Harber Asset Management LLC Acquires Shares of 8,550 Analog Devices, Inc. $ADI

Posted by Stanley Muller on Aug 22nd, 2026

Analog Devices logo Harber Asset Management LLC bought a new position in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) in the second quarter, Holdings Channel reports. The fund bought 8,550 shares of the semiconductor company’s stock, valued at approximately $3,396,000. Analog Devices makes up approximately 2.0% of Harber Asset Management LLC’s portfolio, making the stock its 23rd largest holding.

A number of other institutional investors also recently modified their holdings of the business. Contravisory Investment Management Inc. acquired a new stake in Analog Devices in the 2nd quarter worth about $25,000. Dunhill Financial LLC bought a new stake in Analog Devices in the 2nd quarter valued at about $32,000. Banque Transatlantique SA acquired a new position in shares of Analog Devices during the 4th quarter worth approximately $25,000. Evolution Wealth Management Inc. acquired a new position in shares of Analog Devices during the 1st quarter worth approximately $30,000. Finally, Hilton Head Capital Partners LLC bought a new position in shares of Analog Devices during the fourth quarter worth approximately $26,000. Institutional investors own 86.81% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on ADI. Wells Fargo & Company dropped their price target on shares of Analog Devices from $515.00 to $500.00 and set an “overweight” rating for the company in a research report on Thursday. TD Cowen reissued a “buy” rating and set a $460.00 price target on shares of Analog Devices in a research report on Thursday. Oppenheimer raised their price objective on Analog Devices from $400.00 to $450.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 12th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $550.00 price objective on shares of Analog Devices in a report on Monday, August 17th. Finally, Sanford C. Bernstein upgraded Analog Devices from a “market perform” rating to an “outperform” rating and upped their target price for the company from $430.00 to $465.00 in a research report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $447.13.

Read Our Latest Report on ADI

Analog Devices Stock Performance

Shares of Analog Devices stock opened at $373.09 on Friday. 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 PE ratio of 44.26, a price-to-earnings-growth ratio of 0.94 and a beta of 1.20. The company has a 50 day moving average of $388.25 and a 200-day moving average of $371.11. Analog Devices, Inc. has a 1-year low of $223.47 and a 1-year high of $445.91.

Analog Devices (NASDAQ:ADI – Get Free Report) last announced its quarterly earnings data on Wednesday, August 19th. The semiconductor company reported $3.45 EPS for the quarter, beating the consensus estimate of $3.34 by $0.11. Analog Devices had a net margin of 29.79% and a return on equity of 16.39%. The business had revenue of $4.02 billion during the quarter, compared to the consensus estimate of $3.92 billion. During the same period in the previous year, the business earned $2.05 earnings per share. The company’s 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. As a group, equities research analysts forecast that Analog Devices, Inc. will post 12.72 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The firm also recently declared 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. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.2%. Analog Devices’s payout ratio is 52.19%.

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

Insiders Place Their Bets

In other Analog Devices news, CEO Vincent Roche sold 30,000 shares of Analog Devices stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $415.13, for a total value of $12,453,900.00. Following the transaction, the chief executive officer owned 137,538 shares in the company, valued at $57,096,149.94. The trade was a 17.91% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Martin Cotter sold 17,594 shares of the business’s stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $418.00, for a total value of $7,354,292.00. Following the transaction, the senior vice president directly owned 56,332 shares of the company’s stock, valued at approximately $23,546,776. The trade was a 23.80% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 75,274 shares of company stock worth $30,343,386 over the last 90 days. Corporate insiders own 0.36% of the company’s stock.

About Analog Devices

(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.