Simplicity Wealth LLC Purchases New Position in Analog Devices, Inc. $ADI

Simplicity Wealth LLC purchased a new position in Analog Devices, Inc. (NASDAQ:ADI) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,302 shares of the semiconductor company’s stock, valued at approximately $914,000.

Several other institutional investors have also recently made changes to their positions in the company. Banque Transatlantique SA purchased a new stake in Analog Devices in the fourth quarter worth $25,000. Contravisory Investment Management Inc. purchased a new stake in Analog Devices in the second quarter worth about $25,000. Hilton Head Capital Partners LLC bought a new position in shares of Analog Devices during the fourth quarter valued at approximately $26,000. Gordian Capital Singapore Pte Ltd purchased a new position in shares of Analog Devices during the fourth quarter valued at approximately $27,000. Finally, Evolution Wealth Management Inc. purchased a new position in shares of Analog Devices during the first quarter valued at approximately $30,000. Institutional investors own 86.81% of the company’s stock.

Analog Devices Stock Performance

ADI opened at $389.39 on Monday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75. The stock has a market capitalization of $189.67 billion, a price-to-earnings ratio of 57.86, a PEG ratio of 1.01 and a beta of 1.20. The company has a fifty day moving average of $391.20 and a 200 day moving average of $369.27. Analog Devices, Inc. has a fifty-two week low of $223.47 and a fifty-two week high of $445.91.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.89 by $0.20. The company had revenue of $3.62 billion for the quarter, compared to the consensus estimate of $3.51 billion. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. Analog Devices’s revenue was up 37.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.85 earnings per share. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, sell-side analysts forecast that Analog Devices, Inc. will post 12.42 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

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

Wall Street Analyst Weigh In

Several research firms recently weighed in on ADI. Argus set a $460.00 price target on Analog Devices in a research note on Tuesday, May 26th. Bank of America boosted their price objective on shares of Analog Devices from $425.00 to $460.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Needham & Company LLC upped their price objective on Analog Devices from $400.00 to $440.00 and gave the company a “buy” rating in a research report on Thursday, May 21st. KeyCorp lifted their target price on Analog Devices from $500.00 to $525.00 and gave the stock an “overweight” rating in a report on Tuesday, July 14th. Finally, Wolfe Research restated an “outperform” rating and issued a $475.00 price target on shares of Analog Devices in a research note on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $441.00.

More Analog Devices News

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

• Positive Sentiment: Analysts expect approximately $3.33 in earnings per share on $3.93 billion in revenue for the quarter ended July 2026. Coverage also points to a potential earnings beat, supported by broad-based demand and AI-driven growth in the Communications segment. KeyBanc reiterated an Overweight rating with a $525 price target. How To Earn $500 a Month From Analog Devices Stock Ahead of Q3 Earnings
• Positive Sentiment: Investors continue to view ADI’s industrial and data-center exposure, strong margins, and artificial-intelligence opportunities as potential justifications for its elevated valuation. The company’s prior quarter also showed strong momentum, with revenue rising 37.2% year over year and EPS exceeding estimates. Should Investors Buy ADI Stock Despite its Premium Valuation?
• Neutral Sentiment: Pre-earnings analysis is encouraging investors to look beyond revenue and EPS toward operating metrics and segment trends. The upcoming report is therefore likely to be a near-term catalyst, with the stock’s reaction depending heavily on guidance and evidence that demand remains broad based. Should You Buy, Sell or Hold ADI Stock Before Q3 Earnings?
• Negative Sentiment: ADI trades at a premium multiple, leaving limited room for execution issues or cautious guidance. Analysts also flag possible near-term volatility, while broader semiconductor flows and warnings that the chip cycle may be approaching a peak could weigh on sentiment across the sector. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs

Insiders Place Their Bets

In other Analog Devices news, CEO Vincent Roche sold 10,000 shares of the business’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $363.00, for a total value of $3,630,000.00. Following the completion of the sale, the chief executive officer directly owned 137,538 shares of the company’s stock, valued at $49,926,294. The trade was a 6.78% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Karen Golz sold 1,000 shares of the firm’s stock in a transaction on Monday, July 13th. The stock was sold at an average price of $389.83, for a total value of $389,830.00. Following the transaction, the director owned 11,019 shares in the company, valued at $4,295,536.77. The trade was a 8.32% decrease in their ownership of the stock. 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 have sold 105,274 shares of company stock worth $42,247,986. 0.36% of the stock is currently owned by company insiders.

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.