BKM Wealth Management LLC Acquires 2,422 Shares of Analog Devices, Inc. $ADI

BKM Wealth Management LLC grew its stake in shares of Analog Devices, Inc. (NASDAQ:ADI) by 20.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 14,541 shares of the semiconductor company’s stock after buying an additional 2,422 shares during the period. Analog Devices makes up 1.4% of BKM Wealth Management LLC’s portfolio, making the stock its 18th biggest position. BKM Wealth Management LLC’s holdings in Analog Devices were worth $3,944,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in ADI. Jones Financial Companies Lllp lifted its holdings 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 in the last quarter. SG Americas Securities LLC lifted its holdings in shares of Analog Devices by 684.6% during the third quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company’s stock worth $211,871,000 after buying an additional 752,411 shares in the last quarter. Nordea Investment Management AB lifted its holdings in shares of Analog Devices by 247.3% during the fourth quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company’s stock worth $95,802,000 after buying an additional 249,702 shares in the last quarter. AE Wealth Management LLC lifted its holdings in shares of Analog Devices by 26.4% during the third quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company’s stock worth $10,795,000 after buying an additional 9,174 shares in the last quarter. Finally, Ashton Thomas Private Wealth LLC lifted its holdings in shares of Analog Devices by 18.8% during the third quarter. Ashton Thomas Private Wealth LLC now owns 20,734 shares of the semiconductor company’s stock worth $5,094,000 after buying an additional 3,286 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on ADI shares. JPMorgan Chase & Co. lifted their target price on Analog Devices from $320.00 to $400.00 and gave the stock an “overweight” rating in a report on Thursday, February 19th. Susquehanna lifted their target price on Analog Devices from $360.00 to $400.00 and gave the stock a “positive” rating in a report on Thursday, February 19th. Truist Financial boosted their price target on Analog Devices from $291.00 to $364.00 and gave the company a “hold” rating in a research note on Thursday, February 19th. UBS Group boosted their price target on Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Finally, Benchmark boosted their price target on Analog Devices from $285.00 to $400.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Three equities research 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. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $370.69.

Analog Devices Stock Performance

Analog Devices stock opened at $399.57 on Friday. Analog Devices, Inc. has a 12-month low of $186.73 and a 12-month high of $408.37. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21. The business’s 50-day moving average price is $337.53 and its two-hundred day moving average price is $294.45. The stock has a market cap of $195.07 billion, a PE ratio of 73.05, a P/E/G ratio of 1.62 and a beta of 1.05.

Analog Devices (NASDAQ:ADI) last released its earnings results 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 return on equity of 12.49% and a net margin of 23.02%.The firm had revenue of $3.16 billion for the quarter, compared to analysts’ expectations of $3.10 billion. During the same quarter in the previous year, the business posted $1.63 earnings per share. The business’s revenue for the quarter was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, analysts expect that Analog Devices, Inc. will post 11.38 earnings per share for the current fiscal year.

Analog Devices Increases Dividend

The company also recently declared 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 1.1%. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date was Tuesday, March 3rd. Analog Devices’s dividend payout ratio (DPR) is presently 80.44%.

Key Analog Devices News

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

• Positive Sentiment: Bank of America raised its price target on ADI to $425 (from $400) and reiterated a Buy rating, citing strong margins and pricing power — a clear fundamental endorsement that can support higher share valuations. Bank of America Raises ADI PT to $425
• Positive Sentiment: ADI was highlighted as one of “4 Solid Stocks” amid an S&P 500 record close, reflecting favorable industry/earnings momentum for select tech names — positive sentiment that can attract inflows. 4 Solid Stocks to Grab
• Positive Sentiment: Recent market commentary noted ADI outperformed the broader market in the latest session (reported intraday/close gains), indicating periodic investor buying interest and momentum. ADI Beats Stock Market Upswing
• Neutral Sentiment: Analog Devices will report Q2 FY2026 results on May 20 (pre-market) and host a conference call — a near-term catalyst that often increases volatility as investors position ahead of results. Q2 FY2026 Results Date
• Neutral Sentiment: Media and retail interest in ADI has risen (multiple “most searched” / watchlist articles), which can boost short‑term volume but doesn’t guarantee sustained price direction. Investors Heavily Search ADI
• Neutral Sentiment: Sector commentary (MarketBeat piece on Texas Instruments) points to strong data-center demand benefiting semiconductor peers; ADI may benefit indirectly from broader industry tailwinds but the article focuses on TI. TI Surges; Sector Context
• Neutral Sentiment: Short-interest data in the latest report appears to show 0 shares (and a 0.0 days-to-cover) — likely a reporting anomaly and not a meaningful signal on positioning.
• Neutral Sentiment: General coverage pieces listing ADI as a large-cap to watch provide additional visibility but are not new fundamental news. 2 Large-Cap Stocks Worth Investigating

Insider Transactions at Analog Devices

In other news, Director Ray Stata sold 3,125 shares of the business’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total transaction of $991,562.50. Following the sale, the director directly owned 123,821 shares in the company, valued at approximately $39,288,403.30. The trade was a 2.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CAO Michael Sondel sold 4,199 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total value of $1,515,922.98. Following the sale, the chief accounting officer owned 14,740 shares in the company, valued at approximately $5,321,434.80. This trade represents a 22.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 27,324 shares of company stock worth $8,758,085. Insiders own 0.36% of the company’s stock.

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.