Cyndeo Wealth Partners LLC raised its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 10.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 38,606 shares of the semiconductor company’s stock after acquiring an additional 3,630 shares during the period. Cyndeo Wealth Partners LLC’s holdings in Analog Devices were worth $10,470,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Brighton Jones LLC lifted 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 valued at $397,000 after purchasing an additional 529 shares during the period. Sivia Capital Partners LLC boosted its holdings in Analog Devices by 36.0% in the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after purchasing an additional 464 shares during the last quarter. Entropy Technologies LP acquired a new stake in Analog Devices during the 2nd quarter worth about $756,000. DNB Asset Management AS raised its stake in shares of Analog Devices by 16.8% during the 2nd quarter. DNB Asset Management AS now owns 122,336 shares of the semiconductor company’s stock valued at $29,118,000 after buying an additional 17,638 shares during the last quarter. Finally, Neo Ivy Capital Management purchased a new position in shares of Analog Devices during the 2nd quarter valued at about $142,000. Institutional investors and hedge funds own 86.81% of the company’s stock.
More Analog Devices News
Here are the key news stories impacting Analog Devices this week:
- Positive Sentiment: ADI opened a new advanced manufacturing facility in Thailand to boost test and manufacturing capacity in the Asia‑Pacific region, supporting supply‑chain resilience and long‑term revenue stability. Analog Devices Strengthens Global Manufacturing Resilience with New Thailand Facility
- Positive Sentiment: ADI was featured as a dividend‑growth pick in recent screens (Zacks/Yahoo), which may attract defensive income‑seeking flows given sticky inflation and rate uncertainty. 5 Dividend Growth Stocks to Buy Amid Rising Inflation Risk
- Neutral Sentiment: Wall Street’s average brokerage recommendation for ADI remains a Buy, but commentators warn the ABR can be overly optimistic; the rating may provide support but is not a fresh catalyst. Wall Street Bulls Look Optimistic About Analog Devices (ADI): Should You Buy?
- Neutral Sentiment: Zacks’ featured highlights include ADI among names discussed alongside other semiconductor leaders; this is visibility rather than a directional catalyst. Zacks.com featured highlights include Flowserve, Analog Devices, Broadcom, NVIDIA and TIM
- Neutral Sentiment: Recent short‑interest reports appear to contain data errors (reported as 0 shares / NaN changes and a 0.0 days-to-cover), so they provide no clear explanatory power for today’s move. (Data noise is unlikely to be a real driver.)
- Negative Sentiment: Coverage noting ADI is down ~10% since the last earnings report highlights investor concern: despite an EPS beat and raised guidance, the stock has seen post‑earnings pullback—likely due to profit‑taking, lofty multiples (P/E above 50), and investor focus on forward estimates. That press and analyst re‑rating pressure are the most direct negatives for today’s decline. Why Is Analog Devices (ADI) Down 10.1% Since Last Earnings Report?
Analyst Ratings Changes
View Our Latest Report on Analog Devices
Analog Devices Price Performance
Shares of NASDAQ ADI opened at $309.15 on Friday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. The firm has a fifty day moving average of $322.21 and a 200 day moving average of $277.40. The firm has a market cap of $150.93 billion, a PE ratio of 56.52, a PEG ratio of 1.42 and a beta of 1.00. Analog Devices, Inc. has a one year low of $158.65 and a one year high of $363.20.
Analog Devices (NASDAQ:ADI – Get Free Report) last announced its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.31 by $0.15. The business had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.10 billion. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The company’s revenue for the quarter was up 30.4% compared to the same quarter last year. During the same quarter last year, the business earned $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, research analysts predict that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.
Analog Devices Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were issued a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 1.4%. The ex-dividend date was Tuesday, March 3rd. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s payout ratio is presently 80.44%.
Insider Activity at Analog Devices
In other Analog Devices news, CAO Michael Sondel sold 4,199 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the completion of the transaction, the chief accounting officer owned 14,740 shares of the company’s stock, valued at $5,321,434.80. This represents a 22.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction that occurred 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 completion of 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 41,449 shares of company stock worth $12,336,069 in the last quarter. Corporate insiders own 0.36% of the company’s stock.
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.
See Also
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