Analog Devices, Inc. $ADI Position Cut by Boston Common Asset Management LLC

Boston Common Asset Management LLC decreased its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 7.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 41,525 shares of the semiconductor company’s stock after selling 3,162 shares during the quarter. Boston Common Asset Management LLC’s holdings in Analog Devices were worth $13,211,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of ADI. Banque Transatlantique SA acquired a new stake in shares of Analog Devices in the 4th quarter worth about $25,000. 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 acquired a new position in Analog Devices during the 4th quarter valued at about $27,000. Evolution Wealth Management Inc. bought a new position in Analog Devices in the 1st quarter worth about $30,000. Finally, Albion Financial Group UT grew its position in Analog Devices by 41.4% in the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 36 shares during the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices Price Performance

ADI stock opened at $375.36 on Monday. Analog Devices, Inc. has a 52 week low of $218.37 and a 52 week high of $445.91. The company has a market capitalization of $182.83 billion, a price-to-earnings ratio of 55.77, a price-to-earnings-growth ratio of 1.05 and a beta of 1.18. The firm’s 50-day moving average is $406.43 and its two-hundred day moving average is $357.54. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.89 by $0.20. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The business had revenue of $3.62 billion during the quarter, compared to analysts’ expectations of $3.51 billion. During the same period last year, the firm posted $1.85 earnings per share. The business’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. On average, analysts forecast that Analog Devices, Inc. will post 12.43 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 given a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Tuesday, June 2nd. Analog Devices’s dividend payout ratio is 65.38%.

More Analog Devices News

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

• Positive Sentiment: KeyCorp lifted its earnings estimates for Analog Devices across FY2026, FY2027 and several interim quarters, signaling stronger expected demand and profitability ahead. Analog Devices analyst estimate update
• Positive Sentiment: KeyCorp reaffirmed an Overweight rating and a $525 target price, which implies meaningful upside versus the current trading range. Analog Devices analyst rating and target
• Positive Sentiment: Earlier coverage highlighted ADI’s expanding liquidity via a new $3 billion credit line and its planned Empower Semiconductor deal, which could help fund growth in industrial and AI data center markets. ADI credit line and AI power deal article
• Neutral Sentiment: Recent articles comparing ADI with other technology peers suggest the stock’s relative performance is being watched closely, but they do not point to a specific new company event. ADI peer performance article
• Negative Sentiment: ADI recently underperformed the broader market in a session cited by market coverage, reflecting some near-term selling pressure in the stock. ADI declines more than market article

Insider Transactions at Analog Devices

In other 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 transaction of $573,988.56. Following the transaction, the director directly owned 120,175 shares in the company, valued at approximately $48,169,745.25. This trade represents a 1.18% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Martin Cotter sold 17,594 shares of the business’s stock in a transaction 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 completion of the sale, the senior vice president directly owned 56,332 shares in the company, valued at $23,546,776. This represents a 23.80% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 103,858 shares of company stock valued at $42,062,730. Company insiders own 0.36% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. The Goldman Sachs Group reaffirmed a “buy” rating and set a $450.00 price target on shares of Analog Devices in a report on Wednesday, May 20th. JPMorgan Chase & Co. increased their price objective on Analog Devices from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Raymond James Financial restated an “outperform” rating and issued a $430.00 target price on shares of Analog Devices in a research report on Thursday, May 21st. Evercore reaffirmed an “outperform” rating and set a $474.00 target price on shares of Analog Devices in a research note on Thursday, May 21st. Finally, Argus set a $460.00 price target on Analog Devices in a research report on Tuesday, May 26th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $441.00.

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.