Analog Devices, Inc. $ADI Shares Sold by Boston Common Asset Management LLC

Boston Common Asset Management LLC reduced its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 5.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 41,623 shares of the semiconductor company’s stock after selling 2,448 shares during the quarter. Boston Common Asset Management LLC’s holdings in Analog Devices were worth $11,288,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. JFS Wealth Advisors LLC increased its stake in shares of Analog Devices by 9.9% during the 4th quarter. JFS Wealth Advisors LLC now owns 390 shares of the semiconductor company’s stock worth $106,000 after purchasing an additional 35 shares in the last quarter. Regent Peak Wealth Advisors LLC lifted its stake in Analog Devices by 3.7% in the 4th quarter. Regent Peak Wealth Advisors LLC now owns 1,088 shares of the semiconductor company’s stock valued at $295,000 after buying an additional 39 shares in the last quarter. Fragasso Financial Advisors Inc lifted its stake in Analog Devices by 2.9% in the 4th quarter. Fragasso Financial Advisors Inc now owns 1,372 shares of the semiconductor company’s stock valued at $372,000 after buying an additional 39 shares in the last quarter. Quent Capital LLC grew its holdings in Analog Devices by 2.4% during the 3rd quarter. Quent Capital LLC now owns 1,810 shares of the semiconductor company’s stock valued at $445,000 after buying an additional 42 shares during the last quarter. Finally, Carson Advisory Inc. increased its position in Analog Devices by 3.1% during the third quarter. Carson Advisory Inc. now owns 1,441 shares of the semiconductor company’s stock worth $354,000 after buying an additional 43 shares in the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices Price Performance

ADI stock opened at $303.10 on Tuesday. The stock has a market capitalization of $147.97 billion, a price-to-earnings ratio of 55.41, a price-to-earnings-growth ratio of 1.41 and a beta of 1.00. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a 52-week low of $158.65 and a 52-week high of $363.20. The stock’s fifty day simple moving average is $324.00 and its 200-day simple moving average is $280.41.

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

Analog Devices Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were issued a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Tuesday, March 3rd. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s payout ratio is currently 80.44%.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on ADI. Oppenheimer reissued an “outperform” rating and issued a $400.00 price target (up from $350.00) on shares of Analog Devices in a report on Thursday, February 19th. JPMorgan Chase & Co. lifted their price objective on Analog Devices from $320.00 to $400.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. Susquehanna boosted their target price on shares of Analog Devices from $360.00 to $400.00 and gave the company a “positive” rating in a research note on Thursday, February 19th. Stifel Nicolaus set a $405.00 target price on shares of Analog Devices and gave the company a “buy” rating in a report on Wednesday, February 18th. Finally, Barclays raised their price target on shares of Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a research note on Thursday, February 19th. Three analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, Analog Devices presently has a consensus rating of “Buy” and an average target price of $367.81.

Insider Buying and Selling at Analog Devices

In related news, SVP Martin Cotter sold 10,000 shares of the firm’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $278.44, for a total value of $2,784,400.00. Following the sale, the senior vice president directly owned 49,664 shares of the company’s stock, valued at approximately $13,828,444.16. This trade represents a 16.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Vincent Roche sold 10,000 shares of the business’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 transaction of $3,069,200.00. Following the completion of the sale, the chief executive officer owned 155,688 shares of the company’s stock, valued at approximately $47,783,760.96. The trade was a 6.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 41,449 shares of company stock worth $12,336,069. 0.36% of the stock is currently owned by insiders.

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.