Merit Financial Group LLC Acquires 5,720 Shares of Analog Devices, Inc. $ADI

Merit Financial Group LLC lifted its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 37.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 21,179 shares of the semiconductor company’s stock after acquiring an additional 5,720 shares during the period. Merit Financial Group LLC’s holdings in Analog Devices were worth $5,743,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Clayton Financial Group LLC bought a new stake in shares of Analog Devices during the third quarter worth about $31,000. Y.D. More Investments Ltd bought a new stake in shares of Analog Devices during the third quarter worth about $32,000. LFA Lugano Financial Advisors SA increased its position in shares of Analog Devices by 92.9% during the third quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock worth $33,000 after acquiring an additional 65 shares in the last quarter. Albion Financial Group UT grew its position in Analog Devices by 41.4% in the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 36 shares in the last quarter. Finally, Barnes Dennig Private Wealth Management LLC grew its position in Analog Devices by 61.3% in the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company’s stock worth $35,000 after purchasing an additional 49 shares in the last quarter. 86.81% of the stock is owned by institutional investors.

Insider Activity

In other news, Director Ray Stata sold 3,125 shares of the stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $317.30, for a total transaction of $991,562.50. Following the completion of the transaction, the director directly owned 123,821 shares of the company’s stock, valued at $39,288,403.30. This represents a 2.46% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Vincent Roche sold 10,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $306.92, for a total transaction of $3,069,200.00. Following the transaction, the chief executive officer directly owned 155,688 shares of the company’s stock, valued at $47,783,760.96. This represents a 6.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 27,324 shares of company stock valued at $8,758,085 in the last three months. Company insiders own 0.36% of the company’s stock.

Key Analog Devices News

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

• Positive Sentiment: Q1 results beat and shareholder-friendly actions — ADI posted a strong quarter that topped estimates and the company raised its dividend for the 23rd consecutive year, reinforcing earnings quality and cash return to investors. Analog Devices (ADI) Surges to Record High as Wall Street Eyes Further Gains
• Positive Sentiment: Analyst bullishness and growth framing — Multiple bullish write-ups (Zacks, others) highlight ADI as a top growth/momentum stock given accelerating earnings and long-term secular exposure to AI and automotive analog needs, supporting further upside. Why Analog Devices (ADI) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Industry tailwinds from AI, auto and industrial markets — Industry notes flag strong secular demand for analog/mixed-signal components (AI datacenters, EVs, industrial automation), positioning ADI to capture durable revenue growth. Zacks Industry Outlook Highlights Magnachip, Analog Devices and MACOM Technology
• Positive Sentiment: Technical momentum / entry opportunity noted — Market commentary (IBD) points to accelerating earnings and a strong technical base after a multimonth rally, which can attract momentum-focused funds and traders. This AI Stock With Accelerating Earnings Clears Entry Amid 36% Rally
• Neutral Sentiment: Broader semiconductor / equipment results may influence ADI sentiment — Earnings and outlooks from chip-equipment and large-cap peers (ASML, Intel, Lam) steer sector flows; strong results elsewhere can reinforce optimism, weak ones could cool it. Intel Stock, In Major Rally Mode, Set To Report Q1 Results; Lam Research, Tesla Also Due ASML Holding Q1 Earnings Beat Estimates, Revenues Rise Y/Y
• Negative Sentiment: Valuation and macro caveats — Analysts flag stretched valuation and macro/industry headwinds as potential risks after the fast rally; elevated P/E and a large run-up increase the chance of short-term pullbacks if growth guidance softens. Zacks Industry Outlook Highlights Magnachip, Analog Devices and MACOM Technology

Analyst Ratings Changes

A number of equities research analysts have issued reports on ADI shares. Robert W. Baird set a $365.00 price objective on shares of Analog Devices in a research report on Thursday, February 19th. The Goldman Sachs Group upped their price objective on shares of Analog Devices from $300.00 to $370.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Citigroup reaffirmed a “buy” rating on shares of Analog Devices in a research report on Thursday, February 19th. Benchmark upped their price objective on shares of Analog Devices from $285.00 to $400.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. Finally, Stifel Nicolaus set a $405.00 price objective on shares of Analog Devices and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Three analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Analog Devices presently has a consensus rating of “Moderate Buy” and a consensus target price of $370.69.

Analog Devices Stock Up 5.0%

Analog Devices stock opened at $371.45 on Friday. Analog Devices, Inc. has a twelve month low of $171.00 and a twelve month high of $372.45. The firm has a 50 day moving average price of $331.78 and a 200-day moving average price of $289.26. The company has a market capitalization of $181.34 billion, a P/E ratio of 67.91, a P/E/G ratio of 1.44 and a beta of 1.05. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21.

Analog Devices (NASDAQ:ADI) last released its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, beating analysts’ consensus estimates of $2.31 by $0.15. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The firm had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.10 billion. During the same period in the prior year, the firm earned $1.63 EPS. The company’s revenue was up 30.4% compared to the same quarter last year. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, equities analysts predict that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were given a dividend of $1.10 per share. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.2%. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s payout ratio is currently 80.44%.

Analog Devices Profile

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.