Analog Devices, Inc. $ADI Shares Purchased by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC boosted its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 10.4% in the 4th quarter, Holdings Channel reports. The fund owned 38,606 shares of the semiconductor company’s stock after acquiring an additional 3,630 shares during the quarter. Cyndeo Wealth Partners LLC’s holdings in Analog Devices were worth $10,470,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. grew its position in shares of Analog Devices by 0.3% in the third quarter. Vanguard Group Inc. now owns 50,389,306 shares of the semiconductor company’s stock valued at $12,380,652,000 after purchasing an additional 162,075 shares in the last quarter. State Street Corp lifted its position in Analog Devices by 0.4% during the third quarter. State Street Corp now owns 23,399,046 shares of the semiconductor company’s stock worth $5,749,146,000 after buying an additional 81,790 shares in the last quarter. Norges Bank acquired a new position in Analog Devices during the second quarter worth $1,803,377,000. Ameriprise Financial Inc. boosted its stake in Analog Devices by 6.3% during the second quarter. Ameriprise Financial Inc. now owns 6,326,772 shares of the semiconductor company’s stock worth $1,506,448,000 after buying an additional 375,207 shares during the last quarter. Finally, Amundi increased its stake in shares of Analog Devices by 44.8% in the 3rd quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock worth $1,507,740,000 after acquiring an additional 1,922,302 shares during the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices Stock Down 0.4%

Shares of ADI opened at $309.15 on Friday. The company’s 50-day moving average price is $322.21 and its 200 day moving average price is $277.40. Analog Devices, Inc. has a 12-month low of $158.65 and a 12-month high of $363.20. 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 firm has a market cap of $150.93 billion, a P/E ratio of 56.52, a price-to-earnings-growth ratio of 1.42 and a beta of 1.00.

Analog Devices (NASDAQ:ADI) last announced its earnings results 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 company had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.10 billion. During the same quarter last year, the firm posted $1.63 earnings per share. Analog Devices’s 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. On average, sell-side analysts forecast that Analog Devices, Inc. will post 7.14 earnings per share for the current year.

Analog Devices Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were issued a $1.10 dividend. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date was Tuesday, March 3rd. This represents a $4.40 annualized dividend and a yield of 1.4%. Analog Devices’s payout ratio is 80.44%.

Analysts Set New Price Targets

Several research firms have recently commented on ADI. Sanford C. Bernstein reiterated a “market perform” rating and set a $270.00 price target on shares of Analog Devices in a report on Wednesday, November 26th. Jefferies Financial Group restated a “buy” rating and set a $410.00 price objective on shares of Analog Devices in a research report on Thursday, February 19th. Bank of America lifted their target price on shares of Analog Devices from $320.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Piper Sandler increased their price target on shares of Analog Devices from $250.00 to $360.00 and gave the company a “neutral” rating in a research note on Thursday, February 19th. Finally, Wall Street Zen upgraded shares of Analog Devices from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, Analog Devices currently has an average rating of “Buy” and a consensus target price of $366.96.

Key Stories Impacting Analog Devices

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

• Positive Sentiment: ADI opened a new advanced manufacturing facility in Thailand to boost test and manufacturing capacity in the Asia‑Pacific region, supporting supply‑chain resilience and long‑term revenue stability. Analog Devices Strengthens Global Manufacturing Resilience with New Thailand Facility
• Positive Sentiment: ADI was featured as a dividend‑growth pick in recent screens (Zacks/Yahoo), which may attract defensive income‑seeking flows given sticky inflation and rate uncertainty. 5 Dividend Growth Stocks to Buy Amid Rising Inflation Risk
• Neutral Sentiment: Wall Street’s average brokerage recommendation for ADI remains a Buy, but commentators warn the ABR can be overly optimistic; the rating may provide support but is not a fresh catalyst. Wall Street Bulls Look Optimistic About Analog Devices (ADI): Should You Buy?
• Neutral Sentiment: Zacks’ featured highlights include ADI among names discussed alongside other semiconductor leaders; this is visibility rather than a directional catalyst. Zacks.com featured highlights include Flowserve, Analog Devices, Broadcom, NVIDIA and TIM
• Neutral Sentiment: Recent short‑interest reports appear to contain data errors (reported as 0 shares / NaN changes and a 0.0 days-to-cover), so they provide no clear explanatory power for today’s move. (Data noise is unlikely to be a real driver.)
• Negative Sentiment: Coverage noting ADI is down ~10% since the last earnings report highlights investor concern: despite an EPS beat and raised guidance, the stock has seen post‑earnings pullback—likely due to profit‑taking, lofty multiples (P/E above 50), and investor focus on forward estimates. That press and analyst re‑rating pressure are the most direct negatives for today’s decline. Why Is Analog Devices (ADI) Down 10.1% Since Last Earnings Report?

Insider Transactions at Analog Devices

In other Analog Devices news, SVP Martin Cotter sold 10,000 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $278.44, for a total value of $2,784,400.00. Following the sale, the senior vice president owned 49,664 shares of the company’s stock, valued at $13,828,444.16. The trade was a 16.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CAO Michael Sondel sold 4,199 shares of the company’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total value of $1,515,922.98. Following the transaction, the chief accounting officer owned 14,740 shares in the company, valued at $5,321,434.80. This trade represents a 22.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 41,449 shares of company stock worth $12,336,069 in the last three months. Company insiders own 0.36% of the company’s stock.

About Analog Devices

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.