Avalon Trust Co Grows Stock Holdings in Analog Devices, Inc. $ADI

Avalon Trust Co grew its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 4.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 40,585 shares of the semiconductor company’s stock after acquiring an additional 1,689 shares during the period. Avalon Trust Co’s holdings in Analog Devices were worth $12,912,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Allspring Global Investments Holdings LLC boosted its holdings in Analog Devices by 2.4% in the first quarter. Allspring Global Investments Holdings LLC now owns 181,836 shares of the semiconductor company’s stock valued at $58,293,000 after acquiring an additional 4,240 shares in the last quarter. Independent Financial Group LLC bought a new position in Analog Devices in the 1st quarter worth $948,000. Prosperity Consulting Group LLC lifted its position in shares of Analog Devices by 23.9% in the 1st quarter. Prosperity Consulting Group LLC now owns 1,907 shares of the semiconductor company’s stock worth $607,000 after purchasing an additional 368 shares during the period. Wealthfront Advisers LLC boosted its stake in shares of Analog Devices by 28.0% during the 1st quarter. Wealthfront Advisers LLC now owns 65,200 shares of the semiconductor company’s stock valued at $20,743,000 after purchasing an additional 14,253 shares in the last quarter. Finally, D.A. Davidson & CO. boosted its stake in shares of Analog Devices by 1.7% during the 1st quarter. D.A. Davidson & CO. now owns 25,169 shares of the semiconductor company’s stock valued at $8,007,000 after purchasing an additional 421 shares in the last quarter. 86.81% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have commented on the stock. Stifel Nicolaus raised their price objective on shares of Analog Devices from $450.00 to $498.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Needham & Company LLC upped their target price on Analog Devices from $400.00 to $440.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Oppenheimer increased their target price on Analog Devices from $400.00 to $450.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 12th. JPMorgan Chase & Co. raised their target price on Analog Devices from $400.00 to $450.00 and gave the company an “overweight” rating in a research note on Tuesday, May 26th. Finally, Fundamental Research set a $550.00 price target on Analog Devices in a research report on Monday, June 29th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $441.00.

Analog Devices Stock Performance

Shares of ADI opened at $380.53 on Friday. 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 business’s 50 day moving average price is $407.25 and its 200-day moving average price is $356.83. Analog Devices, Inc. has a 52 week low of $218.37 and a 52 week high of $445.91. The stock has a market cap of $185.35 billion, a P/E ratio of 56.54, a P/E/G ratio of 1.09 and a beta of 1.18.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, beating analysts’ consensus estimates of $2.89 by $0.20. The company had revenue of $3.62 billion during 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 firm’s revenue for the quarter was up 37.2% on a year-over-year basis. During the same quarter last year, the company earned $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Equities research analysts anticipate that Analog Devices, Inc. will post 12.43 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were issued a dividend of $1.10 per share. The ex-dividend date was Tuesday, June 2nd. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. Analog Devices’s dividend payout ratio (DPR) is presently 65.38%.

Trending Headlines about Analog Devices

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

• Positive Sentiment: KeyCorp raised earnings estimates across multiple periods for Analog Devices and kept an Overweight rating with a $525 price target, signaling stronger expected profitability and demand. The Zacks Analyst Blog Highlights NVIDIA, Oracle, Analog Devices and Regis
• Positive Sentiment: Analysts highlighted Analog Devices alongside other semiconductor names benefiting from AI demand, cloud growth, and industrial recovery, which supports the market’s growth narrative for ADI. The Zacks Analyst Blog Highlights NVIDIA, Oracle, Analog Devices and Regis
• Positive Sentiment: Reports noted that ADI’s new $3 billion revolving credit facility and planned Empower Semiconductor acquisition strengthen liquidity and could help fund expansion in industrial and AI data center markets. Does ADI’s New US$3 Billion Credit Line and AI Power Deal Reshape Its Growth Narrative?
• Positive Sentiment: Investor-focused coverage says Analog Devices is back in focus as the company continues to benefit from improved semiconductor sentiment and recurring interest in AI-enabled analog chip demand. Why Is Analog Devices (NASDAQ:ADI) Back In Focus?
• Neutral Sentiment: Recent commentary comparing ADI with STMicroelectronics reinforces that Analog Devices remains a prominent name in the AI, automotive, and industrial chip themes, but it does not appear to change the near-term thesis materially. STM vs. ADI: Which Semiconductor Stock Looks More Attractive Now?
• Negative Sentiment: Director Karen Golz sold 1,000 shares under a pre-arranged trading plan. While routine, insider selling can slightly pressure sentiment in the short term. Analog Devices (NASDAQ:ADI) Director Sells $389,830.00 in Stock

Insider Buying and Selling

In related news, Director Karen Golz sold 1,000 shares of the stock in a transaction dated Monday, July 13th. The shares were sold at an average price of $389.83, for a total transaction of $389,830.00. Following the sale, the director directly owned 11,019 shares of the company’s stock, valued at approximately $4,295,536.77. This represents a 8.32% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Vincent Roche sold 30,000 shares of Analog Devices stock in a transaction dated Tuesday, May 26th. The stock was 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 of the company’s stock, valued at $57,096,149.94. This trade represents a 17.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 103,858 shares of company stock valued at $42,062,730 over the last ninety days. Insiders own 0.36% of the company’s stock.

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.