Avalon Trust Co Grows Stock Position in Analog Devices, Inc. $ADI

Avalon Trust Co raised its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 46.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 39,251 shares of the semiconductor company’s stock after buying an additional 12,540 shares during the quarter. Avalon Trust Co’s holdings in Analog Devices were worth $9,644,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of ADI. Brighton Jones LLC increased its position in Analog Devices by 39.5% during the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock worth $397,000 after purchasing an additional 529 shares during the last quarter. Sivia Capital Partners LLC grew its stake in shares of Analog Devices by 36.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after buying an additional 464 shares during the period. D.A. Davidson & CO. increased its holdings in shares of Analog Devices by 27.1% during the 2nd quarter. D.A. Davidson & CO. now owns 9,162 shares of the semiconductor company’s stock worth $2,181,000 after buying an additional 1,951 shares during the last quarter. Brookstone Capital Management raised its position in shares of Analog Devices by 18.3% in the 2nd quarter. Brookstone Capital Management now owns 2,241 shares of the semiconductor company’s stock worth $533,000 after buying an additional 346 shares during the period. Finally, Carnegie Investment Counsel acquired a new position in Analog Devices in the second quarter valued at $270,000. 86.81% of the stock is currently owned by hedge funds and other institutional investors.

Key Analog Devices News

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

• Positive Sentiment: Q1 results beat and management raised Q2 guidance sharply (EPS guidance 2.73–3.03 vs. consensus ~2.36; revenue guide roughly $3.4–$3.6B vs. ~$3.1B), signaling continued demand in data center/AI infrastructure and supporting earnings momentum. Analog Devices surges on earnings beat, strong Q2 guidance
• Positive Sentiment: Core quarter metrics: EPS $2.46 vs. $2.31 expected; revenue ~$3.16B, up ~30% Y/Y — expanded margins and stronger top‑line that validate the guidance. Zacks: ADI Q1 Earnings Beat
• Positive Sentiment: Multiple brokerages hiked price targets and ratings (JPMorgan, Wells Fargo, Benchmark, Needham, etc.), with several new targets near $400 — the analyst momentum reinforces the bullish narrative and can lift demand for the stock. Investors Business Daily: Blizzard of Price-Target Hikes
• Positive Sentiment: AI/data‑center exposure highlighted in coverage — several pieces note ADI as a momentum play benefiting from AI infrastructure demand and industrial/data-center mix strength. That thematic tailwind is supporting investor interest. Seeking Alpha: AI Narrative Stealing the Show
• Positive Sentiment: Momentum/market interest articles and institutional buying narratives are amplifying the move, attracting momentum traders after the quarter. FXEmpire: Watch as Big Money Boosts Analog Devices
• Neutral Sentiment: Management will present at the Morgan Stanley TMT conference (March 3) — provides another forum for management to reinforce the AI/data-center story and for analysts to ask detail‑level questions. PRNewswire: ADI to Participate in Morgan Stanley TMT Conference
• Neutral Sentiment: Short‑interest entries in the feed appear to show erroneous/zero values (reported “0 shares”/NaN); there’s no clear short‑pressure signal from those data points — treat as unreliable until corrected.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the company. Weiss Ratings lowered Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, January 20th. Benchmark increased their target price on shares of Analog Devices from $285.00 to $400.00 and gave the stock a “buy” rating in a research report on Thursday. UBS Group lifted their price target on shares of Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a research report on Thursday. Citigroup reissued a “buy” rating on shares of Analog Devices in a research report on Thursday. Finally, Cantor Fitzgerald raised their target price on shares of Analog Devices from $350.00 to $400.00 and gave the company an “overweight” rating in a research note on Tuesday, February 17th. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, Analog Devices currently has an average rating of “Moderate Buy” and an average target price of $366.96.

Insider Transactions at Analog Devices

In other Analog Devices news, SVP Katsufumi Nakamura sold 500 shares of the firm’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 sale, the senior vice president owned 12,710 shares in the company, valued at $3,831,556.60. This trade represents a 3.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Ray Stata sold 3,125 shares of Analog Devices stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total value of $991,562.50. Following the sale, the director owned 123,821 shares in the company, valued at $39,288,403.30. This represents a 2.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 53,544 shares of company stock valued at $15,320,417 in the last three months. 0.36% of the stock is currently owned by company insiders.

Analog Devices Trading Up 2.8%

ADI opened at $355.03 on Monday. The firm’s 50 day moving average is $302.42 and its 200-day moving average is $265.28. Analog Devices, Inc. has a 52-week low of $158.65 and a 52-week high of $355.45. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21. The firm has a market capitalization of $173.33 billion, a P/E ratio of 64.91, a P/E/G ratio of 1.68 and a beta of 1.03.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, beating analysts’ consensus estimates of $2.31 by $0.15. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The business had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.10 billion. During the same period last year, the business earned $1.63 EPS. The business’s revenue was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Analysts expect that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be paid a $1.10 dividend. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date is Tuesday, March 3rd. Analog Devices’s payout ratio is presently 72.39%.

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.