United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Takes Position in Analog Devices, Inc. $ADI

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund purchased a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 1,900 shares of the semiconductor company’s stock, valued at approximately $515,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of ADI. Brighton Jones LLC grew its position in shares of Analog Devices by 39.5% during the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock worth $397,000 after purchasing an additional 529 shares in the last quarter. Sivia Capital Partners LLC grew 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. Ieq Capital LLC grew its holdings in Analog Devices by 38.0% during the 2nd quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock valued at $10,610,000 after buying an additional 12,276 shares in the last quarter. HUB Investment Partners LLC purchased a new position in Analog Devices during the 2nd quarter valued at approximately $644,000. Finally, Peapack Gladstone Financial Corp grew its holdings in Analog Devices by 2.4% during the 2nd quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock valued at $14,322,000 after buying an additional 1,406 shares in the last quarter. 86.81% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Analog Devices news, CEO Vincent Roche sold 30,000 shares of the business’s stock in a transaction dated 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 in the company, valued at approximately $57,096,149.94. The trade was a 17.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. In the last quarter, insiders sold 80,000 shares of company stock worth $31,519,000. 0.36% of the stock is currently owned by insiders.

Analog Devices Trading Down 1.2%

Shares of NASDAQ:ADI opened at $413.85 on Friday. The business’s 50-day moving average is $372.03 and its 200 day moving average is $322.13. Analog Devices, Inc. has a 1 year low of $210.80 and a 1 year high of $435.72. The firm has a market capitalization of $201.58 billion, a P/E ratio of 61.49, a P/E/G ratio of 1.17 and a beta of 1.19. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.75 and a quick ratio of 1.34.

Analog Devices (NASDAQ:ADI) last announced its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.89 by $0.20. The company had revenue of $3.62 billion for the quarter, compared to analyst estimates of $3.51 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The firm’s quarterly revenue was up 37.2% compared to the same quarter last year. During the same period in the prior year, the company posted $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. On average, research analysts predict that Analog Devices, Inc. will post 12.41 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

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

Analyst Ratings Changes

ADI has been the subject of several analyst reports. Robert W. Baird raised their price objective on Analog Devices from $365.00 to $450.00 and gave the company an “outperform” rating in a research note on Thursday, May 21st. Barclays upped their price target on shares of Analog Devices from $430.00 to $450.00 and gave the stock an “overweight” rating in a report on Thursday, May 21st. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $430.00 target price on shares of Analog Devices in a research report on Thursday, May 21st. Susquehanna lifted their target price on Analog Devices from $360.00 to $400.00 and gave the company a “positive” rating in a research report on Thursday, February 19th. Finally, Wall Street Zen raised shares of Analog Devices from a “hold” rating to a “buy” rating in a report on Sunday, May 24th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $432.71.

Key Stories Impacting Analog Devices

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.

Analog Devices Company 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.