Polar Asset Management Partners Inc. Buys Shares of 12,100 Analog Devices, Inc. $ADI

Polar Asset Management Partners Inc. purchased a new position in Analog Devices, Inc. (NASDAQ:ADI) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 12,100 shares of the semiconductor company’s stock, valued at approximately $4,806,000.

A number of other institutional investors have also recently made changes to their positions in the stock. Banque Transatlantique SA purchased a new stake in shares of Analog Devices during the 4th quarter valued at $25,000. Contravisory Investment Management Inc. purchased a new position in Analog Devices in the second quarter worth $25,000. Manning & Napier Advisors LLC bought a new position in Analog Devices in the second quarter valued at $25,000. Hilton Head Capital Partners LLC bought a new position in Analog Devices in the fourth quarter valued at $26,000. Finally, Gordian Capital Singapore Pte Ltd purchased a new stake in Analog Devices during the fourth quarter valued at about $27,000. Institutional investors own 86.81% of the company’s stock.

Trending Headlines about Analog Devices

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

• Positive Sentiment: Robert W. Baird raised its price target on Analog Devices to $675 from $450 and maintained an “outperform” rating, implying substantial potential upside based on the referenced price. The aggressive revision may reinforce bullish investor sentiment. Analog Devices To Rally Around 81%? Here Are 10 Top Analyst Forecasts For Monday
• Positive Sentiment: Analog Devices’ automotive business is reportedly growing faster than the overall vehicle market, helped by demand for advanced driver-assistance systems, infotainment and electric-vehicle powertrains. Continued momentum into the fourth quarter supports the company’s growth outlook. Can ADI’s Automotive Segment Sustain Its Growth Momentum?
• Positive Sentiment: Coverage highlights Analog Devices as an indirect beneficiary of the artificial-intelligence buildout, with exposure to AI infrastructure without requiring the exceptionally high capital expenditures associated with some semiconductor peers. This 61-Year-Old Tech Stock Silently Became an AI Superstar
• Positive Sentiment: Analyst-oriented research points to ADI’s solid growth characteristics and argues that growth investors may be underappreciating its return potential. 3 Reasons Why Growth Investors Shouldn’t Overlook Analog Devices
• Neutral Sentiment: Wall Street analyst coverage remains a key driver of investor decisions, but the article questions how reliably brokerage recommendations predict future performance. Wall Street Analysts Think Analog Devices Is a Good Investment: Is It?
• Neutral Sentiment: The reported August short-interest data shows zero shares short and a zero-day short-interest ratio, but the accompanying “NaN” change suggests a data-quality or reporting issue rather than a meaningful shift in positioning.
• Negative Sentiment: Semiconductor stocks broadly sold off as investors reduced risk ahead of Nvidia’s earnings, creating sector-wide pressure that could weigh on ADI despite its company-specific growth catalysts. Semiconductor Stocks Slide Ahead of NVIDIA Earnings

Insider Buying and Selling

In other Analog Devices news, Director Ray Stata sold 1,432 shares of Analog Devices stock in a transaction that occurred on Tuesday, June 9th. The stock was sold at an average price of $400.83, for a total value of $573,988.56. Following the transaction, the director directly owned 120,175 shares of the company’s stock, valued at $48,169,745.25. The trade was a 1.18% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Vincent Roche sold 10,000 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $363.00, for a total value of $3,630,000.00. Following the completion of the sale, the chief executive officer owned 137,538 shares of the company’s stock, valued at $49,926,294. The trade was a 6.78% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 45,274 shares of company stock valued at $17,889,486 in the last 90 days. 0.36% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

ADI has been the subject of several research analyst reports. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $550.00 price target on shares of Analog Devices in a research note on Monday, August 17th. Oppenheimer increased their price objective on Analog Devices from $400.00 to $450.00 and gave the company an “outperform” rating in a research report on Tuesday, May 12th. Seaport Research Partners raised Analog Devices from a “neutral” rating to a “buy” rating and set a $425.00 price objective on the stock in a report on Thursday, August 20th. Needham & Company LLC boosted their target price on Analog Devices from $440.00 to $450.00 and gave the stock a “buy” rating in a research report on Thursday, August 20th. Finally, Stifel Nicolaus upped their target price on Analog Devices from $450.00 to $498.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $454.63.

Analog Devices Stock Performance

Analog Devices stock opened at $373.66 on Wednesday. The firm has a fifty day simple moving average of $386.27 and a two-hundred day simple moving average of $372.29. The company has a quick ratio of 0.91, a current ratio of 1.25 and a debt-to-equity ratio of 0.20. Analog Devices, Inc. has a twelve month low of $223.47 and a twelve month high of $445.91. The company has a market capitalization of $181.06 billion, a PE ratio of 44.33, a P/E/G ratio of 0.75 and a beta of 1.20.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings data on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.34 by $0.11. The firm had revenue of $4.02 billion for the quarter, compared to analysts’ expectations of $3.92 billion. Analog Devices had a return on equity of 16.39% and a net margin of 29.79%.The company’s revenue for the quarter was up 39.2% compared to the same quarter last year. During the same period last year, the firm earned $2.05 earnings per share. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Research analysts expect that Analog Devices, Inc. will post 12.96 EPS for the current year.

Analog Devices Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be given a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a yield of 1.2%. The ex-dividend date is Tuesday, September 1st. Analog Devices’s dividend payout ratio (DPR) is presently 52.19%.

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.