Northeast Investment Management Acquires 4,492 Shares of Analog Devices, Inc. $ADI

Northeast Investment Management boosted its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 537.3% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 5,328 shares of the semiconductor company’s stock after buying an additional 4,492 shares during the quarter. Northeast Investment Management’s holdings in Analog Devices were worth $2,114,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Contravisory Investment Management Inc. purchased a new position in shares of Analog Devices during the 2nd quarter worth $25,000. Manning & Napier Advisors LLC bought a new stake in shares of Analog Devices during the 2nd quarter valued at $25,000. Nvwm LLC increased its stake in shares of Analog Devices by 590.0% in the 3rd quarter. Nvwm LLC now owns 69 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 59 shares in the last quarter. Dunhill Financial LLC purchased a new stake in shares of Analog Devices in the 2nd quarter worth $32,000. Finally, Cornerstone Financial Management LLC increased its stake in shares of Analog Devices by 54.9% in the 2nd quarter. Cornerstone Financial Management LLC now owns 79 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 28 shares in the last quarter. 86.81% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Analog Devices

In other news, CFO Richard Puccio, Jr. sold 1,500 shares of the business’s stock in a transaction dated Tuesday, October 20th. The stock was sold at an average price of $389.46, for a total value of $584,190.00. Following the transaction, the chief financial officer directly owned 48,177 shares in the company, valued at $18,763,014.42. The trade was a 3.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Vivek Jain sold 3,305 shares of the company’s stock in a transaction dated Thursday, October 8th. The stock was sold at an average price of $406.58, for a total value of $1,343,746.90. Following the completion of the transaction, the insider directly owned 40,428 shares of the company’s stock, valued at approximately $16,437,216.24. This trade represents a 7.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 51,020 shares of company stock valued at $20,105,198. 0.36% of the stock is currently owned by corporate insiders.

Analog Devices Stock Performance

Shares of NASDAQ ADI opened at $406.24 on Thursday. The stock has a market cap of $196.85 billion, a PE ratio of 37.28, a price-to-earnings-growth ratio of 1.01 and a beta of 1.24. Analog Devices, Inc. has a 1 year low of $223.47 and a 1 year high of $445.91. The firm has a fifty day moving average price of $390.96 and a 200-day moving average price of $372.84. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.25 and a quick ratio of 0.91.

Analog Devices (NASDAQ:ADI) last released its earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $3.92 billion. During the same quarter in the previous year, the company earned $2.05 EPS. 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. Equities analysts anticipate that Analog Devices, Inc. will post 13.00 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

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 dividend of $1.10 per share. The ex-dividend date of this dividend was Tuesday, September 1st. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. Analog Devices’s dividend payout ratio (DPR) is currently 52.19%.

Wall Street Analyst Weigh In

ADI has been the topic of several analyst reports. Weiss Ratings upgraded Analog Devices from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, August 21st. BMO Capital Markets initiated coverage on Analog Devices in a report on Thursday, August 20th. They set an “outperform” rating and a $430.00 price target for the company. Sanford C. Bernstein upgraded Analog Devices from a “market perform” rating to an “outperform” rating and upped their price target for the stock from $430.00 to $465.00 in a research report on Wednesday, August 19th. 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 research note on Thursday, August 20th. Finally, Wells Fargo & Company lowered their price objective on Analog Devices from $515.00 to $500.00 and set an “overweight” rating on the stock in a research report on Thursday, August 20th. One research 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 company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $460.55.

Analog Devices News Roundup

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

• Positive Sentiment: ADI was included among chip companies positioned to benefit from strong semiconductor sales, AI demand, and investment in AI infrastructure—supportive longer-term themes, though not necessarily a near-term catalyst. Article: 4 Semiconductor Stocks to Buy as Q3 Sales Soar on Robust AI Demand
• Neutral Sentiment: Analog Devices completed its acquisition of Alif Semiconductor. The deal adds to ADI’s portfolio, while the reported $1.35 billion upfront cash payment could also be a consideration for investors; the articles do not detail expected financial contributions. Article: Analog Devices Closes Alif Deal With $1.35 Billion Upfront Cash
• Negative Sentiment: Coverage reported a sharp one-session drop in ADI shares, with the loss in market value estimated at about $12 billion. Another report noted the stock fell even as the broader market gained, but the supplied article details do not establish a specific cause. Article: Analog Devices (ADI) Sheds 6% in One Session, Erasing $12 Billion
• Negative Sentiment: CEO Vincent Roche sold 10,000 shares for about $4.25 million, reducing his direct holdings by 7.37%. The sale was made under a pre-arranged Rule 10b5-1 plan, which provides context and makes it a less clear signal of the CEO’s outlook. Article: Analog Devices Insider Trades

About Analog Devices

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.