BKM Wealth Management LLC Sells 1,401 Shares of Analog Devices, Inc. $ADI

BKM Wealth Management LLC decreased its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 9.6% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 13,140 shares of the semiconductor company’s stock after selling 1,401 shares during the period. Analog Devices accounts for 1.5% of BKM Wealth Management LLC’s portfolio, making the stock its 18th largest position. BKM Wealth Management LLC’s holdings in Analog Devices were worth $4,180,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Norges Bank purchased a new stake in shares of Analog Devices in the 4th quarter worth approximately $2,215,516,000. Bank of America Corp DE raised its stake in Analog Devices by 42.8% during the fourth quarter. Bank of America Corp DE now owns 9,715,095 shares of the semiconductor company’s stock valued at $2,634,734,000 after buying an additional 2,912,666 shares during the last quarter. Amundi raised its stake in Analog Devices by 44.8% during the third quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock valued at $1,507,740,000 after buying an additional 1,922,302 shares during the last quarter. Raymond James Financial Inc. boosted its holdings in Analog Devices by 29.2% in the third quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company’s stock worth $1,186,714,000 after acquiring an additional 1,091,004 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted its holdings in Analog Devices by 3,456.2% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,059,726 shares of the semiconductor company’s stock worth $287,398,000 after acquiring an additional 1,029,927 shares in the last quarter. 86.81% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: Analog Devices posted record Q2 2026 results, including $3.62 billion in revenue and broad growth across end markets, supporting the stock’s rally. Analog Devices (ADI) Buys Empower As Record Revenue Deepens Its AI Push
• Positive Sentiment: The Empower Semiconductor acquisition is seen as a strategic AI move that could deepen ADI’s exposure to fast-growing data-center power solutions. Analog Devices (ADI) Buys Empower As Record Revenue Deepens Its AI Push
• Positive Sentiment: Recent articles continue to frame ADI as a long-term winner, with multiple writeups calling it a strong “buy and hold” stock for the next 10 years, which can support investor sentiment. Analog Devices (ADI) is One of the Best Future Stocks to Buy and Hold for 10 Years
• Neutral Sentiment: Coverage also notes that the stock has already risen sharply over the past six months, which may keep some investors cautious about valuation after the run-up. Analog Devices (ADI) Up More Than 60% Over the Past 6 Months. Here’s What You Need to Know
• Negative Sentiment: One report highlights that management had previously been shipping below end-market demand, suggesting part of the recent strength may reflect pent-up orders rather than purely new demand. What Analog Devices Stock Was Saying By Intentionally Selling Less

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. Jefferies Financial Group raised their price target on Analog Devices from $410.00 to $475.00 and gave the company a “buy” rating in a report on Wednesday, May 20th. Bank of America increased their price objective on shares of Analog Devices from $425.00 to $460.00 and gave the company a “buy” rating in a research report on Thursday, May 21st. Wolfe Research restated an “outperform” rating and set a $475.00 price objective on shares of Analog Devices in a research note on Thursday, May 21st. Weiss Ratings cut shares of Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday. Finally, KeyCorp upped their target price on shares of Analog Devices from $430.00 to $500.00 and gave the stock an “overweight” rating in a research note on Thursday, May 21st. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Analog Devices currently has a consensus rating of “Moderate Buy” and a consensus price target of $434.43.

Insider Transactions at Analog Devices

In related news, Director Ray Stata sold 1,432 shares of Analog Devices stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $400.83, for a total value of $573,988.56. Following the completion of the sale, the director owned 120,175 shares of the company’s stock, valued at $48,169,745.25. The trade was a 1.18% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Karen Golz sold 1,000 shares of the company’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $411.95, for a total value of $411,950.00. Following the sale, the director owned 12,019 shares of the company’s stock, valued at approximately $4,951,227.05. This trade represents a 7.68% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 101,442 shares of company stock valued at $40,422,954 over the last 90 days. 0.36% of the stock is owned by corporate insiders.

Analog Devices Price Performance

ADI opened at $387.14 on Friday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75. The stock has a market capitalization of $188.57 billion, a P/E ratio of 57.52, a P/E/G ratio of 1.08 and a beta of 1.18. The company’s 50-day simple moving average is $408.01 and its two-hundred day simple moving average is $345.52. Analog Devices, Inc. has a 52-week low of $218.37 and a 52-week high of $445.91.

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

Analog Devices Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders 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 dividend on an annualized basis and a yield of 1.1%. Analog Devices’s payout ratio is currently 65.38%.

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.