Clarkston Capital Partners LLC Takes $9.18 Million Position in Analog Devices, Inc. $ADI

Clarkston Capital Partners LLC purchased a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 33,857 shares of the semiconductor company’s stock, valued at approximately $9,182,000.

Several other hedge funds and other institutional investors also recently modified their holdings of ADI. Brighton Jones LLC boosted its holdings in shares of Analog Devices by 39.5% during the fourth 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 during the period. Sivia Capital Partners LLC lifted its holdings in Analog Devices by 36.0% in the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock worth $417,000 after purchasing an additional 464 shares during the period. Ieq Capital LLC lifted its holdings in Analog Devices by 38.0% in the second quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock worth $10,610,000 after purchasing an additional 12,276 shares during the period. HUB Investment Partners LLC acquired a new stake in Analog Devices in the second quarter worth about $644,000. Finally, Peapack Gladstone Financial Corp lifted its holdings in 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 during the period. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices Price Performance

Shares of Analog Devices stock opened at $417.79 on Friday. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. The company’s 50-day moving average price is $391.76 and its two-hundred day moving average price is $334.69. Analog Devices, Inc. has a 52 week low of $218.37 and a 52 week high of $439.70. The stock has a market cap of $203.50 billion, a PE ratio of 62.08, a price-to-earnings-growth ratio of 1.15 and a beta of 1.18.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to analysts’ expectations of $3.51 billion. During the same period in the previous year, the business earned $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 12.41 EPS for the current fiscal year.

Analog Devices Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd will be given a $1.10 dividend. The ex-dividend date is Tuesday, June 2nd. This represents a $4.40 annualized dividend and a yield of 1.1%. Analog Devices’s payout ratio is 65.38%.

Key Stories Impacting Analog Devices

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

• Positive Sentiment: Recent commentary says Analog Devices is benefiting from strong AI infrastructure spending, with growing data-center and communications demand reinforcing the company’s growth story. Will Record Q2, Empower Deal and AI Infrastructure Demand Shift Analog Devices’ (ADI) Narrative?
• Positive Sentiment: Analyst and broker commentary remains generally constructive, with recent reports describing ADI as a buy and noting momentum in its communications segment tied to AI and data-center demand. Can ADI’s Communications Segment Emerge as a New Growth Driver?
• Neutral Sentiment: Analog Devices was recognized at the 2026 BostonCISO ORBIE Awards, which is a positive brand and leadership signal but unlikely to move the stock by itself. New England’s Top Security Executives Named at the 2026 BostonCISO ORBIE Awards
• Negative Sentiment: Director Ray Stata disclosed a sale of 1,432 shares, which can weigh on sentiment even though it was made under a pre-arranged 10b5-1 plan and represents a small portion of his holdings. Ray Stata Sells 1,432 Shares of Analog Devices (NASDAQ:ADI) Stock

Insiders Place Their Bets

In other Analog Devices news, SVP Martin Cotter sold 17,594 shares of the business’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total value of $7,354,292.00. Following the sale, the senior vice president directly owned 56,332 shares in the company, valued at approximately $23,546,776. The trade was a 23.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Vincent Roche sold 30,000 shares of the business’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the completion of the sale, the chief executive officer owned 137,538 shares in the company, valued at approximately $57,096,149.94. This trade represents a 17.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 100,442 shares of company stock worth $40,011,004. 0.36% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

ADI has been the subject of several research analyst reports. Robert W. Baird upped their price objective 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. Raymond James Financial reaffirmed an “outperform” rating and issued a $430.00 price objective on shares of Analog Devices in a report on Thursday, May 21st. Benchmark upped their price objective on shares of Analog Devices from $285.00 to $400.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. Susquehanna upped their price objective on shares of Analog Devices from $360.00 to $400.00 and gave the stock a “positive” rating in a report on Thursday, February 19th. Finally, TD Cowen upped their price objective on shares of Analog Devices from $400.00 to $450.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $432.71.

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.