Stonebrook Private Inc. Has $4.62 Million Holdings in Analog Devices, Inc. $ADI

Stonebrook Private Inc. grew its position in Analog Devices, Inc. (NASDAQ:ADI) by 78.3% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 18,807 shares of the semiconductor company’s stock after purchasing an additional 8,258 shares during the period. Analog Devices comprises approximately 1.0% of Stonebrook Private Inc.’s holdings, making the stock its 24th largest holding. Stonebrook Private Inc.’s holdings in Analog Devices were worth $4,621,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in the company. Howard Hughes Medical Institute purchased a new stake in shares of Analog Devices in the 2nd quarter valued at approximately $25,000. Clayton Financial Group LLC acquired a new stake in Analog Devices during the 3rd quarter valued at $31,000. Y.D. More Investments Ltd acquired a new stake in Analog Devices during the 3rd quarter valued at $32,000. LFA Lugano Financial Advisors SA lifted its holdings in shares of Analog Devices by 92.9% in the third 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 in the last quarter. Finally, Valley Wealth Managers Inc. acquired a new stake in shares of Analog Devices in the third quarter worth $38,000. 86.81% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Analog Devices news, Director Ray Stata sold 3,125 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total transaction of $991,562.50. Following the transaction, the director directly owned 123,821 shares in the company, valued at $39,288,403.30. This trade represents a 2.46% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Vincent Roche sold 10,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $306.92, for a total value of $3,069,200.00. Following the completion of the sale, the chief executive officer directly owned 155,688 shares of the company’s stock, valued at $47,783,760.96. This represents a 6.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 53,544 shares of company stock worth $15,320,417 in the last 90 days. 0.36% of the stock is owned by corporate insiders.

Analog Devices Stock Up 0.0%

Shares of Analog Devices stock opened at $355.15 on Tuesday. The firm has a market cap of $173.38 billion, a price-to-earnings ratio of 64.93, a P/E/G ratio of 1.68 and a beta of 1.03. The stock has a 50-day simple moving average of $303.91 and a 200-day simple moving average of $266.21. Analog Devices, Inc. has a 52-week low of $158.65 and a 52-week high of $358.00. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35.

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

Analog Devices Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be issued a dividend of $1.10 per share. The ex-dividend date is Tuesday, March 3rd. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.2%. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s payout ratio is 72.39%.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. Morgan Stanley reissued an “overweight” rating and set a $373.00 price target on shares of Analog Devices in a research report on Thursday. Weiss Ratings cut Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, January 20th. Benchmark increased their price target on shares of Analog Devices from $285.00 to $400.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. Truist Financial raised their price target on shares of Analog Devices from $291.00 to $364.00 and gave the stock a “hold” rating in a report on Thursday. Finally, Wells Fargo & Company upped their price objective on shares of Analog Devices from $340.00 to $400.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $366.96.

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.