Callan Family Office LLC Buys Shares of 15,917 Analog Devices, Inc. $ADI

Callan Family Office LLC bought a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI) in the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 15,917 shares of the semiconductor company’s stock, valued at approximately $6,322,000.

A number of other institutional investors and hedge funds have also made changes to their positions in ADI. Banque Transatlantique SA acquired a new position in Analog Devices during the 4th quarter valued at approximately $25,000. Contravisory Investment Management Inc. bought a new position in Analog Devices during the 2nd quarter worth $25,000. Hilton Head Capital Partners LLC acquired a new stake in Analog Devices in the fourth quarter worth $26,000. Gordian Capital Singapore Pte Ltd bought a new stake in Analog Devices in the fourth quarter valued at $27,000. Finally, Evolution Wealth Management Inc. bought a new stake in Analog Devices in the first quarter valued at $30,000. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Analog Devices

In other news, SVP Martin Cotter sold 17,594 shares of the business’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $418.00, for a total value of $7,354,292.00. Following the sale, the senior vice president owned 56,332 shares of the company’s stock, valued at approximately $23,546,776. The trade was a 23.80% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Ray Stata sold 1,432 shares of the company’s stock in a transaction 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 sale, the director owned 120,175 shares of the company’s stock, valued at approximately $48,169,745.25. This trade represents a 1.18% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 75,274 shares of company stock valued at $30,343,386. Company insiders own 0.36% of the company’s stock.

Analog Devices Stock Up 0.8%

ADI stock opened at $373.09 on Friday. Analog Devices, Inc. has a 52 week low of $223.47 and a 52 week high of $445.91. The company has a market capitalization of $180.79 billion, a price-to-earnings ratio of 44.26, a price-to-earnings-growth ratio of 0.94 and a beta of 1.20. The firm’s 50-day moving average is $388.25 and its two-hundred day moving average is $371.11. The company has a current ratio of 1.25, a quick ratio of 1.34 and a debt-to-equity ratio of 0.20.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.34 by $0.11. Analog Devices had a net margin of 29.79% and a return on equity of 16.39%. The business had revenue of $4.02 billion during the quarter, compared to analysts’ expectations of $3.92 billion. During the same period last year, the firm posted $2.05 earnings per share. The business’s revenue was up 39.2% on a year-over-year basis. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. On average, analysts forecast that Analog Devices, Inc. will post 12.72 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be given a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Tuesday, September 1st. Analog Devices’s dividend payout ratio is 52.19%.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. Cantor Fitzgerald restated an “overweight” rating and set a $550.00 price target on shares of Analog Devices in a research report on Monday, August 17th. JPMorgan Chase & Co. increased their price objective on shares of Analog Devices from $450.00 to $500.00 and gave the stock an “overweight” rating in a report on Thursday. Argus set a $460.00 price objective on shares of Analog Devices in a research report on Tuesday, May 26th. Wall Street Zen raised shares of Analog Devices from a “hold” rating to a “buy” rating in a research note on Sunday, May 24th. Finally, Raymond James Financial restated an “outperform” rating and issued a $430.00 target price on shares of Analog Devices in a research report on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and three 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 $447.13.

Key Stories Impacting Analog Devices

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

• Positive Sentiment: Strong earnings and guidance: ADI reported record fiscal Q3 revenue of $4.02 billion, up about 40% year over year and ahead of the $3.92 billion consensus estimate. Adjusted EPS of $3.45 also exceeded expectations. Management’s fiscal Q4 EPS outlook of $3.71 to $4.01 points to continued momentum. Analog Devices Q3 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: AI and data-center growth: Revenue from data-center applications reportedly more than doubled, while demand tied to AI infrastructure, power management, optical connectivity and energy systems is creating a multiyear growth opportunity. Management highlighted a potential 100-gigawatt data-center buildout by 2031. Analog Devices Q3 Earnings Call Highlights AI Power Growth Runway
• Positive Sentiment: Broad analyst support: JPMorgan raised its price target to $500 and maintained an Overweight rating. Needham, TD Cowen and Susquehanna also reiterated Buy-equivalent ratings, with targets ranging from $450 to $475. These revisions reflect confidence in AI demand, margin expansion and an improving industrial recovery. Analog Devices Is Cashing in on the AI Boom
• Neutral Sentiment: Relative investment appeal: Comparisons with Texas Instruments and dividend-focused AI investment ideas portray ADI as a financially solid way to gain analog-chip and AI exposure, though they do not represent new company-specific catalysts. ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?
• Negative Sentiment: Macro and valuation risks: Semiconductor stocks faced pressure from a sharp rise in the 30-year Treasury yield, which can weigh on high-valuation growth shares. One analysis also downgraded ADI, arguing that multiple contraction and elevated expectations could limit gains despite strong fundamentals. Chip Stocks Fell on Higher Treasury Yields

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.