Brady Family Wealth LLC Trims Holdings in Analog Devices, Inc. $ADI

Brady Family Wealth LLC lowered its stake in shares of Analog Devices, Inc. (NASDAQ:ADI) by 11.1% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 23,626 shares of the semiconductor company’s stock after selling 2,954 shares during the period. Analog Devices makes up approximately 1.8% of Brady Family Wealth LLC’s investment portfolio, making the stock its 17th largest position. Brady Family Wealth LLC’s holdings in Analog Devices were worth $5,805,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Howard Hughes Medical Institute acquired a new position in Analog Devices during the second quarter worth $25,000. RMG Wealth Management LLC purchased a new stake in shares of Analog Devices in the 2nd quarter valued at $26,000. Activest Wealth Management lifted its stake in Analog Devices by 6,350.0% during the 1st quarter. Activest Wealth Management now owns 129 shares of the semiconductor company’s stock worth $26,000 after acquiring an additional 127 shares in the last quarter. Access Investment Management LLC purchased a new position in Analog Devices during the 2nd quarter valued at about $45,000. Finally, Saudi Central Bank acquired a new position in Analog Devices in the 1st quarter valued at about $39,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

Key Stores Impacting Analog Devices

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

• Positive Sentiment: BofA raised its price target to $320 (from $290) and kept a Buy rating — this signals confidence in a multi‑year, AI/upgrade-driven demand cycle that supports longer‑term upside. BofA Raises ADI Target
• Positive Sentiment: UBS lifted its target and reiterated a Buy — another major shop increasing its valuation supports positive analyst momentum and can attract institutional buying. UBS Lifts ADI Target
• Positive Sentiment: Truist raised its price target to $291 (from $258) — even though it remains a “Hold,” the higher target narrows upside risk and supports the stock at current levels. Truist Raises ADI Target
• Positive Sentiment: Zacks and other shops have raised several near‑term and multi‑year EPS estimates for ADI — upward revisions to earnings forecasts are supportive of valuation expansion and give analysts cover to lift targets. (Source: compile of Zacks/MarketBeat notes)
• Neutral Sentiment: Seeking Alpha notes “high growth across industrials” for ADI — thematic growth is encouraging, but execution and margin retention will determine stock impact. ADI Sees High Growth Across Industrials
• Neutral Sentiment: Valuation debate: a Yahoo Finance piece asks whether ADI’s ~110% five‑year run leaves substantial upside at current levels — raises the risk that momentum stalls if growth expectations slip. Has ADI’s 110% Five Year Surge Left Much Upside?
• Negative Sentiment: Insider selling: SVP Martin Cotter sold ~5,000 shares (~$1.36M) and director Ray Stata sold 3,125 shares (~$873k). While insider sales can be routine, clustered sales may raise short‑term sentiment pressure. Martin Cotter Sells ADI Stock Ray Stata Form 4

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the stock. Cfra reissued a “buy” rating and set a $280.00 price target on shares of Analog Devices in a research report on Tuesday, November 25th. Sanford C. Bernstein reiterated a “market perform” rating and set a $270.00 target price on shares of Analog Devices in a report on Wednesday, November 26th. UBS Group raised their price target on shares of Analog Devices from $280.00 to $320.00 and gave the company a “buy” rating in a research report on Monday, December 8th. Benchmark reaffirmed a “buy” rating and set a $285.00 price objective on shares of Analog Devices in a research report on Wednesday, November 26th. Finally, Piper Sandler set a $290.00 target price on Analog Devices in a report on Tuesday, November 25th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $287.22.

Insider Buying and Selling at Analog Devices

In other Analog Devices news, Director Edward H. Frank sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, October 6th. The shares were sold at an average price of $242.74, for a total transaction of $242,740.00. Following the sale, the director owned 5,118 shares of the company’s stock, valued at approximately $1,242,343.32. This trade represents a 16.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Ray Stata sold 3,125 shares of the business’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $279.39, for a total transaction of $873,093.75. Following the sale, the director owned 136,321 shares of the company’s stock, valued at $38,086,724.19. This represents a 2.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 40,419 shares of company stock worth $10,249,017. 0.33% of the stock is currently owned by corporate insiders.

Analog Devices Price Performance

Shares of ADI opened at $274.44 on Friday. The firm has a market capitalization of $134.38 billion, a price-to-earnings ratio of 60.18, a PEG ratio of 1.52 and a beta of 1.04. The firm’s fifty day simple moving average is $250.17 and its 200-day simple moving average is $242.23. Analog Devices, Inc. has a twelve month low of $158.65 and a twelve month high of $284.23. The company has a current ratio of 2.19, a quick ratio of 1.68 and a debt-to-equity ratio of 0.24.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 EPS for the quarter, beating the consensus estimate of $2.22 by $0.04. Analog Devices had a return on equity of 11.23% and a net margin of 20.58%.The firm had revenue of $3.08 billion for the quarter, compared to analyst estimates of $3.02 billion. During the same quarter in the prior year, the company posted $1.67 earnings per share. Analog Devices’s revenue for the quarter was up 25.9% compared to the same quarter last year. Equities analysts forecast that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, December 22nd. Stockholders of record on Monday, December 8th will be issued a $0.99 dividend. The ex-dividend date is Monday, December 8th. This represents a $3.96 dividend on an annualized basis and a dividend yield of 1.4%. Analog Devices’s dividend payout ratio is presently 86.84%.

Analog Devices Company 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.