GDS Wealth Management Purchases 5,283 Shares of Analog Devices, Inc. $ADI

GDS Wealth Management boosted its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 14.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 41,790 shares of the semiconductor company’s stock after purchasing an additional 5,283 shares during the quarter. GDS Wealth Management’s holdings in Analog Devices were worth $10,268,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently modified their holdings of the company. PFG Investments LLC raised its stake in shares of Analog Devices by 12.4% during the third quarter. PFG Investments LLC now owns 1,940 shares of the semiconductor company’s stock worth $477,000 after buying an additional 214 shares during the last quarter. Y Intercept Hong Kong Ltd acquired a new stake in Analog Devices during the 3rd quarter worth $2,027,000. GHP Investment Advisors Inc. raised its position in shares of Analog Devices by 0.7% during the 3rd quarter. GHP Investment Advisors Inc. now owns 49,028 shares of the semiconductor company’s stock valued at $12,046,000 after acquiring an additional 332 shares during the last quarter. Inlet Private Wealth LLC acquired a new position in shares of Analog Devices in the 3rd quarter valued at $201,000. Finally, Mn Services Vermogensbeheer B.V. lifted its stake in shares of Analog Devices by 1.1% in the 3rd quarter. Mn Services Vermogensbeheer B.V. now owns 187,593 shares of the semiconductor company’s stock valued at $46,092,000 after purchasing an additional 2,100 shares during the period. Institutional investors own 86.81% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on ADI. Bank of America upped their price objective on Analog Devices from $320.00 to $350.00 and gave the company a “buy” rating in a report on Wednesday. JPMorgan Chase & Co. upped their price target on Analog Devices from $310.00 to $320.00 and gave the company an “overweight” rating in a research note on Wednesday, November 26th. Morgan Stanley reissued an “overweight” rating and set a $314.00 price objective on shares of Analog Devices in a research note on Friday, January 16th. The Goldman Sachs Group restated a “buy” rating and set a $300.00 price objective on shares of Analog Devices in a report on Tuesday, November 25th. Finally, Weiss Ratings lowered shares of Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $312.04.

Insider Activity at Analog Devices

In other Analog Devices news, SVP Katsufumi Nakamura sold 500 shares of the company’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $301.46, for a total transaction of $150,730.00. Following the completion of the transaction, the senior vice president owned 12,710 shares of the company’s stock, valued at $3,831,556.60. This represents a 3.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 155,688 shares of the company’s stock, valued at $42,825,098.16. This represents a 6.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 53,544 shares of company stock valued at $14,328,561 over the last ninety days. Company insiders own 0.33% of the company’s stock.

Analog Devices News Summary

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

• Positive Sentiment: ADI added Dr. Yoky Matsuoka to its board, bringing deep AI/robotics expertise that supports the company’s edge-AI and industrial growth story. Analog Devices Appoints Yoky Matsuoka to its Board of Directors
• Positive Sentiment: Another board update highlights AI expertise addition (Susie Wee update), reinforcing ADI’s push into AI and edge compute markets which underpin revenue/margin upside expectations. Analog Devices Adds AI Veteran to Board of Directors
• Positive Sentiment: Bank of America (covered in media) issued a bullish forecast for ADI, signaling institutional confidence in further price appreciation. That support can drive demand ahead of results. Bank of America Forecasts Strong Price Appreciation for Analog Devices (NASDAQ:ADI) Stock
• Positive Sentiment: Analysts see room to run — some models project a $375 target for 2026, citing durable industrial demand and edge-AI adoption that justify a premium multiple. Why Analysts Think Analog Devices Stock Can Hit $375 in 2026
• Positive Sentiment: ADI appears on screens and articles highlighting long-term outperformance and efficiency metrics — helpful for momentum and investor sentiment. Analog Devices (ADI) outpaces stock market gains: What you should know
• Positive Sentiment: Long-term performance pieces (e.g., 10-year investment return illustrations) reinforce ADI’s track record, which can attract buy-and-hold investors. If you invested $1000 in Analog Devices 10 years ago, this is how much you’d have now
• Positive Sentiment: Inclusion on analyst screens (Zacks feature on high-efficiency stocks) supports the narrative that ADI is outperforming peers on key metrics. 4 High-Efficiency Stocks Poised to Deliver Superior Returns
• Neutral Sentiment: ADI confirmed it will report Q1 FY2026 results on Feb. 18 — a key near-term catalyst; guidance and margin commentary will likely move the shares. Analog Devices to Report First Quarter Fiscal Year 2026 Financial Results on Wednesday, February 18, 2026
• Negative Sentiment: A Yahoo Finance piece highlights debates over board shake-ups and shareholder rights — potential activism or governance disputes can create volatility and distract management. Investors should monitor developments closely. Should Board Shake-Up and Shareholder Rights Debate Require Action From Analog Devices (ADI) Investors?

Analog Devices Stock Performance

Shares of ADI opened at $305.60 on Friday. The firm has a market cap of $149.64 billion, a P/E ratio of 67.02, a PEG ratio of 1.65 and a beta of 1.03. Analog Devices, Inc. has a twelve month low of $158.65 and a twelve month high of $313.54. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.68 and a current ratio of 2.19. The firm’s 50 day moving average price is $275.97 and its two-hundred day moving average price is $252.09.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Tuesday, November 25th. The semiconductor company reported $2.26 EPS for the quarter, topping analysts’ consensus estimates of $2.22 by $0.04. The business had revenue of $3.08 billion for the quarter, compared to analyst estimates of $3.02 billion. Analog Devices had a net margin of 20.58% and a return on equity of 11.23%. The firm’s quarterly revenue was up 25.9% on a year-over-year basis. During the same period last year, the business posted $1.67 earnings per share. On average, analysts forecast that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Dividend Announcement

The company 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. This represents a $3.96 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Monday, December 8th. Analog Devices’s payout ratio is 86.84%.

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.