ARS Investment Partners LLC Purchases 3,268 Shares of Analog Devices, Inc. $ADI

ARS Investment Partners LLC increased its position in Analog Devices, Inc. (NASDAQ:ADI) by 14.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 25,705 shares of the semiconductor company’s stock after acquiring an additional 3,268 shares during the quarter. ARS Investment Partners LLC’s holdings in Analog Devices were worth $6,971,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Jones Financial Companies Lllp boosted its stake in Analog Devices by 12.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 169,572 shares of the semiconductor company’s stock worth $41,907,000 after purchasing an additional 19,383 shares in the last quarter. Nordea Investment Management AB boosted its stake in Analog Devices by 247.3% in the 4th quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company’s stock worth $95,802,000 after purchasing an additional 249,702 shares in the last quarter. Ashton Thomas Private Wealth LLC boosted its stake in Analog Devices by 18.8% in the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 20,734 shares of the semiconductor company’s stock worth $5,094,000 after purchasing an additional 3,286 shares in the last quarter. AE Wealth Management LLC boosted its stake in Analog Devices by 26.4% in the 3rd quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company’s stock worth $10,795,000 after purchasing an additional 9,174 shares in the last quarter. Finally, National Pension Service boosted its stake in Analog Devices by 1.8% in the 3rd quarter. National Pension Service now owns 1,347,535 shares of the semiconductor company’s stock worth $331,089,000 after purchasing an additional 24,392 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: Analysts and market commentary continue to highlight ADI’s exposure to AI-driven data center spending, broad-based revenue growth, and expanding margins, supporting the stock’s strength. Analog Devices Climbs 57% YTD: Time to Buy, Sell or Hold the Stock?
• Positive Sentiment: Cantor Fitzgerald raised its price target on Analog Devices to $510 from $400 and kept an Overweight rating, citing a firmer analog semiconductor cycle and improving demand trends. Analog Devices (ADI): The Best Electric Vehicle Supply Chain Stock to Invest In
• Positive Sentiment: ADI is also being singled out as a stock to own in the current tech rally, with AI optimism and a stronger market backdrop improving sentiment toward the shares. 4 Tech Stocks to Buy as S&P 500 Closes Above 7,500 Milestone
• Neutral Sentiment: With ADI’s Q2 earnings approaching, investors are watching Wall Street’s estimates for revenue, EPS, and key operating metrics for clues on whether momentum can continue. Ahead of Analog Devices (ADI) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Recent articles also note that while ADI’s stock has already posted a strong multi-month run, investors are weighing whether the valuation leaves room for more upside after the rally. 2 Reasons to Like ADI (and 1 Not So Much)

Insider Activity at Analog Devices

In other news, CEO Vincent Roche sold 10,000 shares of the stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $397.91, for a total value of $3,979,100.00. Following the transaction, the chief executive officer owned 187,538 shares in the company, valued at $74,623,245.58. This represents a 5.06% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Michael Sondel sold 4,199 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the completion of the transaction, the chief accounting officer owned 14,740 shares in the company, valued at $5,321,434.80. This trade represents a 22.17% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 24,199 shares of company stock worth $8,676,423 in the last quarter. Company insiders own 0.36% of the company’s stock.

Analog Devices Price Performance

ADI opened at $417.49 on Friday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. The stock has a market capitalization of $203.82 billion, a P/E ratio of 76.32, a P/E/G ratio of 1.68 and a beta of 1.19. The company’s 50-day simple moving average is $353.44 and its two-hundred day simple moving average is $310.00. Analog Devices, Inc. has a 52-week low of $206.00 and a 52-week high of $435.72.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.31 by $0.15. The business had revenue of $3.16 billion for the quarter, compared to analysts’ expectations of $3.10 billion. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The business’s revenue for the quarter was up 30.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.63 EPS. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, analysts predict that Analog Devices, Inc. will post 11.35 EPS for the current year.

Analog Devices Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were paid a $1.10 dividend. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date was Tuesday, March 3rd. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. Analog Devices’s dividend payout ratio (DPR) is currently 80.44%.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the stock. Bank of America upped their price target on shares of Analog Devices from $400.00 to $425.00 and gave the stock a “buy” rating in a research note on Monday, April 13th. Oppenheimer upped their price target on shares of Analog Devices from $400.00 to $450.00 and gave the stock an “outperform” rating in a research note on Tuesday. Piper Sandler upped their price target on shares of Analog Devices from $250.00 to $360.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Robert W. Baird set a $365.00 target price on shares of Analog Devices in a research note on Thursday, February 19th. Finally, Jefferies Financial Group restated a “buy” rating and set a $410.00 target price on shares of Analog Devices in a research note on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $379.54.

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.