TritonPoint Partners LLC Takes $1.20 Million Position in Analog Devices, Inc. $ADI

TritonPoint Partners LLC purchased a new stake in Analog Devices, Inc. (NASDAQ:ADI) in the fourth quarter, Holdings Channel reports. The firm purchased 4,419 shares of the semiconductor company’s stock, valued at approximately $1,198,000.

A number of other institutional investors have also made changes to their positions in ADI. Hilton Head Capital Partners LLC bought a new stake in shares of Analog Devices in the 4th quarter valued at approximately $26,000. Gordian Capital Singapore Pte Ltd bought a new stake in shares of Analog Devices in the 4th quarter valued at approximately $27,000. Y.D. More Investments Ltd bought a new stake in shares of Analog Devices in the 3rd quarter valued at approximately $32,000. Albion Financial Group UT increased its holdings in shares of Analog Devices by 41.4% in the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock valued at $33,000 after acquiring an additional 36 shares during the last quarter. Finally, Entrust Financial LLC bought a new stake in shares of Analog Devices in the 4th quarter valued at approximately $33,000. 86.81% of the stock is currently owned by institutional investors.

Analog Devices Price Performance

Shares of ADI opened at $417.79 on Monday. The company has a market cap of $203.50 billion, a P/E ratio of 62.08, a PEG ratio of 1.17 and a beta of 1.18. The stock has a fifty day moving average price of $391.76 and a 200 day moving average price of $335.36. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.75 and a quick ratio of 1.34. Analog Devices, Inc. has a 12 month low of $218.37 and a 12 month high of $439.70.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The firm had revenue of $3.62 billion during the quarter, compared to the consensus estimate of $3.51 billion. During the same period in the prior year, the business earned $1.85 EPS. The firm’s revenue was up 37.2% on a year-over-year basis. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. On average, research analysts forecast that Analog Devices, Inc. will post 12.41 earnings per share for the current year.

Analog Devices Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd will be given a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Tuesday, June 2nd. Analog Devices’s payout ratio is 65.38%.

Insiders Place Their Bets

In other Analog Devices news, CEO Vincent Roche sold 30,000 shares of the business’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the completion of the transaction, the chief executive officer owned 137,538 shares in the company, valued at approximately $57,096,149.94. The trade was a 17.91% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Martin Cotter sold 17,594 shares of the business’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $418.00, for a total value of $7,354,292.00. Following the transaction, the senior vice president owned 56,332 shares of the company’s stock, valued at $23,546,776. This trade represents a 23.80% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 100,442 shares of company stock worth $40,011,004. 0.36% of the stock is owned by company insiders.

Trending Headlines about Analog Devices

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

• Positive Sentiment: Recent commentary says Analog Devices is benefiting from strong AI infrastructure spending, with growing data-center and communications demand reinforcing the company’s growth story. Will Record Q2, Empower Deal and AI Infrastructure Demand Shift Analog Devices’ (ADI) Narrative?
• Positive Sentiment: Analyst and broker commentary remains generally constructive, with recent reports describing ADI as a buy and noting momentum in its communications segment tied to AI and data-center demand. Can ADI’s Communications Segment Emerge as a New Growth Driver?
• Neutral Sentiment: Analog Devices was recognized at the 2026 BostonCISO ORBIE Awards, which is a positive brand and leadership signal but unlikely to move the stock by itself. New England’s Top Security Executives Named at the 2026 BostonCISO ORBIE Awards
• Negative Sentiment: Director Ray Stata disclosed a sale of 1,432 shares, which can weigh on sentiment even though it was made under a pre-arranged 10b5-1 plan and represents a small portion of his holdings. Ray Stata Sells 1,432 Shares of Analog Devices (NASDAQ:ADI) Stock

Analysts Set New Price Targets

ADI has been the subject of a number of research analyst reports. Citigroup boosted their price target on Analog Devices from $400.00 to $460.00 and gave the company a “buy” rating in a report on Thursday, May 21st. Truist Financial upped their price objective on Analog Devices from $364.00 to $405.00 and gave the stock a “hold” rating in a research note on Wednesday, May 20th. Morgan Stanley restated an “overweight” rating and set a $373.00 price objective on shares of Analog Devices in a research note on Thursday, February 19th. Arete Research upgraded Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 price objective for the company in a research note on Monday, March 30th. Finally, Robert W. Baird upped their price objective on Analog Devices from $365.00 to $450.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $432.71.

Analog Devices Company 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.