Fourpath Capital Management LLC Acquires Shares of 985 Analog Devices, Inc. $ADI

Fourpath Capital Management LLC acquired a new stake in Analog Devices, Inc. (NASDAQ:ADI) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 985 shares of the semiconductor company’s stock, valued at approximately $234,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Cyndeo Wealth Partners LLC boosted its stake in Analog Devices by 3.1% in the second quarter. Cyndeo Wealth Partners LLC now owns 34,876 shares of the semiconductor company’s stock valued at $8,301,000 after acquiring an additional 1,037 shares during the last quarter. Katamaran Capital LLP boosted its stake in Analog Devices by 44.3% in the second quarter. Katamaran Capital LLP now owns 20,601 shares of the semiconductor company’s stock valued at $4,903,000 after acquiring an additional 6,320 shares during the last quarter. L. Roy Papp & Associates LLP raised its holdings in Analog Devices by 2.2% in the second quarter. L. Roy Papp & Associates LLP now owns 38,289 shares of the semiconductor company’s stock worth $9,114,000 after purchasing an additional 821 shares during the period. Commerzbank Aktiengesellschaft FI raised its holdings in Analog Devices by 7.9% in the second quarter. Commerzbank Aktiengesellschaft FI now owns 14,896 shares of the semiconductor company’s stock worth $3,546,000 after purchasing an additional 1,093 shares during the period. Finally, Stonebridge Financial Group LLC raised its holdings in Analog Devices by 0.4% in the second quarter. Stonebridge Financial Group LLC now owns 22,704 shares of the semiconductor company’s stock worth $5,404,000 after purchasing an additional 83 shares during the period. 86.81% of the stock is owned by institutional investors.

Analog Devices Trading Down 5.3%

ADI opened at $225.32 on Friday. The stock has a market capitalization of $110.85 billion, a P/E ratio of 57.48, a P/E/G ratio of 2.00 and a beta of 1.09. Analog Devices, Inc. has a 12 month low of $158.65 and a 12 month high of $258.13. The firm’s fifty day simple moving average is $241.66 and its 200 day simple moving average is $224.11. The company has a current ratio of 2.32, a quick ratio of 1.79 and a debt-to-equity ratio of 0.24.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data on Wednesday, August 20th. The semiconductor company reported $2.05 EPS for the quarter, beating the consensus estimate of $1.95 by $0.10. Analog Devices had a net margin of 18.85% and a return on equity of 10.32%. The business had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.76 billion. During the same period in the previous year, the firm posted $1.58 EPS. The firm’s revenue was up 24.6% compared to the same quarter last year. Analog Devices has set its Q4 2025 guidance at 2.120-2.320 EPS. As a group, research analysts anticipate that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 16th. Shareholders of record on Tuesday, September 2nd were given a dividend of $0.99 per share. The ex-dividend date of this dividend was Tuesday, September 2nd. This represents a $3.96 annualized dividend and a yield of 1.8%. Analog Devices’s payout ratio is 101.02%.

Insider Activity

In other Analog Devices news, CEO Vincent Roche sold 10,000 shares of the business’s stock in a transaction dated Wednesday, October 1st. The shares were sold at an average price of $243.71, for a total transaction of $2,437,100.00. Following the sale, the chief executive officer directly owned 140,118 shares of the company’s stock, valued at $34,148,157.78. The trade was a 6.66% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Ray Stata sold 3,125 shares of the business’s stock in a transaction dated Wednesday, September 17th. The stock was sold at an average price of $246.92, for a total transaction of $771,625.00. Following the sale, the director directly owned 155,071 shares in the company, valued at $38,290,131.32. This trade represents a 1.98% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 52,240 shares of company stock worth $12,980,578. 0.33% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on ADI shares. Needham & Company LLC reiterated a “hold” rating on shares of Analog Devices in a report on Thursday, August 21st. Citigroup reiterated a “buy” rating and issued a $290.00 target price (up from $260.00) on shares of Analog Devices in a report on Monday, July 7th. Cantor Fitzgerald increased their target price on shares of Analog Devices from $270.00 to $300.00 and gave the stock an “overweight” rating in a report on Tuesday, September 30th. The Goldman Sachs Group started coverage on shares of Analog Devices in a report on Thursday, July 10th. They issued a “buy” rating and a $285.00 target price on the stock. Finally, Piper Sandler increased their target price on shares of Analog Devices from $215.00 to $245.00 and gave the stock a “neutral” rating in a report on Thursday, August 21st. Two analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, Analog Devices presently has an average rating of “Moderate Buy” and an average price target of $275.29.

About Analog Devices

Analog Devices, Inc designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia. The company provides data converter products, which translate real-world analog signals into digital data, as well as translates digital data into analog signals; power management and reference products for power conversion, driver monitoring, sequencing, and energy management applications in the automotive, communications, industrial, and consumer markets; and power ICs that include performance, integration, and software design simulation tools for accurate power supply designs.