Analog Devices, Inc. $ADI Shares Acquired by Lmcg Investments LLC

Lmcg Investments LLC lifted its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 424.7% in the 1st quarter, Holdings Channel.com reports. The firm owned 22,028 shares of the semiconductor company’s stock after purchasing an additional 17,830 shares during the period. Lmcg Investments LLC’s holdings in Analog Devices were worth $7,008,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of ADI. Riverbend Wealth Management LLC boosted its position in shares of Analog Devices by 2.2% during the 1st quarter. Riverbend Wealth Management LLC now owns 1,245 shares of the semiconductor company’s stock worth $396,000 after acquiring an additional 27 shares in the last quarter. Sound Income Strategies LLC lifted its stake in Analog Devices by 12.0% during the first quarter. Sound Income Strategies LLC now owns 281 shares of the semiconductor company’s stock worth $90,000 after purchasing an additional 30 shares during the last quarter. 1620 Investment Advisors Inc. boosted its holdings in Analog Devices by 5.0% in the fourth quarter. 1620 Investment Advisors Inc. now owns 671 shares of the semiconductor company’s stock valued at $182,000 after purchasing an additional 32 shares in the last quarter. Covestor Ltd boosted its holdings in Analog Devices by 14.1% in the fourth quarter. Covestor Ltd now owns 275 shares of the semiconductor company’s stock valued at $75,000 after purchasing an additional 34 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC increased its stake in Analog Devices by 3.4% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 1,026 shares of the semiconductor company’s stock valued at $326,000 after purchasing an additional 34 shares during the last quarter. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Analog Devices News Roundup

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

• Positive Sentiment: Analog Devices completed its acquisition of Empower Semiconductor, a move that expands ADI’s capabilities in AI compute power delivery and broadens its addressable market in the AI ecosystem. Analog Devices Completes Acquisition of Empower Semiconductor
• Positive Sentiment: ADI announced plans to invest more than $1 billion to expand its semiconductor facility in Oregon, signaling long-term capacity expansion and confidence in future demand. Analog Devices Invests More Than $1 Billion in Semiconductor Facility Expansion in Oregon
• Positive Sentiment: Investor commentary highlighted strong growth in ADI’s most recent quarter, reinforcing the company’s solid fundamentals after it beat earnings and revenue expectations. Strong Growth Fueled Analog Devices (ADI) in Q1
• Neutral Sentiment: ADI secured a new $3.0 billion revolving credit facility, which improves financial flexibility but does not by itself change operating performance. Analog Devices (ADI) Could Be 16% Undervalued As It Secures A $3.0b Credit Facility
• Negative Sentiment: CEO Vincent Roche sold 10,000 shares in a pre-arranged transaction, which may weigh on sentiment even though the sale was part of a 10b5-1 plan. Insider Selling: Analog Devices (NASDAQ:ADI) CEO Sells $3,897,500.00 in Stock
• Negative Sentiment: ADI shares recently lagged the broader market in a down session, reflecting some short-term pressure after a strong run-up. Analog Devices (ADI) Dips More Than Broader Market: What You Should Know

Insiders Place Their Bets

In other news, Director Ray Stata sold 1,432 shares of the stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $400.83, for a total value of $573,988.56. Following the completion of the transaction, the director owned 120,175 shares in the company, valued at $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 available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Karen Golz sold 1,000 shares of the firm’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $411.95, for a total transaction of $411,950.00. Following the completion of the sale, the director owned 12,019 shares of the company’s stock, valued at $4,951,227.05. This trade represents a 7.68% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 101,442 shares of company stock worth $41,139,054. 0.36% of the stock is owned by insiders.

Analog Devices Price Performance

Shares of NASDAQ:ADI opened at $385.40 on Thursday. Analog Devices, Inc. has a 52 week low of $218.37 and a 52 week high of $445.91. The company has a 50-day moving average price of $408.53 and a 200 day moving average price of $352.05. The company has a market cap of $187.72 billion, a P/E ratio of 57.27, a PEG ratio of 1.06 and a beta of 1.18. The company has a quick ratio of 1.34, a current ratio of 1.75 and a debt-to-equity ratio of 0.21.

Analog Devices (NASDAQ:ADI) last released its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.89 by $0.20. The company had revenue of $3.62 billion for the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Research analysts predict that Analog Devices, Inc. will post 12.41 earnings per share for the current year.

Analog Devices Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were given a $1.10 dividend. The ex-dividend date was Tuesday, June 2nd. This represents a $4.40 annualized dividend and a yield of 1.1%. Analog Devices’s dividend payout ratio is presently 65.38%.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the stock. Robert W. Baird boosted their price objective on shares of Analog Devices from $365.00 to $450.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Sanford C. Bernstein restated a “market perform” rating and issued a $430.00 price objective on shares of Analog Devices in a research note on Thursday, May 21st. Weiss Ratings cut Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, June 23rd. Wall Street Zen raised Analog Devices from a “hold” rating to a “buy” rating in a research report on Sunday, May 24th. Finally, Fundamental Research set a $550.00 price objective on Analog Devices in a research note on Monday, June 29th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $439.79.

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.