Segall Bryant & Hamill LLC Purchases 4,898 Shares of Analog Devices, Inc. $ADI

Segall Bryant & Hamill LLC lifted its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 17.7% during the third quarter, Holdings Channel.com reports. The firm owned 32,556 shares of the semiconductor company’s stock after purchasing an additional 4,898 shares during the period. Segall Bryant & Hamill LLC’s holdings in Analog Devices were worth $7,999,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Jones Financial Companies Lllp lifted its stake in shares of Analog Devices by 12.9% in the third quarter. Jones Financial Companies Lllp now owns 169,572 shares of the semiconductor company’s stock valued at $41,907,000 after buying an additional 19,383 shares in the last quarter. SG Americas Securities LLC increased its position in shares of Analog Devices by 684.6% during the third quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company’s stock worth $211,871,000 after acquiring an additional 752,411 shares in the last quarter. Voya Investment Management LLC raised its holdings in shares of Analog Devices by 22.3% in the 3rd quarter. Voya Investment Management LLC now owns 1,293,403 shares of the semiconductor company’s stock worth $317,789,000 after acquiring an additional 236,211 shares during the last quarter. AE Wealth Management LLC lifted its position in Analog Devices by 26.4% in the 3rd quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company’s stock valued at $10,795,000 after acquiring an additional 9,174 shares in the last quarter. Finally, Ashton Thomas Private Wealth LLC boosted its stake in Analog Devices by 18.8% during the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 20,734 shares of the semiconductor company’s stock valued at $5,094,000 after purchasing an additional 3,286 shares during the last quarter. 86.81% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

ADI has been the subject of several analyst reports. Wall Street Zen raised Analog Devices from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. UBS Group raised their price target on shares of Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. JPMorgan Chase & Co. lifted their target price on shares of Analog Devices from $320.00 to $400.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. Robert W. Baird set a $365.00 price target on Analog Devices in a research report on Thursday, February 19th. Finally, The Goldman Sachs Group raised their target price on Analog Devices from $300.00 to $370.00 and gave the company a “buy” rating in a research report on Wednesday, February 18th. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat, Analog Devices presently has a consensus rating of “Moderate Buy” and an average price target of $366.96.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: Multiple Wall Street analysts and aggregator coverage paint ADI as a Buy, reinforcing investor confidence; recent write-ups discuss the stock as a solid investment. Wall Street Analysts Think Analog Devices (ADI) Is a Good Investment: Is It?
• Positive Sentiment: Zacks and other outlets highlight ADI as a strong momentum/dividend-growth name, which can attract growth and income-focused buyers. Zacks Coverage
• Positive Sentiment: Analyst price-target activity remains constructive: a recent median 6‑month target around $400 supports upside expectations and may underpin buying. (Source: QuiverQuant summary) QuiverQuant Coverage
• Neutral Sentiment: Analog Devices presented at the Morgan Stanley TMT conference (transcript available) — useful for investors but outcome depends on new guidance/remarks; conferences often reaffirm strategy rather than move price materially. Conference Transcript
• Neutral Sentiment: Unusually large options activity was flagged, indicating elevated speculative interest or hedging flows; that can increase intraday volatility but is ambiguous for direction. Options Activity Alert
• Neutral Sentiment: Reported short-interest data in the available feeds appear to be erroneous (showing 0 shares/days-to-cover), so short-interest signals are unreliable from these entries; ignore until corrected.
• Negative Sentiment: Sector and macro headwinds—geopolitical tensions that sparked a risk‑off move in semiconductors and rising yields—have pressured ADI in recent sessions and can trigger profit-taking. Sector Risk Headline
• Negative Sentiment: QuiverQuant flags heavy insider selling over recent months (multiple executives sold shares), which can be read negatively by some investors even if sales are routine/compensatory. Insider Trading Summary

Analog Devices Price Performance

Analog Devices stock opened at $341.51 on Thursday. 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. The firm has a market capitalization of $166.73 billion, a P/E ratio of 62.43, a PEG ratio of 1.56 and a beta of 1.00. The business has a fifty day moving average price of $314.52 and a 200-day moving average price of $271.86.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, beating analysts’ consensus estimates of $2.31 by $0.15. The company had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.10 billion. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. Analog Devices’s revenue was up 30.4% compared to the same quarter last year. During the same period last year, the business earned $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, equities research analysts forecast that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be given a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 1.3%. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date is Tuesday, March 3rd. Analog Devices’s dividend payout ratio (DPR) is presently 80.44%.

Insider Transactions at Analog Devices

In related 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 of the company’s stock, valued at approximately $39,288,403.30. This trade represents a 2.46% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CAO Michael Sondel sold 8,169 shares of the company’s stock in a transaction that occurred on 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 sale, the chief accounting officer directly owned 18,913 shares of the company’s stock, valued at approximately $5,258,381.39. This represents a 30.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 57,743 shares of company stock worth $16,836,340. Company insiders own 0.36% of the company’s stock.

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.