6,530 Shares in Analog Devices, Inc. $ADI Bought by Fox Run Management L.L.C.

Fox Run Management L.L.C. purchased a new stake in Analog Devices, Inc. (NASDAQ:ADI) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 6,530 shares of the semiconductor company’s stock, valued at approximately $1,604,000.

Several other hedge funds also recently made changes to their positions in ADI. Jones Financial Companies Lllp grew its position in shares of Analog Devices by 12.9% during the third quarter. Jones Financial Companies Lllp now owns 169,572 shares of the semiconductor company’s stock worth $41,907,000 after acquiring an additional 19,383 shares during the last quarter. SG Americas Securities LLC boosted its stake 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 purchasing an additional 752,411 shares during the period. Voya Investment Management LLC grew its position in Analog Devices by 22.3% during the 3rd quarter. Voya Investment Management LLC now owns 1,293,403 shares of the semiconductor company’s stock worth $317,789,000 after purchasing an additional 236,211 shares during the last quarter. AE Wealth Management LLC increased its stake in Analog Devices by 26.4% in the third quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company’s stock valued at $10,795,000 after purchasing an additional 9,174 shares during the period. Finally, Ashton Thomas Private Wealth LLC increased its stake in Analog Devices by 18.8% in the third quarter. Ashton Thomas Private Wealth LLC now owns 20,734 shares of the semiconductor company’s stock valued at $5,094,000 after purchasing an additional 3,286 shares during the period. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Insider Activity

In other Analog Devices news, CAO Michael Sondel sold 8,169 shares of the stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $278.03, for a total value of $2,271,227.07. Following the completion of the transaction, the chief accounting officer directly owned 18,913 shares of the company’s stock, valued at approximately $5,258,381.39. This trade represents a 30.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible 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 shares were sold at an average price of $317.30, for a total transaction of $991,562.50. Following the sale, the director owned 123,821 shares of the company’s stock, valued at approximately $39,288,403.30. The trade was a 2.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 53,544 shares of company stock valued at $15,320,417 in the last quarter. Insiders own 0.36% of the company’s stock.

Analyst Upgrades and Downgrades

ADI has been the subject of several recent research reports. Wall Street Zen upgraded shares of Analog Devices from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Morgan Stanley reaffirmed an “overweight” rating and set a $373.00 price objective on shares of Analog Devices in a research report on Thursday, February 19th. Robert W. Baird set a $365.00 target price on Analog Devices in a research note on Thursday, February 19th. Cfra restated a “buy” rating and set a $280.00 price target on shares of Analog Devices in a research note on Tuesday, November 25th. Finally, Needham & Company LLC raised Analog Devices from a “hold” rating to a “buy” rating and set a $400.00 price target for the company in a report on Thursday, February 19th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, Analog Devices has a consensus rating of “Moderate Buy” and an average price target of $366.96.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: Baird raised its outlook sharply after ADI’s recent results, boosting its price target to $365 and reiterating an Outperform rating — a high-profile upgrade that supports upward price momentum. Baird Raises ADI Outlook
• Positive Sentiment: Street earnings estimates have been revised higher following ADI’s Q1 beat and above-consensus guidance, signaling potential near-term upside to consensus EPS and helping push valuations and analyst fair-value targets up. Surging Earnings Estimates
• Positive Sentiment: Analysts highlight ADI’s accelerating AI and data-center revenue as a differentiator vs. peers (e.g., Marvell), making ADI a steadier AI-semiconductor exposure for investors focused on AI infrastructure growth. That narrative is lifting investor confidence. ADI vs MRVL: Safer AI Bet?
• Positive Sentiment: MarketBeat and other outlets are framing ADI as a core beneficiary of a possible multi-year semiconductor supercycle (industrial, automotive electrification and datacenter buildout), and coverage and price targets have risen accordingly. 3 Industrial Chip Stocks
• Neutral Sentiment: Short-interest reporting shows anomalous/zero values for late February (data appears erroneous or incomplete), so there’s no clear short-squeeze signal from the published short-interest figures. Investors should treat that data point with caution until corrected.

Analog Devices Stock Up 0.3%

Analog Devices stock opened at $356.09 on Wednesday. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35. Analog Devices, Inc. has a 1-year low of $158.65 and a 1-year high of $362.49. The company has a market cap of $173.84 billion, a PE ratio of 65.10, a price-to-earnings-growth ratio of 1.65 and a beta of 1.03. The stock’s 50 day moving average price is $305.47 and its 200 day moving average price is $267.14.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.31 by $0.15. The firm had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.10 billion. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.Analog Devices’s revenue was up 30.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. On average, sell-side analysts predict that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be issued a dividend of $1.10 per share. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 3rd. Analog Devices’s payout ratio is presently 80.44%.

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.