4,740 Shares in Analog Devices, Inc. $ADI Purchased by 111 Capital

111 Capital acquired a new stake in Analog Devices, Inc. (NASDAQ:ADI) in the 3rd quarter, HoldingsChannel.com reports. The firm acquired 4,740 shares of the semiconductor company’s stock, valued at approximately $1,165,000.

Several other hedge funds have also recently modified their holdings of the company. Brighton Jones LLC lifted its holdings in Analog Devices by 39.5% during the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock worth $397,000 after acquiring an additional 529 shares during the period. Sivia Capital Partners LLC increased its position in shares of Analog Devices by 36.0% during the 2nd 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 last quarter. Hantz Financial Services Inc. raised its stake in shares of Analog Devices by 1,046.4% during the 2nd quarter. Hantz Financial Services Inc. now owns 3,015 shares of the semiconductor company’s stock worth $718,000 after purchasing an additional 2,752 shares during the period. Savvy Advisors Inc. purchased a new position in shares of Analog Devices in the 2nd quarter worth about $279,000. Finally, Mesirow Financial Investment Management Inc. grew its position in Analog Devices by 22.1% during the second quarter. Mesirow Financial Investment Management Inc. now owns 2,327 shares of the semiconductor company’s stock valued at $555,000 after buying an additional 421 shares during the period. Institutional investors own 86.81% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the stock. Zacks Research upgraded shares of Analog Devices from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 1st. BNP Paribas Exane started coverage on shares of Analog Devices in a research note on Tuesday, November 4th. They set an “outperform” rating and a $300.00 price target for the company. KeyCorp lifted their price target on shares of Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a report on Thursday, February 19th. Sanford C. Bernstein reissued a “market perform” rating and set a $270.00 price objective on shares of Analog Devices in a report on Wednesday, November 26th. Finally, Piper Sandler boosted their target price on Analog Devices from $250.00 to $360.00 and gave the company a “neutral” rating in a research note on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $366.96.

Insider Buying and Selling at Analog Devices

In other news, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $306.92, for a total value of $3,069,200.00. Following the completion of the transaction, the chief executive officer directly owned 155,688 shares in the company, valued at approximately $47,783,760.96. This trade represents a 6.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Katsufumi Nakamura sold 500 shares of the company’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $301.46, for a total transaction of $150,730.00. Following the sale, the senior vice president directly owned 12,710 shares in the company, valued at $3,831,556.60. This trade represents a 3.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 57,743 shares of company stock worth $16,836,340. 0.36% of the stock is owned by corporate insiders.

Analog Devices News Roundup

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

• Positive Sentiment: AI/data‑center growth: ADI’s AI‑driven data center products are reported to be growing ~50% and represent a roughly $2 billion run‑rate opportunity, supporting expectations for continued double‑digit growth in that end market. This is a clear driver of investor enthusiasm for the stock. ADI’s AI-Based Data Center Products Gain Traction
• Positive Sentiment: Analyst upgrades/price‑target increases: Multiple firms have raised targets and reiterated buy/overweight views (Goldman Sachs, Benchmark, Morgan Stanley among others), lifting the consensus target near current levels and supporting further upside expectations. MarketBeat ADI coverage
• Positive Sentiment: Strong fundamentals and dividend boost: ADI recently beat EPS and revenue estimates, guided Q2 above street expectations, and raised the quarterly dividend — all signals that support bullish positioning and income‑seeking demand. Earnings, guidance and dividend details
• Neutral Sentiment: Market commentary and peer comparisons: Media and research pieces (Zacks, Barchart) highlight ADI’s outperformance vs. semiconductor peers and profile it as a top growth idea — useful context but not new company‑specific catalysts. Zacks: 52‑week high take
• Neutral Sentiment: Celebrity/TV mentions: Jim Cramer commented that he prefers names like Texas Instruments and Analog Devices over smaller peers, which can boost retail interest but is not a fundamental catalyst. Jim Cramer mention
• Neutral Sentiment: Confusing short‑interest reports: Multiple short‑interest entries show zero shares and “NaN” changes — likely a data/reporting glitch. No clear short squeeze signal emerges from these entries. (No reliable link — based on recent short‑interest notices.)
• Negative Sentiment: Insider selling: Chief Accounting Officer Michael Sondel sold 4,199 shares at about $361. The sale (~$1.5M) and a 22% reduction in his reported stake can prompt some profit‑taking or signal tactical rebalancing by insiders. Insider sale filing

Analog Devices Stock Up 0.4%

ADI opened at $355.79 on Monday. Analog Devices, Inc. has a 12 month low of $158.65 and a 12 month high of $363.20. The company has a market cap of $173.70 billion, a PE ratio of 65.04, a price-to-earnings-growth ratio of 1.63 and a beta of 1.00. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21. The company has a 50 day moving average of $310.48 and a 200 day moving average of $269.80.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.31 by $0.15. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The firm had revenue of $3.16 billion for the quarter, compared to the consensus estimate of $3.10 billion. During the same quarter in the prior year, the business posted $1.63 earnings per share. The business’s quarterly revenue was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. On average, sell-side analysts expect that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be paid a $1.10 dividend. The ex-dividend date is Tuesday, March 3rd. This represents a $4.40 annualized dividend and a yield of 1.2%. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio is 72.39%.

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.