Analog Devices, Inc. $ADI Shares Sold by Simplicity Wealth LLC

Simplicity Wealth LLC lessened its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 66.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,267 shares of the semiconductor company’s stock after selling 2,490 shares during the quarter. Simplicity Wealth LLC’s holdings in Analog Devices were worth $311,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Solstein Capital LLC grew its stake in Analog Devices by 2.0% in the second quarter. Solstein Capital LLC now owns 2,307 shares of the semiconductor company’s stock worth $549,000 after purchasing an additional 46 shares in the last quarter. SG Americas Securities LLC lifted its holdings in Analog Devices by 684.6% during the 3rd quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company’s stock worth $211,871,000 after buying an additional 752,411 shares during the last quarter. Voya Investment Management LLC grew its position in shares of Analog Devices by 22.3% in the 3rd quarter. Voya Investment Management LLC now owns 1,293,403 shares of the semiconductor company’s stock worth $317,789,000 after acquiring an additional 236,211 shares in the last quarter. Robeco Institutional Asset Management B.V. increased its holdings in shares of Analog Devices by 55.0% in the 3rd 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 acquiring an additional 427,467 shares during the last quarter. Finally, Cerity Partners LLC raised its position in shares of 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 acquiring an additional 40,738 shares in the last quarter. 86.81% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Analog Devices

In related news, SVP Martin Cotter sold 10,000 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $278.44, for a total transaction of $2,784,400.00. Following the sale, the senior vice president owned 49,664 shares of the company’s stock, valued at $13,828,444.16. The trade was a 16.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Vincent Roche sold 10,000 shares of the stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $275.07, for a total value of $2,750,700.00. Following the transaction, the chief executive officer directly owned 155,688 shares of the company’s stock, valued at approximately $42,825,098.16. The trade was a 6.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 53,544 shares of company stock valued at $14,328,561. 0.33% of the stock is currently owned by company insiders.

Analog Devices Price Performance

Shares of ADI opened at $305.60 on Monday. The firm has a market capitalization of $149.64 billion, a price-to-earnings ratio of 67.02, a price-to-earnings-growth ratio of 1.65 and a beta of 1.03. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.68 and a current ratio of 2.19. Analog Devices, Inc. has a one year low of $158.65 and a one year high of $313.54. The stock’s fifty day moving average is $275.97 and its 200-day moving average is $252.16.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data on Tuesday, November 25th. The semiconductor company reported $2.26 earnings per share for the quarter, topping the consensus estimate of $2.22 by $0.04. The business had revenue of $3.08 billion during the quarter, compared to the consensus estimate of $3.02 billion. Analog Devices had a net margin of 20.58% and a return on equity of 11.23%. The company’s quarterly revenue was up 25.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.67 earnings per share. Equities analysts anticipate that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Announces Dividend

The business also recently disclosed 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 annualized dividend and a dividend yield of 1.3%. Analog Devices’s dividend payout ratio (DPR) is 86.84%.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Benchmark reaffirmed a “buy” rating and issued a $285.00 price objective on shares of Analog Devices in a report on Wednesday, November 26th. Susquehanna lifted their price target on shares of Analog Devices from $350.00 to $360.00 and gave the company a “positive” rating in a report on Thursday. JPMorgan Chase & Co. increased their price objective on shares of Analog Devices from $310.00 to $320.00 and gave the stock an “overweight” rating in a research note on Wednesday, November 26th. The Goldman Sachs Group reissued a “buy” rating and issued a $300.00 target price on shares of Analog Devices in a report on Tuesday, November 25th. Finally, Barclays set a $315.00 target price on Analog Devices in a report on Thursday, January 15th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $312.04.

More Analog Devices News

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?

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.