Citizens Business Bank Takes Position in Analog Devices, Inc. $ADI

Citizens Business Bank acquired a new position in Analog Devices, Inc. (NASDAQ:ADI) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 1,619 shares of the semiconductor company’s stock, valued at approximately $398,000.

Several other hedge funds and other institutional investors have also bought and sold shares of ADI. Quent Capital LLC boosted its holdings in shares of 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 acquiring an additional 42 shares during the last quarter. Carson Advisory Inc. lifted 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 valued at $354,000 after purchasing an additional 43 shares during the period. Sivia Capital Partners LLC boosted its holdings in Analog Devices by 2.5% in the third quarter. Sivia Capital Partners LLC now owns 1,796 shares of the semiconductor company’s stock worth $441,000 after purchasing an additional 44 shares during the last quarter. Klingman & Associates LLC boosted its holdings in Analog Devices by 3.7% in the third quarter. Klingman & Associates LLC now owns 1,274 shares of the semiconductor company’s stock worth $313,000 after purchasing an additional 45 shares during the last quarter. Finally, Keystone Financial Services grew its position in Analog Devices by 1.2% in the 2nd quarter. Keystone Financial Services now owns 3,837 shares of the semiconductor company’s stock worth $913,000 after purchasing an additional 46 shares during the period. Institutional investors own 86.81% of the company’s stock.

Insiders Place Their Bets

In other Analog Devices news, Director Ray Stata sold 3,125 shares of the firm’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 of the company’s stock, valued at $39,288,403.30. This trade represents a 2.46% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Martin Cotter sold 10,000 shares of the company’s stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $278.44, for a total value of $2,784,400.00. Following the completion of the transaction, 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 position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 53,544 shares of company stock worth $15,320,417 in the last three months. 0.36% of the stock is owned by company insiders.

Key Analog Devices News

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

• Positive Sentiment: Q1 beat and upbeat commentary — ADI reported roughly $3.16B in Q1 sales and net income of ~$831M, with management pointing to broad-based strength (industrial, automotive, communications) and AI/data‑center opportunities. The results and commentary are cited as the primary driver behind the rally. Why Analog Devices (ADI) Is Up 5.5% After Strong Q1, Higher Dividend And Bullish Q2 Guidance
• Positive Sentiment: Shareholder returns boosted — management announced an 11% quarterly dividend increase and reiterated buybacks, signaling confidence in free cash flow and supporting yield-focused demand. Analog Devices Dividend Hike Highlights AI Growth And Valuation Tension
• Positive Sentiment: Analyst upgrades and rankings — ADI was added to Zacks’ Rank #1 (Strong Buy) growth list and several outlets compared ADI favorably vs. peers on AI/data-center exposure, which supports momentum and higher price targets. Best Growth Stocks to Buy for February 25th Zacks: Best Growth Stocks to Buy for February 25th
• Positive Sentiment: Macro/sector narrative supportive — MarketBeat and MarketBeat/MarketBeat-like coverage highlight ADI as a key industrial/analog play in a suspected semiconductor supercycle (AI, automotive electrification), with upward revisions to price targets. 3 Industrial Chip Stocks Riding a New Semiconductor Supercycle in 2026
• Neutral Sentiment: Analyst Q&A and deeper readouts — post‑earnings analyst questions surfaced that drill into ATE, data‑center product mix and sustainability of cyclical recoveries; useful for modeling but not an immediate price catalyst. 5 Insightful Analyst Questions From Analog Devices’s Q4 Earnings Call
• Neutral Sentiment: Short interest data appears erroneous — recent feeds show “0 shares” / NaN changes and a 0.0 days-to-cover figure; this looks like a reporting artefact rather than meaningful shifts in positioning. (No actionable implication until clean data is posted.)

Analog Devices Trading Up 1.3%

Shares of NASDAQ:ADI opened at $360.80 on Thursday. The stock has a 50 day moving average of $307.26 and a 200 day moving average of $267.79. The company has a market cap of $176.14 billion, a PE ratio of 65.96, a price-to-earnings-growth ratio of 1.65 and a beta of 1.03. Analog Devices, Inc. has a 12-month low of $158.65 and a 12-month high of $363.20. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share 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 the consensus estimate 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% on a year-over-year basis. During the same quarter in the previous 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, equities research analysts expect that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be issued a $1.10 dividend. The ex-dividend date of this dividend is Tuesday, March 3rd. This represents a $4.40 annualized dividend and a yield of 1.2%. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s payout ratio is currently 72.39%.

Analyst Upgrades and Downgrades

ADI has been the topic of a number of research reports. BNP Paribas Exane initiated coverage on Analog Devices in a research note on Tuesday, November 4th. They issued an “outperform” rating and a $300.00 price target on the stock. Citigroup reissued a “buy” rating on shares of Analog Devices in a report on Thursday, February 19th. 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. Barclays increased their price objective 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. Finally, Robert W. Baird set a $365.00 target price on shares of Analog Devices in a research report on Thursday, February 19th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $366.96.

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.