Hara Capital LLC Invests $1.37 Million in Analog Devices, Inc. $ADI

Hara Capital LLC bought a new stake in Analog Devices, Inc. (NASDAQ:ADI) during the second quarter, according to its most recent filing with the SEC. The firm bought 3,456 shares of the semiconductor company’s stock, valued at approximately $1,373,000.

Several other institutional investors have also recently bought and sold shares of ADI. Vanguard Group Inc. lifted its position in shares of Analog Devices by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 50,893,276 shares of the semiconductor company’s stock worth $13,802,256,000 after purchasing an additional 503,970 shares during the last quarter. BlackRock Inc. acquired a new stake in Analog Devices in the 2nd quarter valued at approximately $18,610,868,000. State Street Corp increased its position in Analog Devices by 0.4% in the 4th quarter. State Street Corp now owns 23,487,584 shares of the semiconductor company’s stock worth $6,369,833,000 after buying an additional 88,538 shares during the period. Morgan Stanley increased its position in Analog Devices by 1.9% in the 4th quarter. Morgan Stanley now owns 10,450,624 shares of the semiconductor company’s stock worth $2,834,210,000 after buying an additional 194,535 shares during the period. Finally, Bank of America Corp DE lifted its holdings in shares of Analog Devices by 5.2% during the first quarter. Bank of America Corp DE now owns 10,216,699 shares of the semiconductor company’s stock worth $3,250,341,000 after buying an additional 501,604 shares during the last quarter. Institutional investors own 86.81% of the company’s stock.

Analyst Ratings Changes

ADI has been the subject of several research reports. Morgan Stanley increased their price objective on Analog Devices from $428.00 to $458.00 and gave the company an “overweight” rating in a research report on Thursday. Fundamental Research set a $550.00 target price on shares of Analog Devices in a research note on Monday, June 29th. BMO Capital Markets started coverage on shares of Analog Devices in a report on Thursday. They issued an “outperform” rating and a $430.00 price target for the company. Robert W. Baird raised their price target on shares of Analog Devices from $365.00 to $450.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Finally, The Goldman Sachs Group restated a “buy” rating and set a $480.00 price objective on shares of Analog Devices in a report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $447.13.

Analog Devices News Roundup

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

• Positive Sentiment: Strong Q3 beat and upbeat outlook: Fiscal third-quarter revenue reached a record $4.02 billion, up approximately 40% year over year and above the roughly $3.91 billion consensus estimate. Non-GAAP EPS of $3.45 also exceeded expectations. Management guided for fourth-quarter revenue of $4.2 billion-$4.4 billion and EPS of $3.71-$4.01, both ahead of Wall Street forecasts. Analog Devices Reports Record Fiscal Third Quarter 2026 Financial Results
• Positive Sentiment: AI and data-center demand are accelerating: Growth in data-center power-management and optical products, along with industrial demand, is supporting momentum into fiscal 2027. ADI says a potential 100-gigawatt data-center buildout by 2031 could represent a significant long-term opportunity. Analog Devices Sees 100 GW Data Center Buildout
• Positive Sentiment: Analysts raised targets: JPMorgan lifted its target to $500 and maintained an Overweight rating. Needham raised its target to $450, while TD Cowen reaffirmed Buy with a $460 target; Susquehanna also reiterated Buy with a $475 target. These revisions indicate improving confidence in ADI’s AI infrastructure growth. Analog Devices Is Cashing in on the AI Boom
• Positive Sentiment: Shareholder returns remain supportive: ADI declared a quarterly dividend of $1.10 per share, payable September 15 to shareholders of record September 1, and returned approximately $1.7 billion through dividends and repurchases during the quarter.
• Neutral Sentiment: ADI is increasingly being viewed as a dividend-paying way to participate in the AI boom, potentially broadening its appeal to income-oriented investors. 3 Buy-Rated Dividend Stocks to Play the AI Boom
• Negative Sentiment: Valuation and AI-trade concerns are limiting the reaction: One analyst argued that the stock’s elevated valuation and multiple contraction could overshadow the strong fundamentals, warning that investor enthusiasm around AI may be creating additional downside risk. Analog Devices Earnings Reaction Warning

Insider Buying and Selling

In related news, Director Karen Golz sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, July 13th. The stock was sold at an average price of $389.83, for a total transaction of $389,830.00. Following the completion of the transaction, the director owned 11,019 shares in the company, valued at $4,295,536.77. This trade represents a 8.32% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Vincent Roche sold 10,000 shares of the business’s stock in a transaction on 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 in the company, valued at approximately $49,926,294. This represents a 6.78% 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 sold a total of 75,274 shares of company stock valued at $30,343,386 over the last ninety days. Company insiders own 0.36% of the company’s stock.

Analog Devices Trading Down 0.8%

Shares of Analog Devices stock opened at $370.24 on Friday. The firm has a market capitalization of $180.34 billion, a PE ratio of 43.92, a price-to-earnings-growth ratio of 0.97 and a beta of 1.20. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.25 and a quick ratio of 1.34. The company’s fifty day moving average price is $389.14 and its two-hundred day moving average price is $371.10. Analog Devices, Inc. has a 52-week low of $223.47 and a 52-week high of $445.91.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings data on Wednesday, August 19th. The semiconductor company reported $3.45 EPS for the quarter, topping analysts’ consensus estimates of $3.34 by $0.11. Analog Devices had a net margin of 29.79% and a return on equity of 16.39%. The company had revenue of $4.02 billion during the quarter, compared to the consensus estimate of $3.92 billion. During the same period last year, the firm earned $2.05 EPS. The firm’s revenue for the quarter was up 39.2% compared to the same quarter last year. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. On average, analysts expect that Analog Devices, Inc. will post 12.42 EPS for the current year.

Analog Devices Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be paid a dividend of $1.10 per share. The ex-dividend date is Tuesday, September 1st. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. Analog Devices’s dividend payout ratio (DPR) is currently 65.38%.

Analog Devices 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.