2,527 Analog Devices, Inc. $ADI Shares Acquired by HF Advisory Group LLC

HF Advisory Group LLC lifted its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 48.8% during the third quarter, Holdings Channel reports. The institutional investor owned 7,703 shares of the semiconductor company’s stock after purchasing an additional 2,527 shares during the quarter. HF Advisory Group LLC’s holdings in Analog Devices were worth $3,056,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. RFG Bristol Wealth Advisors LLC raised its stake in Analog Devices by 233.7% during the third quarter. RFG Bristol Wealth Advisors LLC now owns 3,354 shares of the semiconductor company’s stock worth $1,331,000 after purchasing an additional 2,349 shares during the period. Balefire LLC raised its position in Analog Devices by 13.1% in the third quarter. Balefire LLC now owns 762 shares of the semiconductor company’s stock valued at $302,000 after purchasing an additional 88 shares during the period. Avity Investment Management Inc. purchased a new position in Analog Devices in the 3rd quarter worth approximately $2,660,000. Riversedge Advisors LLC boosted its stake in shares of Analog Devices by 102.9% in the third quarter. Riversedge Advisors LLC now owns 1,339 shares of the semiconductor company’s stock valued at $531,000 after purchasing an additional 679 shares during the period. Finally, Wedmont Private Capital grew its stake in shares of Analog Devices by 6.6% during the third quarter. Wedmont Private Capital now owns 14,194 shares of the semiconductor company’s stock valued at $5,762,000 after acquiring an additional 882 shares in the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices Stock Performance

ADI stock opened at $406.19 on Friday. The company has a 50-day simple moving average of $380.02 and a 200 day simple moving average of $383.39. The company has a market capitalization of $196.83 billion, a P/E ratio of 48.18, a PEG ratio of 1.25 and a beta of 1.22. The company has a quick ratio of 0.91, a current ratio of 1.25 and a debt-to-equity ratio of 0.20. 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, August 19th. The semiconductor company reported $3.45 EPS for the quarter, topping analysts’ consensus estimates of $3.34 by $0.11. The company had revenue of $4.02 billion for the quarter, compared to the consensus estimate of $3.92 billion. Analog Devices had a net margin of 29.79% and a return on equity of 16.39%. Analog Devices’s revenue was up 39.2% on a year-over-year basis. During the same period in the previous year, the firm earned $2.05 EPS. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Sell-side analysts predict that Analog Devices, Inc. will post 12.96 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st were given a dividend of $1.10 per share. The ex-dividend date was Tuesday, September 1st. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. Analog Devices’s dividend payout ratio (DPR) is 52.19%.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. BMO Capital Markets began coverage on Analog Devices in a report on Thursday, August 20th. They issued an “outperform” rating and a $430.00 price objective for the company. KeyCorp boosted their target price on shares of Analog Devices from $500.00 to $525.00 and gave the company an “overweight” rating in a research note on Tuesday, July 14th. Fundamental Research set a $550.00 price target on shares of Analog Devices in a research report on Monday, June 29th. TD Cowen reiterated a “buy” rating and set a $460.00 price objective (up from $450.00) on shares of Analog Devices in a research note on Tuesday, September 8th. Finally, Arete Research raised their target price on shares of Analog Devices from $487.00 to $490.00 and gave the stock a “buy” rating in a report on Thursday, August 20th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $460.09.

Insiders Place Their Bets

In other news, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $396.94, for a total transaction of $3,969,400.00. Following the completion of the sale, the chief executive officer directly owned 115,460 shares of the company’s stock, valued at $45,830,692.40. This represents a 7.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Richard C. Puccio, Jr. sold 1,500 shares of the stock in a transaction on Tuesday, October 6th. The shares were sold at an average price of $421.08, for a total value of $631,620.00. Following the completion of the transaction, the chief financial officer owned 49,677 shares of the company’s stock, valued at $20,917,991.16. This trade represents a 2.93% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 51,936 shares of company stock valued at $19,820,594. 0.36% of the stock is currently owned by insiders.

Analog Devices News Summary

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

• Positive Sentiment: Analyst outlook remains constructive. TD Cowen maintained a Buy rating and a $460 price target, above ADI’s recent trading level. Wall Street’s broader consensus remains “Moderate Buy,” with an average target near $460. TD Cowen keeps $460 target for Analog Devices
• Positive Sentiment: ADI is expanding its communications technology footprint. India-based Lekha Wireless plans to integrate Analog Devices radio technology into 4G and 5G products. The agreement is unlikely to materially change near-term earnings, but it reinforces ADI’s exposure to communications infrastructure and 5G demand. Lekha Wireless to integrate Analog Devices technology
• Neutral Sentiment: Reported short interest was zero. The October 9 report lists no shares sold short and a 0.0-day short-interest ratio. This could remove a source of bearish pressure, although the unusual figure may reflect a reporting or data issue rather than a meaningful change in investor positioning.
• Neutral Sentiment: Strong fundamentals are balanced by a demanding valuation. ADI’s latest quarter exceeded earnings and revenue expectations, with revenue increasing 39.2% year over year. The stock trades at roughly 48 times earnings, leaving it vulnerable to profit-taking if growth or AI-related semiconductor demand disappoints.
• Negative Sentiment: Several insiders have sold shares. Director Ray Stata sold 1,416 shares for approximately $594,777, CFO Richard Puccio sold 1,500 shares for about $631,620, and Vivek Jain sold a combined 5,305 shares worth roughly $2.16 million. The transactions were made under pre-arranged Rule 10b5-1 plans and do not necessarily indicate weakening business prospects, but the cluster of sales may weigh on sentiment. Analog Devices insider buying and selling

Analog Devices Profile

Analog Devices, Inc (NASDAQ: ADI) is a global semiconductor company that develops technologies for converting, conditioning and processing real-world signals. Its products connect the physical and digital worlds by helping electronic systems sense, measure, interpret and control information such as temperature, pressure, motion, sound and electrical current.

The company’s product portfolio includes analog and mixed-signal integrated circuits, power management solutions, radio-frequency and microwave devices, data converters, amplifiers, sensors, microcontrollers, embedded processors and connectivity products.