5,932 Analog Devices, Inc. $ADI Shares Bought by Lido Advisors LLC

Lido Advisors LLC raised its stake in Analog Devices, Inc. (NASDAQ:ADI) by 3.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 173,561 shares of the semiconductor company’s stock after acquiring an additional 5,932 shares during the quarter. Lido Advisors LLC’s holdings in Analog Devices were worth $68,854,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in ADI. BlackRock Inc. purchased a new stake in shares of Analog Devices in the second quarter valued at $18,610,868,000. Bank of America Corp DE boosted its stake in shares of Analog Devices by 5.2% during the first quarter. Bank of America Corp DE now owns 10,216,699 shares of the semiconductor company’s stock valued at $3,250,341,000 after acquiring an additional 501,604 shares during the last quarter. Van ECK Associates Corp increased its position in Analog Devices by 24.7% during the 2nd quarter. Van ECK Associates Corp now owns 8,422,883 shares of the semiconductor company’s stock worth $3,345,316,000 after purchasing an additional 1,670,957 shares in the last quarter. Amundi increased its position in Analog Devices by 5.3% during the 1st quarter. Amundi now owns 5,044,271 shares of the semiconductor company’s stock worth $1,604,771,000 after purchasing an additional 254,632 shares in the last quarter. Finally, Legal & General Group Plc acquired a new position in Analog Devices in the 2nd quarter valued at about $1,525,167,000. 86.81% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction dated Monday, November 2nd. The shares were sold at an average price of $425.46, for a total transaction of $4,254,600.00. Following the completion of the transaction, the chief executive officer owned 125,670 shares of the company’s stock, valued at $53,467,558.20. This represents a 7.37% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Katsufumi Nakamura sold 1,200 shares of the company’s stock in a transaction dated Friday, October 2nd. The shares were sold at an average price of $415.02, for a total transaction of $498,024.00. Following the transaction, the insider directly owned 14,849 shares of the company’s stock, valued at approximately $6,162,631.98. This represents a 7.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 52,436 shares of company stock worth $20,681,906 over the last ninety days. Insiders own 0.36% of the company’s stock.

Analog Devices Price Performance

ADI stock opened at $393.30 on Wednesday. The stock has a market capitalization of $190.58 billion, a price-to-earnings ratio of 46.65, a price-to-earnings-growth ratio of 0.95 and a beta of 1.24. 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 52-week low of $224.25 and a 52-week high of $445.91. The stock’s fifty day simple moving average is $391.81 and its 200-day simple moving average is $374.36.

Analog Devices (NASDAQ:ADI) last released its earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 EPS for the quarter, beating the consensus estimate of $3.34 by $0.11. The firm had revenue of $4.02 billion during the quarter, compared to analyst estimates of $3.92 billion. Analog Devices had a return on equity of 16.39% and a net margin of 29.79%. The business’s quarterly revenue was up 39.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.05 earnings per share. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Equities research analysts expect that Analog Devices, Inc. will post 13.00 EPS for the current year.

Analog Devices Dividend Announcement

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

Key Analog Devices News

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

• Positive Sentiment: Analyst-focused coverage points to bullish sentiment on ADI, while a separate Zacks article identifies the company as a potential way to invest in continued AI and data-center demand. Analysts Are Bullish on These Technology Stocks AI Boom Isn’t Over
• Positive Sentiment: A roundup highlighting ADI’s long record of positive free cash flow and growing dividends reinforces its appeal to income-oriented investors. This Tech Company Has 29 Years of Positive Free Cash Flow and a Growing Dividend
• Neutral Sentiment: ETF flows were mixed: 47 ETFs added ADI shares in one session, while ETFs were net sellers on Nov. 6. The conflicting signals offer little clear direction on institutional demand. 47 ETFs Add to Analog Devices Holdings ETFs Are Net Sellers of Analog Devices
• Neutral Sentiment: ADI’s CFO is scheduled to speak at the UBS Global Technology and AI Conference on Dec. 1. The event could provide updated commentary, but no new business information was announced. Analog Devices to Participate in the UBS Global Technology and AI Conference
• Negative Sentiment: A director reportedly sold about $577,000 of ADI stock, a modest potential concern for sentiment. Separately, a report describing increased short interest lists the total as zero shares, so it does not indicate meaningful short-selling pressure. Insider Selling: Analog Devices Director Sells Stock

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on ADI. Cantor Fitzgerald restated an “overweight” rating and issued a $510.00 target price (up from $400.00) on shares of Analog Devices in a report on Tuesday, September 8th. Arete Research lifted their price target on shares of Analog Devices from $487.00 to $490.00 and gave the stock a “buy” rating in a report on Thursday, August 20th. The Goldman Sachs Group reiterated a “buy” rating and set a $480.00 price target (up from $450.00) on shares of Analog Devices in a report on Wednesday, August 19th. Piper Sandler set a $460.00 price objective on shares of Analog Devices in a research report on Tuesday, September 8th. Finally, Sanford C. Bernstein raised shares of Analog Devices from a “market perform” rating to an “outperform” rating and upped their price objective for the company from $430.00 to $465.00 in a research note on Wednesday, August 19th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $460.55.

About Analog Devices

Analog Devices, Inc. designs and manufactures semiconductor products that help customers sense, measure, interpret and process real-world signals. Its offerings include analog and mixed-signal integrated circuits, power management products, radio-frequency technology, sensors and digital signal processing solutions. The company’s products are used in industrial automation, automotive systems, communications infrastructure, healthcare equipment, consumer devices and aerospace and defense applications.