Nicolet Advisory Services LLC Purchases 2,759 Shares of Analog Devices, Inc. $ADI

Nicolet Advisory Services LLC boosted its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 63.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 7,088 shares of the semiconductor company’s stock after acquiring an additional 2,759 shares during the period. Nicolet Advisory Services LLC’s holdings in Analog Devices were worth $2,083,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of ADI. Brighton Jones LLC raised its position in shares of Analog Devices by 39.5% during the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after buying an additional 529 shares during the last quarter. Sivia Capital Partners LLC raised its position in shares of Analog Devices by 36.0% during the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after buying an additional 464 shares during the last quarter. Ieq Capital LLC raised its position in shares of Analog Devices by 38.0% during the second quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock valued at $10,610,000 after buying an additional 12,276 shares during the last quarter. HUB Investment Partners LLC bought a new stake in shares of Analog Devices during the second quarter valued at approximately $644,000. Finally, Peapack Gladstone Financial Corp raised its position in shares of Analog Devices by 2.4% during the second quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock valued at $14,322,000 after buying an additional 1,406 shares during the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices Trading Up 1.4%

ADI stock opened at $417.79 on Friday. The firm has a fifty day moving average price of $391.76 and a 200 day moving average price of $334.69. Analog Devices, Inc. has a fifty-two week low of $218.37 and a fifty-two week high of $439.70. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75. The firm has a market cap of $203.50 billion, a PE ratio of 62.08, a price-to-earnings-growth ratio of 1.17 and a beta of 1.18.

Analog Devices (NASDAQ:ADI) last posted its earnings results 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. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The firm had revenue of $3.62 billion during the quarter, compared to analyst estimates of $3.51 billion. During the same period last year, the firm posted $1.85 earnings per share. Analog Devices’s revenue for the quarter was up 37.2% compared to the same quarter last year. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Sell-side analysts anticipate that Analog Devices, Inc. will post 12.41 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd will be paid a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Tuesday, June 2nd. Analog Devices’s payout ratio is presently 65.38%.

Analog Devices News Summary

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

• Positive Sentiment: Recent commentary says Analog Devices is benefiting from strong AI infrastructure spending, with growing data-center and communications demand reinforcing the company’s growth story. Will Record Q2, Empower Deal and AI Infrastructure Demand Shift Analog Devices’ (ADI) Narrative?
• Positive Sentiment: Analyst and broker commentary remains generally constructive, with recent reports describing ADI as a buy and noting momentum in its communications segment tied to AI and data-center demand. Can ADI’s Communications Segment Emerge as a New Growth Driver?
• Neutral Sentiment: Analog Devices was recognized at the 2026 BostonCISO ORBIE Awards, which is a positive brand and leadership signal but unlikely to move the stock by itself. New England’s Top Security Executives Named at the 2026 BostonCISO ORBIE Awards
• Negative Sentiment: Director Ray Stata disclosed a sale of 1,432 shares, which can weigh on sentiment even though it was made under a pre-arranged 10b5-1 plan and represents a small portion of his holdings. Ray Stata Sells 1,432 Shares of Analog Devices (NASDAQ:ADI) Stock

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the stock. TD Cowen lifted their price objective on shares of Analog Devices from $400.00 to $450.00 and gave the company a “buy” rating in a research report on Thursday, May 21st. Wells Fargo & Company lifted their price objective on shares of Analog Devices from $470.00 to $515.00 and gave the company an “overweight” rating in a research report on Thursday, May 21st. Bank of America raised their target price on shares of Analog Devices from $425.00 to $460.00 and gave the company a “buy” rating in a report on Thursday, May 21st. Argus set a $460.00 target price on shares of Analog Devices in a report on Tuesday, May 26th. Finally, Susquehanna raised their target price on shares of Analog Devices from $360.00 to $400.00 and gave the company a “positive” rating in a report on Thursday, February 19th. Two research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Analog Devices presently has an average rating of “Moderate Buy” and an average price target of $432.71.

Insiders Place Their Bets

In other Analog Devices news, Director Ray Stata sold 1,432 shares of Analog Devices stock in a transaction on Tuesday, June 9th. The shares were sold at an average price of $400.83, for a total transaction of $573,988.56. Following the completion of the transaction, the director directly owned 120,175 shares of the company’s stock, valued at $48,169,745.25. The trade was a 1.18% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Martin Cotter sold 17,594 shares of Analog Devices stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $418.00, for a total transaction of $7,354,292.00. Following the transaction, the senior vice president directly owned 56,332 shares of the company’s stock, valued at $23,546,776. The trade was a 23.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 100,442 shares of company stock valued at $40,011,004 over the last three months. 0.36% of the stock is owned by company insiders.

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.