Cambient Family Office LLC Takes Position in Analog Devices, Inc. $ADI

Cambient Family Office LLC purchased a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,248 shares of the semiconductor company’s stock, valued at approximately $338,000.

A number of other hedge funds and other institutional investors have also modified their holdings of ADI. Hilton Head Capital Partners LLC acquired a new position in Analog Devices during the 4th quarter valued at about $26,000. Gordian Capital Singapore Pte Ltd bought a new position in shares of Analog Devices in the fourth quarter valued at approximately $27,000. Y.D. More Investments Ltd bought a new position in shares of Analog Devices in the third quarter valued at approximately $32,000. Albion Financial Group UT increased its stake in shares of Analog Devices by 41.4% during the fourth quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock valued at $33,000 after acquiring an additional 36 shares during the period. Finally, Entrust Financial LLC bought a new stake in Analog Devices during the fourth quarter worth approximately $33,000. 86.81% of the stock is currently owned by institutional investors.

Analog Devices Stock Performance

ADI stock opened at $434.46 on Friday. The firm has a 50 day moving average of $401.55 and a two-hundred day moving average of $340.66. Analog Devices, Inc. has a 12 month low of $218.37 and a 12 month high of $439.70. The company has a market capitalization of $211.62 billion, a price-to-earnings ratio of 64.56, a P/E/G ratio of 1.22 and a beta of 1.18. The company has a quick ratio of 1.34, a current ratio of 1.75 and a debt-to-equity ratio of 0.21.

Analog Devices (NASDAQ:ADI) last announced its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The firm had revenue of $3.62 billion during the quarter, compared to analysts’ expectations of $3.51 billion. During the same quarter in the prior year, the business earned $1.85 earnings per share. The company’s revenue 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 analysts anticipate that Analog Devices, Inc. will post 12.41 EPS for the current fiscal year.

Analog Devices Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were paid a dividend of $1.10 per share. The ex-dividend date was Tuesday, June 2nd. This represents a $4.40 annualized dividend and a yield of 1.0%. Analog Devices’s dividend payout ratio is presently 65.38%.

Insiders Place Their Bets

In related news, CEO Vincent Roche sold 30,000 shares of the company’s stock in a transaction 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 completion of the transaction, the chief executive officer directly owned 137,538 shares in the company, valued at $57,096,149.94. This represents a 17.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Martin Cotter sold 17,594 shares of the stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total transaction of $7,354,292.00. Following the completion of the sale, the senior vice president owned 56,332 shares of the company’s stock, valued at approximately $23,546,776. The trade was a 23.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 101,442 shares of company stock worth $40,422,954. Corporate insiders own 0.36% of the company’s stock.

Wall Street Analysts Forecast Growth

ADI has been the subject of several research analyst reports. Truist Financial upped their price objective on Analog Devices from $364.00 to $405.00 and gave the company a “hold” rating in a report on Wednesday, May 20th. Argus set a $460.00 price target on shares of Analog Devices in a report on Tuesday, May 26th. Robert W. Baird lifted their price objective on shares of Analog Devices from $365.00 to $450.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. Wall Street Zen upgraded shares of Analog Devices from a “hold” rating to a “buy” rating in a report on Sunday, May 24th. Finally, Raymond James Financial reissued an “outperform” rating and set a $430.00 target price on shares of Analog Devices in a research note on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $432.71.

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.