Tilia Fiduciary Partners Inc. Acquires New Stake in Analog Devices, Inc. $ADI

Tilia Fiduciary Partners Inc. purchased a new position in Analog Devices, Inc. (NASDAQ:ADI) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 850 shares of the semiconductor company’s stock, valued at approximately $202,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Activest Wealth Management increased its position in Analog Devices by 6,350.0% in the first quarter. Activest Wealth Management now owns 129 shares of the semiconductor company’s stock worth $26,000 after buying an additional 127 shares in the last quarter. Alpine Bank Wealth Management purchased a new stake in Analog Devices in the first quarter worth about $27,000. N.E.W. Advisory Services LLC purchased a new stake in Analog Devices in the first quarter worth about $33,000. North Capital Inc. purchased a new stake in Analog Devices in the first quarter worth about $36,000. Finally, Wolff Wiese Magana LLC increased its position in Analog Devices by 209.8% in the first quarter. Wolff Wiese Magana LLC now owns 189 shares of the semiconductor company’s stock worth $38,000 after buying an additional 128 shares in the last quarter. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently issued reports on ADI. Wells Fargo & Company increased their target price on Analog Devices from $235.00 to $250.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 21st. Cantor Fitzgerald increased their target price on Analog Devices from $270.00 to $300.00 and gave the stock an “overweight” rating in a research report on Tuesday. Zacks Research upgraded Analog Devices from a “hold” rating to a “strong-buy” rating in a research report on Friday, August 22nd. The Goldman Sachs Group began coverage on Analog Devices in a research report on Thursday, July 10th. They set a “buy” rating and a $285.00 target price for the company. Finally, Keefe, Bruyette & Woods upgraded Analog Devices to an “outperform” rating in a research report on Wednesday, June 18th. Two analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, Analog Devices currently has a consensus rating of “Moderate Buy” and an average target price of $275.29.

Insider Buying and Selling

In other news, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, October 1st. The stock was sold at an average price of $243.71, for a total value of $2,437,100.00. Following the completion of the sale, the chief executive officer directly owned 140,118 shares of the company’s stock, valued at $34,148,157.78. This trade represents a 6.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Katsufumi Nakamura sold 2,490 shares of the firm’s stock in a transaction that occurred on Thursday, August 21st. The shares were sold at an average price of $248.03, for a total value of $617,594.70. Following the completion of the sale, the senior vice president directly owned 13,549 shares of the company’s stock, valued at $3,360,558.47. The trade was a 15.52% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 51,240 shares of company stock valued at $12,737,838 over the last quarter. Company insiders own 0.33% of the company’s stock.

Analog Devices Price Performance

Shares of Analog Devices stock opened at $241.99 on Friday. The stock has a 50 day moving average of $240.89 and a 200 day moving average of $223.21. Analog Devices, Inc. has a 12 month low of $158.65 and a 12 month high of $258.13. The firm has a market cap of $119.05 billion, a PE ratio of 61.73, a PEG ratio of 2.04 and a beta of 1.09. The company has a current ratio of 2.32, a quick ratio of 1.79 and a debt-to-equity ratio of 0.24.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings results on Wednesday, August 20th. The semiconductor company reported $2.05 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $0.10. Analog Devices had a return on equity of 10.32% and a net margin of 18.85%.The company had revenue of $2.88 billion during the quarter, compared to analyst estimates of $2.76 billion. During the same period in the prior year, the company earned $1.58 earnings per share. The firm’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. On average, research analysts expect that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Announces Dividend

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

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.