SCS Capital Management LLC Acquires Shares of 5,845 Analog Devices, Inc. $ADI

Posted by Stanley Muller on Aug 17th, 2026

Analog Devices logo SCS Capital Management LLC acquired a new position in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 5,845 shares of the semiconductor company’s stock, valued at approximately $2,321,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Banque Transatlantique SA bought a new stake in Analog Devices in the fourth quarter valued at about $25,000. Contravisory Investment Management Inc. acquired a new stake in Analog Devices during the second quarter valued at approximately $25,000. Hilton Head Capital Partners LLC bought a new position in Analog Devices during the 4th quarter worth approximately $26,000. Gordian Capital Singapore Pte Ltd bought a new position in Analog Devices during the 4th quarter worth approximately $27,000. Finally, Evolution Wealth Management Inc. acquired a new position in shares of Analog Devices in the 1st quarter worth approximately $30,000. Institutional investors own 86.81% of the company’s stock.

Key Stories Impacting Analog Devices

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

Positive Sentiment: Analysts expect approximately $3.33 in earnings per share on $3.93 billion in revenue for the quarter ended July 2026. Coverage also points to a potential earnings beat, supported by broad-based demand and AI-driven growth in the Communications segment. KeyBanc reiterated an Overweight rating with a $525 price target. How To Earn $500 a Month From Analog Devices Stock Ahead of Q3 Earnings
Positive Sentiment: Investors continue to view ADI’s industrial and data-center exposure, strong margins, and artificial-intelligence opportunities as potential justifications for its elevated valuation. The company’s prior quarter also showed strong momentum, with revenue rising 37.2% year over year and EPS exceeding estimates. Should Investors Buy ADI Stock Despite its Premium Valuation?
Neutral Sentiment: Pre-earnings analysis is encouraging investors to look beyond revenue and EPS toward operating metrics and segment trends. The upcoming report is therefore likely to be a near-term catalyst, with the stock’s reaction depending heavily on guidance and evidence that demand remains broad based. Should You Buy, Sell or Hold ADI Stock Before Q3 Earnings?
Negative Sentiment: ADI trades at a premium multiple, leaving limited room for execution issues or cautious guidance. Analysts also flag possible near-term volatility, while broader semiconductor flows and warnings that the chip cycle may be approaching a peak could weigh on sentiment across the sector. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs

Analyst Upgrades and Downgrades

ADI has been the subject of a number of research analyst reports. Argus set a $460.00 price target on Analog Devices in a report on Tuesday, May 26th. Wall Street Zen upgraded Analog Devices from a “hold” rating to a “buy” rating in a research note on Sunday, May 24th. TD Cowen lifted their price objective on shares of Analog Devices from $450.00 to $460.00 and gave the stock a “buy” rating in a report on Monday, July 13th. Wolfe Research reiterated an “outperform” rating and set a $475.00 target price on shares of Analog Devices in a research note on Thursday, May 21st. Finally, Evercore reissued an “outperform” rating and set a $474.00 target price on shares of Analog Devices in a report on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Analog Devices presently has an average rating of “Moderate Buy” and a consensus target price of $441.00.

Check Out Our Latest Stock Report on ADI

Analog Devices Price Performance

NASDAQ:ADI opened at $389.39 on Monday. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. The stock has a 50 day moving average of $391.20 and a 200-day moving average of $369.27. The firm has a market capitalization of $189.67 billion, a PE ratio of 57.86, a price-to-earnings-growth ratio of 1.01 and a beta of 1.20. Analog Devices, Inc. has a 52 week low of $223.47 and a 52 week high of $445.91.

Analog Devices (NASDAQ:ADI – Get Free Report) last announced its quarterly earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.89 by $0.20. The business had revenue of $3.62 billion for the quarter, compared to the consensus estimate of $3.51 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The business’s revenue was up 37.2% on a year-over-year basis. During the same quarter last year, the business posted $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Analysts predict that Analog Devices, Inc. will post 12.42 EPS for the current year.

Analog Devices Announces Dividend

The company also recently declared 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. The ex-dividend date of this dividend was Tuesday, June 2nd. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. Analog Devices’s payout ratio is 65.38%.

Insider Activity

In other news, Director Karen Golz sold 1,000 shares of the company’s stock in a transaction dated Monday, July 13th. The shares were sold at an average price of $389.83, for a total transaction of $389,830.00. Following the completion of the transaction, the director owned 11,019 shares in the company, valued at approximately $4,295,536.77. This represents a 8.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Vincent Roche sold 30,000 shares of the stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the completion of the sale, the chief executive officer directly owned 137,538 shares in the company, valued at approximately $57,096,149.94. This trade represents a 17.91% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 105,274 shares of company stock worth $42,247,986. 0.36% of the stock is owned by insiders.

Analog Devices 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.