one8zero8 LLC Purchases New Holdings in Analog Devices, Inc. $ADI

one8zero8 LLC acquired a new stake in Analog Devices, Inc. (NASDAQ:ADIFree Report) during the second quarter, according to its most recent filing with the SEC. The firm acquired 9,053 shares of the semiconductor company’s stock, valued at approximately $3,596,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. West Family Investments Inc. bought a new position in Analog Devices in the second quarter valued at approximately $417,000. NewEdge Wealth LLC bought a new stake in shares of Analog Devices during the 2nd quarter valued at $2,838,000. Flossbach Von Storch SE acquired a new position in shares of Analog Devices in the 2nd quarter valued at $215,715,000. Empirical Asset Management LLC acquired a new position in shares of Analog Devices in the 2nd quarter valued at $579,000. Finally, Sound Financial Strategies Group LLC bought a new position in shares of Analog Devices in the 2nd quarter worth $323,000. 86.81% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Analog Devices

In other news, CEO Vincent Roche sold 30,000 shares of the business’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 completion of the sale, the chief executive officer owned 137,538 shares of the company’s stock, valued at approximately $57,096,149.94. The trade was a 17.91% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Ray Stata sold 1,432 shares of the stock in a transaction that occurred on Tuesday, June 9th. The stock was sold at an average price of $400.83, for a total transaction of $573,988.56. Following the transaction, the director owned 120,175 shares in the company, valued at approximately $48,169,745.25. The trade was a 1.18% decrease in their position. 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 105,274 shares of company stock worth $42,247,986 over the last three months. Company insiders own 0.36% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on ADI shares. KeyCorp boosted their target price on Analog Devices from $500.00 to $525.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 14th. TD Cowen increased 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. Fundamental Research set a $550.00 price objective on shares of Analog Devices in a research note on Monday, June 29th. Wolfe Research restated an “outperform” rating and set a $475.00 price objective on shares of Analog Devices in a report on Thursday, May 21st. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $480.00 target price on shares of Analog Devices in a research note on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $443.24.

Get Our Latest Stock Analysis on Analog Devices

Analog Devices Stock Down 0.9%

Analog Devices stock opened at $373.26 on Thursday. 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 1-year low of $223.47 and a 1-year high of $445.91. The company has a fifty day simple moving average of $389.98 and a 200 day simple moving average of $370.68. The company has a market cap of $181.81 billion, a P/E ratio of 55.46, a price-to-earnings-growth ratio of 0.98 and a beta of 1.20.

Analog Devices (NASDAQ:ADIGet Free Report) last announced its quarterly earnings data on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.34 by $0.11. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The company had revenue of $4.02 billion for the quarter, compared to analysts’ expectations of $3.91 billion. During the same quarter in the prior year, the business posted $2.05 EPS. The business’s revenue was up 39.2% compared to the same quarter last year. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Research analysts anticipate that Analog Devices, Inc. will post 12.42 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, September 15th. Stockholders of record on Tuesday, September 1st will be issued a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Tuesday, September 1st. Analog Devices’s payout ratio is currently 65.38%.

Trending Headlines about Analog Devices

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

  • Positive Sentiment: Analog Devices reported record fiscal third-quarter revenue of $4.02 billion, up 39.2% year over year and ahead of the $3.92 billion consensus estimate. Adjusted EPS of $3.45 also surpassed expectations of roughly $3.33–$3.34. Growth was led by data-center and industrial demand. Analog Devices Reports Record Fiscal Third Quarter 2026 Financial Results
  • Positive Sentiment: The company issued above-consensus fiscal fourth-quarter guidance, calling for revenue of $4.2 billion to $4.4 billion and EPS of $3.71 to $4.01, versus analyst expectations of approximately $4.1 billion and $3.53, respectively. Management cited continued demand for power-management chips used in AI data centers and industrial applications. Analog Devices’ quarterly forecast tops estimates on AI-fueled chip demand
  • Positive Sentiment: Goldman Sachs reiterated a Buy rating and a $450 price target following the earnings beat and stronger outlook. Analog Devices also declared a quarterly dividend of $1.10 per share, payable September 15. Goldman Sachs reiterates Buy rating

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.

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Institutional Ownership by Quarter for Analog Devices (NASDAQ:ADI)

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