Beacon Investment Advisory Services Inc. Sells 6,286 Shares of Analog Devices, Inc. $ADI

Beacon Investment Advisory Services Inc. lessened its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 4.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 136,572 shares of the semiconductor company’s stock after selling 6,286 shares during the quarter. Analog Devices accounts for approximately 1.5% of Beacon Investment Advisory Services Inc.’s investment portfolio, making the stock its 16th biggest position. Beacon Investment Advisory Services Inc.’s holdings in Analog Devices were worth $37,038,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Amundi grew its position in shares of Analog Devices by 44.8% during the 3rd quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock worth $1,507,740,000 after purchasing an additional 1,922,302 shares in the last quarter. Raymond James Financial Inc. boosted its stake in shares of Analog Devices by 29.2% in the third quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company’s stock valued at $1,186,714,000 after buying an additional 1,091,004 shares during the period. Marshall Wace LLP grew its position in Analog Devices by 948.2% during the second quarter. Marshall Wace LLP now owns 1,085,990 shares of the semiconductor company’s stock worth $258,487,000 after buying an additional 982,385 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its stake in Analog Devices by 47.4% during 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 during the period. Finally, SG Americas Securities LLC raised its holdings in Analog Devices by 684.6% in the 3rd quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company’s stock valued at $211,871,000 after acquiring an additional 752,411 shares in the last quarter. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Analog Devices news, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $306.92, for a total value of $3,069,200.00. Following the completion of the transaction, the chief executive officer owned 155,688 shares of the company’s stock, valued at $47,783,760.96. This represents a 6.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Martin Cotter sold 10,000 shares of the stock in a transaction dated Monday, January 5th. The shares were 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 owned 49,664 shares of the company’s stock, valued at $13,828,444.16. This represents a 16.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 41,449 shares of company stock worth $12,336,069 in the last ninety days. Insiders own 0.36% of the company’s stock.

Analog Devices Price Performance

ADI stock opened at $307.44 on Monday. The firm has a 50-day moving average price of $323.94 and a 200-day moving average price of $280.02. 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. The stock has a market capitalization of $150.09 billion, a P/E ratio of 56.20, a price-to-earnings-growth ratio of 1.41 and a beta of 1.00.

Analog Devices (NASDAQ:ADI) last announced its quarterly 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 company 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%. The firm’s revenue was up 30.4% on a year-over-year basis. During the same period in the previous year, the firm posted $1.63 EPS. 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 EPS for the current fiscal 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 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 was Tuesday, March 3rd. Analog Devices’s dividend payout ratio (DPR) is currently 80.44%.

Analyst Ratings Changes

A number of research firms recently commented on ADI. JPMorgan Chase & Co. boosted 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. Oppenheimer reissued an “outperform” rating and issued a $400.00 target price (up from $350.00) on shares of Analog Devices in a report on Thursday, February 19th. Piper Sandler boosted their target price on shares of Analog Devices from $250.00 to $360.00 and gave the company a “neutral” rating in a research report on Thursday, February 19th. Wells Fargo & Company increased their price target on shares of Analog Devices from $340.00 to $400.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. Finally, Truist Financial lifted their price objective on shares of Analog Devices from $291.00 to $364.00 and gave the company a “hold” rating in a research note on Thursday, February 19th. Three 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. According to MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $366.96.

Analog Devices 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.