TRB Wealth Management LLC bought a new position in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 2,120 shares of the semiconductor company’s stock, valued at approximately $842,000.
A number of other hedge funds have also bought and sold shares of ADI. ING Groep NV lifted its position in shares of Analog Devices by 45.1% during the 4th quarter. ING Groep NV now owns 222,559 shares of the semiconductor company’s stock valued at $60,358,000 after buying an additional 69,202 shares in the last quarter. Covenant Asset Management LLC purchased a new stake in Analog Devices in the 4th quarter worth $2,500,000. MGO One Seven LLC raised its position in Analog Devices by 17.7% during the fourth quarter. MGO One Seven LLC now owns 45,547 shares of the semiconductor company’s stock worth $12,352,000 after acquiring an additional 6,846 shares during the period. Natixis Advisors LLC raised its position in Analog Devices by 2.4% during the fourth quarter. Natixis Advisors LLC now owns 1,002,286 shares of the semiconductor company’s stock worth $271,791,000 after acquiring an additional 23,531 shares during the period. Finally, Patriot Financial Group Insurance Agency LLC lifted its holdings in Analog Devices by 108.5% during the first quarter. Patriot Financial Group Insurance Agency LLC now owns 20,464 shares of the semiconductor company’s stock valued at $6,511,000 after purchasing an additional 10,648 shares in the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.
Insider Buying and Selling
In other Analog Devices news, Director Karen Golz sold 1,000 shares of the company’s stock in a transaction on Monday, July 13th. The stock was sold at an average price of $389.83, for a total value of $389,830.00. Following the completion of the sale, the director directly owned 11,019 shares in the company, valued at $4,295,536.77. This represents a 8.32% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $363.00, for a total value of $3,630,000.00. Following the completion of the sale, the chief executive officer directly owned 137,538 shares of the company’s stock, valued at $49,926,294. This trade represents a 6.78% 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. Insiders have sold 75,274 shares of company stock valued at $30,343,386 over the last ninety days. 0.36% of the stock is currently owned by company insiders.
Analyst Upgrades and Downgrades
Check Out Our Latest Research Report on ADI
Key Analog Devices News
Here are the key news stories impacting Analog Devices this week:
- Positive Sentiment: Strong earnings and guidance: ADI reported record fiscal Q3 revenue of $4.02 billion, up about 40% year over year and ahead of the $3.92 billion consensus estimate. Adjusted EPS of $3.45 also exceeded expectations. Management’s fiscal Q4 EPS outlook of $3.71 to $4.01 points to continued momentum. Analog Devices Q3 Earnings Beat Estimates, Revenues Rise Y/Y
- Positive Sentiment: AI and data-center growth: Revenue from data-center applications reportedly more than doubled, while demand tied to AI infrastructure, power management, optical connectivity and energy systems is creating a multiyear growth opportunity. Management highlighted a potential 100-gigawatt data-center buildout by 2031. Analog Devices Q3 Earnings Call Highlights AI Power Growth Runway
- Positive Sentiment: Broad analyst support: JPMorgan raised its price target to $500 and maintained an Overweight rating. Needham, TD Cowen and Susquehanna also reiterated Buy-equivalent ratings, with targets ranging from $450 to $475. These revisions reflect confidence in AI demand, margin expansion and an improving industrial recovery. Analog Devices Is Cashing in on the AI Boom
- Neutral Sentiment: Relative investment appeal: Comparisons with Texas Instruments and dividend-focused AI investment ideas portray ADI as a financially solid way to gain analog-chip and AI exposure, though they do not represent new company-specific catalysts. ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?
- Negative Sentiment: Macro and valuation risks: Semiconductor stocks faced pressure from a sharp rise in the 30-year Treasury yield, which can weigh on high-valuation growth shares. One analysis also downgraded ADI, arguing that multiple contraction and elevated expectations could limit gains despite strong fundamentals. Chip Stocks Fell on Higher Treasury Yields
Analog Devices Stock Performance
NASDAQ:ADI opened at $373.09 on Friday. The company’s 50-day moving average price is $388.25 and its 200-day moving average price is $371.11. The company has a current ratio of 1.25, a quick ratio of 1.34 and a debt-to-equity ratio of 0.20. The company has a market cap of $180.79 billion, a P/E ratio of 44.26, a P/E/G ratio of 0.94 and a beta of 1.20. Analog Devices, Inc. has a twelve month low of $223.47 and a twelve month high of $445.91.
Analog Devices (NASDAQ:ADI – Get Free Report) last posted its quarterly earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share for the quarter, topping analysts’ consensus estimates of $3.34 by $0.11. Analog Devices had a net margin of 29.79% and a return on equity of 16.39%. The firm had revenue of $4.02 billion for the quarter, compared to analyst estimates of $3.92 billion. During the same period in the previous year, the business posted $2.05 earnings per share. Analog Devices’s quarterly revenue was up 39.2% on a year-over-year basis. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. On average, sell-side analysts forecast that Analog Devices, Inc. will post 12.72 earnings per share for the current fiscal year.
Analog Devices Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st will be issued a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Tuesday, September 1st. Analog Devices’s payout ratio is currently 52.19%.
About Analog Devices
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.
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