Birch Hill Investment Advisors LLC Sells 1,371 Shares of Analog Devices, Inc. $ADI

Birch Hill Investment Advisors LLC trimmed its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 1.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 115,973 shares of the semiconductor company’s stock after selling 1,371 shares during the quarter. Analog Devices accounts for approximately 1.3% of Birch Hill Investment Advisors LLC’s investment portfolio, making the stock its 25th largest holding. Birch Hill Investment Advisors LLC’s holdings in Analog Devices were worth $31,452,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Wealth Enhancement Trust Services Inc. bought a new stake in shares of Analog Devices during the fourth quarter worth $429,000. Pekao Towarzystwo Funduszy Inwestycyjnych S.A. bought a new stake in shares of Analog Devices during the fourth quarter worth $1,281,000. GF Fund Management CO. LTD. lifted its position in shares of Analog Devices by 4.5% during the fourth quarter. GF Fund Management CO. LTD. now owns 103,285 shares of the semiconductor company’s stock worth $28,011,000 after purchasing an additional 4,451 shares during the last quarter. GHP Investment Advisors Inc. lifted its position in shares of Analog Devices by 2.9% during the fourth quarter. GHP Investment Advisors Inc. now owns 50,454 shares of the semiconductor company’s stock worth $13,683,000 after purchasing an additional 1,426 shares during the last quarter. Finally, Patriot Financial Group Insurance Agency LLC lifted its position in shares of Analog Devices by 18.3% during the fourth quarter. Patriot Financial Group Insurance Agency LLC now owns 9,816 shares of the semiconductor company’s stock worth $2,662,000 after purchasing an additional 1,516 shares during the last quarter. 86.81% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the company. Susquehanna lifted their target price on Analog Devices from $360.00 to $400.00 and gave the stock a “positive” rating in a research report on Thursday, February 19th. Wall Street Zen raised shares of Analog Devices from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $410.00 price objective on shares of Analog Devices in a research note on Thursday, February 19th. Bank of America upped their price objective on shares of Analog Devices from $400.00 to $425.00 and gave the stock a “buy” rating in a research note on Monday, April 13th. Finally, Zacks Research raised shares of Analog Devices from a “hold” rating to a “strong-buy” rating in a research note on Thursday, January 1st. Three analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $370.69.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: Q1 results beat and shareholder-friendly actions — ADI posted a strong quarter that topped estimates and the company raised its dividend for the 23rd consecutive year, reinforcing earnings quality and cash return to investors. Analog Devices (ADI) Surges to Record High as Wall Street Eyes Further Gains
• Positive Sentiment: Analyst bullishness and growth framing — Multiple bullish write-ups (Zacks, others) highlight ADI as a top growth/momentum stock given accelerating earnings and long-term secular exposure to AI and automotive analog needs, supporting further upside. Why Analog Devices (ADI) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Industry tailwinds from AI, auto and industrial markets — Industry notes flag strong secular demand for analog/mixed-signal components (AI datacenters, EVs, industrial automation), positioning ADI to capture durable revenue growth. Zacks Industry Outlook Highlights Magnachip, Analog Devices and MACOM Technology
• Positive Sentiment: Technical momentum / entry opportunity noted — Market commentary (IBD) points to accelerating earnings and a strong technical base after a multimonth rally, which can attract momentum-focused funds and traders. This AI Stock With Accelerating Earnings Clears Entry Amid 36% Rally
• Neutral Sentiment: Broader semiconductor / equipment results may influence ADI sentiment — Earnings and outlooks from chip-equipment and large-cap peers (ASML, Intel, Lam) steer sector flows; strong results elsewhere can reinforce optimism, weak ones could cool it. Intel Stock, In Major Rally Mode, Set To Report Q1 Results; Lam Research, Tesla Also Due ASML Holding Q1 Earnings Beat Estimates, Revenues Rise Y/Y
• Negative Sentiment: Valuation and macro caveats — Analysts flag stretched valuation and macro/industry headwinds as potential risks after the fast rally; elevated P/E and a large run-up increase the chance of short-term pullbacks if growth guidance softens. Zacks Industry Outlook Highlights Magnachip, Analog Devices and MACOM Technology

Insider Buying and Selling at Analog Devices

In other Analog Devices news, Director Ray Stata sold 3,125 shares of the stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $317.30, for a total transaction of $991,562.50. Following the completion of the sale, the director directly owned 123,821 shares of the company’s stock, valued at approximately $39,288,403.30. This represents a 2.46% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Vincent Roche sold 10,000 shares of the stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $318.14, for a total transaction of $3,181,400.00. Following the sale, the chief executive officer directly owned 167,826 shares of the company’s stock, valued at approximately $53,392,163.64. The trade was a 5.62% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 27,324 shares of company stock valued at $8,758,085. 0.36% of the stock is currently owned by insiders.

Analog Devices Stock Up 5.0%

NASDAQ:ADI opened at $371.45 on Friday. Analog Devices, Inc. has a 1-year low of $171.00 and a 1-year high of $372.45. The company has a 50-day moving average of $331.78 and a 200 day moving average of $289.26. The firm has a market cap of $181.34 billion, a PE ratio of 67.91, a price-to-earnings-growth ratio of 1.44 and a beta of 1.05. 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 (NASDAQ:ADI) last released its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, topping analysts’ consensus estimates of $2.31 by $0.15. The company had revenue of $3.16 billion during 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 firm’s revenue for the quarter was up 30.4% compared to the same quarter last year. During the same period in the prior year, the firm 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 anticipate that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a dividend of $1.10 per share. The ex-dividend date of this dividend was Tuesday, March 3rd. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. Analog Devices’s payout ratio is currently 80.44%.

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.