Aventura Private Wealth LLC Takes $1.12 Million Position in Analog Devices, Inc. $ADI

Aventura Private Wealth LLC purchased a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund purchased 4,136 shares of the semiconductor company’s stock, valued at approximately $1,122,000.

Several other large investors have also bought and sold shares of the business. Fragasso Financial Advisors Inc boosted its position in shares of Analog Devices by 2.9% in the 4th quarter. Fragasso Financial Advisors Inc now owns 1,372 shares of the semiconductor company’s stock worth $372,000 after purchasing an additional 39 shares during the last quarter. Sagespring Wealth Partners LLC increased its holdings in Analog Devices by 4.0% in the fourth quarter. Sagespring Wealth Partners LLC now owns 13,993 shares of the semiconductor company’s stock valued at $3,795,000 after purchasing an additional 543 shares during the last quarter. Covea Finance lifted its stake in Analog Devices by 174.3% in the fourth quarter. Covea Finance now owns 111,900 shares of the semiconductor company’s stock valued at $30,347,000 after buying an additional 71,100 shares during the period. Everhart Financial Group Inc. boosted its holdings in Analog Devices by 50.2% during the fourth quarter. Everhart Financial Group Inc. now owns 5,816 shares of the semiconductor company’s stock worth $1,577,000 after buying an additional 1,945 shares during the last quarter. Finally, Iowa State Bank boosted its holdings in Analog Devices by 1.5% during the fourth quarter. Iowa State Bank now owns 9,846 shares of the semiconductor company’s stock worth $2,670,000 after buying an additional 147 shares during the last quarter. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

ADI has been the subject of a number of recent analyst reports. JPMorgan Chase & Co. upped their price target on Analog Devices from $320.00 to $400.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. Citigroup restated a “buy” rating on shares of Analog Devices in a report on Thursday, February 19th. Bank of America upped their target price on shares of Analog Devices from $320.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Susquehanna increased their target price on shares of Analog Devices from $360.00 to $400.00 and gave the stock a “positive” rating in a report on Thursday, February 19th. Finally, Zacks Research raised shares of Analog Devices from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $366.96.

Analog Devices Price Performance

ADI stock opened at $309.15 on Friday. The company has a fifty day moving average price of $322.21 and a 200-day moving average price of $277.20. The company has a market capitalization of $150.93 billion, a P/E ratio of 56.52, a PEG ratio of 1.43 and a beta of 1.00. Analog Devices, Inc. has a 52-week low of $158.65 and a 52-week high of $363.20. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76.

Analog Devices (NASDAQ:ADI) last issued 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 for the quarter, compared to analysts’ expectations of $3.10 billion. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. Analog Devices’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 posted $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, equities analysts expect that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were paid a $1.10 dividend. 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 1.4%. Analog Devices’s payout ratio is currently 80.44%.

Insider Buying and Selling

In other Analog Devices news, SVP Martin Cotter sold 10,000 shares of the firm’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $278.44, for a total transaction of $2,784,400.00. Following the completion of the transaction, the senior vice president owned 49,664 shares in the company, valued at approximately $13,828,444.16. This trade represents a 16.76% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Katsufumi Nakamura sold 500 shares of the business’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $301.46, for a total transaction of $150,730.00. Following the completion of the transaction, the senior vice president owned 12,710 shares in the company, valued at $3,831,556.60. This trade represents a 3.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 41,449 shares of company stock valued at $12,336,069. Corporate insiders own 0.36% of the company’s stock.

Analog Devices News Roundup

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

• Positive Sentiment: ADI opened a new advanced manufacturing facility in Thailand to boost test and manufacturing capacity in the Asia‑Pacific region, supporting supply‑chain resilience and long‑term revenue stability. Analog Devices Strengthens Global Manufacturing Resilience with New Thailand Facility
• Positive Sentiment: ADI was featured as a dividend‑growth pick in recent screens (Zacks/Yahoo), which may attract defensive income‑seeking flows given sticky inflation and rate uncertainty. 5 Dividend Growth Stocks to Buy Amid Rising Inflation Risk
• Neutral Sentiment: Wall Street’s average brokerage recommendation for ADI remains a Buy, but commentators warn the ABR can be overly optimistic; the rating may provide support but is not a fresh catalyst. Wall Street Bulls Look Optimistic About Analog Devices (ADI): Should You Buy?
• Neutral Sentiment: Zacks’ featured highlights include ADI among names discussed alongside other semiconductor leaders; this is visibility rather than a directional catalyst. Zacks.com featured highlights include Flowserve, Analog Devices, Broadcom, NVIDIA and TIM
• Neutral Sentiment: Recent short‑interest reports appear to contain data errors (reported as 0 shares / NaN changes and a 0.0 days-to-cover), so they provide no clear explanatory power for today’s move. (Data noise is unlikely to be a real driver.)
• Negative Sentiment: Coverage noting ADI is down ~10% since the last earnings report highlights investor concern: despite an EPS beat and raised guidance, the stock has seen post‑earnings pullback—likely due to profit‑taking, lofty multiples (P/E above 50), and investor focus on forward estimates. That press and analyst re‑rating pressure are the most direct negatives for today’s decline. Why Is Analog Devices (ADI) Down 10.1% Since Last Earnings Report?

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.