Mach 1 Financial Group LLC Makes New $2.88 Million Investment in Analog Devices, Inc. $ADI

Mach 1 Financial Group LLC bought a new position in Analog Devices, Inc. (NASDAQ:ADI) during the fourth quarter, Holdings Channel.com reports. The fund bought 10,631 shares of the semiconductor company’s stock, valued at approximately $2,883,000.

A number of other hedge funds have also added to or reduced their stakes in the stock. Vanguard Group Inc. grew its stake in Analog Devices by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 50,893,276 shares of the semiconductor company’s stock worth $13,802,256,000 after acquiring an additional 503,970 shares in the last quarter. State Street Corp grew its stake in Analog Devices by 0.4% in the 3rd quarter. State Street Corp now owns 23,399,046 shares of the semiconductor company’s stock worth $5,749,146,000 after acquiring an additional 81,790 shares in the last quarter. Amundi grew its stake in Analog Devices by 44.8% in the 3rd quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock worth $1,507,740,000 after acquiring an additional 1,922,302 shares in the last quarter. Van ECK Associates Corp grew its stake in Analog Devices by 10.1% in the 3rd quarter. Van ECK Associates Corp now owns 5,886,294 shares of the semiconductor company’s stock worth $1,446,262,000 after acquiring an additional 541,760 shares in the last quarter. Finally, Raymond James Financial Inc. grew its stake in Analog Devices by 29.2% in the 3rd quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company’s stock worth $1,186,714,000 after acquiring an additional 1,091,004 shares in the last quarter. 86.81% of the stock is currently owned by institutional investors.

Trending Headlines about Analog Devices

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

• Positive Sentiment: Analog Devices posted record fiscal Q2 results, with EPS of $3.09 beating estimates and revenue of $3.62 billion topping forecasts, showing broad-based year-over-year growth. Analog Devices Reports Record Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: The company also issued Q3 guidance above Wall Street estimates, signaling continued momentum in demand for its power-management chips and sensors amid the AI boom. Chipmaker Analog Devices forecasts third-quarter revenue above estimates amid AI boom
• Positive Sentiment: ADI said it will buy Empower Semiconductor for $1.5 billion in cash, expanding its AI data-center power portfolio and targeting a key bottleneck in next-generation AI infrastructure. Analog Devices to buy Empower Semiconductor for $1.5 billion to boost AI power portfolio
• Neutral Sentiment: Analysts responded positively, with Needham raising its target to $440 and reiterating a bullish stance, suggesting the earnings beat and AI strategy may support the long-term outlook. Analog Devices Wins Higher $440 Target on Strong Beat, Upgraded Outlook, and Empower Semiconductor AI Deal
• Negative Sentiment: Despite the strong numbers, the stock is getting hit by a likely sell-the-news reaction after a large year-to-date advance, and some investors may be weighing integration risk and the cash outlay from the Empower deal. Why is Analog Devices stock falling despite strong earnings and AI deal?

Analyst Upgrades and Downgrades

A number of equities analysts have commented on ADI shares. Barclays restated an “overweight” rating on shares of Analog Devices in a research note on Thursday. Benchmark upped their target price on shares of Analog Devices from $285.00 to $400.00 and gave the stock a “buy” rating in a research note on Thursday, February 19th. KeyCorp upped their price target on shares of Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. Arete Research raised shares of Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 price target for the company in a research report on Monday, March 30th. Finally, Stifel Nicolaus upped their price target on shares of Analog Devices from $405.00 to $450.00 and gave the stock a “buy” rating in a research report on Monday. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $388.42.

Insiders Place Their Bets

In other Analog Devices news, CAO Michael Sondel sold 4,199 shares of the firm’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total value of $1,515,922.98. Following the completion of the transaction, the chief accounting officer owned 14,740 shares of the company’s stock, valued at approximately $5,321,434.80. This trade represents a 22.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $397.91, for a total transaction of $3,979,100.00. Following the completion of the transaction, the chief executive officer directly owned 187,538 shares of the company’s stock, valued at approximately $74,623,245.58. This represents a 5.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 24,199 shares of company stock valued at $8,676,423. Corporate insiders own 0.36% of the company’s stock.

Analog Devices Trading Down 3.9%

NASDAQ:ADI opened at $398.05 on Thursday. Analog Devices, Inc. has a 52 week low of $206.00 and a 52 week high of $435.72. The firm has a 50 day moving average of $358.76 and a 200 day moving average of $314.16. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21. The stock has a market capitalization of $194.33 billion, a price-to-earnings ratio of 72.77, a PEG ratio of 1.67 and a beta of 1.19.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, beating analysts’ consensus estimates of $2.89 by $0.20. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The company had revenue of $3.62 billion during the quarter, compared to analysts’ expectations of $3.51 billion. During the same quarter in the prior year, the company posted $1.85 earnings per share. Analog Devices’s revenue for the quarter was up 37.2% compared to the same quarter last year. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, sell-side analysts anticipate that Analog Devices, Inc. will post 11.35 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be given a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. Analog Devices’s dividend payout ratio is presently 80.44%.

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.