Night Squared LP Acquires New Shares in Analog Devices, Inc. $ADI

Posted by Geri Gentry on Jun 17th, 2026

Analog Devices logo Night Squared LP acquired a new stake in Analog Devices, Inc. (NASDAQ:ADI – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm acquired 31,011 shares of the semiconductor company’s stock, valued at approximately $8,410,000. Analog Devices makes up approximately 2.4% of Night Squared LP’s portfolio, making the stock its 9th biggest position.

A number of other hedge funds have also bought and sold shares of ADI. Hilton Head Capital Partners LLC purchased a new position in Analog Devices in the 4th quarter valued at approximately $26,000. Gordian Capital Singapore Pte Ltd bought a new position in Analog Devices in the 4th quarter valued at $27,000. Y.D. More Investments Ltd bought a new position in Analog Devices in the 3rd quarter valued at $32,000. Albion Financial Group UT boosted its holdings in Analog Devices by 41.4% in the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 36 shares during the period. Finally, Entrust Financial LLC bought a new position in Analog Devices in the 4th quarter valued at $33,000. 86.81% of the stock is currently owned by hedge funds and other institutional investors.

Analog Devices Stock Performance

NASDAQ ADI opened at $416.00 on Wednesday. Analog Devices, Inc. has a 52-week low of $218.37 and a 52-week high of $439.70. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75. The company has a market capitalization of $202.63 billion, a P/E ratio of 61.81, a P/E/G ratio of 1.20 and a beta of 1.18. The company has a fifty day moving average of $395.90 and a 200-day moving average of $337.71.

Analog Devices (NASDAQ:ADI – Get Free Report) last posted its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The company had revenue of $3.62 billion during the quarter, compared to the consensus estimate of $3.51 billion. During the same period in the previous year, the firm posted $1.85 EPS. The firm’s revenue was up 37.2% compared to the same quarter last year. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, equities research analysts predict that Analog Devices, Inc. will post 12.41 EPS for the current fiscal year.

Analog Devices Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were issued a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend was Tuesday, June 2nd. Analog Devices’s payout ratio is currently 65.38%.

Analyst Ratings Changes

Several research analysts have commented on the stock. Citigroup raised their price target on shares of Analog Devices from $400.00 to $460.00 and gave the company a “buy” rating in a report on Thursday, May 21st. Wall Street Zen raised shares of Analog Devices from a “hold” rating to a “buy” rating in a report on Sunday, May 24th. TD Cowen raised their price target on shares of Analog Devices from $400.00 to $450.00 and gave the company a “buy” rating in a report on Thursday, May 21st. JPMorgan Chase & Co. raised their price target on shares of Analog Devices from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Tuesday, May 26th. Finally, Robert W. Baird raised their price target on shares of Analog Devices from $365.00 to $450.00 and gave the company an “outperform” rating in a report on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $432.71.

Read Our Latest Stock Analysis on ADI

More Analog Devices News

Here are the key news stories impacting Analog Devices this week:

Positive Sentiment: Leverage Shares by Themes launched a new 2X leveraged single-stock ETF tied to ADI, which can increase trading interest and visibility in the name. Leverage Shares by Themes Continues Expansion of Leveraged Single Stock ETF Offering with AXTI, APH, TEL, FN, KEYS, ADI, MCHP, & TSEM
Positive Sentiment: An investor letter highlighted Analog Devices as having benefited from improved demand and better end-market conditions, reinforcing the view that business fundamentals remain healthy. Analog Devices (ADI) Gained from Improved Demand and End Market Conditions
Positive Sentiment: A recent market note described ADI as one of the AI-related chip names with durable “moats,” suggesting investors may continue to view it as a long-term beneficiary of AI and semiconductor demand. 3 AI Stocks With Moats That Could Outlast Summer Volatility (ADI)
Neutral Sentiment: The company also drew fresh attention after a director sold 1,000 shares, but the sale was made under a pre-arranged 10b5-1 plan, so it is less likely to be interpreted as a negative signal by investors. Analog Devices (NASDAQ:ADI) Director Karen Golz Sells 1,000 Shares of Stock
Neutral Sentiment: Additional articles compared ADI with peers and sector performance, but these pieces were mostly descriptive rather than new catalysts for the stock. Has Analog Devices (ADI) Outpaced Other Computer and Technology Stocks This Year?

Insider Activity at Analog Devices

In other news, Director Ray Stata sold 1,416 shares of Analog Devices stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $398.11, for a total transaction of $563,723.76. Following the completion of the sale, the director directly owned 118,759 shares of the company’s stock, valued at approximately $47,279,145.49. The trade was a 1.18% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Karen Golz sold 1,000 shares of Analog Devices stock in a transaction on Friday, June 12th. The stock was sold at an average price of $411.95, for a total transaction of $411,950.00. Following the sale, the director directly owned 12,019 shares of the company’s stock, valued at $4,951,227.05. This represents a 7.68% 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 sold 101,442 shares of company stock valued at $40,422,954. 0.36% of the stock is currently owned by insiders.

Analog Devices Company 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.

The company’s product lineup includes data converters (ADCs and DACs), amplifiers, power management ICs, radio-frequency (RF) and microwave components, sensors and MEMS devices, signal chain and isolation products, timing and clocking solutions, and embedded processors and software for system-level design.