Analog Devices, Inc. $ADI Stock Position Boosted by Avalon Global Asset Management LLC

Posted by Brian Himes on Jun 16th, 2026

Analog Devices logo Avalon Global Asset Management LLC boosted its stake in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 11.0% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 50,300 shares of the semiconductor company’s stock after buying an additional 5,000 shares during the period. Analog Devices accounts for 2.2% of Avalon Global Asset Management LLC’s portfolio, making the stock its 14th biggest holding. Avalon Global Asset Management LLC’s holdings in Analog Devices were worth $13,641,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Bluedoor Private Wealth LLC bought a new position in Analog Devices in the 4th quarter valued at about $426,000. Cynosure Group LLC bought a new position in Analog Devices in the 4th quarter valued at about $512,000. 71 West Capital Partners bought a new position in Analog Devices in the 4th quarter valued at about $460,000. Talos Eurisko Asset Management LP bought a new position in shares of Analog Devices during the 4th quarter valued at about $18,333,000. Finally, Sienna Gestion boosted its position in shares of Analog Devices by 24.9% during the 4th quarter. Sienna Gestion now owns 43,362 shares of the semiconductor company’s stock valued at $11,857,000 after purchasing an additional 8,657 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices Stock Performance

NASDAQ:ADI opened at $427.58 on Tuesday. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a twelve month low of $218.37 and a twelve month high of $439.70. The firm has a market cap of $208.27 billion, a price-to-earnings ratio of 63.53, a price-to-earnings-growth ratio of 1.17 and a beta of 1.18. The company has a 50-day moving average of $393.95 and a 200-day moving average of $336.60.

Analog Devices (NASDAQ:ADI – Get Free Report) last posted its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, beating analysts’ consensus estimates of $2.89 by $0.20. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The company had revenue of $3.62 billion during the quarter, compared to analyst estimates of $3.51 billion. During the same period in the prior year, the firm earned $1.85 earnings per share. The business’s quarterly revenue was up 37.2% on a year-over-year basis. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Analysts forecast that Analog Devices, Inc. will post 12.41 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd will be paid a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $4.40 dividend on an annualized basis and a yield of 1.0%. Analog Devices’s dividend payout ratio is currently 65.38%.

Insider Activity

In other Analog Devices news, Director Ray Stata sold 1,416 shares of the company’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $398.11, for a total transaction of $563,723.76. Following the completion of the sale, the director directly owned 118,759 shares of the company’s stock, valued at approximately $47,279,145.49. This represents a 1.18% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Karen Golz sold 1,000 shares of the company’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $411.95, for a total transaction of $411,950.00. Following the sale, the director directly owned 12,019 shares of the company’s stock, valued at $4,951,227.05. This represents a 7.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 101,442 shares of company stock valued at $40,422,954 over the last ninety days. Corporate insiders own 0.36% of the company’s stock.

Analysts Set New Price Targets

ADI has been the subject of several research reports. Needham & Company LLC raised their price objective on shares of Analog Devices from $400.00 to $440.00 and gave the company a “buy” rating in a research report on Thursday, May 21st. Morgan Stanley restated an “overweight” rating and set a $373.00 price objective on shares of Analog Devices in a research report on Thursday, February 19th. Truist Financial raised their price objective on shares of Analog Devices from $364.00 to $405.00 and gave the company a “hold” rating in a research report on Wednesday, May 20th. Argus set a $460.00 price objective on shares of Analog Devices in a research report on Tuesday, May 26th. Finally, Wolfe Research restated an “outperform” rating and set a $475.00 price objective on shares of Analog Devices in a research report on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Analog Devices presently has a consensus rating of “Moderate Buy” and a consensus target price of $432.71.

Check Out Our Latest Analysis on ADI

Analog Devices Company Profile

(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.