United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Makes New $515,000 Investment in Analog Devices, Inc. $ADI

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund purchased a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) during the fourth quarter, Holdings Channel reports. The firm purchased 1,900 shares of the semiconductor company’s stock, valued at approximately $515,000.

Other hedge funds also recently bought and sold shares of the company. 1620 Investment Advisors Inc. raised its holdings in shares of Analog Devices by 5.0% during the fourth quarter. 1620 Investment Advisors Inc. now owns 671 shares of the semiconductor company’s stock valued at $182,000 after acquiring an additional 32 shares during the last quarter. Covestor Ltd increased its holdings in shares of Analog Devices by 14.1% in the fourth quarter. Covestor Ltd now owns 275 shares of the semiconductor company’s stock valued at $75,000 after purchasing an additional 34 shares during the last quarter. JFS Wealth Advisors LLC increased its holdings in shares of Analog Devices by 9.9% in the fourth quarter. JFS Wealth Advisors LLC now owns 390 shares of the semiconductor company’s stock valued at $106,000 after purchasing an additional 35 shares during the last quarter. Albion Financial Group UT increased its holdings in shares of Analog Devices by 41.4% in the fourth 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 during the last quarter. Finally, Washington Trust Bank increased its stake in Analog Devices by 1.4% during the fourth quarter. Washington Trust Bank now owns 2,596 shares of the semiconductor company’s stock worth $704,000 after acquiring an additional 37 shares during the last quarter. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Insider Activity at Analog Devices

In other news, CEO Vincent Roche sold 30,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the sale, the chief executive officer owned 137,538 shares of the company’s stock, valued at $57,096,149.94. The trade was a 17.91% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Over the last 90 days, insiders sold 80,000 shares of company stock worth $31,519,000. 0.36% of the stock is owned by insiders.

Analog Devices Stock Performance

Shares of ADI stock opened at $413.85 on Friday. Analog Devices, Inc. has a 52-week low of $210.80 and a 52-week high of $435.72. The stock’s 50-day moving average price is $372.03 and its 200 day moving average price is $322.13. The stock has a market capitalization of $201.58 billion, a PE ratio of 61.49, a price-to-earnings-growth ratio of 1.17 and a beta of 1.19. The company has a quick ratio of 1.34, a current ratio of 1.75 and a debt-to-equity ratio of 0.21.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings data 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 return on equity of 14.37% and a net margin of 26.01%.The company had revenue of $3.62 billion for the quarter, compared to analyst estimates of $3.51 billion. During the same quarter in the previous year, the company earned $1.85 EPS. The firm’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. As a group, equities research analysts forecast that Analog Devices, Inc. will post 12.41 EPS for the current year.

Analog Devices Announces Dividend

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

More Analog Devices News

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

• Positive Sentiment: Raymond James raised its price target on Analog Devices to $430 from $385 and kept an Outperform rating, reinforcing confidence in the company’s post-earnings momentum. Article on Raymond James raising ADI price target
• Positive Sentiment: Evercore ISI also boosted its target to $474 from $387 after ADI posted a “beat-and-raise” quarter, signaling stronger-than-expected demand and earnings power. Article on Evercore ISI target hike
• Positive Sentiment: Analysts highlighted ADI’s industrial segment strength, with 56% year-over-year growth in the latest quarter driven by AI infrastructure, automation, and defense demand. Article on industrial segment growth
• Positive Sentiment: ADI’s strong quarterly results and upbeat guidance continue to support the stock’s bullish narrative, with revenue and EPS both topping expectations. Zacks article on ADI earnings and outlook
• Neutral Sentiment: CEO Vincent Roche sold 30,000 shares, which can create some investor caution, but the sale appears more like routine insider activity than a fundamental warning sign.
• Neutral Sentiment: Broader semiconductor and technology-sector strength is also providing a favorable backdrop for ADI shares.

Wall Street Analyst Weigh In

Several research firms have issued reports on ADI. Stifel Nicolaus raised their target price on Analog Devices from $405.00 to $450.00 and gave the stock a “buy” rating in a research note on Monday, May 18th. Arete Research upgraded Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 target price for the company in a report on Monday, March 30th. Wells Fargo & Company lifted their target price on Analog Devices from $470.00 to $515.00 and gave the company an “overweight” rating in a report on Thursday, May 21st. KeyCorp raised their price target on Analog Devices from $430.00 to $500.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. Finally, Oppenheimer raised their price target on Analog Devices from $400.00 to $450.00 and gave the company an “outperform” rating in a research note on Tuesday, May 12th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $432.71.

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.