24,276 Shares in Analog Devices, Inc. $ADI Acquired by Notis McConarty Edward

Notis McConarty Edward acquired a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 24,276 shares of the semiconductor company’s stock, valued at approximately $9,642,000. Analog Devices accounts for approximately 4.2% of Notis McConarty Edward’s portfolio, making the stock its 6th largest position.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Riverbend Wealth Management LLC grew its holdings in shares of Analog Devices by 2.2% during the 1st quarter. Riverbend Wealth Management LLC now owns 1,245 shares of the semiconductor company’s stock worth $396,000 after purchasing an additional 27 shares in the last quarter. Bridgewater Advisors Inc. raised its stake in Analog Devices by 1.5% in the first quarter. Bridgewater Advisors Inc. now owns 1,805 shares of the semiconductor company’s stock valued at $574,000 after purchasing an additional 27 shares in the last quarter. Silicon Valley Capital Partners raised its stake in Analog Devices by 4.2% in the first quarter. Silicon Valley Capital Partners now owns 672 shares of the semiconductor company’s stock valued at $214,000 after purchasing an additional 27 shares in the last quarter. Sound Income Strategies LLC lifted its position in Analog Devices by 12.0% during the first quarter. Sound Income Strategies LLC now owns 281 shares of the semiconductor company’s stock worth $90,000 after purchasing an additional 30 shares during the period. Finally, 1620 Investment Advisors Inc. lifted its position in Analog Devices by 5.0% during the fourth quarter. 1620 Investment Advisors Inc. now owns 671 shares of the semiconductor company’s stock worth $182,000 after purchasing an additional 32 shares during the period. 86.81% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have commented on ADI. Wall Street Zen raised shares of Analog Devices from a “hold” rating to a “buy” rating in a report on Sunday, May 24th. Sanford C. Bernstein raised shares of Analog Devices from a “market perform” rating to an “outperform” rating and set a $465.00 price target for the company in a report on Wednesday. Raymond James Financial reiterated an “outperform” rating and set a $430.00 price target on shares of Analog Devices in a research report on Thursday, May 21st. Oppenheimer lifted their price objective on shares of Analog Devices from $400.00 to $450.00 and gave the company an “outperform” rating in a research note on Tuesday, May 12th. Finally, Argus set a $460.00 price objective on shares of Analog Devices in a research report on Tuesday, May 26th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $443.24.

Insider Activity at Analog Devices

In related news, Director Ray Stata sold 1,432 shares of the stock in a transaction that occurred on Tuesday, June 9th. The shares were sold at an average price of $400.83, for a total value of $573,988.56. Following the completion of the transaction, the director owned 120,175 shares of the company’s stock, valued at $48,169,745.25. This represents a 1.18% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Karen Golz sold 1,000 shares of the stock in a transaction that occurred on Monday, July 13th. The shares were sold at an average price of $389.83, for a total transaction of $389,830.00. Following the completion of the transaction, the director directly owned 11,019 shares of the company’s stock, valued at approximately $4,295,536.77. The trade was a 8.32% decrease in their position. 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. Insiders have sold 105,274 shares of company stock valued at $42,247,986 in the last quarter. 0.36% of the stock is owned by company insiders.

Analog Devices Stock Performance

NASDAQ:ADI opened at $373.26 on Thursday. Analog Devices, Inc. has a twelve month low of $223.47 and a twelve month high of $445.91. The company has a quick ratio of 1.34, a current ratio of 1.75 and a debt-to-equity ratio of 0.21. The stock’s 50-day simple moving average is $389.98 and its 200 day simple moving average is $370.68. The firm has a market capitalization of $181.81 billion, a PE ratio of 55.46, a price-to-earnings-growth ratio of 0.98 and a beta of 1.20.

Analog Devices (NASDAQ:ADI) last issued its earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 EPS for the quarter, topping the consensus estimate of $3.34 by $0.11. The firm had revenue of $4.02 billion during the quarter, compared to the consensus estimate of $3.91 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The business’s quarterly revenue was up 39.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.05 earnings per share. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. On average, analysts anticipate that Analog Devices, Inc. will post 12.42 EPS for the current fiscal year.

Analog Devices Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be issued a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. Analog Devices’s payout ratio is 65.38%.

Analog Devices News Summary

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

• Positive Sentiment: Analog Devices reported record fiscal third-quarter revenue of $4.02 billion, up 39.2% year over year and ahead of the $3.92 billion consensus estimate. Adjusted EPS of $3.45 also surpassed expectations of roughly $3.33–$3.34. Growth was led by data-center and industrial demand. Analog Devices Reports Record Fiscal Third Quarter 2026 Financial Results
• Positive Sentiment: The company issued above-consensus fiscal fourth-quarter guidance, calling for revenue of $4.2 billion to $4.4 billion and EPS of $3.71 to $4.01, versus analyst expectations of approximately $4.1 billion and $3.53, respectively. Management cited continued demand for power-management chips used in AI data centers and industrial applications. Analog Devices’ quarterly forecast tops estimates on AI-fueled chip demand
• Positive Sentiment: Goldman Sachs reiterated a Buy rating and a $450 price target following the earnings beat and stronger outlook. Analog Devices also declared a quarterly dividend of $1.10 per share, payable September 15. Goldman Sachs reiterates Buy rating

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.