Stoneridge Investment Partners LLC bought a new position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 1,881 shares of the semiconductor company’s stock, valued at approximately $691,000.
Other hedge funds also recently modified their holdings of the company. ING Groep NV increased its position in Analog Devices by 45.1% during the fourth quarter. ING Groep NV now owns 222,559 shares of the semiconductor company’s stock worth $60,358,000 after buying an additional 69,202 shares during the last quarter. Covenant Asset Management LLC acquired a new stake in shares of Analog Devices in the fourth quarter worth about $2,500,000. MGO One Seven LLC boosted its stake in shares of Analog Devices by 17.7% during the 4th quarter. MGO One Seven LLC now owns 45,547 shares of the semiconductor company’s stock worth $12,352,000 after acquiring an additional 6,846 shares in the last quarter. Jones Kertz & Associates Inc. bought a new stake in shares of Analog Devices during the 4th quarter worth about $1,480,000. Finally, Natixis Advisors LLC increased its holdings in shares of Analog Devices by 2.4% during the 4th quarter. Natixis Advisors LLC now owns 1,002,286 shares of the semiconductor company’s stock valued at $271,791,000 after acquiring an additional 23,531 shares during the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.
Analog Devices Trading Up 2.2%
Shares of NASDAQ:ADI opened at $389.39 on Friday. The company has a market cap of $189.67 billion, a P/E ratio of 57.86, a P/E/G ratio of 1.01 and a beta of 1.20. The stock’s 50-day moving average is $391.20 and its 200-day moving average is $368.82. Analog Devices, Inc. has a 52-week low of $223.47 and a 52-week high of $445.91. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75.
Analog Devices Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were given a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Tuesday, June 2nd. Analog Devices’s payout ratio is currently 65.38%.
Analysts Set New Price Targets
A number of research analysts recently weighed in on ADI shares. KeyCorp raised their price objective on Analog Devices from $500.00 to $525.00 and gave the company an “overweight” rating in a research note on Tuesday, July 14th. Evercore reaffirmed an “outperform” rating and set a $474.00 target price on shares of Analog Devices in a research report on Thursday, May 21st. Citigroup increased their price target on Analog Devices from $400.00 to $460.00 and gave the company a “buy” rating in a report on Thursday, May 21st. TD Cowen lifted their price target on shares of Analog Devices from $450.00 to $460.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Finally, Argus set a $460.00 price target on shares of Analog Devices in a research report on Tuesday, May 26th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Analog Devices currently has an average rating of “Moderate Buy” and a consensus target price of $441.00.
View Our Latest Research Report on ADI
Analog Devices News Summary
Here are the key news stories impacting Analog Devices this week:
- Positive Sentiment: Analysts expect approximately $3.33 in earnings per share on $3.93 billion in revenue for the quarter ended July 2026. Coverage also points to a potential earnings beat, supported by broad-based demand and AI-driven growth in the Communications segment. KeyBanc reiterated an Overweight rating with a $525 price target. How To Earn $500 a Month From Analog Devices Stock Ahead of Q3 Earnings
- Positive Sentiment: Investors continue to view ADI’s industrial and data-center exposure, strong margins, and artificial-intelligence opportunities as potential justifications for its elevated valuation. The company’s prior quarter also showed strong momentum, with revenue rising 37.2% year over year and EPS exceeding estimates. Should Investors Buy ADI Stock Despite its Premium Valuation?
- Neutral Sentiment: Pre-earnings analysis is encouraging investors to look beyond revenue and EPS toward operating metrics and segment trends. The upcoming report is therefore likely to be a near-term catalyst, with the stock’s reaction depending heavily on guidance and evidence that demand remains broad based. Should You Buy, Sell or Hold ADI Stock Before Q3 Earnings?
- Negative Sentiment: ADI trades at a premium multiple, leaving limited room for execution issues or cautious guidance. Analysts also flag possible near-term volatility, while broader semiconductor flows and warnings that the chip cycle may be approaching a peak could weigh on sentiment across the sector. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs
Insiders Place Their Bets
In other news, SVP Martin Cotter sold 17,594 shares of the company’s stock in a transaction that occurred 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 transaction, the senior vice president directly owned 56,332 shares in the company, valued at $23,546,776. The trade was a 23.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Ray Stata sold 1,432 shares of the stock in a transaction that occurred on Tuesday, June 9th. The shares were sold at an average price of $400.83, for a total value of $573,988.56. Following the completion of the sale, the director directly owned 120,175 shares of the company’s stock, valued at $48,169,745.25. This represents a 1.18% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 105,274 shares of company stock valued at $42,247,986. Corporate insiders own 0.36% of the company’s stock.
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.
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