Solstein Capital LLC Purchases Shares of 2,261 Analog Devices, Inc. $ADI

Posted by Stanley Muller on Aug 24th, 2026

Analog Devices logo Solstein Capital LLC purchased a new position in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 2,261 shares of the semiconductor company’s stock, valued at approximately $898,000.

Several other institutional investors and hedge funds have also made changes to their positions in ADI. Connor Clark & Lunn Investment Management Ltd. acquired a new stake in shares of Analog Devices during the 2nd quarter worth about $11,374,000. Meiji Yasuda Asset Management Co Ltd. acquired a new position in Analog Devices in the second quarter valued at approximately $5,584,000. Mission Financial Group LLC purchased a new position in Analog Devices in the second quarter valued at approximately $330,000. Elefante Mark B purchased a new position in Analog Devices in the second quarter valued at approximately $10,284,000. Finally, Benchmark Investment Advisors LLC acquired a new stake in Analog Devices during the second quarter worth approximately $541,000. 86.81% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Analog Devices news, Director Karen Golz sold 1,000 shares of the business’s stock in a transaction on Monday, July 13th. The shares were sold at an average price of $389.83, for a total value of $389,830.00. Following the transaction, the director directly owned 11,019 shares of the company’s stock, valued at approximately $4,295,536.77. The trade was a 8.32% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Ray Stata sold 1,416 shares of the company’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $377.37, for a total transaction of $534,355.92. Following the transaction, the director owned 114,511 shares of the company’s stock, valued at approximately $43,213,016.07. The trade was a 1.22% decrease in their position. 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 sold a total of 75,274 shares of company stock valued at $30,343,386 over the last 90 days. Insiders own 0.36% of the company’s stock.

Analog Devices Price Performance

ADI stock opened at $373.09 on Monday. The company has a current ratio of 1.25, a quick ratio of 0.91 and a debt-to-equity ratio of 0.20. The company has a market capitalization of $180.79 billion, a P/E ratio of 44.26, a PEG ratio of 0.76 and a beta of 1.20. The business has a 50 day simple moving average of $388.25 and a 200-day simple moving average of $371.50. 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 announced its earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 EPS for the quarter, beating 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 business had revenue of $4.02 billion for the quarter, compared to analysts’ expectations of $3.92 billion. During the same period in the previous year, the company posted $2.05 EPS. The company’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. As a group, equities analysts anticipate that Analog Devices, Inc. will post 12.96 EPS for the current year.

Analog Devices Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st will be paid a dividend of $1.10 per share. The ex-dividend date is Tuesday, September 1st. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. Analog Devices’s dividend payout ratio is 52.19%.

Trending Headlines about Analog Devices

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

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. Truist Financial upped their target price on shares of Analog Devices from $364.00 to $405.00 and gave the company a “hold” rating in a report on Wednesday, May 20th. Wolfe Research reiterated an “outperform” rating and set a $475.00 price target on shares of Analog Devices in a research note on Thursday, May 21st. Sanford C. Bernstein raised shares of Analog Devices from a “market perform” rating to an “outperform” rating and boosted their price target for the company from $430.00 to $465.00 in a research report on Wednesday. Needham & Company LLC upped their price objective on shares of Analog Devices from $440.00 to $450.00 and gave the company a “buy” rating in a research note on Thursday. Finally, Wall Street Zen raised Analog Devices from a “hold” rating to a “buy” rating in a report on Sunday, May 24th. Two analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, Analog Devices has a consensus rating of “Buy” and a consensus price target of $447.13.

View Our Latest Analysis on ADI

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.