Envestnet Portfolio Solutions Inc. Raises Stock Position in Analog Devices, Inc. $ADI

Envestnet Portfolio Solutions Inc. raised its stake in shares of Analog Devices, Inc. (NASDAQ:ADI) by 5.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 76,981 shares of the semiconductor company’s stock after buying an additional 3,849 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Analog Devices were worth $18,914,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of ADI. Howard Hughes Medical Institute bought a new stake in shares of Analog Devices in the second quarter worth $25,000. RMG Wealth Management LLC purchased a new position in Analog Devices in the second quarter worth about $26,000. Clayton Financial Group LLC bought a new stake in shares of Analog Devices during the 3rd quarter valued at about $31,000. Sound Income Strategies LLC increased its position in shares of Analog Devices by 141.8% during the 3rd quarter. Sound Income Strategies LLC now owns 162 shares of the semiconductor company’s stock valued at $39,000 after purchasing an additional 95 shares during the last quarter. Finally, Access Investment Management LLC bought a new position in shares of Analog Devices in the 2nd quarter worth approximately $45,000. 86.81% of the stock is currently owned by hedge funds and other institutional investors.

Analog Devices Stock Performance

NASDAQ ADI opened at $305.60 on Friday. The company has a quick ratio of 1.68, a current ratio of 2.19 and a debt-to-equity ratio of 0.24. Analog Devices, Inc. has a twelve month low of $158.65 and a twelve month high of $313.54. The business has a 50-day moving average price of $275.97 and a 200-day moving average price of $252.05. The firm has a market cap of $149.64 billion, a price-to-earnings ratio of 67.02, a price-to-earnings-growth ratio of 1.66 and a beta of 1.03.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 EPS for the quarter, topping analysts’ consensus estimates of $2.22 by $0.04. Analog Devices had a return on equity of 11.23% and a net margin of 20.58%.The company had revenue of $3.08 billion for the quarter, compared to analysts’ expectations of $3.02 billion. During the same period in the previous year, the firm earned $1.67 EPS. The firm’s revenue was up 25.9% compared to the same quarter last year. As a group, equities research analysts predict that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, December 22nd. Investors of record on Monday, December 8th were given a dividend of $0.99 per share. The ex-dividend date was Monday, December 8th. This represents a $3.96 dividend on an annualized basis and a dividend yield of 1.3%. Analog Devices’s dividend payout ratio is currently 86.84%.

Insider Activity at Analog Devices

In other Analog Devices news, CAO Michael Sondel sold 8,169 shares of the stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $278.03, for a total transaction of $2,271,227.07. Following the completion of the transaction, the chief accounting officer owned 18,913 shares of the company’s stock, valued at $5,258,381.39. This represents a 30.16% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Katsufumi Nakamura sold 500 shares of the firm’s stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $301.46, for a total value of $150,730.00. Following the transaction, the senior vice president owned 12,710 shares of the company’s stock, valued at approximately $3,831,556.60. The trade was a 3.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 53,544 shares of company stock valued at $14,328,561 in the last ninety days. Corporate insiders own 0.33% of the company’s stock.

Key Stories Impacting Analog Devices

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

• Positive Sentiment: ADI added Dr. Yoky Matsuoka to its board, bringing deep AI/robotics expertise that supports the company’s edge-AI and industrial growth story. Analog Devices Appoints Yoky Matsuoka to its Board of Directors
• Positive Sentiment: Another board update highlights AI expertise addition (Susie Wee update), reinforcing ADI’s push into AI and edge compute markets which underpin revenue/margin upside expectations. Analog Devices Adds AI Veteran to Board of Directors
• Positive Sentiment: Bank of America (covered in media) issued a bullish forecast for ADI, signaling institutional confidence in further price appreciation. That support can drive demand ahead of results. Bank of America Forecasts Strong Price Appreciation for Analog Devices (NASDAQ:ADI) Stock
• Positive Sentiment: Analysts see room to run — some models project a $375 target for 2026, citing durable industrial demand and edge-AI adoption that justify a premium multiple. Why Analysts Think Analog Devices Stock Can Hit $375 in 2026
• Positive Sentiment: ADI appears on screens and articles highlighting long-term outperformance and efficiency metrics — helpful for momentum and investor sentiment. Analog Devices (ADI) outpaces stock market gains: What you should know
• Positive Sentiment: Long-term performance pieces (e.g., 10-year investment return illustrations) reinforce ADI’s track record, which can attract buy-and-hold investors. If you invested $1000 in Analog Devices 10 years ago, this is how much you’d have now
• Positive Sentiment: Inclusion on analyst screens (Zacks feature on high-efficiency stocks) supports the narrative that ADI is outperforming peers on key metrics. 4 High-Efficiency Stocks Poised to Deliver Superior Returns
• Neutral Sentiment: ADI confirmed it will report Q1 FY2026 results on Feb. 18 — a key near-term catalyst; guidance and margin commentary will likely move the shares. Analog Devices to Report First Quarter Fiscal Year 2026 Financial Results on Wednesday, February 18, 2026
• Negative Sentiment: A Yahoo Finance piece highlights debates over board shake-ups and shareholder rights — potential activism or governance disputes can create volatility and distract management. Investors should monitor developments closely. Should Board Shake-Up and Shareholder Rights Debate Require Action From Analog Devices (ADI) Investors?

Analysts Set New Price Targets

Several analysts recently issued reports on ADI shares. Cantor Fitzgerald restated an “overweight” rating and set a $350.00 target price on shares of Analog Devices in a research report on Tuesday, December 16th. Zacks Research raised shares of Analog Devices from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st. Bank of America upped their price objective on Analog Devices from $320.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday. Robert W. Baird lifted their target price on Analog Devices from $250.00 to $275.00 and gave the company an “outperform” rating in a research report on Wednesday, November 26th. Finally, Evercore ISI reduced their price target on Analog Devices from $303.00 to $282.00 and set an “outperform” rating for the company in a research report on Tuesday, November 25th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $312.04.

About Analog Devices

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.