Analog Devices, Inc. $ADI Stock Acquired by Vest Financial LLC

Vest Financial LLC increased its stake in Analog Devices, Inc. (NASDAQ:ADI) by 45.7% during the 3rd quarter, Holdings Channel.com reports. The fund owned 53,026 shares of the semiconductor company’s stock after buying an additional 16,626 shares during the period. Vest Financial LLC’s holdings in Analog Devices were worth $21,036,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of ADI. Arwa LLC acquired a new position in Analog Devices during the third quarter worth approximately $1,122,000. Axecap Investments LLC raised its stake in Analog Devices by 9.1% during the third quarter. Axecap Investments LLC now owns 12,271 shares of the semiconductor company’s stock worth $4,868,000 after purchasing an additional 1,022 shares during the period. Quadrant Capital Group LLC raised its stake in Analog Devices by 5.5% during the third quarter. Quadrant Capital Group LLC now owns 13,828 shares of the semiconductor company’s stock worth $5,734,000 after purchasing an additional 717 shares during the period. Integrated Advisors Network LLC boosted its holdings in shares of Analog Devices by 18.6% in the 3rd quarter. Integrated Advisors Network LLC now owns 8,930 shares of the semiconductor company’s stock valued at $3,543,000 after purchasing an additional 1,400 shares during the last quarter. Finally, Harfst & Associates Inc. boosted its holdings in shares of Analog Devices by 0.7% in the 3rd quarter. Harfst & Associates Inc. now owns 5,646 shares of the semiconductor company’s stock valued at $2,240,000 after purchasing an additional 40 shares during the last quarter. 86.81% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on ADI. Sanford C. Bernstein raised shares of Analog Devices from a “market perform” rating to an “outperform” rating and boosted their price objective for the company from $430.00 to $465.00 in a research note on Wednesday, August 19th. Robert W. Baird increased their target price on Analog Devices from $450.00 to $675.00 and gave the stock an “outperform” rating in a research report on Monday, August 24th. BMO Capital Markets initiated coverage on Analog Devices in a report on Thursday, August 20th. They issued an “outperform” rating and a $430.00 target price on the stock. Needham & Company LLC lifted their target price on Analog Devices from $440.00 to $450.00 and gave the company a “buy” rating in a report on Thursday, August 20th. Finally, Seaport Research Partners raised Analog Devices from a “neutral” rating to a “buy” rating and set a $425.00 price target for the company in a research report on Thursday, August 20th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, Analog Devices currently has an average rating of “Moderate Buy” and a consensus target price of $460.55.

Analog Devices Trading Down 5.0%

NASDAQ ADI opened at $385.76 on Friday. Analog Devices, Inc. has a one year low of $223.47 and a one year high of $445.91. The company’s 50 day moving average price is $383.72 and its 200 day moving average price is $389.27. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.91 and a current ratio of 1.25. The firm has a market capitalization of $186.93 billion, a price-to-earnings ratio of 45.76, a PEG ratio of 1.25 and a beta of 1.22.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings data on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.34 by $0.11. Analog Devices had a net margin of 29.79% and a return on equity of 16.39%. The company had revenue of $4.02 billion during the quarter, compared to the consensus estimate of $3.92 billion. During the same period in the previous year, the firm earned $2.05 earnings per share. Analog Devices’s revenue for the quarter was up 39.2% on a year-over-year basis. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. On average, sell-side analysts predict that Analog Devices, Inc. will post 13.00 EPS for the current year.

Analog Devices Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st were issued a dividend of $1.10 per share. The ex-dividend date was Tuesday, September 1st. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. Analog Devices’s payout ratio is presently 52.19%.

Insider Activity

In other Analog Devices news, insider Katsufumi Nakamura sold 1,200 shares of the firm’s stock in a transaction dated Friday, October 2nd. The stock was sold at an average price of $415.02, for a total value of $498,024.00. Following the transaction, the insider directly owned 14,849 shares of the company’s stock, valued at $6,162,631.98. This trade represents a 7.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $396.94, for a total value of $3,969,400.00. Following the completion of the transaction, the chief executive officer directly owned 115,460 shares in the company, valued at $45,830,692.40. This trade represents a 7.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 52,436 shares of company stock worth $20,014,954 in the last quarter. Insiders own 0.36% of the company’s stock.

Trending Headlines about Analog Devices

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

• Positive Sentiment: TD Cowen raised its price target for Analog Devices (ADI) to $475 from $460 and maintained a “buy” rating, indicating continued confidence in the semiconductor company’s earnings outlook. Analog Devices price target raised
• Neutral Sentiment: Analog Devices announced that it will release fourth-quarter fiscal 2026 results before the market opens on November 24. The scheduled report could become the next major catalyst as investors assess demand, margins and forward guidance. Analog Devices fourth-quarter earnings announcement
• Neutral Sentiment: Reports indicated that 39 exchange-traded funds added ADI holdings on October 20, suggesting ongoing passive or institutional demand, although the reports did not provide enough detail to assess the purchases’ significance. ETF purchases of Analog Devices
• Negative Sentiment: CFO Richard Puccio sold 1,500 shares for approximately $584,000. The transaction was made under a pre-arranged Rule 10b5-1 plan and reduced his holdings by 3.02%, limiting its significance but still creating a modest negative headline. Analog Devices CFO stock sale
• Negative Sentiment: ADI advised shareholders to reject an unsolicited $525-per-share mini-tender offer from Tutanota LLC, warning that the offer is limited in size and subject to conditions. The unusual proposal may add uncertainty even though it is priced above recent trading levels. Analog Devices mini-tender offer

Analog Devices Profile

Analog Devices, Inc (NASDAQ: ADI) is a global semiconductor company that designs and manufactures analog, mixed-signal and digital signal-processing technologies. Its products convert, condition and process real-world signals such as temperature, pressure, sound, motion, light and electrical power, helping electronic systems interpret and respond to physical environments.

The company offers a broad portfolio of integrated circuits, power-management products, amplifiers, data converters, sensors, radio-frequency and microwave components, connectivity solutions and embedded processors.