Impact Capital Partners LLC Raises Stock Position in Analog Devices, Inc. $ADI

Impact Capital Partners LLC raised its stake in shares of Analog Devices, Inc. (NASDAQ:ADI) by 1.0% during the second quarter, Holdings Channel reports. The firm owned 12,035 shares of the semiconductor company’s stock after buying an additional 116 shares during the quarter. Analog Devices makes up approximately 0.9% of Impact Capital Partners LLC’s portfolio, making the stock its 25th biggest position. Impact Capital Partners LLC’s holdings in Analog Devices were worth $2,865,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Activest Wealth Management increased its position in Analog Devices by 6,350.0% during the 1st quarter. Activest Wealth Management now owns 129 shares of the semiconductor company’s stock valued at $26,000 after purchasing an additional 127 shares during the period. Alpine Bank Wealth Management bought a new stake in shares of Analog Devices during the 1st quarter valued at $27,000. N.E.W. Advisory Services LLC bought a new stake in shares of Analog Devices during the 1st quarter valued at $33,000. North Capital Inc. bought a new stake in shares of Analog Devices during the 1st quarter valued at $36,000. Finally, Wolff Wiese Magana LLC boosted its holdings in shares of Analog Devices by 209.8% during the 1st quarter. Wolff Wiese Magana LLC now owns 189 shares of the semiconductor company’s stock valued at $38,000 after buying an additional 128 shares in the last quarter. 86.81% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Analog Devices news, CEO Vincent Roche sold 20,000 shares of the business’s stock in a transaction dated Wednesday, August 27th. The stock was sold at an average price of $254.29, for a total value of $5,085,800.00. Following the completion of the transaction, the chief executive officer owned 23,515 shares of the company’s stock, valued at approximately $5,979,629.35. The trade was a 45.96% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Katsufumi Nakamura sold 2,490 shares of the business’s stock in a transaction dated Thursday, August 21st. The stock was sold at an average price of $248.03, for a total value of $617,594.70. Following the completion of the transaction, the senior vice president directly owned 13,549 shares of the company’s stock, valued at approximately $3,360,558.47. This trade represents a 15.52% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 41,240 shares of company stock worth $10,300,738 in the last 90 days. Corporate insiders own 0.33% of the company’s stock.

Analog Devices Stock Performance

Shares of Analog Devices stock opened at $245.70 on Wednesday. The stock has a market cap of $120.87 billion, a price-to-earnings ratio of 62.68, a PEG ratio of 2.06 and a beta of 1.08. The firm’s 50-day moving average is $240.08 and its 200 day moving average is $222.66. Analog Devices, Inc. has a 1 year low of $158.65 and a 1 year high of $258.13. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.32 and a quick ratio of 1.79.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings results on Wednesday, August 20th. The semiconductor company reported $2.05 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.95 by $0.10. Analog Devices had a net margin of 18.85% and a return on equity of 10.32%. The company had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.76 billion. During the same quarter in the previous year, the business posted $1.58 EPS. Analog Devices’s revenue was up 24.6% compared to the same quarter last year. Analog Devices has set its Q4 2025 guidance at 2.120-2.320 EPS. Sell-side analysts anticipate that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 16th. Shareholders of record on Tuesday, September 2nd were given a $0.99 dividend. The ex-dividend date of this dividend was Tuesday, September 2nd. This represents a $3.96 dividend on an annualized basis and a yield of 1.6%. Analog Devices’s payout ratio is 101.02%.

Analyst Ratings Changes

A number of analysts have recently commented on ADI shares. Citigroup restated a “buy” rating and set a $290.00 target price (up previously from $260.00) on shares of Analog Devices in a report on Monday, July 7th. JPMorgan Chase & Co. boosted their target price on shares of Analog Devices from $300.00 to $310.00 and gave the company an “overweight” rating in a report on Thursday, August 21st. Raymond James Financial upgraded shares of Analog Devices from a “moderate buy” rating to a “strong-buy” rating in a report on Wednesday, June 18th. Zacks Research upgraded shares of Analog Devices from a “hold” rating to a “strong-buy” rating in a report on Friday, August 22nd. Finally, Wells Fargo & Company boosted their target price on shares of Analog Devices from $235.00 to $250.00 and gave the company an “equal weight” rating in a report on Thursday, August 21st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $275.29.

About Analog Devices

Analog Devices, Inc designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia. The company provides data converter products, which translate real-world analog signals into digital data, as well as translates digital data into analog signals; power management and reference products for power conversion, driver monitoring, sequencing, and energy management applications in the automotive, communications, industrial, and consumer markets; and power ICs that include performance, integration, and software design simulation tools for accurate power supply designs.