Analog Devices, Inc. $ADI Shares Sold by Boston Partners

Boston Partners reduced its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 1.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 502,226 shares of the semiconductor company’s stock after selling 7,774 shares during the quarter. Boston Partners owned 0.10% of Analog Devices worth $119,441,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Solstein Capital LLC grew its position in shares of Analog Devices by 2.0% in the second quarter. Solstein Capital LLC now owns 2,307 shares of the semiconductor company’s stock valued at $549,000 after purchasing an additional 46 shares during the period. Nisa Investment Advisors LLC lifted its stake in Analog Devices by 13.7% in the 2nd quarter. Nisa Investment Advisors LLC now owns 203,286 shares of the semiconductor company’s stock valued at $48,386,000 after buying an additional 24,425 shares in the last quarter. Savvy Advisors Inc. acquired a new stake in Analog Devices in the 2nd quarter worth about $279,000. Bank of Montreal Can boosted its holdings in Analog Devices by 88.2% in the 2nd quarter. Bank of Montreal Can now owns 1,040,536 shares of the semiconductor company’s stock worth $247,668,000 after buying an additional 487,535 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in Analog Devices by 7.7% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,001,839 shares of the semiconductor company’s stock worth $238,458,000 after buying an additional 71,735 shares in the last quarter. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Analog Devices Price Performance

Analog Devices stock opened at $233.41 on Wednesday. The company has a current ratio of 2.32, a quick ratio of 1.79 and a debt-to-equity ratio of 0.24. The company has a 50-day moving average price of $241.02 and a 200 day moving average price of $232.95. Analog Devices, Inc. has a 12-month low of $158.65 and a 12-month high of $258.13. The stock has a market cap of $114.83 billion, a P/E ratio of 59.54, a PEG ratio of 1.98 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 analysts’ consensus estimates 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. Analog Devices’s quarterly revenue was up 24.6% compared to the same quarter last year. Analog Devices has set its Q4 2025 guidance at 2.120-2.320 EPS. Sell-side analysts anticipate that Analog Devices, Inc. will post 7.14 earnings per share for the current 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 paid a dividend of $0.99 per share. The ex-dividend date of this dividend was Tuesday, September 2nd. This represents a $3.96 annualized dividend and a yield of 1.7%. Analog Devices’s dividend payout ratio (DPR) is 101.02%.

Insider Buying and Selling

In other news, Director Ray Stata sold 3,125 shares of the company’s stock in a transaction on Tuesday, November 4th. The stock was sold at an average price of $230.21, for a total value of $719,406.25. Following the transaction, the director owned 142,571 shares of the company’s stock, valued at $32,821,269.91. This represents a 2.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $234.95, for a total value of $2,349,500.00. Following the sale, the chief executive officer directly owned 163,640 shares of the company’s stock, valued at $38,447,218. The trade was a 5.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 62,240 shares of company stock valued at $15,301,891. 0.33% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on ADI. Weiss Ratings downgraded Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday. Seaport Res Ptn upgraded Analog Devices from a “strong sell” rating to a “hold” rating in a report on Monday, July 21st. Truist Financial lifted their target price on shares of Analog Devices from $219.00 to $249.00 and gave the stock a “hold” rating in a research note on Thursday, August 21st. JPMorgan Chase & Co. increased their target price on shares of Analog Devices from $300.00 to $310.00 and gave the company an “overweight” rating in a research report on Thursday, August 21st. Finally, Morgan Stanley raised their price target on shares of Analog Devices from $273.00 to $288.00 and gave the stock an “overweight” rating in a research note on Thursday, August 21st. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $277.89.

Analog Devices 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.