Huntleigh Advisors Inc. grew its stake in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 6.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 20,927 shares of the semiconductor company’s stock after purchasing an additional 1,311 shares during the quarter. Analog Devices makes up approximately 1.0% of Huntleigh Advisors Inc.’s holdings, making the stock its 24th biggest holding. Huntleigh Advisors Inc.’s holdings in Analog Devices were worth $5,675,000 at the end of the most recent reporting period.
A number of other institutional investors have also modified their holdings of ADI. Y.D. More Investments Ltd acquired a new stake in shares of Analog Devices in the 3rd quarter valued at about $32,000. LFA Lugano Financial Advisors SA raised its stake in shares of Analog Devices by 92.9% in the 3rd quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 65 shares in the last quarter. Albion Financial Group UT raised its stake in shares of Analog Devices by 41.4% in the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 36 shares in the last quarter. Barnes Dennig Private Wealth Management LLC raised its stake in shares of 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 valued at $35,000 after purchasing an additional 49 shares in the last quarter. Finally, Valley Wealth Managers Inc. acquired a new stake in shares of Analog Devices in the 3rd quarter valued at about $38,000. Institutional investors and hedge funds own 86.81% of the company’s stock.
Insiders Place Their Bets
In other Analog Devices news, CAO Michael Sondel sold 4,199 shares of the company’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total value of $1,515,922.98. Following the completion of the transaction, the chief accounting officer owned 14,740 shares in the company, valued at approximately $5,321,434.80. This represents a 22.17% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $306.92, for a total transaction of $3,069,200.00. Following the completion of the transaction, the chief executive officer owned 155,688 shares of the company’s stock, valued at approximately $47,783,760.96. This trade represents a 6.04% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 27,324 shares of company stock worth $8,758,085. Insiders own 0.36% of the company’s stock.
Analog Devices Price Performance
Analog Devices (NASDAQ:ADI – Get Free Report) last announced its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, beating analysts’ consensus estimates of $2.31 by $0.15. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The business had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.10 billion. During the same quarter in the prior year, the firm earned $1.63 EPS. The company’s revenue for the quarter was up 30.4% compared to the same quarter last year. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. On average, sell-side analysts anticipate that Analog Devices, Inc. will post 11.38 EPS for the current year.
Analog Devices Increases Dividend
The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a $1.10 dividend. This is a positive change 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 yield of 1.1%. Analog Devices’s payout ratio is currently 80.44%.
Wall Street Analyst Weigh In
A number of equities research analysts have recently issued reports on the stock. Weiss Ratings lowered shares of Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, April 6th. Oppenheimer reaffirmed an “outperform” rating and set a $400.00 price objective (up from $350.00) on shares of Analog Devices in a research report on Thursday, February 19th. Cantor Fitzgerald boosted their price objective on shares of Analog Devices from $350.00 to $400.00 and gave the company an “overweight” rating in a research report on Tuesday, February 17th. Jefferies Financial Group reaffirmed a “buy” rating and set a $410.00 price objective on shares of Analog Devices in a research report on Thursday, February 19th. Finally, Benchmark boosted their price objective on shares of Analog Devices from $285.00 to $400.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $370.69.
View Our Latest Stock Report on ADI
More Analog Devices News
Here are the key news stories impacting Analog Devices this week:
- Positive Sentiment: Bank of America raised its price target on ADI to $425 (from $400) and reiterated a Buy rating, citing strong margins and pricing power — a clear fundamental endorsement that can support higher share valuations. Bank of America Raises ADI PT to $425
- Positive Sentiment: ADI was highlighted as one of “4 Solid Stocks” amid an S&P 500 record close, reflecting favorable industry/earnings momentum for select tech names — positive sentiment that can attract inflows. 4 Solid Stocks to Grab
- Positive Sentiment: Recent market commentary noted ADI outperformed the broader market in the latest session (reported intraday/close gains), indicating periodic investor buying interest and momentum. ADI Beats Stock Market Upswing
- Neutral Sentiment: Analog Devices will report Q2 FY2026 results on May 20 (pre-market) and host a conference call — a near-term catalyst that often increases volatility as investors position ahead of results. Q2 FY2026 Results Date
- Neutral Sentiment: Media and retail interest in ADI has risen (multiple “most searched” / watchlist articles), which can boost short‑term volume but doesn’t guarantee sustained price direction. Investors Heavily Search ADI
- Neutral Sentiment: Sector commentary (MarketBeat piece on Texas Instruments) points to strong data-center demand benefiting semiconductor peers; ADI may benefit indirectly from broader industry tailwinds but the article focuses on TI. TI Surges; Sector Context
- Neutral Sentiment: Short-interest data in the latest report appears to show 0 shares (and a 0.0 days-to-cover) — likely a reporting anomaly and not a meaningful signal on positioning.
- Neutral Sentiment: General coverage pieces listing ADI as a large-cap to watch provide additional visibility but are not new fundamental news. 2 Large-Cap Stocks Worth Investigating
Analog Devices 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.
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