Private Wealth Advisors LLC Takes $2.97 Million Position in Analog Devices, Inc. $ADI

Private Wealth Advisors LLC purchased a new position in Analog Devices, Inc. (NASDAQ:ADI) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 7,483 shares of the semiconductor company’s stock, valued at approximately $2,972,000. Analog Devices makes up about 0.8% of Private Wealth Advisors LLC’s investment portfolio, making the stock its 24th biggest holding.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in Analog Devices by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 50,893,276 shares of the semiconductor company’s stock worth $13,802,256,000 after acquiring an additional 503,970 shares in the last quarter. State Street Corp increased its holdings in shares of Analog Devices by 0.4% during the fourth quarter. State Street Corp now owns 23,487,584 shares of the semiconductor company’s stock valued at $6,369,833,000 after acquiring an additional 88,538 shares in the last quarter. Morgan Stanley raised its position in shares of Analog Devices by 1.9% in the 4th quarter. Morgan Stanley now owns 10,450,624 shares of the semiconductor company’s stock worth $2,834,210,000 after purchasing an additional 194,535 shares during the last quarter. Bank of America Corp DE boosted its stake in Analog Devices by 5.2% in the 1st quarter. Bank of America Corp DE now owns 10,216,699 shares of the semiconductor company’s stock worth $3,250,341,000 after purchasing an additional 501,604 shares in the last quarter. Finally, Norges Bank bought a new position in Analog Devices in the 4th quarter worth about $2,215,516,000. 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: Analysts expect approximately $3.33 in earnings per share on $3.93 billion in revenue for the quarter ended July 2026. Coverage also points to a potential earnings beat, supported by broad-based demand and AI-driven growth in the Communications segment. KeyBanc reiterated an Overweight rating with a $525 price target. How To Earn $500 a Month From Analog Devices Stock Ahead of Q3 Earnings
• Positive Sentiment: Investors continue to view ADI’s industrial and data-center exposure, strong margins, and artificial-intelligence opportunities as potential justifications for its elevated valuation. The company’s prior quarter also showed strong momentum, with revenue rising 37.2% year over year and EPS exceeding estimates. Should Investors Buy ADI Stock Despite its Premium Valuation?
• Neutral Sentiment: Pre-earnings analysis is encouraging investors to look beyond revenue and EPS toward operating metrics and segment trends. The upcoming report is therefore likely to be a near-term catalyst, with the stock’s reaction depending heavily on guidance and evidence that demand remains broad based. Should You Buy, Sell or Hold ADI Stock Before Q3 Earnings?
• Negative Sentiment: ADI trades at a premium multiple, leaving limited room for execution issues or cautious guidance. Analysts also flag possible near-term volatility, while broader semiconductor flows and warnings that the chip cycle may be approaching a peak could weigh on sentiment across the sector. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs

Analog Devices Price Performance

Shares of Analog Devices stock opened at $389.39 on Monday. Analog Devices, Inc. has a twelve month low of $223.47 and a twelve month high of $445.91. 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 company’s 50 day moving average is $391.20 and its 200 day moving average is $369.27. The company has a market cap of $189.67 billion, a price-to-earnings ratio of 57.86, a price-to-earnings-growth ratio of 1.01 and a beta of 1.20.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. The business had revenue of $3.62 billion during the quarter, compared to the consensus estimate of $3.51 billion. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The firm’s 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 anticipate that Analog Devices, Inc. will post 12.42 EPS for the current year.

Analog Devices Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were paid a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Tuesday, June 2nd. Analog Devices’s dividend payout ratio (DPR) is 65.38%.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on ADI. Argus set a $460.00 price objective on shares of Analog Devices in a research report on Tuesday, May 26th. Weiss Ratings cut shares of Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, July 28th. Robert W. Baird upped their target price on shares of Analog Devices from $365.00 to $450.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. Sanford C. Bernstein reiterated a “market perform” rating and set a $430.00 price target on shares of Analog Devices in a report on Thursday, May 21st. Finally, Truist Financial raised their price target on shares of Analog Devices from $364.00 to $405.00 and gave the company a “hold” rating in a research report on Wednesday, May 20th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $441.00.

Insider Transactions at Analog Devices

In other Analog Devices news, SVP Martin Cotter sold 17,594 shares of the 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 transaction, the senior vice president owned 56,332 shares of the company’s stock, valued at approximately $23,546,776. This represents a 23.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $363.00, for a total value of $3,630,000.00. Following the completion of the transaction, the chief executive officer directly owned 137,538 shares in the company, valued at $49,926,294. The trade was a 6.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 105,274 shares of company stock worth $42,247,986 in the last three months. 0.36% of the stock is owned by insiders.

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.