EFG International AG Acquires New Shares in Analog Devices, Inc. $ADI

EFG International AG bought a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 18,201 shares of the semiconductor company’s stock, valued at approximately $7,226,000.

Several other hedge funds have also recently modified their holdings of ADI. Riverbend Wealth Management LLC lifted its holdings in shares of Analog Devices by 2.2% during the first quarter. Riverbend Wealth Management LLC now owns 1,245 shares of the semiconductor company’s stock valued at $396,000 after purchasing an additional 27 shares in the last quarter. Bridgewater Advisors Inc. increased its holdings in Analog Devices by 1.5% in the 1st quarter. Bridgewater Advisors Inc. now owns 1,805 shares of the semiconductor company’s stock worth $574,000 after buying an additional 27 shares in the last quarter. Silicon Valley Capital Partners increased its holdings in Analog Devices by 4.2% in the 1st quarter. Silicon Valley Capital Partners now owns 672 shares of the semiconductor company’s stock worth $214,000 after buying an additional 27 shares in the last quarter. Sound Income Strategies LLC raised its position in Analog Devices by 12.0% in the 1st quarter. Sound Income Strategies LLC now owns 281 shares of the semiconductor company’s stock worth $90,000 after buying an additional 30 shares during the last quarter. Finally, 1620 Investment Advisors Inc. lifted its stake in Analog Devices by 5.0% during the 4th 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 period. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Insider Activity

In other Analog Devices news, Director Karen Golz sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, July 13th. The shares were sold at an average price of $389.83, for a total transaction of $389,830.00. Following the sale, the director 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 transaction 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, SVP Martin Cotter sold 17,594 shares of Analog Devices stock in a transaction that occurred on Tuesday, June 2nd. The shares were 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 in the company, valued at $23,546,776. This represents a 23.80% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 45,274 shares of company stock valued at $17,889,486. 0.36% of the stock is owned by insiders.

Analog Devices Price Performance

Shares of Analog Devices stock opened at $373.66 on Wednesday. The stock has a market cap of $181.06 billion, a P/E ratio of 44.33, a P/E/G ratio of 0.75 and a beta of 1.20. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.91 and a current ratio of 1.25. The stock’s fifty day moving average is $386.27 and its 200 day moving average is $372.29. Analog Devices, Inc. has a one year low of $223.47 and a one year high of $445.91.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.34 by $0.11. The business 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%.Analog Devices’s revenue for the quarter was up 39.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.05 earnings per share. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Sell-side analysts anticipate that Analog Devices, Inc. will post 12.96 earnings per share for the current year.

Analog Devices Announces Dividend

The business 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 dividend of $1.10 per share. The ex-dividend date is Tuesday, September 1st. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.2%. Analog Devices’s payout ratio is 52.19%.

Analysts Set New Price Targets

ADI has been the topic of a number of recent analyst reports. The Goldman Sachs Group reaffirmed a “buy” rating and set a $480.00 price target on shares of Analog Devices in a report on Wednesday, August 19th. Seaport Research Partners raised shares of Analog Devices from a “neutral” rating to a “buy” rating and set a $425.00 price objective for the company in a report on Thursday, August 20th. Stifel Nicolaus increased their price objective on shares of Analog Devices from $450.00 to $498.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. BMO Capital Markets initiated coverage on shares of Analog Devices in a report on Thursday, August 20th. They issued an “outperform” rating and a $430.00 target price on the stock. Finally, Oppenheimer lifted their target price on shares of Analog Devices from $400.00 to $450.00 and gave the stock an “outperform” rating in a research report 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 two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $454.63.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: Robert W. Baird raised its price target on Analog Devices to $675 from $450 and maintained an “outperform” rating, implying substantial potential upside based on the referenced price. The aggressive revision may reinforce bullish investor sentiment. Analog Devices To Rally Around 81%? Here Are 10 Top Analyst Forecasts For Monday
• Positive Sentiment: Analog Devices’ automotive business is reportedly growing faster than the overall vehicle market, helped by demand for advanced driver-assistance systems, infotainment and electric-vehicle powertrains. Continued momentum into the fourth quarter supports the company’s growth outlook. Can ADI’s Automotive Segment Sustain Its Growth Momentum?
• Positive Sentiment: Coverage highlights Analog Devices as an indirect beneficiary of the artificial-intelligence buildout, with exposure to AI infrastructure without requiring the exceptionally high capital expenditures associated with some semiconductor peers. This 61-Year-Old Tech Stock Silently Became an AI Superstar
• Positive Sentiment: Analyst-oriented research points to ADI’s solid growth characteristics and argues that growth investors may be underappreciating its return potential. 3 Reasons Why Growth Investors Shouldn’t Overlook Analog Devices
• Neutral Sentiment: Wall Street analyst coverage remains a key driver of investor decisions, but the article questions how reliably brokerage recommendations predict future performance. Wall Street Analysts Think Analog Devices Is a Good Investment: Is It?
• Neutral Sentiment: The reported August short-interest data shows zero shares short and a zero-day short-interest ratio, but the accompanying “NaN” change suggests a data-quality or reporting issue rather than a meaningful shift in positioning.
• Negative Sentiment: Semiconductor stocks broadly sold off as investors reduced risk ahead of Nvidia’s earnings, creating sector-wide pressure that could weigh on ADI despite its company-specific growth catalysts. Semiconductor Stocks Slide Ahead of NVIDIA Earnings

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.