Analog Devices, Inc. $ADI Shares Sold by Central Securities Corp

Central Securities Corp lowered its stake in shares of Analog Devices, Inc. (NASDAQ:ADI) by 2.7% during the third quarter, Holdings Channel reports. The firm owned 360,000 shares of the semiconductor company’s stock after selling 10,000 shares during the period. Analog Devices makes up approximately 7.3% of Central Securities Corp’s investment portfolio, making the stock its 3rd largest position. Central Securities Corp’s holdings in Analog Devices were worth $88,452,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of ADI. Brighton Jones LLC lifted its position in Analog Devices by 39.5% in the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after acquiring an additional 529 shares during the last quarter. Sivia Capital Partners LLC increased its position in shares of Analog Devices by 36.0% during the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock worth $417,000 after purchasing an additional 464 shares in the last quarter. Arkadios Wealth Advisors lifted its holdings in shares of Analog Devices by 4.1% in the 2nd quarter. Arkadios Wealth Advisors now owns 8,433 shares of the semiconductor company’s stock valued at $2,007,000 after purchasing an additional 333 shares during the last quarter. Hantz Financial Services Inc. lifted its holdings in shares of Analog Devices by 1,046.4% in the 2nd quarter. Hantz Financial Services Inc. now owns 3,015 shares of the semiconductor company’s stock valued at $718,000 after purchasing an additional 2,752 shares during the last quarter. Finally, Premier Path Wealth Partners LLC boosted its position in shares of Analog Devices by 21.1% in the 2nd quarter. Premier Path Wealth Partners LLC now owns 3,150 shares of the semiconductor company’s stock valued at $750,000 after purchasing an additional 548 shares during the period. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Key Stories Impacting Analog Devices

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

• Positive Sentiment: AI/data‑center growth: ADI’s AI‑driven data center products are reported to be growing ~50% and represent a roughly $2 billion run‑rate opportunity, supporting expectations for continued double‑digit growth in that end market. This is a clear driver of investor enthusiasm for the stock. ADI’s AI-Based Data Center Products Gain Traction
• Positive Sentiment: Analyst upgrades/price‑target increases: Multiple firms have raised targets and reiterated buy/overweight views (Goldman Sachs, Benchmark, Morgan Stanley among others), lifting the consensus target near current levels and supporting further upside expectations. MarketBeat ADI coverage
• Positive Sentiment: Strong fundamentals and dividend boost: ADI recently beat EPS and revenue estimates, guided Q2 above street expectations, and raised the quarterly dividend — all signals that support bullish positioning and income‑seeking demand. Earnings, guidance and dividend details
• Neutral Sentiment: Market commentary and peer comparisons: Media and research pieces (Zacks, Barchart) highlight ADI’s outperformance vs. semiconductor peers and profile it as a top growth idea — useful context but not new company‑specific catalysts. Zacks: 52‑week high take
• Neutral Sentiment: Celebrity/TV mentions: Jim Cramer commented that he prefers names like Texas Instruments and Analog Devices over smaller peers, which can boost retail interest but is not a fundamental catalyst. Jim Cramer mention
• Neutral Sentiment: Confusing short‑interest reports: Multiple short‑interest entries show zero shares and “NaN” changes — likely a data/reporting glitch. No clear short squeeze signal emerges from these entries. (No reliable link — based on recent short‑interest notices.)
• Negative Sentiment: Insider selling: Chief Accounting Officer Michael Sondel sold 4,199 shares at about $361. The sale (~$1.5M) and a 22% reduction in his reported stake can prompt some profit‑taking or signal tactical rebalancing by insiders. Insider sale filing

Insiders Place Their Bets

In other news, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were 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 directly owned 155,688 shares of the company’s stock, valued at $47,783,760.96. This trade represents a 6.04% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Martin Cotter sold 10,000 shares of Analog Devices stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $278.44, for a total value of $2,784,400.00. Following the transaction, the senior vice president owned 49,664 shares of the company’s stock, valued at $13,828,444.16. This represents a 16.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 57,743 shares of company stock valued at $16,836,340. Corporate insiders own 0.36% of the company’s stock.

Analysts Set New Price Targets

ADI has been the subject of several analyst reports. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $270.00 price objective on shares of Analog Devices in a research note on Wednesday, November 26th. TD Cowen reissued a “buy” rating on shares of Analog Devices in a report on Thursday, February 19th. Zacks Research raised Analog Devices from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 1st. UBS Group boosted their price objective on shares of Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Finally, Needham & Company LLC raised Analog Devices from a “hold” rating to a “buy” rating and set a $400.00 price objective on the stock in a report on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, Analog Devices has an average rating of “Moderate Buy” and an average target price of $366.96.

Analog Devices Stock Performance

ADI opened at $355.79 on Friday. Analog Devices, Inc. has a 1-year low of $158.65 and a 1-year high of $363.20. The stock has a market cap of $173.70 billion, a P/E ratio of 65.04, a P/E/G ratio of 1.65 and a beta of 1.03. The stock’s 50 day simple moving average is $310.48 and its 200 day simple moving average is $269.31. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.31 by $0.15. The firm had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.10 billion. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.Analog Devices’s revenue was up 30.4% on a year-over-year basis. During the same period in the previous year, the firm posted $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, equities analysts anticipate that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be issued a $1.10 dividend. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date of this dividend is Tuesday, March 3rd. Analog Devices’s payout ratio is currently 80.44%.

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.