USA Financial Formulas Invests $911,000 in Analog Devices, Inc. $ADI

USA Financial Formulas purchased a new stake in Analog Devices, Inc. (NASDAQ:ADI) in the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 3,358 shares of the semiconductor company’s stock, valued at approximately $911,000.

Other institutional investors have also modified their holdings of the company. Howard Hughes Medical Institute acquired a new stake in Analog Devices during the second quarter worth about $25,000. Clayton Financial Group LLC acquired a new position in Analog Devices in the third quarter valued at approximately $31,000. Y.D. More Investments Ltd bought a new stake in shares of Analog Devices in the 3rd quarter worth approximately $32,000. LFA Lugano Financial Advisors SA boosted its position in Analog Devices by 92.9% during the 3rd quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 65 shares during the period. Finally, Valley Wealth Managers Inc. bought a new position in Analog Devices during the 3rd quarter worth $38,000. Institutional investors own 86.81% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have issued reports on ADI shares. Truist Financial raised their target price on Analog Devices from $291.00 to $364.00 and gave the company a “hold” rating in a research note on Thursday, February 19th. JPMorgan Chase & Co. boosted their target price on shares of Analog Devices from $320.00 to $400.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. Stifel Nicolaus set a $405.00 price target on shares of Analog Devices and gave the company a “buy” rating in a research note on Wednesday, February 18th. Cantor Fitzgerald boosted their price objective on Analog Devices from $350.00 to $400.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 17th. Finally, Wall Street Zen upgraded Analog Devices from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Three 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, the stock has an average rating of “Buy” and a consensus target price of $366.96.

Analog Devices Stock Down 1.9%

ADI stock opened at $307.44 on Friday. Analog Devices, Inc. has a 52 week low of $158.65 and a 52 week high of $363.20. The company has a market capitalization of $150.09 billion, a price-to-earnings ratio of 56.20, a price-to-earnings-growth ratio of 1.41 and a beta of 1.00. The firm’s 50-day moving average is $323.94 and its two-hundred day moving average is $279.79. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.31 by $0.15. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The business had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.10 billion. During the same period last year, the firm posted $1.63 earnings per share. The business’s revenue was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. On average, analysts forecast that Analog Devices, Inc. will post 7.14 earnings per share 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 paid a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Tuesday, March 3rd. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio is 80.44%.

Insider Buying and Selling

In other Analog Devices news, SVP Martin Cotter sold 10,000 shares of the business’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $278.44, for a total value of $2,784,400.00. Following the sale, the senior vice president directly owned 49,664 shares in the company, valued at approximately $13,828,444.16. The trade was a 16.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Katsufumi Nakamura sold 500 shares of the business’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $301.46, for a total transaction of $150,730.00. Following the completion of the sale, the senior vice president owned 12,710 shares in the company, valued at approximately $3,831,556.60. This trade represents a 3.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 41,449 shares of company stock worth $12,336,069. 0.36% of the stock is owned by corporate insiders.

Analog Devices Company 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.