Forum Financial Management LP Has $1.38 Million Stock Position in Analog Devices, Inc. $ADI

Forum Financial Management LP grew its position in Analog Devices, Inc. (NASDAQ:ADI) by 14.2% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 5,782 shares of the semiconductor company’s stock after purchasing an additional 718 shares during the period. Forum Financial Management LP’s holdings in Analog Devices were worth $1,376,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in ADI. China Universal Asset Management Co. Ltd. grew its stake in shares of Analog Devices by 284.4% during the first quarter. China Universal Asset Management Co. Ltd. now owns 31,050 shares of the semiconductor company’s stock worth $6,262,000 after purchasing an additional 22,973 shares during the period. Keybank National Association OH grew its stake in shares of Analog Devices by 85.8% during the first quarter. Keybank National Association OH now owns 27,077 shares of the semiconductor company’s stock worth $5,461,000 after purchasing an additional 12,505 shares during the period. Equitable Trust Co. grew its stake in shares of Analog Devices by 9.3% during the second quarter. Equitable Trust Co. now owns 90,845 shares of the semiconductor company’s stock worth $21,623,000 after purchasing an additional 7,701 shares during the period. Eastern Bank grew its stake in shares of Analog Devices by 6.0% during the first quarter. Eastern Bank now owns 196,677 shares of the semiconductor company’s stock worth $39,664,000 after purchasing an additional 11,101 shares during the period. Finally, Nordea Investment Management AB grew its stake in shares of Analog Devices by 108.2% during the second quarter. Nordea Investment Management AB now owns 92,413 shares of the semiconductor company’s stock worth $21,927,000 after purchasing an additional 48,021 shares during the period. 86.81% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, SVP Katsufumi Nakamura sold 2,490 shares of Analog Devices stock in a transaction on Thursday, August 21st. The stock was sold at an average price of $248.03, for a total value of $617,594.70. Following the transaction, 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 sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Vincent Roche sold 20,000 shares of Analog Devices stock in a transaction on Wednesday, August 27th. The shares were sold at an average price of $254.29, for a total value of $5,085,800.00. Following the completion of the transaction, the chief executive officer owned 23,515 shares in the company, valued at approximately $5,979,629.35. The trade was a 45.96% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 49,115 shares of company stock worth $12,232,985. 0.33% of the stock is owned by company insiders.

Analog Devices Trading Down 2.4%

Shares of NASDAQ:ADI opened at $240.36 on Thursday. The company has a market capitalization of $118.25 billion, a P/E ratio of 61.32, a P/E/G ratio of 2.08 and a beta of 1.09. Analog Devices, Inc. has a 1 year low of $158.65 and a 1 year high of $258.13. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.32 and a quick ratio of 1.79. The business’s 50 day simple moving average is $244.08 and its 200 day simple moving average is $226.59.

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

Analog Devices Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 16th. Shareholders of record on Tuesday, September 2nd were issued a $0.99 dividend. This represents a $3.96 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend was Tuesday, September 2nd. Analog Devices’s dividend payout ratio (DPR) is currently 101.02%.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on ADI. Morgan Stanley lifted their price objective on Analog Devices from $273.00 to $288.00 and gave the stock an “overweight” rating in a research note on Thursday, August 21st. Wells Fargo & Company lifted their target price on Analog Devices from $235.00 to $250.00 and gave the stock an “equal weight” rating in a report on Thursday, August 21st. Barclays boosted their price target on Analog Devices from $185.00 to $240.00 and gave the company an “equal weight” rating in a report on Thursday, August 21st. Piper Sandler boosted their price target on Analog Devices from $215.00 to $245.00 and gave the company a “neutral” rating in a report on Thursday, August 21st. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Analog Devices in a report on Wednesday, October 8th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $275.29.

Analog Devices Company Profile

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.