Analog Devices, Inc. $ADI Shares Purchased by Global Retirement Partners LLC

Global Retirement Partners LLC increased its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 65.7% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 10,830 shares of the semiconductor company’s stock after acquiring an additional 4,295 shares during the period. Global Retirement Partners LLC’s holdings in Analog Devices were worth $2,937,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Entrust Financial LLC acquired a new stake in shares of Analog Devices during the 4th quarter valued at about $33,000. Albion Financial Group UT lifted its stake 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 in the last quarter. Barnes Dennig Private Wealth Management LLC lifted its stake in Analog Devices by 61.3% in the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company’s stock worth $35,000 after purchasing an additional 49 shares in the last quarter. Y.D. More Investments Ltd purchased a new position in Analog Devices in the 3rd quarter worth approximately $32,000. Finally, LFA Lugano Financial Advisors SA lifted its stake in Analog Devices by 92.9% in the 3rd quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 65 shares in the last quarter. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Analog Devices Stock Up 3.3%

Shares of NASDAQ ADI opened at $397.07 on Friday. The firm has a market cap of $193.41 billion, a price-to-earnings ratio of 59.00, a PEG ratio of 1.28 and a beta of 1.19. The company has a quick ratio of 1.35, a current ratio of 1.75 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a 52-week low of $206.00 and a 52-week high of $435.72. The business’s 50 day moving average is $361.62 and its two-hundred day moving average is $315.79.

Analog Devices (NASDAQ:ADI) last announced its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.89 by $0.20. The company 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 firm’s quarterly revenue was up 37.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.85 earnings per share. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Research analysts predict that Analog Devices, Inc. will post 11.47 EPS for the current year.

Analog Devices Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be given 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 is currently 80.44%.

Analog Devices News Summary

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

• Positive Sentiment: Analog Devices reported fiscal Q2 results that beat expectations, with revenue up 37.2% year over year and guidance for next quarter coming in above Wall Street estimates, reinforcing momentum in industrial, data center, and power products.
• Positive Sentiment: Several analysts raised price targets after the earnings beat, including Baird and Needham, signaling higher confidence in ADI’s execution and growth outlook.
• Positive Sentiment: ADI announced a $1.5 billion all-cash acquisition of Empower Semiconductor, a move aimed at strengthening its AI power solutions business as demand for AI infrastructure accelerates. Analog Devices Expands AI Power Strategy with $1.5B Empower Acquisition
• Positive Sentiment: Management also highlighted surging AI infrastructure demand, suggesting ADI is increasingly tied to the buildout of hyperscale and data center power/optical systems. Analog Devices CEO drops bombshell message on exploding AI infrastructure demand
• Neutral Sentiment: Analog Devices said CFO Richard Puccio will speak at the Bank of America Global Technology Conference on June 2, which could offer more color on business trends but is not a major fundamental event. Analog Devices to Participate in the Bank of America Global Technology Conference

Analysts Set New Price Targets

A number of research analysts have weighed in on ADI shares. Oppenheimer raised their target price on shares of Analog Devices from $400.00 to $450.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 12th. TD Cowen raised their target price on shares of Analog Devices from $400.00 to $450.00 and gave the stock a “buy” rating in a research note on Thursday. The Goldman Sachs Group reissued a “buy” rating and issued a $450.00 target price on shares of Analog Devices in a research note on Wednesday. Morgan Stanley reissued an “overweight” rating and issued a $373.00 target price on shares of Analog Devices in a research note on Thursday, February 19th. Finally, Jefferies Financial Group raised their target price on shares of Analog Devices from $410.00 to $475.00 and gave the stock a “buy” rating in a research note on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $429.85.

Insiders Place Their Bets

In other news, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $397.91, for a total transaction of $3,979,100.00. Following the sale, the chief executive officer owned 187,538 shares of the company’s stock, valued at approximately $74,623,245.58. This represents a 5.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Michael Sondel sold 4,199 shares of the company’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total value of $1,515,922.98. Following the sale, the chief accounting officer directly owned 14,740 shares in the company, valued at $5,321,434.80. This represents a 22.17% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 24,199 shares of company stock worth $8,676,423 in the last ninety days. Corporate insiders own 0.36% of the company’s 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.