Artisan Partners Limited Partnership Sells 271,783 Shares of Analog Devices, Inc. $ADI

Artisan Partners Limited Partnership lowered its stake in Analog Devices, Inc. (NASDAQ:ADI) by 52.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 247,108 shares of the semiconductor company’s stock after selling 271,783 shares during the quarter. Artisan Partners Limited Partnership owned approximately 0.05% of Analog Devices worth $60,714,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Jones Financial Companies Lllp increased 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 buying an additional 19,383 shares during the period. SG Americas Securities LLC grew 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 acquiring an additional 752,411 shares during the period. Voya Investment Management LLC raised 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. AE Wealth Management LLC lifted its stake in shares of Analog Devices by 26.4% in the 3rd 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 lifted its stake in shares of Analog Devices by 18.8% in the 3rd 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. 86.81% of the stock is owned by institutional investors.

Analog Devices Stock Performance

ADI opened at $355.79 on Friday. Analog Devices, Inc. has a 1-year low of $158.65 and a 1-year high of $363.20. The company has a market cap of $173.70 billion, a price-to-earnings ratio of 65.04, a PEG ratio of 1.65 and a beta of 1.03. The company’s fifty day moving average price is $310.48 and its two-hundred day moving average price is $269.31. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) 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 firm had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.10 billion. During the same period last year, the company earned $1.63 earnings per share. 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. On average, analysts expect that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Increases Dividend

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

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. Morgan Stanley reiterated an “overweight” rating and issued a $373.00 target price on shares of Analog Devices in a report on Thursday, February 19th. JPMorgan Chase & Co. lifted their price objective on shares of Analog Devices from $320.00 to $400.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. Oppenheimer reissued an “outperform” rating and set a $400.00 target price (up from $350.00) on shares of Analog Devices in a research note on Thursday, February 19th. Jefferies Financial Group restated a “buy” rating and issued a $410.00 price target on shares of Analog Devices in a report on Thursday, February 19th. Finally, BNP Paribas Exane initiated coverage on shares of Analog Devices in a report on Tuesday, November 4th. They set an “outperform” rating and a $300.00 price objective on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $366.96.

Insider Activity at Analog Devices

In related news, Director Ray Stata sold 3,125 shares of the company’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total transaction of $991,562.50. Following the completion of the sale, the director owned 123,821 shares in the company, valued at approximately $39,288,403.30. This represents a 2.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $306.92, for a total value of $3,069,200.00. Following the transaction, the chief executive officer owned 155,688 shares in the company, valued at approximately $47,783,760.96. This trade represents a 6.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 57,743 shares of company stock valued at $16,836,340 over the last 90 days. Corporate insiders own 0.36% of the company’s stock.

Analog Devices News Roundup

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

• Positive Sentiment: AI/data‑center growth: ADI’s AI‑driven data center products are reported to be growing ~50% and represent a roughly $2 billion run‑rate opportunity, supporting expectations for continued double‑digit growth in that end market. This is a clear driver of investor enthusiasm for the stock. ADI’s AI-Based Data Center Products Gain Traction
• Positive Sentiment: Analyst upgrades/price‑target increases: Multiple firms have raised targets and reiterated buy/overweight views (Goldman Sachs, Benchmark, Morgan Stanley among others), lifting the consensus target near current levels and supporting further upside expectations. MarketBeat ADI coverage
• Positive Sentiment: Strong fundamentals and dividend boost: ADI recently beat EPS and revenue estimates, guided Q2 above street expectations, and raised the quarterly dividend — all signals that support bullish positioning and income‑seeking demand. Earnings, guidance and dividend details
• Neutral Sentiment: Market commentary and peer comparisons: Media and research pieces (Zacks, Barchart) highlight ADI’s outperformance vs. semiconductor peers and profile it as a top growth idea — useful context but not new company‑specific catalysts. Zacks: 52‑week high take
• Neutral Sentiment: Celebrity/TV mentions: Jim Cramer commented that he prefers names like Texas Instruments and Analog Devices over smaller peers, which can boost retail interest but is not a fundamental catalyst. Jim Cramer mention
• Neutral Sentiment: Confusing short‑interest reports: Multiple short‑interest entries show zero shares and “NaN” changes — likely a data/reporting glitch. No clear short squeeze signal emerges from these entries. (No reliable link — based on recent short‑interest notices.)
• Negative Sentiment: Insider selling: Chief Accounting Officer Michael Sondel sold 4,199 shares at about $361. The sale (~$1.5M) and a 22% reduction in his reported stake can prompt some profit‑taking or signal tactical rebalancing by insiders. Insider sale filing

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.