Analog Devices, Inc. $ADI Shares Bought by HF Advisory Group LLC

HF Advisory Group LLC lifted its stake in shares of Analog Devices, Inc. (NASDAQ:ADI) by 661.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 49,693 shares of the semiconductor company’s stock after acquiring an additional 43,168 shares during the period. Analog Devices accounts for about 0.5% of HF Advisory Group LLC’s investment portfolio, making the stock its 28th largest position. HF Advisory Group LLC’s holdings in Analog Devices were worth $13,477,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. Brighton Jones LLC grew its stake in shares of Analog Devices by 39.5% during the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after buying an additional 529 shares during the period. Sivia Capital Partners LLC increased its holdings 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 buying an additional 464 shares during the last quarter. J.W. Cole Advisors Inc. raised its position in shares of Analog Devices by 5.3% in the 2nd quarter. J.W. Cole Advisors Inc. now owns 1,716 shares of the semiconductor company’s stock worth $408,000 after buying an additional 87 shares during the period. Beacon Pointe Advisors LLC boosted its holdings in Analog Devices by 3.0% in the second quarter. Beacon Pointe Advisors LLC now owns 10,533 shares of the semiconductor company’s stock valued at $2,507,000 after acquiring an additional 308 shares during the last quarter. Finally, Twin Peaks Wealth Advisors LLC purchased a new stake in Analog Devices during the second quarter valued at about $126,000. 86.81% of the stock is owned by institutional investors and hedge funds.

Analog Devices Stock Performance

Analog Devices stock opened at $320.58 on Thursday. The firm has a market capitalization of $156.51 billion, a PE ratio of 58.61, a price-to-earnings-growth ratio of 1.46 and a beta of 1.05. Analog Devices, Inc. has a one year low of $158.65 and a one year high of $363.20. The stock’s 50 day moving average price is $324.76 and its 200 day moving average price is $281.20. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.31 by $0.15. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The company had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.10 billion. During the same quarter last year, the firm posted $1.63 earnings per share. The business’s quarterly 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. As a group, sell-side analysts expect that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend was Tuesday, March 3rd. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio is currently 80.44%.

Analyst Ratings Changes

ADI has been the topic of a number of research reports. Citigroup restated a “buy” rating on shares of Analog Devices in a report on Thursday, February 19th. Piper Sandler lifted their price target on shares of Analog Devices from $250.00 to $360.00 and gave the company a “neutral” 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 objective for the company in a research report on Monday. Benchmark raised their target price on shares of Analog Devices from $285.00 to $400.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Finally, Evercore restated an “outperform” rating and set a $387.00 target price on shares of Analog Devices in a report on Thursday, February 19th. Three analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $367.81.

Insider Activity at Analog Devices

In related news, 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 transaction, the chief executive officer owned 155,688 shares in the company, valued at approximately $47,783,760.96. The trade was a 6.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Katsufumi Nakamura sold 500 shares of the firm’s stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $301.46, for a total value of $150,730.00. Following the sale, the senior vice president owned 12,710 shares of the company’s stock, valued at approximately $3,831,556.60. This trade represents a 3.79% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 41,449 shares of company stock valued at $12,336,069. 0.36% of the stock is currently owned by insiders.

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.