Blair William & Co. IL Boosts Stock Position in Analog Devices, Inc. $ADI

Blair William & Co. IL raised its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 10.9% during the third quarter, HoldingsChannel.com reports. The firm owned 44,421 shares of the semiconductor company’s stock after buying an additional 4,357 shares during the period. Blair William & Co. IL’s holdings in Analog Devices were worth $10,914,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Howard Hughes Medical Institute bought a new stake in shares of Analog Devices in the second quarter worth $25,000. Clayton Financial Group LLC acquired a new position in Analog Devices during the 3rd quarter worth $31,000. Y.D. More Investments Ltd bought a new position in shares of Analog Devices during the third quarter worth about $32,000. LFA Lugano Financial Advisors SA grew its stake in Analog Devices by 92.9% in the third quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 65 shares in the last quarter. Finally, Valley Wealth Managers Inc. bought a new stake in Analog Devices in the third quarter valued at about $38,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on ADI shares. JPMorgan Chase & Co. boosted their price target on Analog Devices from $320.00 to $400.00 and gave the company an “overweight” rating in a report on Thursday, February 19th. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $270.00 price objective on shares of Analog Devices in a report on Wednesday, November 26th. Wall Street Zen raised shares of Analog Devices from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Citigroup reaffirmed a “buy” rating on shares of Analog Devices in a report on Thursday, February 19th. Finally, Cantor Fitzgerald boosted their price objective on shares of Analog Devices from $350.00 to $400.00 and gave the company an “overweight” rating in a research report on Tuesday, February 17th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $366.96.

Analog Devices Stock Performance

Shares of ADI opened at $319.48 on Tuesday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. Analog Devices, Inc. has a 1 year low of $158.65 and a 1 year high of $363.20. The firm has a fifty day moving average of $317.22 and a 200-day moving average of $273.85. The company has a market cap of $155.97 billion, a price-to-earnings ratio of 58.41, a price-to-earnings-growth ratio of 1.45 and a beta of 1.00.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, beating 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 the consensus estimate of $3.10 billion. During the same period last year, the firm posted $1.63 EPS. Analog Devices’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. As a group, equities analysts anticipate that Analog Devices, Inc. will post 7.14 earnings per share for the current year.

Analog Devices Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be issued a $1.10 dividend. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date of this dividend is Tuesday, March 3rd. This represents a $4.40 dividend on an annualized basis and a yield of 1.4%. Analog Devices’s dividend payout ratio is currently 80.44%.

Insiders Place Their Bets

In other news, Director Ray Stata sold 3,125 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total value of $991,562.50. Following the completion of the transaction, the director owned 123,821 shares of the company’s stock, valued at approximately $39,288,403.30. This represents a 2.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, SVP Martin Cotter sold 10,000 shares of the firm’s stock in a transaction 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 transaction, the senior vice president directly owned 49,664 shares in the company, valued at $13,828,444.16. This trade represents a 16.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 57,743 shares of company stock worth $16,836,340. 0.36% of the stock is owned by company insiders.

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.