Epoch Investment Partners Inc. Acquires 11,728 Shares of Analog Devices, Inc. $ADI

Epoch Investment Partners Inc. grew its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 3.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 405,530 shares of the semiconductor company’s stock after purchasing an additional 11,728 shares during the period. Epoch Investment Partners Inc.’s holdings in Analog Devices were worth $109,980,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Hilton Head Capital Partners LLC bought a new position in shares of Analog Devices in the 4th quarter valued at $26,000. Gordian Capital Singapore Pte Ltd bought a new position in shares of Analog Devices in the 4th quarter valued at $27,000. Entrust Financial LLC bought a new position in shares of Analog Devices in the 4th quarter valued at $33,000. Albion Financial Group UT increased its stake in shares of Analog Devices by 41.4% in the 4th 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, CBIZ Investment Advisory Services LLC increased its stake in shares of Analog Devices by 56.1% in the 4th quarter. CBIZ Investment Advisory Services LLC now owns 128 shares of the semiconductor company’s stock valued at $35,000 after purchasing an additional 46 shares during the last quarter. Institutional investors own 86.81% of the company’s stock.

More Analog Devices News

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

• Positive Sentiment: Recent commentary says Analog Devices is benefiting from strong AI infrastructure spending, with growing data-center and communications demand reinforcing the company’s growth story. Will Record Q2, Empower Deal and AI Infrastructure Demand Shift Analog Devices’ (ADI) Narrative?
• Positive Sentiment: Analyst and broker commentary remains generally constructive, with recent reports describing ADI as a buy and noting momentum in its communications segment tied to AI and data-center demand. Can ADI’s Communications Segment Emerge as a New Growth Driver?
• Neutral Sentiment: Analog Devices was recognized at the 2026 BostonCISO ORBIE Awards, which is a positive brand and leadership signal but unlikely to move the stock by itself. New England’s Top Security Executives Named at the 2026 BostonCISO ORBIE Awards
• Negative Sentiment: Director Ray Stata disclosed a sale of 1,432 shares, which can weigh on sentiment even though it was made under a pre-arranged 10b5-1 plan and represents a small portion of his holdings. Ray Stata Sells 1,432 Shares of Analog Devices (NASDAQ:ADI) Stock

Insider Buying and Selling

In other Analog Devices news, SVP Martin Cotter sold 17,594 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $418.00, for a total value of $7,354,292.00. Following the sale, the senior vice president owned 56,332 shares in the company, valued at approximately $23,546,776. The trade was a 23.80% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Ray Stata sold 1,416 shares of the company’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $398.11, for a total value of $563,723.76. Following the completion of the sale, the director owned 118,759 shares in the company, valued at $47,279,145.49. This trade represents a 1.18% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 100,442 shares of company stock worth $40,011,004 in the last 90 days. Insiders own 0.36% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on ADI. UBS Group lifted their price target on Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Needham & Company LLC lifted their price target on Analog Devices from $400.00 to $440.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Cantor Fitzgerald lifted their price target on Analog Devices from $400.00 to $510.00 and gave the company an “overweight” rating in a research note on Wednesday, May 13th. Sanford C. Bernstein reiterated a “market perform” rating and issued a $430.00 price target on shares of Analog Devices in a research note on Thursday, May 21st. Finally, Barclays boosted their price objective on Analog Devices from $430.00 to $450.00 and gave the stock an “overweight” rating in a research report on Thursday, May 21st. Two analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $432.71.

Analog Devices Trading Up 1.4%

Shares of ADI stock opened at $417.79 on Friday. The firm has a market capitalization of $203.50 billion, a P/E ratio of 62.08, a P/E/G ratio of 1.17 and a beta of 1.18. Analog Devices, Inc. has a twelve month low of $218.37 and a twelve month high of $439.70. The company has a quick ratio of 1.34, a current ratio of 1.75 and a debt-to-equity ratio of 0.21. The stock’s fifty day simple moving average is $391.76 and its 200 day simple moving average is $334.69.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. The business 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%.Analog Devices’s quarterly revenue was up 37.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, sell-side analysts predict that Analog Devices, Inc. will post 12.41 EPS for the current fiscal year.

Analog Devices Dividend Announcement

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

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.