Clear Trail Advisors LLC Takes $4.65 Million Position in Analog Devices, Inc. $ADI

Clear Trail Advisors LLC acquired a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 17,137 shares of the semiconductor company’s stock, valued at approximately $4,648,000. Analog Devices makes up approximately 1.1% of Clear Trail Advisors LLC’s holdings, making the stock its 26th largest position.

Several other hedge funds have also recently bought and sold shares of the company. Regent Peak Wealth Advisors LLC increased its stake in Analog Devices by 3.7% in the fourth quarter. Regent Peak Wealth Advisors LLC now owns 1,088 shares of the semiconductor company’s stock valued at $295,000 after acquiring an additional 39 shares during the last quarter. Fragasso Financial Advisors Inc lifted its stake in Analog Devices by 2.9% during the fourth 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. Quent Capital LLC boosted its holdings in shares of Analog Devices by 2.4% in the 3rd quarter. Quent Capital LLC now owns 1,810 shares of the semiconductor company’s stock valued at $445,000 after purchasing an additional 42 shares in the last quarter. Carson Advisory Inc. boosted its holdings in shares of Analog Devices by 3.1% in the 3rd 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 in the last quarter. Finally, Sivia Capital Partners LLC increased its stake in shares of Analog Devices by 2.5% in the 3rd quarter. Sivia Capital Partners LLC now owns 1,796 shares of the semiconductor company’s stock valued at $441,000 after purchasing an additional 44 shares during the last quarter. 86.81% of the stock is owned by institutional investors.

Analog Devices Price Performance

Shares of ADI opened at $312.19 on Tuesday. The business has a 50-day moving average of $322.58 and a 200-day moving average of $278.10. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35. The company has a market capitalization of $152.41 billion, a price-to-earnings ratio of 57.07, a price-to-earnings-growth ratio of 1.42 and a beta of 1.00. Analog Devices, Inc. has a 1 year low of $158.65 and a 1 year high of $363.20.

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 the consensus estimate of $2.31 by $0.15. The business had revenue of $3.16 billion for the quarter, compared to analyst estimates 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 business 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 anticipate that Analog Devices, Inc. will post 7.14 earnings per share for the current 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 issued a $1.10 dividend. The ex-dividend date was Tuesday, March 3rd. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 annualized dividend and a yield of 1.4%. Analog Devices’s dividend payout ratio is currently 80.44%.

Insider Transactions at Analog Devices

In other Analog Devices news, CAO Michael Sondel sold 4,199 shares of Analog Devices stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the completion of the transaction, the chief accounting officer owned 14,740 shares in the company, valued at approximately $5,321,434.80. The trade was a 22.17% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Ray Stata sold 3,125 shares of Analog Devices stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $317.30, for a total value of $991,562.50. Following the transaction, 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 position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 41,449 shares of company stock valued at $12,336,069. Company insiders own 0.36% of the company’s stock.

Analyst Ratings Changes

Several research analysts have commented on ADI shares. Weiss Ratings raised Analog Devices from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, March 18th. Wall Street Zen raised shares of Analog Devices from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Bank of America upped their price objective on shares of Analog Devices from $320.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Citigroup reissued a “buy” rating on shares of Analog Devices in a research note on Thursday, February 19th. Finally, KeyCorp raised their target price on shares of Analog Devices from $375.00 to $430.00 and gave the company an “overweight” rating in a research report on Thursday, February 19th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, Analog Devices presently has a consensus rating of “Buy” and an average price target of $366.96.

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.