Banco Santander S.A. Buys 23,262 Shares of Analog Devices, Inc. $ADI

Banco Santander S.A. boosted its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 22.7% in the fourth quarter, Holdings Channel.com reports. The firm owned 125,524 shares of the semiconductor company’s stock after acquiring an additional 23,262 shares during the period. Banco Santander S.A.’s holdings in Analog Devices were worth $34,042,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the company. Hyperion Capital Advisors LP bought a new stake in Analog Devices during the 4th quarter worth about $217,000. Wealthspire Advisors LLC lifted its position in Analog Devices by 30.4% during the 4th quarter. Wealthspire Advisors LLC now owns 6,888 shares of the semiconductor company’s stock worth $1,868,000 after buying an additional 1,604 shares in the last quarter. Tillman Hartley LLC bought a new stake in Analog Devices during the 4th quarter worth about $220,000. Quadrant Capital Group LLC lifted its position in Analog Devices by 4.2% during the 4th quarter. Quadrant Capital Group LLC now owns 12,810 shares of the semiconductor company’s stock worth $3,474,000 after buying an additional 522 shares in the last quarter. Finally, Castleark Management LLC lifted its position in Analog Devices by 2.9% during the 4th quarter. Castleark Management LLC now owns 61,172 shares of the semiconductor company’s stock worth $16,590,000 after buying an additional 1,696 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Insider Activity at Analog Devices

In related news, CEO Vincent Roche sold 30,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the sale, the chief executive officer owned 137,538 shares of the company’s stock, valued at approximately $57,096,149.94. This represents a 17.91% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Martin Cotter sold 17,594 shares of the company’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $418.00, for a total transaction of $7,354,292.00. Following the sale, the senior vice president directly owned 56,332 shares in the company, valued at $23,546,776. This trade represents a 23.80% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 100,442 shares of company stock worth $40,011,004. 0.36% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on ADI shares. Stifel Nicolaus boosted their price target on shares of Analog Devices from $405.00 to $450.00 and gave the stock a “buy” rating in a research report on Monday, May 18th. Morgan Stanley reaffirmed an “overweight” rating and issued a $373.00 target price on shares of Analog Devices in a report on Thursday, February 19th. Weiss Ratings raised shares of Analog Devices from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, May 22nd. Wolfe Research reaffirmed an “outperform” rating and issued a $475.00 target price on shares of Analog Devices in a report on Thursday, May 21st. Finally, Evercore reaffirmed an “outperform” rating and issued a $474.00 target price on shares of Analog Devices in a report on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $432.71.

Key Stories Impacting Analog Devices

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

• Positive Sentiment: Recent commentary says Analog Devices is benefiting from strong AI infrastructure spending, with growing data-center and communications demand reinforcing the company’s growth story. Will Record Q2, Empower Deal and AI Infrastructure Demand Shift Analog Devices’ (ADI) Narrative?
• Positive Sentiment: Analyst and broker commentary remains generally constructive, with recent reports describing ADI as a buy and noting momentum in its communications segment tied to AI and data-center demand. Can ADI’s Communications Segment Emerge as a New Growth Driver?
• Neutral Sentiment: Analog Devices was recognized at the 2026 BostonCISO ORBIE Awards, which is a positive brand and leadership signal but unlikely to move the stock by itself. New England’s Top Security Executives Named at the 2026 BostonCISO ORBIE Awards
• Negative Sentiment: Director Ray Stata disclosed a sale of 1,432 shares, which can weigh on sentiment even though it was made under a pre-arranged 10b5-1 plan and represents a small portion of his holdings. Ray Stata Sells 1,432 Shares of Analog Devices (NASDAQ:ADI) Stock

Analog Devices Trading Up 1.4%

NASDAQ:ADI opened at $417.79 on Friday. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.75 and a quick ratio of 1.34. The firm has a 50-day moving average of $391.76 and a 200-day moving average of $334.69. The company has a market cap of $203.50 billion, a PE ratio of 62.08, a PEG ratio of 1.15 and a beta of 1.18. Analog Devices, Inc. has a one year low of $218.37 and a one year high of $439.70.

Analog Devices (NASDAQ:ADI) last posted 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. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The company had revenue of $3.62 billion during the quarter, compared to the consensus estimate of $3.51 billion. During the same period in the previous year, the firm posted $1.85 earnings per share. The firm’s revenue for the quarter was up 37.2% on a year-over-year basis. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, equities research analysts expect that Analog Devices, Inc. will post 12.41 EPS for the current fiscal year.

Analog Devices Announces Dividend

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

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.