Impact Capital Partners LLC Increases Stock Holdings in Analog Devices, Inc. $ADI

Impact Capital Partners LLC boosted its stake in Analog Devices, Inc. (NASDAQ:ADI) by 1.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,035 shares of the semiconductor company’s stock after purchasing an additional 116 shares during the quarter. Analog Devices comprises approximately 0.9% of Impact Capital Partners LLC’s portfolio, making the stock its 25th biggest holding. Impact Capital Partners LLC’s holdings in Analog Devices were worth $2,865,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of ADI. Price T Rowe Associates Inc. MD raised its stake in Analog Devices by 26.7% in the first quarter. Price T Rowe Associates Inc. MD now owns 11,425,084 shares of the semiconductor company’s stock valued at $2,304,098,000 after purchasing an additional 2,407,460 shares in the last quarter. Nuveen LLC purchased a new stake in Analog Devices in the first quarter valued at approximately $351,943,000. Amundi raised its stake in Analog Devices by 29.2% in the first quarter. Amundi now owns 3,892,848 shares of the semiconductor company’s stock valued at $785,071,000 after purchasing an additional 880,636 shares in the last quarter. Robeco Institutional Asset Management B.V. raised its stake in Analog Devices by 229.6% in the first quarter. Robeco Institutional Asset Management B.V. now owns 796,824 shares of the semiconductor company’s stock valued at $160,695,000 after purchasing an additional 555,065 shares in the last quarter. Finally, Voya Investment Management LLC raised its stake in Analog Devices by 211.9% in the first quarter. Voya Investment Management LLC now owns 745,251 shares of the semiconductor company’s stock valued at $150,295,000 after purchasing an additional 506,314 shares in the last quarter. 86.81% of the stock is owned by hedge funds and other institutional investors.

Analog Devices Stock Up 0.4%

Shares of Analog Devices stock opened at $245.70 on Wednesday. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.79 and a current ratio of 2.32. Analog Devices, Inc. has a 52-week low of $158.65 and a 52-week high of $258.13. The stock has a market capitalization of $120.87 billion, a price-to-earnings ratio of 62.68, a P/E/G ratio of 2.06 and a beta of 1.08. The company’s 50 day moving average price is $240.08 and its 200-day moving average price is $222.66.

Analog Devices (NASDAQ:ADI) last issued its earnings results on Wednesday, August 20th. The semiconductor company reported $2.05 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.95 by $0.10. Analog Devices had a net margin of 18.85% and a return on equity of 10.32%. The firm had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.76 billion. During the same quarter last year, the business earned $1.58 earnings per share. The business’s revenue was up 24.6% on a year-over-year basis. Analog Devices has set its Q4 2025 guidance at 2.120-2.320 EPS. Equities research analysts forecast that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 16th. Stockholders of record on Tuesday, September 2nd were issued a $0.99 dividend. The ex-dividend date was Tuesday, September 2nd. This represents a $3.96 annualized dividend and a dividend yield of 1.6%. Analog Devices’s dividend payout ratio (DPR) is currently 101.02%.

Analyst Upgrades and Downgrades

ADI has been the topic of a number of recent analyst reports. Keefe, Bruyette & Woods raised shares of Analog Devices to an “outperform” rating in a research note on Wednesday, June 18th. Morgan Stanley raised their target price on shares of Analog Devices from $273.00 to $288.00 and gave the company an “overweight” rating in a research note on Thursday, August 21st. Wells Fargo & Company lifted their price target on shares of Analog Devices from $235.00 to $250.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 21st. The Goldman Sachs Group began coverage on shares of Analog Devices in a research note on Thursday, July 10th. They set a “buy” rating and a $285.00 price target on the stock. Finally, Cantor Fitzgerald lifted their price target on shares of Analog Devices from $270.00 to $300.00 and gave the stock an “overweight” rating in a research note on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, Analog Devices has a consensus rating of “Moderate Buy” and an average price target of $275.29.

Insider Activity

In other news, SVP Martin Cotter sold 12,500 shares of the firm’s stock in a transaction that occurred on Friday, September 5th. The shares were sold at an average price of $246.25, for a total value of $3,078,125.00. Following the transaction, the senior vice president owned 63,048 shares in the company, valued at approximately $15,525,570. This trade represents a 16.55% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Katsufumi Nakamura sold 2,490 shares of the firm’s stock in a transaction that occurred on Thursday, August 21st. The stock was sold at an average price of $248.03, for a total transaction of $617,594.70. Following the completion of the transaction, the senior vice president owned 13,549 shares in the company, valued at $3,360,558.47. This represents a 15.52% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 41,240 shares of company stock worth $10,300,738 over the last ninety days. Company insiders own 0.33% of the company’s stock.

Analog Devices Profile

Analog Devices, Inc designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia. The company provides data converter products, which translate real-world analog signals into digital data, as well as translates digital data into analog signals; power management and reference products for power conversion, driver monitoring, sequencing, and energy management applications in the automotive, communications, industrial, and consumer markets; and power ICs that include performance, integration, and software design simulation tools for accurate power supply designs.