Analog Devices, Inc. $ADI Shares Purchased by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. raised its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 99.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,995 shares of the semiconductor company’s stock after purchasing an additional 1,996 shares during the quarter. Jefferies Financial Group Inc.’s holdings in Analog Devices were worth $1,083,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. grew its stake in Analog Devices by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 50,893,276 shares of the semiconductor company’s stock valued at $13,802,256,000 after purchasing an additional 503,970 shares in the last quarter. State Street Corp grew its stake in Analog Devices by 0.4% during the 3rd quarter. State Street Corp now owns 23,399,046 shares of the semiconductor company’s stock valued at $5,749,146,000 after purchasing an additional 81,790 shares in the last quarter. Amundi grew its stake in Analog Devices by 44.8% during the 3rd quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock valued at $1,507,740,000 after purchasing an additional 1,922,302 shares in the last quarter. Van ECK Associates Corp grew its stake in Analog Devices by 10.1% during the 3rd quarter. Van ECK Associates Corp now owns 5,886,294 shares of the semiconductor company’s stock valued at $1,446,262,000 after purchasing an additional 541,760 shares in the last quarter. Finally, Raymond James Financial Inc. grew its stake in Analog Devices by 29.2% during the 3rd quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company’s stock valued at $1,186,714,000 after purchasing an additional 1,091,004 shares in the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.

Insider Transactions at Analog Devices

In related news, CEO Vincent Roche sold 30,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the completion of the transaction, the chief executive officer owned 137,538 shares in the company, valued at $57,096,149.94. The trade was a 17.91% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. In the last ninety days, insiders sold 80,000 shares of company stock worth $31,519,000. Insiders own 0.36% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on ADI shares. Needham & Company LLC raised their price objective on Analog Devices from $400.00 to $440.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Cantor Fitzgerald lifted their target price on Analog Devices from $400.00 to $510.00 and gave the stock an “overweight” rating in a research report on Wednesday, May 13th. Truist Financial lifted their target price on Analog Devices from $364.00 to $405.00 and gave the stock a “hold” rating in a research report on Wednesday, May 20th. Piper Sandler lifted their target price on Analog Devices from $250.00 to $360.00 and gave the stock a “neutral” rating in a research report on Thursday, February 19th. Finally, Susquehanna lifted their target price on Analog Devices from $360.00 to $400.00 and gave the stock a “positive” rating in a research report on Thursday, February 19th. Two research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Analog Devices currently has a consensus rating of “Moderate Buy” and a consensus target price of $432.71.

Analog Devices Price Performance

Shares of ADI opened at $419.01 on Friday. The firm has a market cap of $204.10 billion, a price-to-earnings ratio of 62.26, a PEG ratio of 1.17 and a beta of 1.19. The stock has a 50 day moving average of $369.92 and a 200-day moving average of $321.48. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a 52 week low of $210.80 and a 52 week high of $435.72.

Analog Devices (NASDAQ:ADI) last issued its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, topping the consensus estimate of $2.89 by $0.20. The company had revenue of $3.62 billion during the quarter, compared to analyst estimates of $3.51 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The business’s revenue was up 37.2% on a year-over-year basis. During the same quarter last year, the firm earned $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, analysts forecast that Analog Devices, Inc. will post 12.41 EPS for the current year.

Analog Devices Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be given a dividend of $1.10 per share. The ex-dividend date is Tuesday, June 2nd. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. Analog Devices’s payout ratio is currently 65.38%.

Key Analog Devices News

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

• Positive Sentiment: Evercore ISI raised its price target on Analog Devices to $474 from $387 and kept an Outperform rating after the company’s strong quarterly beat and raise. Article: Analog Devices (ADI) Gets A Massive Target Hike After A Strong “Beat-And-Raise” Quarter
• Positive Sentiment: ADI’s industrial segment surged 56% year over year in fiscal Q2, driven by AI infrastructure, automation and defense demand, signaling broad-based business momentum. Article: Analog Devices’ Industrial Segment Picks Up Pace: What’s Ahead?
• Positive Sentiment: Analyst commentary has turned more constructive, with reports citing solid earnings estimate revisions and expectations for additional upside. Article: Why Analog Devices (ADI) Might be Well Poised for a Surge
• Neutral Sentiment: CEO Vincent Roche disclosed recent share sales, including two 30,000-share transactions, which may create some caution but do not necessarily change the company’s operating outlook.
• Neutral Sentiment: Broader market strength in technology and semiconductors is also providing a supportive backdrop for ADI shares. Article: S&P 500 and Nasdaq 100 Climb to Record Highs on Tech Stock Strength

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.