Fortem Financial Group LLC Buys 3,840 Shares of Analog Devices, Inc. $ADI

Fortem Financial Group LLC lifted its stake in Analog Devices, Inc. (NASDAQ:ADI) by 65.7% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 9,687 shares of the semiconductor company’s stock after purchasing an additional 3,840 shares during the quarter. Fortem Financial Group LLC’s holdings in Analog Devices were worth $2,627,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Albion Financial Group UT boosted its stake in shares of Analog Devices by 41.4% in the fourth quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock valued at $33,000 after buying an additional 36 shares during the period. Barnes Dennig Private Wealth Management LLC boosted its stake in shares of Analog Devices by 61.3% in the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company’s stock valued at $35,000 after buying an additional 49 shares during the period. Y.D. More Investments Ltd bought a new stake in shares of Analog Devices in the third quarter valued at approximately $32,000. LFA Lugano Financial Advisors SA boosted its stake in shares of Analog Devices by 92.9% in the third quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock valued at $33,000 after buying an additional 65 shares during the period. Finally, Ares Financial Consulting LLC bought a new stake in shares of Analog Devices in the fourth quarter valued at approximately $38,000. 86.81% of the stock is currently owned by institutional investors.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: ADI is benefiting from momentum tied to strong semiconductor demand, with recent commentary highlighting AI-fueled chip spending and the stock’s push to a new 52-week high. Analog Devices, Inc. (ADI) Hit a 52 Week High, Can the Run Continue?
• Positive Sentiment: The company has also been cited as a strong growth stock and one of the semiconductor names poised to benefit as AI supports steady chip sales, reinforcing the bullish setup for ADI. Here’s Why Analog Devices (ADI) is a Strong Growth Stock
• Neutral Sentiment: Recent articles have focused on whether the rally can continue, suggesting investors are watching valuation and sustainability of the move rather than reacting to a new company-specific catalyst. Analog Devices, Inc. (ADI) hit a 52-week high, can the run continue?
• Neutral Sentiment: ADI was also included in a broader list of AI semiconductor winners, which adds supportive industry context but does not point to a direct company-specific development. 4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on ADI. Citigroup reiterated a “buy” rating on shares of Analog Devices in a research note on Thursday, February 19th. The Goldman Sachs Group boosted their price target on Analog Devices from $300.00 to $370.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Jefferies Financial Group reiterated a “buy” rating and issued a $410.00 price target on shares of Analog Devices in a research note on Thursday, February 19th. Oppenheimer reiterated an “outperform” rating and issued a $400.00 price target (up from $350.00) on shares of Analog Devices in a research note on Thursday, February 19th. Finally, Robert W. Baird set a $365.00 price target on Analog Devices in a research note on Thursday, February 19th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $370.69.

Analog Devices Price Performance

NASDAQ ADI opened at $416.52 on Monday. The business has a fifty day moving average price of $344.80 and a two-hundred day moving average price of $302.88. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35. Analog Devices, Inc. has a fifty-two week low of $206.00 and a fifty-two week high of $418.75. The stock has a market capitalization of $203.35 billion, a PE ratio of 76.15, a PEG ratio of 1.68 and a beta of 1.19.

Analog Devices (NASDAQ:ADI) last released its earnings results 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. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The firm had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.10 billion. During the same period in the prior year, the company earned $1.63 earnings per share. The company’s quarterly revenue was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Equities analysts expect that Analog Devices, Inc. will post 11.35 earnings per share for the current fiscal year.

Analog Devices Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were paid a dividend of $1.10 per share. The ex-dividend date was Tuesday, March 3rd. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 annualized dividend and a yield of 1.1%. Analog Devices’s dividend payout ratio is currently 80.44%.

Insider Buying and Selling at Analog Devices

In other Analog Devices news, CAO Michael Sondel sold 4,199 shares of the company’s stock in a transaction on 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 sale, the chief accounting officer directly owned 14,740 shares in the company, valued at $5,321,434.80. This represents a 22.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $397.91, for a total value of $3,979,100.00. Following the sale, the chief executive officer owned 187,538 shares of the company’s stock, valued at $74,623,245.58. The trade was a 5.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 24,199 shares of company stock valued at $8,676,423 over the last 90 days. Corporate insiders own 0.36% of the company’s stock.

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.