1,746 Shares in Analog Devices, Inc. $ADI Purchased by Silvant Capital Management LLC

Silvant Capital Management LLC purchased a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 1,746 shares of the semiconductor company’s stock, valued at approximately $693,000.

A number of other large investors also recently bought and sold shares of ADI. BlackRock Inc. acquired a new stake in shares of Analog Devices during the 2nd quarter worth approximately $18,610,868,000. Norges Bank acquired a new position in shares of Analog Devices in the 4th quarter valued at $2,215,516,000. Bank of New York Mellon Corp acquired a new position in shares of Analog Devices in the 2nd quarter valued at $1,326,066,000. Bank of America Corp DE boosted its holdings in Analog Devices by 42.8% during the fourth quarter. Bank of America Corp DE now owns 9,715,095 shares of the semiconductor company’s stock worth $2,634,734,000 after buying an additional 2,912,666 shares in the last quarter. Finally, Amundi boosted its holdings in Analog Devices by 44.8% during the third quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock worth $1,507,740,000 after buying an additional 1,922,302 shares in the last quarter. 86.81% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

ADI has been the topic of several analyst reports. Robert W. Baird raised their price target on shares of Analog Devices from $365.00 to $450.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. Barclays increased their target price on shares of Analog Devices from $430.00 to $450.00 and gave the stock an “overweight” rating in a research note on Thursday, May 21st. Wells Fargo & Company dropped their target price on Analog Devices from $515.00 to $500.00 and set an “overweight” rating on the stock in a research report on Thursday. Seaport Research Partners upgraded Analog Devices from a “neutral” rating to a “buy” rating and set a $425.00 price target for the company in a research note on Thursday. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $480.00 price target on shares of Analog Devices in a report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $447.13.

Analog Devices Stock Down 0.8%

ADI opened at $370.24 on Friday. Analog Devices, Inc. has a twelve month low of $223.47 and a twelve month high of $445.91. The company has a 50-day moving average price of $389.14 and a 200 day moving average price of $371.10. The company has a quick ratio of 1.34, a current ratio of 1.25 and a debt-to-equity ratio of 0.20. The company has a market cap of $180.34 billion, a PE ratio of 43.92, a price-to-earnings-growth ratio of 0.97 and a beta of 1.20.

Analog Devices (NASDAQ:ADI) last announced its earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 EPS for the quarter, beating analysts’ consensus estimates of $3.34 by $0.11. The business had revenue of $4.02 billion during the quarter, compared to analysts’ expectations of $3.92 billion. Analog Devices had a return on equity of 16.39% and a net margin of 29.79%.The business’s revenue was up 39.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.05 earnings per share. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Sell-side analysts expect that Analog Devices, Inc. will post 12.42 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

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

Insider Transactions at Analog Devices

In other Analog Devices news, Director Ray Stata sold 1,432 shares of the firm’s stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $400.83, for a total value of $573,988.56. Following the transaction, the director owned 120,175 shares in the company, valued at approximately $48,169,745.25. This trade represents a 1.18% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Vincent Roche sold 30,000 shares of Analog Devices stock in a transaction 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 directly owned 137,538 shares in the company, valued at approximately $57,096,149.94. This trade represents a 17.91% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 75,274 shares of company stock valued at $30,343,386 in the last 90 days. 0.36% of the stock is owned by company insiders.

Trending Headlines about Analog Devices

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

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.