3,908 Shares in Analog Devices, Inc. $ADI Purchased by Fiduciary Family Office LLC

Fiduciary Family Office LLC acquired a new position in Analog Devices, Inc. (NASDAQ:ADI) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 3,908 shares of the semiconductor company’s stock, valued at approximately $960,000.

Several other large investors have also recently made changes to their positions in the business. Solstein Capital LLC increased its holdings in Analog Devices by 2.0% in the 2nd quarter. Solstein Capital LLC now owns 2,307 shares of the semiconductor company’s stock valued at $549,000 after acquiring an additional 46 shares during the last quarter. SG Americas Securities LLC increased its holdings in shares of Analog Devices by 684.6% in the third quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company’s stock worth $211,871,000 after purchasing an additional 752,411 shares during the last quarter. Voya Investment Management LLC lifted its position in shares of Analog Devices by 22.3% in the third quarter. Voya Investment Management LLC now owns 1,293,403 shares of the semiconductor company’s stock worth $317,789,000 after buying an additional 236,211 shares in the last quarter. Robeco Institutional Asset Management B.V. boosted its stake in Analog Devices by 55.0% during the third quarter. Robeco Institutional Asset Management B.V. now owns 1,204,226 shares of the semiconductor company’s stock valued at $295,878,000 after buying an additional 427,467 shares during the last quarter. Finally, Cerity Partners LLC grew its holdings in Analog Devices by 15.5% during the 3rd quarter. Cerity Partners LLC now owns 303,069 shares of the semiconductor company’s stock valued at $74,463,000 after buying an additional 40,738 shares in the last quarter. 86.81% of the stock is currently owned by hedge funds and other institutional investors.

More Analog Devices News

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

• Positive Sentiment: Wells Fargo upgraded ADI from “equal weight” to “overweight” and raised its price target to $340 (from $265), signaling stronger buy-side conviction that the stock can rally further. Wells Fargo upgrade / The Fly
• Positive Sentiment: Stifel Nicolaus raised its price target to $330 and reiterated a “buy” stance, adding top-down analyst support for the stock’s near-term upside. Stifel price target raise / The Fly
• Positive Sentiment: KeyCorp remains constructive — issuing an “Overweight” rating, a $375 target and above-consensus multi-year EPS forecasts (FY26/27 and quarterly cadence) that imply stronger earnings growth expectations. That helps justify higher multiples. KeyCorp coverage / MarketBeat ADI page
• Positive Sentiment: Recent fundamentals remain supportive: ADI beat EPS and revenue in its latest quarter with healthy year-over-year revenue growth, underpinning margin and cash-flow confidence. Earnings recap / MarketBeat
• Neutral Sentiment: Market structure: ADI is trading with above-average volume and near its 52‑week high, which amplifies momentum but also raises short-term volatility risk for traders. Trading note / Zacks
• Negative Sentiment: Insider selling: Director Ray Stata reported a 3,125-share sale (Jan. 13) and other small insider disposals were disclosed; while modest relative to total holdings, such sales can be interpreted negatively by some investors. Ray Stata Form 4 / SEC
• Negative Sentiment: Valuation & payout risks: ADI trades at a high P/E and carries an elevated dividend payout ratio (~87%), which could constrict upside if earnings growth slows or capital-return visibility weakens. Valuation note / Yahoo Finance
• Negative Sentiment: Additional insider sale reported: an SVP disclosed a roughly $150k sale, reinforcing the insider-selling narrative (smaller scale but notable to some investors). SVP sale / AmericanBankingNews

Analyst Upgrades and Downgrades

ADI has been the subject of a number of recent research reports. Stifel Nicolaus raised their target price on shares of Analog Devices from $290.00 to $330.00 and gave the company a “buy” rating in a report on Friday. Wall Street Zen upgraded shares of Analog Devices from a “hold” rating to a “buy” rating in a report on Saturday. JPMorgan Chase & Co. lifted their price target on Analog Devices from $310.00 to $320.00 and gave the stock an “overweight” rating in a research report on Wednesday, November 26th. Piper Sandler set a $290.00 price objective on Analog Devices in a research note on Tuesday, November 25th. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $300.00 target price on shares of Analog Devices in a report on Tuesday, November 25th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $305.52.

Insider Transactions at Analog Devices

In related news, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $275.07, for a total transaction of $2,750,700.00. Following the sale, the chief executive officer owned 155,688 shares of the company’s stock, valued at $42,825,098.16. This trade represents a 6.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Martin Cotter sold 10,000 shares of Analog Devices stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $278.44, for a total value of $2,784,400.00. Following the completion of the transaction, the senior vice president owned 49,664 shares in the company, valued at $13,828,444.16. This trade represents a 16.76% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 53,544 shares of company stock worth $14,328,561. Company insiders own 0.33% of the company’s stock.

Analog Devices Stock Performance

ADI stock opened at $300.25 on Friday. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.19 and a quick ratio of 1.68. Analog Devices, Inc. has a 1-year low of $158.65 and a 1-year high of $309.17. The business has a 50-day moving average price of $269.25 and a 200 day moving average price of $250.06. The company has a market capitalization of $147.02 billion, a P/E ratio of 65.84, a PEG ratio of 1.64 and a beta of 1.03.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 EPS for the quarter, beating the consensus estimate of $2.22 by $0.04. Analog Devices had a net margin of 20.58% and a return on equity of 11.23%. The business had revenue of $3.08 billion during the quarter, compared to analyst estimates of $3.02 billion. During the same quarter in the previous year, the business posted $1.67 EPS. The company’s quarterly revenue was up 25.9% compared to the same quarter last year. As a group, equities research analysts forecast that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, December 22nd. Stockholders of record on Monday, December 8th were issued a $0.99 dividend. The ex-dividend date was Monday, December 8th. This represents a $3.96 dividend on an annualized basis and a dividend yield of 1.3%. Analog Devices’s dividend payout ratio (DPR) is currently 86.84%.

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.