71 West Capital Partners Buys Shares of 1,696 Analog Devices, Inc. $ADI

71 West Capital Partners bought a new stake in Analog Devices, Inc. (NASDAQ:ADI) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,696 shares of the semiconductor company’s stock, valued at approximately $460,000.

Several other hedge funds have also recently added to or reduced their stakes in the stock. Talos Eurisko Asset Management LP acquired a new position in Analog Devices in the fourth quarter valued at about $18,333,000. Sienna Gestion raised its position in shares of Analog Devices by 24.9% during the fourth quarter. Sienna Gestion now owns 43,362 shares of the semiconductor company’s stock worth $11,857,000 after purchasing an additional 8,657 shares during the period. Silvant Capital Management LLC raised its position in shares of Analog Devices by 1.4% during the fourth quarter. Silvant Capital Management LLC now owns 16,131 shares of the semiconductor company’s stock worth $4,375,000 after purchasing an additional 230 shares during the period. Twin City Private Wealth LLC raised its position in shares of Analog Devices by 3.2% during the fourth quarter. Twin City Private Wealth LLC now owns 3,632 shares of the semiconductor company’s stock worth $985,000 after purchasing an additional 114 shares during the period. Finally, TritonPoint Partners LLC acquired a new position in shares of Analog Devices in the 4th quarter valued at approximately $1,198,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently issued reports on ADI shares. Bank of America increased their target price on Analog Devices from $425.00 to $460.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Wolfe Research reissued an “outperform” rating and set a $475.00 target price on shares of Analog Devices in a research note on Thursday, May 21st. TD Cowen increased their target price on Analog Devices from $400.00 to $450.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Barclays increased their target price on Analog Devices from $430.00 to $450.00 and gave the stock an “overweight” rating in a research note on Thursday, May 21st. Finally, Benchmark increased their target price on Analog Devices from $285.00 to $400.00 and gave the stock a “buy” rating in a research note on Thursday, February 19th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $432.71.

Insider Transactions at Analog Devices

In other Analog Devices news, SVP Martin Cotter sold 17,594 shares of the business’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 value of $7,354,292.00. Following the sale, the senior vice president owned 56,332 shares in the company, valued at approximately $23,546,776. The trade was a 23.80% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Vincent Roche sold 30,000 shares of the business’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 value of $12,453,900.00. Following the completion of the sale, 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 disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 101,442 shares of company stock worth $40,422,954. 0.36% of the stock is currently owned by insiders.

Analog Devices News Roundup

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

• Positive Sentiment: Leverage Shares by Themes launched a new 2X leveraged single-stock ETF tied to ADI, which can increase trading interest and visibility in the name. Leverage Shares by Themes Continues Expansion of Leveraged Single Stock ETF Offering with AXTI, APH, TEL, FN, KEYS, ADI, MCHP, & TSEM
• Positive Sentiment: An investor letter highlighted Analog Devices as having benefited from improved demand and better end-market conditions, reinforcing the view that business fundamentals remain healthy. Analog Devices (ADI) Gained from Improved Demand and End Market Conditions
• Positive Sentiment: A recent market note described ADI as one of the AI-related chip names with durable “moats,” suggesting investors may continue to view it as a long-term beneficiary of AI and semiconductor demand. 3 AI Stocks With Moats That Could Outlast Summer Volatility (ADI)
• Neutral Sentiment: The company also drew fresh attention after a director sold 1,000 shares, but the sale was made under a pre-arranged 10b5-1 plan, so it is less likely to be interpreted as a negative signal by investors. Analog Devices (NASDAQ:ADI) Director Karen Golz Sells 1,000 Shares of Stock
• Neutral Sentiment: Additional articles compared ADI with peers and sector performance, but these pieces were mostly descriptive rather than new catalysts for the stock. Has Analog Devices (ADI) Outpaced Other Computer and Technology Stocks This Year?

Analog Devices Trading Down 2.7%

NASDAQ ADI opened at $416.00 on Wednesday. The stock has a market capitalization of $202.63 billion, a price-to-earnings ratio of 61.81, a PEG ratio of 1.20 and a beta of 1.18. The stock’s 50 day moving average price is $395.90 and its two-hundred day moving average price is $337.71. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75. Analog Devices, Inc. has a 52 week low of $218.37 and a 52 week high of $439.70.

Analog Devices (NASDAQ:ADI) last released its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, beating the consensus estimate of $2.89 by $0.20. The firm had revenue of $3.62 billion for the quarter, compared to analysts’ expectations of $3.51 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The business’s quarterly revenue was up 37.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, analysts anticipate that Analog Devices, Inc. will post 12.41 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were paid a $1.10 dividend. The ex-dividend date was Tuesday, June 2nd. This represents a $4.40 annualized dividend and a yield of 1.1%. Analog Devices’s payout ratio is presently 65.38%.

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.