Focus Partners Advisor Solutions LLC Grows Holdings in Analog Devices, Inc. $ADI

Focus Partners Advisor Solutions LLC grew its stake in shares of Analog Devices, Inc. (NASDAQ:ADI) by 54.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,007 shares of the semiconductor company’s stock after purchasing an additional 1,759 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in Analog Devices were worth $1,194,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the stock. Norges Bank purchased a new position in Analog Devices in the 2nd quarter worth about $1,803,377,000. Marshall Wace LLP boosted its position in Analog Devices by 948.2% in the 2nd quarter. Marshall Wace LLP now owns 1,085,990 shares of the semiconductor company’s stock valued at $258,487,000 after buying an additional 982,385 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its stake in Analog Devices by 47.4% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,745,985 shares of the semiconductor company’s stock worth $653,599,000 after acquiring an additional 882,909 shares in the last quarter. Vanguard Group Inc. grew its stake in Analog Devices by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 50,227,231 shares of the semiconductor company’s stock worth $11,955,086,000 after acquiring an additional 761,861 shares in the last quarter. Finally, SG Americas Securities LLC increased its position 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 acquiring an additional 752,411 shares during the period. 86.81% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

ADI has been the subject of several research analyst reports. TD Cowen reaffirmed a “buy” rating on shares of Analog Devices in a research note on Thursday, February 19th. Weiss Ratings downgraded Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, January 20th. Morgan Stanley reaffirmed an “overweight” rating and set a $373.00 target price on shares of Analog Devices in a research report on Thursday, February 19th. Piper Sandler upped their target price on Analog Devices from $250.00 to $360.00 and gave the stock a “neutral” rating in a report on Thursday, February 19th. Finally, Needham & Company LLC raised Analog Devices from a “hold” rating to a “buy” rating and set a $400.00 price target on the stock in a research report on Thursday, February 19th. Three analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $366.96.

Insider Activity 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 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 approximately $39,288,403.30. This trade represents a 2.46% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Katsufumi Nakamura sold 500 shares of Analog Devices stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $301.46, for a total value of $150,730.00. Following the transaction, the senior vice president owned 12,710 shares of the company’s stock, valued at $3,831,556.60. The trade was a 3.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 57,743 shares of company stock valued at $16,836,340 over the last ninety days. Corporate insiders own 0.36% of the company’s stock.

Analog Devices Price Performance

Shares of NASDAQ ADI opened at $315.81 on Friday. Analog Devices, Inc. has a 52 week low of $158.65 and a 52 week high of $363.20. The business’s 50 day moving average price is $316.34 and its 200 day moving average price is $272.85. 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 firm has a market cap of $154.18 billion, a P/E ratio of 57.74, a P/E/G ratio of 1.52 and a beta of 1.00.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.31 by $0.15. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The company had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.10 billion. During the same period last year, the firm posted $1.63 EPS. Analog Devices’s revenue for the quarter 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. On average, sell-side analysts expect that Analog Devices, Inc. will post 7.14 earnings per share for the current year.

Analog Devices Increases Dividend

The firm 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 dividend of $1.10 per share. This represents a $4.40 annualized dividend and a dividend yield of 1.4%. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date of this dividend is Tuesday, March 3rd. Analog Devices’s dividend payout ratio is 80.44%.

About Analog Devices

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.