Silverberg Bernstein Capital Management LLC Has $9.48 Million Holdings in Analog Devices, Inc. $ADI

Silverberg Bernstein Capital Management LLC grew its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 10.8% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 34,942 shares of the semiconductor company’s stock after purchasing an additional 3,400 shares during the quarter. Analog Devices makes up approximately 5.5% of Silverberg Bernstein Capital Management LLC’s holdings, making the stock its 5th biggest position. Silverberg Bernstein Capital Management LLC’s holdings in Analog Devices were worth $9,476,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in ADI. Regent Peak Wealth Advisors LLC boosted its holdings in shares of Analog Devices by 3.7% in the fourth quarter. Regent Peak Wealth Advisors LLC now owns 1,088 shares of the semiconductor company’s stock worth $295,000 after buying an additional 39 shares during the last quarter. Fragasso Financial Advisors Inc increased its holdings in Analog Devices by 2.9% during the fourth quarter. Fragasso Financial Advisors Inc now owns 1,372 shares of the semiconductor company’s stock valued at $372,000 after buying an additional 39 shares during the last quarter. Quent Capital LLC raised its position in Analog Devices by 2.4% in the third quarter. Quent Capital LLC now owns 1,810 shares of the semiconductor company’s stock worth $445,000 after acquiring an additional 42 shares during the period. Carson Advisory Inc. raised its position in Analog Devices by 3.1% in the third quarter. Carson Advisory Inc. now owns 1,441 shares of the semiconductor company’s stock worth $354,000 after acquiring an additional 43 shares during the period. Finally, Sivia Capital Partners LLC boosted its stake in shares of Analog Devices by 2.5% during the 3rd quarter. Sivia Capital Partners LLC now owns 1,796 shares of the semiconductor company’s stock worth $441,000 after acquiring an additional 44 shares during the last quarter. Institutional investors own 86.81% of the company’s stock.

Insiders Place Their Bets

In other news, CAO Michael Sondel sold 4,199 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the completion of the transaction, the chief accounting officer directly owned 14,740 shares in the company, valued at approximately $5,321,434.80. This represents a 22.17% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Ray Stata sold 3,125 shares of the firm’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $317.30, for a total transaction of $991,562.50. Following the completion of the transaction, the director directly owned 123,821 shares of the company’s stock, valued at approximately $39,288,403.30. This trade represents a 2.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 41,449 shares of company stock worth $12,336,069. Insiders own 0.36% of the company’s stock.

Analog Devices Stock Up 0.1%

Shares of ADI stock opened at $322.03 on Thursday. The company’s fifty day simple moving average is $323.57 and its two-hundred day simple moving average is $278.93. Analog Devices, Inc. has a 52 week low of $158.65 and a 52 week high of $363.20. The stock has a market cap of $157.22 billion, a P/E ratio of 58.87, a PEG ratio of 1.48 and a beta of 1.00. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, beating analysts’ consensus estimates of $2.31 by $0.15. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The firm had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.10 billion. During the same quarter last year, the business posted $1.63 earnings per share. The business’s quarterly revenue was up 30.4% compared to the same quarter last year. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Analysts predict that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were issued a dividend of $1.10 per share. The ex-dividend date was Tuesday, March 3rd. This represents a $4.40 annualized dividend and a yield of 1.4%. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio (DPR) is 80.44%.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on ADI shares. Susquehanna boosted their price objective on shares of Analog Devices from $360.00 to $400.00 and gave the company a “positive” rating in a research report on Thursday, February 19th. Morgan Stanley reiterated an “overweight” rating and set a $373.00 target price on shares of Analog Devices in a research report on Thursday, February 19th. Truist Financial boosted their price target on Analog Devices from $291.00 to $364.00 and gave the company a “hold” rating in a report on Thursday, February 19th. Stifel Nicolaus set a $405.00 price target on Analog Devices and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $270.00 price objective on shares of Analog Devices in a research note on Wednesday, November 26th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, Analog Devices presently has a consensus rating of “Buy” and a consensus target price of $366.96.

Analog Devices Profile

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.