Analog Devices, Inc. $ADI Shares Acquired by CX Institutional

CX Institutional grew its stake in Analog Devices, Inc. (NASDAQ:ADI) by 574.7% during the 4th quarter, Holdings Channel reports. The firm owned 34,368 shares of the semiconductor company’s stock after purchasing an additional 29,274 shares during the quarter. CX Institutional’s holdings in Analog Devices were worth $9,321,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of ADI. Brighton Jones LLC grew its position in shares of Analog Devices by 39.5% in the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after purchasing an additional 529 shares during the period. Sivia Capital Partners LLC grew its position in shares of Analog Devices by 36.0% in the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after purchasing an additional 464 shares during the period. Ieq Capital LLC grew its position 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 period. HUB Investment Partners LLC acquired a new stake in shares of Analog Devices in the second quarter valued at about $644,000. Finally, Peapack Gladstone Financial Corp grew 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 valued at $14,322,000 after purchasing an additional 1,406 shares during the period. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices News Summary

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

• Positive Sentiment: One-week momentum: ADI has risen sharply over the past week, attracting momentum and short-term interest that can support higher prices in the near term. Analog Devices (ADI) Is Up 7.57% in One Week: What You Should Know
• Positive Sentiment: Growth thesis reinforced: Recent write-ups list three reasons ADI qualifies as a solid growth stock (revenue/earnings strength, AI/automotive exposure, recurring analog franchise), supporting a longer-term bullish case. Is Analog Devices (ADI) a Solid Growth Stock? 3 Reasons to Think “Yes”
• Positive Sentiment: Long-term performance spotlight: Retrospectives showing multi‑year gains if you’d held ADI help sustain retail investor interest and confidence in the company’s compounding potential. If You Invested $1000 in Analog Devices a Decade Ago, This is How Much It’d Be Worth Now
• Positive Sentiment: Product/market expansion: ADI released A²B 2.0 for next‑generation in‑vehicle audio — a tangible product win for automotive OEMs that supports ADI’s exposure to the large automotive market. Analog Devices releases A2B 2.0 for next-generation in-vehicle audio systems
• Neutral Sentiment: Analyst recommendation debate: Coverage points out that the average broker rating signals “buy,” but cautions that ABR can be overly optimistic; useful context but mixed impact on price. Is Analog Devices (ADI) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Investor caution on AI: Commentary says ADI benefits from the AI narrative but some investors are hedging, which can cap upside until visibility on AI-driven revenue is clearer. Analog Devices: The AI Narrative Is Strong, But Investors Are Hedging
• Negative Sentiment: Analyst price target below current trading: A reported average price target of $370.69 is lower than recent intraday levels, which could weigh on the stock if more analysts revise targets downward. Analog Devices, Inc. (NASDAQ:ADI) Receives $370.69 Average Price Target from Analysts

Analog Devices Stock Performance

NASDAQ:ADI opened at $397.69 on Friday. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35. The firm has a market capitalization of $194.15 billion, a price-to-earnings ratio of 72.70, a PEG ratio of 1.60 and a beta of 1.19. The company’s 50-day moving average is $341.55 and its two-hundred day moving average is $298.87. Analog Devices, Inc. has a 1-year low of $194.26 and a 1-year high of $408.37.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, beating the consensus estimate of $2.31 by $0.15. The company had revenue of $3.16 billion for 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% on a year-over-year basis. During the same period in the previous year, the business posted $1.63 EPS. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Analysts forecast that Analog Devices, Inc. will post 11.35 EPS for the current year.

Analog Devices Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were issued a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 1.1%. The ex-dividend date was Tuesday, March 3rd. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio (DPR) is presently 80.44%.

Insider Buying and Selling at Analog Devices

In other Analog Devices news, Director Ray Stata sold 3,125 shares of the business’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $317.30, for a total value of $991,562.50. Following the transaction, the director directly owned 123,821 shares in the company, valued at $39,288,403.30. The trade was a 2.46% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CAO Michael Sondel sold 4,199 shares of the business’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the completion of the transaction, the chief accounting officer owned 14,740 shares in the company, valued at $5,321,434.80. The trade was a 22.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 27,324 shares of company stock worth $8,758,085 in the last ninety days. 0.36% of the stock is owned by insiders.

Analyst Ratings Changes

Several brokerages have recently issued reports on ADI. Needham & Company LLC upgraded shares of Analog Devices from a “hold” rating to a “buy” rating and set a $400.00 target price on the stock in a research report on Thursday, February 19th. Cantor Fitzgerald lifted their target price on shares of Analog Devices from $350.00 to $400.00 and gave the company an “overweight” rating in a research report on Tuesday, February 17th. UBS Group lifted their target price 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. Oppenheimer restated an “outperform” rating and set a $400.00 price target (up from $350.00) on shares of Analog Devices in a research report on Thursday, February 19th. Finally, Morgan Stanley restated an “overweight” rating and set a $373.00 price target on shares of Analog Devices in a research report on Thursday, February 19th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, Analog Devices presently has a consensus rating of “Moderate Buy” and an average target price of $370.69.

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.