2,660 Shares in Analog Devices, Inc. $ADI Acquired by Oxford Financial Group LTD. LLC

Oxford Financial Group LTD. LLC bought a new position in Analog Devices, Inc. (NASDAQ:ADI) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 2,660 shares of the semiconductor company’s stock, valued at approximately $1,056,000.

Other institutional investors have also recently added to or reduced their stakes in the company. D L Carlson Investment Group Inc. acquired a new stake in shares of Analog Devices during the 2nd quarter worth approximately $247,000. Portfolio Design Labs LLC acquired a new position in shares of Analog Devices during the 2nd quarter valued at $1,866,000. Hara Capital LLC acquired a new position in shares of Analog Devices during the 2nd quarter valued at $1,373,000. Ninepoint Partners LP bought a new position in Analog Devices during the second quarter worth $294,000. Finally, Advisors Capital Management LLC bought a new position in Analog Devices during the second quarter worth $3,421,000. 86.81% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Analog Devices news, Director Karen Golz sold 1,000 shares of the firm’s stock in a transaction on Monday, July 13th. The stock was sold at an average price of $389.83, for a total transaction of $389,830.00. Following the transaction, the director directly owned 11,019 shares in the company, valued at approximately $4,295,536.77. This trade represents a 8.32% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Ray Stata sold 1,416 shares of Analog Devices stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $377.37, for a total transaction of $534,355.92. Following the transaction, the director directly owned 114,511 shares in the company, valued at $43,213,016.07. This represents a 1.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 75,274 shares of company stock valued at $30,343,386. 0.36% of the stock is owned by corporate insiders.

Analog Devices Price Performance

Shares of NASDAQ ADI opened at $370.24 on Friday. The stock has a market cap of $180.34 billion, a price-to-earnings ratio of 43.92, a PEG ratio of 0.97 and a beta of 1.20. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.34 and a current ratio of 1.25. Analog Devices, Inc. has a fifty-two week low of $223.47 and a fifty-two week high of $445.91. The firm’s 50-day simple moving average is $389.14 and its 200 day simple moving average is $371.10.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Wednesday, August 19th. The semiconductor company reported $3.45 EPS for the quarter, topping analysts’ consensus estimates of $3.34 by $0.11. The firm had revenue of $4.02 billion during the quarter, compared to analyst estimates of $3.92 billion. Analog Devices had a return on equity of 16.39% and a net margin of 29.79%.The company’s revenue for the quarter was up 39.2% on a year-over-year basis. During the same period in the previous year, the company posted $2.05 EPS. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. As a group, research analysts anticipate that Analog Devices, Inc. will post 12.42 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be issued a dividend of $1.10 per share. The ex-dividend date is Tuesday, September 1st. This represents a $4.40 annualized dividend and a yield of 1.2%. Analog Devices’s dividend payout ratio is 65.38%.

Analog Devices News Roundup

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

• Positive Sentiment: Strong Q3 beat and upbeat outlook: Fiscal third-quarter revenue reached a record $4.02 billion, up approximately 40% year over year and above the roughly $3.91 billion consensus estimate. Non-GAAP EPS of $3.45 also exceeded expectations. Management guided for fourth-quarter revenue of $4.2 billion-$4.4 billion and EPS of $3.71-$4.01, both ahead of Wall Street forecasts. Analog Devices Reports Record Fiscal Third Quarter 2026 Financial Results
• Positive Sentiment: AI and data-center demand are accelerating: Growth in data-center power-management and optical products, along with industrial demand, is supporting momentum into fiscal 2027. ADI says a potential 100-gigawatt data-center buildout by 2031 could represent a significant long-term opportunity. Analog Devices Sees 100 GW Data Center Buildout
• Positive Sentiment: Analysts raised targets: JPMorgan lifted its target to $500 and maintained an Overweight rating. Needham raised its target to $450, while TD Cowen reaffirmed Buy with a $460 target; Susquehanna also reiterated Buy with a $475 target. These revisions indicate improving confidence in ADI’s AI infrastructure growth. Analog Devices Is Cashing in on the AI Boom
• Positive Sentiment: Shareholder returns remain supportive: ADI declared a quarterly dividend of $1.10 per share, payable September 15 to shareholders of record September 1, and returned approximately $1.7 billion through dividends and repurchases during the quarter.
• Neutral Sentiment: ADI is increasingly being viewed as a dividend-paying way to participate in the AI boom, potentially broadening its appeal to income-oriented investors. 3 Buy-Rated Dividend Stocks to Play the AI Boom
• Negative Sentiment: Valuation and AI-trade concerns are limiting the reaction: One analyst argued that the stock’s elevated valuation and multiple contraction could overshadow the strong fundamentals, warning that investor enthusiasm around AI may be creating additional downside risk. Analog Devices Earnings Reaction Warning

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on ADI shares. KeyCorp upped their price objective on shares of Analog Devices from $500.00 to $525.00 and gave the company an “overweight” rating in a report on Tuesday, July 14th. Morgan Stanley raised their target price on Analog Devices from $428.00 to $458.00 and gave the company an “overweight” rating in a research note on Thursday. Jefferies Financial Group upped their price target on Analog Devices from $410.00 to $475.00 and gave the stock a “buy” rating in a research note on Wednesday, May 20th. Fundamental Research set a $550.00 price target on Analog Devices in a report on Monday, June 29th. Finally, Seaport Research Partners raised Analog Devices from a “neutral” rating to a “buy” rating and set a $425.00 price objective for the company in a research note on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $447.13.

About Analog Devices

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.