisors LLC Takes Position in Analog Devices, Inc. $ADI

Arbor Investment Advisors LLC purchased a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 846 shares of the semiconductor company’s stock, valued at approximately $201,000.

Several other institutional investors also recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its position in Analog Devices by 0.7% during the first quarter. Vanguard Group Inc. now owns 49,465,370 shares of the semiconductor company’s stock valued at $9,975,681,000 after buying an additional 359,841 shares during the period. Price T Rowe Associates Inc. MD grew its position in Analog Devices by 26.7% during the first quarter. Price T Rowe Associates Inc. MD now owns 11,425,084 shares of the semiconductor company’s stock valued at $2,304,098,000 after buying an additional 2,407,460 shares during the period. Raymond James Financial Inc. grew its position in Analog Devices by 0.3% during the first quarter. Raymond James Financial Inc. now owns 3,935,224 shares of the semiconductor company’s stock valued at $793,616,000 after buying an additional 12,666 shares during the period. Amundi boosted its position in Analog Devices by 29.2% during the first quarter. Amundi now owns 3,892,848 shares of the semiconductor company’s stock worth $785,071,000 after purchasing an additional 880,636 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in Analog Devices by 1.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,397,181 shares of the semiconductor company’s stock worth $685,109,000 after purchasing an additional 63,566 shares during the period. Institutional investors own 86.81% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Cantor Fitzgerald increased their target price on shares of Analog Devices from $270.00 to $300.00 and gave the stock an “overweight” rating in a research report on Tuesday, September 30th. The Goldman Sachs Group assumed coverage on shares of Analog Devices in a research report on Thursday, July 10th. They set a “buy” rating and a $285.00 target price for the company. KeyCorp increased their target price on shares of Analog Devices from $300.00 to $310.00 and gave the stock an “overweight” rating in a research report on Thursday, August 21st. Truist Financial raised their price objective on shares of Analog Devices from $219.00 to $249.00 and gave the company a “hold” rating in a research report on Thursday, August 21st. Finally, Morgan Stanley raised their price objective on shares of Analog Devices from $273.00 to $288.00 and gave the company an “overweight” rating in a research report on Thursday, August 21st. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $275.29.

Insider Buying and Selling

In related news, SVP Martin Cotter sold 12,500 shares of Analog Devices stock in a transaction on Friday, September 5th. The shares were sold at an average price of $246.25, for a total value of $3,078,125.00. Following the transaction, the senior vice president directly owned 63,048 shares of the company’s stock, valued at $15,525,570. The trade was a 16.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, SVP Katsufumi Nakamura sold 2,490 shares of Analog Devices stock in a transaction on Thursday, August 21st. The shares were sold at an average price of $248.03, for a total transaction of $617,594.70. Following the completion of the sale, the senior vice president owned 13,549 shares in the company, valued at approximately $3,360,558.47. This trade represents a 15.52% decrease in their position. The disclosure for this sale can be found here. Insiders sold 49,115 shares of company stock valued at $12,232,985 over the last quarter. Company insiders own 0.33% of the company’s stock.

Analog Devices Stock Up 0.5%

Shares of NASDAQ ADI opened at $242.87 on Monday. The company has a quick ratio of 1.79, a current ratio of 2.32 and a debt-to-equity ratio of 0.24. Analog Devices, Inc. has a 52 week low of $158.65 and a 52 week high of $258.13. The firm’s fifty day moving average is $243.30 and its 200 day moving average is $225.78. The company has a market cap of $119.48 billion, a price-to-earnings ratio of 61.96, a PEG ratio of 2.05 and a beta of 1.09.

Analog Devices (NASDAQ:ADI) last issued its earnings results on Wednesday, August 20th. The semiconductor company reported $2.05 EPS for the quarter, topping the consensus estimate of $1.95 by $0.10. Analog Devices had a net margin of 18.85% and a return on equity of 10.32%. The company had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.76 billion. During the same period in the previous year, the firm earned $1.58 earnings per share. The firm’s revenue for the quarter was up 24.6% on a year-over-year basis. Analog Devices has set its Q4 2025 guidance at 2.120-2.320 EPS. On average, equities research analysts expect that Analog Devices, Inc. will post 7.14 earnings per share for the current year.

Analog Devices Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 16th. Investors of record on Tuesday, September 2nd were paid a $0.99 dividend. This represents a $3.96 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend was Tuesday, September 2nd. Analog Devices’s payout ratio is presently 101.02%.

About Analog Devices

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.