Analog Devices, Inc. $ADI Stake Increased by Harrell Investment Partners LLC

Posted by Stanley Muller on Aug 11th, 2026

Analog Devices logo Harrell Investment Partners LLC raised its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 5.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 32,755 shares of the semiconductor company’s stock after buying an additional 1,692 shares during the period. Analog Devices comprises approximately 2.8% of Harrell Investment Partners LLC’s investment portfolio, making the stock its 7th biggest position. Harrell Investment Partners LLC’s holdings in Analog Devices were worth $13,009,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of ADI. Brighton Jones LLC increased its stake in Analog Devices by 39.5% in the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock worth $397,000 after purchasing an additional 529 shares during the period. Sivia Capital Partners LLC boosted its stake in shares of Analog Devices by 36.0% during the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after purchasing an additional 464 shares during the period. Ieq Capital LLC boosted its stake in shares of Analog Devices by 38.0% during the second quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock valued at $10,610,000 after purchasing an additional 12,276 shares during the period. HUB Investment Partners LLC bought a new position in shares of Analog Devices in the second quarter worth about $644,000. Finally, Peapack Gladstone Financial Corp grew its holdings in shares of Analog Devices by 2.4% in the second quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock worth $14,322,000 after purchasing an additional 1,406 shares during the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices Price Performance

NASDAQ ADI opened at $383.92 on Tuesday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75. The firm’s 50 day moving average price is $394.22 and its 200-day moving average price is $367.04. Analog Devices, Inc. has a 52-week low of $223.44 and a 52-week high of $445.91. The company has a market cap of $187.00 billion, a PE ratio of 57.05, a P/E/G ratio of 1.01 and a beta of 1.20.

Analog Devices (NASDAQ:ADI – Get Free Report) last issued its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. The company had revenue of $3.62 billion during the quarter, compared to the consensus estimate of $3.51 billion. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. Analog Devices’s revenue for the quarter was up 37.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.85 earnings per share. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Sell-side analysts forecast that Analog Devices, Inc. will post 12.42 EPS for the current fiscal year.

Analog Devices Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were given a $1.10 dividend. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend was Tuesday, June 2nd. Analog Devices’s payout ratio is presently 65.38%.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the stock. Citigroup lifted their price objective on shares of Analog Devices from $400.00 to $460.00 and gave the company a “buy” rating in a report on Thursday, May 21st. Wells Fargo & Company upped their target price on shares of Analog Devices from $470.00 to $515.00 and gave the stock an “overweight” rating in a research note on Thursday, May 21st. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $430.00 target price on shares of Analog Devices in a research report on Thursday, May 21st. The Goldman Sachs Group reaffirmed a “buy” rating and set a $450.00 price target on shares of Analog Devices in a research note on Wednesday, May 20th. Finally, JPMorgan Chase & Co. boosted their price target on Analog Devices from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Tuesday, May 26th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, Analog Devices currently has an average rating of “Moderate Buy” and an average price target of $441.00.

Check Out Our Latest Research Report on ADI

Insider Buying and Selling

In related news, SVP Martin Cotter sold 17,594 shares of the company’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $418.00, for a total transaction of $7,354,292.00. Following the completion of the sale, the senior vice president directly owned 56,332 shares in the company, valued at $23,546,776. This represents a 23.80% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, CEO Vincent Roche sold 30,000 shares of the firm’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total value of $12,453,900.00. Following the sale, the chief executive officer directly owned 137,538 shares in the company, valued at approximately $57,096,149.94. The trade was a 17.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 105,274 shares of company stock valued at $42,247,986. 0.36% of the stock is currently owned by insiders.

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.