Chicago Capital LLC Has $1.62 Million Position in Analog Devices, Inc. $ADI

Chicago Capital LLC raised its position in Analog Devices, Inc. (NASDAQ:ADI) by 58.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,984 shares of the semiconductor company’s stock after purchasing an additional 2,204 shares during the period. Chicago Capital LLC’s holdings in Analog Devices were worth $1,623,000 as of its most recent filing with the SEC.

Several other hedge funds also recently bought and sold shares of ADI. Vanguard Group Inc. grew its holdings in shares of Analog Devices by 0.3% in the 3rd quarter. Vanguard Group Inc. now owns 50,389,306 shares of the semiconductor company’s stock valued at $12,380,652,000 after buying an additional 162,075 shares during the period. State Street Corp increased its position in shares of Analog Devices by 0.4% in the 3rd quarter. State Street Corp now owns 23,399,046 shares of the semiconductor company’s stock valued at $5,749,146,000 after buying an additional 81,790 shares in the last quarter. Amundi raised its stake in Analog Devices by 44.8% during the 3rd quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock worth $1,507,740,000 after buying an additional 1,922,302 shares during the period. Van ECK Associates Corp raised its stake in Analog Devices by 10.1% during the 3rd quarter. Van ECK Associates Corp now owns 5,886,294 shares of the semiconductor company’s stock worth $1,446,262,000 after buying an additional 541,760 shares during the period. Finally, Raymond James Financial Inc. lifted its holdings in Analog Devices by 29.2% during the third quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company’s stock worth $1,186,714,000 after acquiring an additional 1,091,004 shares in the last quarter. 86.81% of the stock is currently owned by institutional investors and hedge funds.

More Analog Devices News

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 Transactions at Analog Devices

In other news, CEO Vincent Roche sold 10,000 shares of Analog Devices 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 sale, the chief executive officer directly owned 155,688 shares in the company, valued at $47,783,760.96. This trade represents a 6.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Ray Stata sold 3,125 shares of the business’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 directly owned 123,821 shares in the company, valued at approximately $39,288,403.30. This represents a 2.46% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 27,324 shares of company stock valued at $8,758,085 in the last ninety days. 0.36% of the stock is currently owned by corporate insiders.

Analog Devices Stock Performance

ADI opened at $371.45 on Friday. The company has a market capitalization of $181.34 billion, a price-to-earnings ratio of 67.91, a P/E/G ratio of 1.44 and a beta of 1.05. The business’s 50-day moving average price is $331.78 and its two-hundred day moving average price is $289.26. Analog Devices, Inc. has a 1 year low of $171.00 and a 1 year high of $372.45. 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 posted its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, topping the consensus estimate of $2.31 by $0.15. The company 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 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. Equities analysts expect 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. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. Analog Devices’s payout ratio is currently 80.44%.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on ADI. UBS Group boosted their target price on Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Barclays raised their price target on Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. TD Cowen reiterated a “buy” rating on shares of Analog Devices in a report on Thursday, February 19th. Oppenheimer reiterated an “outperform” rating and issued a $400.00 price objective (up from $350.00) on shares of Analog Devices in a research report on Thursday, February 19th. Finally, KeyCorp increased their target price on Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a research note on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $370.69.

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.