Mar Vista Investment Partners LLC Sells 30,277 Shares of Analog Devices, Inc. $ADI

Mar Vista Investment Partners LLC trimmed its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 19.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 123,106 shares of the semiconductor company’s stock after selling 30,277 shares during the quarter. Analog Devices accounts for about 2.6% of Mar Vista Investment Partners LLC’s holdings, making the stock its 19th largest position. Mar Vista Investment Partners LLC’s holdings in Analog Devices were worth $30,247,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. Quent Capital LLC grew its position in Analog Devices by 2.4% during the third quarter. Quent Capital LLC now owns 1,810 shares of the semiconductor company’s stock valued at $445,000 after buying an additional 42 shares during the period. Carson Advisory Inc. grew its position in shares of Analog Devices by 3.1% during the 3rd quarter. Carson Advisory Inc. now owns 1,441 shares of the semiconductor company’s stock valued at $354,000 after acquiring an additional 43 shares during the period. Sivia Capital Partners LLC increased 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 purchasing an additional 44 shares during the last quarter. Klingman & Associates LLC raised its holdings in shares of Analog Devices by 3.7% in the 3rd quarter. Klingman & Associates LLC now owns 1,274 shares of the semiconductor company’s stock worth $313,000 after purchasing an additional 45 shares during the period. Finally, Keystone Financial Services lifted its stake in Analog Devices by 1.2% in the second quarter. Keystone Financial Services now owns 3,837 shares of the semiconductor company’s stock valued at $913,000 after purchasing an additional 46 shares during the last quarter. 86.81% of the stock is owned by hedge funds and other institutional investors.

Analog Devices News Roundup

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

• Positive Sentiment: Q1 beat and upbeat commentary — ADI reported roughly $3.16B in Q1 sales and net income of ~$831M, with management pointing to broad-based strength (industrial, automotive, communications) and AI/data‑center opportunities. The results and commentary are cited as the primary driver behind the rally. Why Analog Devices (ADI) Is Up 5.5% After Strong Q1, Higher Dividend And Bullish Q2 Guidance
• Positive Sentiment: Shareholder returns boosted — management announced an 11% quarterly dividend increase and reiterated buybacks, signaling confidence in free cash flow and supporting yield-focused demand. Analog Devices Dividend Hike Highlights AI Growth And Valuation Tension
• Positive Sentiment: Analyst upgrades and rankings — ADI was added to Zacks’ Rank #1 (Strong Buy) growth list and several outlets compared ADI favorably vs. peers on AI/data-center exposure, which supports momentum and higher price targets. Best Growth Stocks to Buy for February 25th Zacks: Best Growth Stocks to Buy for February 25th
• Positive Sentiment: Macro/sector narrative supportive — MarketBeat and MarketBeat/MarketBeat-like coverage highlight ADI as a key industrial/analog play in a suspected semiconductor supercycle (AI, automotive electrification), with upward revisions to price targets. 3 Industrial Chip Stocks Riding a New Semiconductor Supercycle in 2026
• Neutral Sentiment: Analyst Q&A and deeper readouts — post‑earnings analyst questions surfaced that drill into ATE, data‑center product mix and sustainability of cyclical recoveries; useful for modeling but not an immediate price catalyst. 5 Insightful Analyst Questions From Analog Devices’s Q4 Earnings Call
• Neutral Sentiment: Short interest data appears erroneous — recent feeds show “0 shares” / NaN changes and a 0.0 days-to-cover figure; this looks like a reporting artefact rather than meaningful shifts in positioning. (No actionable implication until clean data is posted.)

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on ADI shares. Barclays increased their price target on Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a research note on Thursday, February 19th. Morgan Stanley reiterated an “overweight” rating and issued a $373.00 target price on shares of Analog Devices in a research note on Thursday, February 19th. The Goldman Sachs Group boosted their price target on shares of Analog Devices from $300.00 to $370.00 and gave the company a “buy” rating in a research report on Wednesday, February 18th. Oppenheimer reaffirmed an “outperform” rating and issued a $400.00 price objective (up from $350.00) on shares of Analog Devices in a report on Thursday, February 19th. Finally, Stifel Nicolaus set a $405.00 target price on shares of Analog Devices and gave the company a “buy” rating in a report on Wednesday, February 18th. Three equities research 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 company. According to data from MarketBeat, Analog Devices has a consensus rating of “Moderate Buy” and a consensus price target of $366.96.

Insider Transactions at Analog Devices

In related news, Director Ray Stata sold 3,125 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total value of $991,562.50. Following the transaction, the director owned 123,821 shares of the company’s stock, valued at $39,288,403.30. This represents a 2.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Michael Sondel sold 8,169 shares of the company’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $278.03, for a total value 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. The trade was a 30.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 53,544 shares of company stock worth $15,320,417. Company insiders own 0.36% of the company’s stock.

Analog Devices Stock Up 1.3%

Shares of NASDAQ:ADI opened at $360.80 on Thursday. The firm has a fifty day moving average price of $307.26 and a two-hundred day moving average price of $267.79. The company has a market cap of $176.14 billion, a price-to-earnings ratio of 65.96, a PEG ratio of 1.65 and a beta of 1.03. 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, Inc. has a one year low of $158.65 and a one year high of $363.20.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, topping the consensus estimate of $2.31 by $0.15. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The business had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.10 billion. During the same period in the previous year, the business earned $1.63 earnings per share. The firm’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. Analysts anticipate that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Increases Dividend

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

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.