Analog Devices, Inc. $ADI Position Cut by Bahl & Gaynor Inc.

Bahl & Gaynor Inc. lowered its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 2.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 290,250 shares of the semiconductor company’s stock after selling 7,973 shares during the period. Bahl & Gaynor Inc.’s holdings in Analog Devices were worth $71,314,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of ADI. Quent Capital LLC lifted its holdings in Analog Devices by 2.4% in the third quarter. Quent Capital LLC now owns 1,810 shares of the semiconductor company’s stock worth $445,000 after purchasing an additional 42 shares during the period. Carson Advisory Inc. raised its position in shares of Analog Devices by 3.1% during the 3rd quarter. Carson Advisory Inc. now owns 1,441 shares of the semiconductor company’s stock worth $354,000 after buying an additional 43 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in shares of Analog Devices by 2.5% in the 3rd quarter. Sivia Capital Partners LLC now owns 1,796 shares of the semiconductor company’s stock worth $441,000 after acquiring an additional 44 shares during the period. Klingman & Associates LLC lifted its stake in shares of Analog Devices by 3.7% in the 3rd quarter. Klingman & Associates LLC now owns 1,274 shares of the semiconductor company’s stock worth $313,000 after acquiring an additional 45 shares during the period. Finally, Keystone Financial Services boosted its holdings in shares of Analog Devices by 1.2% in the second quarter. Keystone Financial Services now owns 3,837 shares of the semiconductor company’s stock valued at $913,000 after acquiring an additional 46 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Key Analog Devices News

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 Trading Up 0.4%

Shares of NASDAQ 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 price-to-earnings ratio of 65.04, a P/E/G ratio of 1.63 and a beta of 1.00. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21. The business has a fifty day simple moving average of $310.48 and a 200-day simple moving average of $269.80.

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

Analog Devices Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be given a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, March 3rd. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 annualized dividend and a yield of 1.2%. Analog Devices’s payout ratio is presently 72.39%.

Insider Transactions at Analog Devices

In other news, SVP Martin Cotter sold 10,000 shares of the stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $278.44, for a total value of $2,784,400.00. Following the completion of the sale, the senior vice president directly owned 49,664 shares of the company’s stock, valued at $13,828,444.16. This represents a 16.76% 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, CEO Vincent Roche sold 10,000 shares of the business’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 transaction of $3,069,200.00. Following the transaction, the chief executive officer directly owned 155,688 shares in the company, valued at $47,783,760.96. The trade was a 6.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 57,743 shares of company stock worth $16,836,340. 0.36% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on ADI. KeyCorp upped their target price on Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. Robert W. Baird set a $365.00 price objective on Analog Devices in a report on Thursday, February 19th. Truist Financial raised their target price on Analog Devices from $291.00 to $364.00 and gave the company a “hold” rating in a research note on Thursday, February 19th. Barclays boosted their price target on shares of Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. Finally, Cfra restated a “buy” rating and set a $280.00 price objective on shares of Analog Devices in a research report on Tuesday, November 25th. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, Analog Devices presently has a consensus rating of “Moderate Buy” and a consensus target price of $366.96.

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.