Analog Devices, Inc. $ADI Shares Sold by Landscape Capital Management L.L.C.

Landscape Capital Management L.L.C. decreased its stake in Analog Devices, Inc. (NASDAQ:ADI) by 10.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,584 shares of the semiconductor company’s stock after selling 1,424 shares during the period. Landscape Capital Management L.L.C.’s holdings in Analog Devices were worth $3,142,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. ING Groep NV boosted its holdings in shares of Analog Devices by 45.1% in the fourth quarter. ING Groep NV now owns 222,559 shares of the semiconductor company’s stock valued at $60,358,000 after acquiring an additional 69,202 shares during the period. Nordea Investment Management AB boosted its holdings in shares of Analog Devices by 247.3% in the fourth quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company’s stock valued at $95,802,000 after acquiring an additional 249,702 shares during the period. HF Advisory Group LLC boosted its holdings in shares of Analog Devices by 661.6% in the fourth quarter. HF Advisory Group LLC now owns 49,693 shares of the semiconductor company’s stock valued at $13,477,000 after acquiring an additional 43,168 shares during the period. Jones Kertz & Associates Inc. acquired a new stake in shares of Analog Devices in the fourth quarter valued at approximately $1,480,000. Finally, Covenant Asset Management LLC acquired a new stake in shares of Analog Devices in the fourth quarter valued at approximately $2,500,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices Stock Performance

Shares of ADI stock opened at $417.79 on Monday. The company has a quick ratio of 1.34, a current ratio of 1.75 and a debt-to-equity ratio of 0.21. The stock has a market cap of $203.50 billion, a P/E ratio of 62.08, a P/E/G ratio of 1.17 and a beta of 1.18. Analog Devices, Inc. has a fifty-two week low of $218.37 and a fifty-two week high of $439.70. The business has a fifty day simple moving average of $391.76 and a 200-day simple moving average of $335.36.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, beating analysts’ consensus estimates of $2.89 by $0.20. The business had revenue of $3.62 billion for 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 for the quarter was up 37.2% compared to the same quarter last year. During the same quarter last year, the company earned $1.85 earnings per share. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. On average, analysts forecast that Analog Devices, Inc. will post 12.41 earnings per share for the current fiscal 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 paid a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. Analog Devices’s dividend payout ratio (DPR) is presently 65.38%.

Wall Street Analyst Weigh In

ADI has been the subject of several research analyst reports. Bank of America increased their price objective on Analog Devices from $425.00 to $460.00 and gave the company a “buy” rating in a report on Thursday, May 21st. Needham & Company LLC upped their price target on Analog Devices from $400.00 to $440.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Piper Sandler upped their price target on Analog Devices from $250.00 to $360.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Barclays upped their price target 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, KeyCorp upped their price target on Analog Devices from $430.00 to $500.00 and gave the stock an “overweight” rating in a research note on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, Analog Devices presently has an average rating of “Moderate Buy” and an average price target of $432.71.

Insider Activity at Analog Devices

In related news, SVP Martin Cotter sold 17,594 shares of the stock in a transaction 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 owned 56,332 shares of the company’s stock, valued at $23,546,776. This trade represents a 23.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Ray Stata sold 1,416 shares of the stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $398.11, for a total value of $563,723.76. Following the sale, the director directly owned 118,759 shares in the company, valued at approximately $47,279,145.49. The trade was a 1.18% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 100,442 shares of company stock valued at $40,011,004 over the last quarter. Insiders own 0.36% of the company’s stock.

Analog Devices News Summary

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 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.