NewEdge Advisors LLC Has $78.11 Million Holdings in Analog Devices, Inc. $ADI

NewEdge Advisors LLC raised its position in Analog Devices, Inc. (NASDAQ:ADI) by 3.3% during the 1st quarter, HoldingsChannel.com reports. The firm owned 245,536 shares of the semiconductor company’s stock after purchasing an additional 7,808 shares during the period. NewEdge Advisors LLC’s holdings in Analog Devices were worth $78,115,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC lifted its stake in Analog Devices by 39.5% in the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after acquiring an additional 529 shares in the last quarter. Sivia Capital Partners LLC grew its stake in shares of Analog Devices by 36.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock worth $417,000 after acquiring an additional 464 shares in the last quarter. Ieq Capital LLC raised its holdings in shares of Analog Devices by 38.0% in the second quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock valued at $10,610,000 after purchasing an additional 12,276 shares during the last quarter. HUB Investment Partners LLC acquired a new stake in shares of Analog Devices in the second quarter valued at approximately $644,000. Finally, Peapack Gladstone Financial Corp lifted its position in shares of Analog Devices by 2.4% in the second quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock worth $14,322,000 after purchasing an additional 1,406 shares in the last quarter. 86.81% of the stock is currently owned by institutional investors.

Insider Activity

In related news, Director Ray Stata sold 1,416 shares of Analog Devices stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $377.37, for a total transaction of $534,355.92. Following the completion of the transaction, the director owned 114,511 shares in the company, valued at approximately $43,213,016.07. This trade represents a 1.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Martin Cotter sold 17,594 shares of the business’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $418.00, for a total value of $7,354,292.00. Following the transaction, the senior vice president directly owned 56,332 shares in the company, valued at approximately $23,546,776. This trade represents a 23.80% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 105,274 shares of company stock valued at $42,247,986. Company insiders own 0.36% of the company’s stock.

Analog Devices News Roundup

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

• Positive Sentiment: Broad strength across semiconductor stocks, fueled by renewed artificial-intelligence enthusiasm, strong memory demand and anticipation of additional chip-industry earnings, provides a supportive environment for ADI. Semiconductor Rally Powers S&P 500 to Fresh Record High
• Positive Sentiment: Analyst optimism remains a key support. ADI recently exceeded earnings and revenue estimates, posting $3.09 in EPS and $3.62 billion in revenue, while its latest quarterly revenue increased 37.2% year over year. Estimate revisions and the company’s history of earnings beats could keep investor attention focused on its next report. Analog Devices Could Be 16% Undervalued After Fresh Earnings Optimism
• Neutral Sentiment: ADI director Ray Stata sold 1,416 shares for approximately $534,000, reducing his direct ownership by 1.22%. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan, which limits its value as a signal about the company’s outlook. SEC Form 4: Ray Stata Transaction
• Negative Sentiment: CEO Vincent Roche recently sold 10,000 shares for $3.63 million, cutting his direct ownership by 6.78%. Although the sale also occurred under a 10b5-1 plan and does not necessarily indicate weakening confidence, repeated insider selling can create near-term investor caution. SEC Form 4: Vincent Roche Transaction

Analog Devices Price Performance

Shares of ADI opened at $377.31 on Friday. The company has a market cap of $183.78 billion, a price-to-earnings ratio of 56.06, a PEG ratio of 0.98 and a beta of 1.20. Analog Devices, Inc. has a 1-year low of $221.15 and a 1-year high of $445.91. The company’s fifty day simple moving average is $395.07 and its 200 day simple moving average is $365.79. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21.

Analog Devices (NASDAQ:ADI) last announced its quarterly 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 26.01% and a return on equity of 14.37%. The firm had revenue of $3.62 billion during the quarter, compared to analysts’ expectations of $3.51 billion. During the same quarter last year, the company posted $1.85 earnings per share. The company’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. On average, research analysts forecast that Analog Devices, Inc. will post 12.42 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were paid a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 1.2%. The ex-dividend date was Tuesday, June 2nd. Analog Devices’s dividend payout ratio (DPR) is 65.38%.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the stock. Robert W. Baird increased their target price on shares of Analog Devices from $365.00 to $450.00 and gave the stock an “outperform” rating in a report on Thursday, May 21st. Weiss Ratings cut shares of Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, July 28th. JPMorgan Chase & Co. increased their price objective on shares of Analog Devices from $400.00 to $450.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. Truist Financial raised their price objective on Analog Devices from $364.00 to $405.00 and gave the company a “hold” rating in a report on Wednesday, May 20th. Finally, Barclays lifted their target price on Analog Devices from $430.00 to $450.00 and gave the company an “overweight” rating in a research report on Thursday, May 21st. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $441.00.

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.