KCM Investment Advisors LLC Makes New Investment in Analog Devices, Inc. $ADI

KCM Investment Advisors LLC bought a new position in Analog Devices, Inc. (NASDAQ:ADI) in the 1st quarter, Holdings Channel.com reports. The firm bought 1,421 shares of the semiconductor company’s stock, valued at approximately $452,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank acquired a new stake in Analog Devices in the fourth quarter valued at about $2,215,516,000. Bank of America Corp DE increased its position in Analog Devices by 42.8% during the 4th quarter. Bank of America Corp DE now owns 9,715,095 shares of the semiconductor company’s stock worth $2,634,734,000 after purchasing an additional 2,912,666 shares during the period. Amundi raised its stake 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 buying an additional 1,922,302 shares in the last quarter. Raymond James Financial Inc. raised its stake in shares of Analog Devices by 29.2% during the 3rd quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company’s stock worth $1,186,714,000 after buying an additional 1,091,004 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Analog Devices by 3,456.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,059,726 shares of the semiconductor company’s stock valued at $287,398,000 after buying an additional 1,029,927 shares during the period. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Insider Transactions at Analog Devices

In other news, Director Karen Golz sold 1,000 shares of Analog Devices stock in a transaction on Monday, July 13th. The stock was sold at an average price of $389.83, for a total transaction of $389,830.00. Following the completion of the transaction, the director owned 11,019 shares of the company’s stock, valued at $4,295,536.77. The trade was a 8.32% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Vincent Roche sold 30,000 shares of Analog Devices stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $415.13, for a total value of $12,453,900.00. Following the transaction, the chief executive officer directly owned 137,538 shares of the company’s stock, valued at $57,096,149.94. This trade represents a 17.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 103,858 shares of company stock worth $42,062,730. Corporate insiders own 0.36% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the company. Wolfe Research restated an “outperform” rating and issued a $475.00 price target on shares of Analog Devices in a research note on Thursday, May 21st. Weiss Ratings cut Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday. The Goldman Sachs Group reissued a “buy” rating and issued a $450.00 target price on shares of Analog Devices in a report on Wednesday, May 20th. Stifel Nicolaus boosted their target price on shares of Analog Devices from $450.00 to $498.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Finally, Wall Street Zen raised shares of Analog Devices from a “hold” rating to a “buy” rating in a research note on Sunday, May 24th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, Analog Devices currently has an average rating of “Moderate Buy” and a consensus price target of $441.00.

Analog Devices Price Performance

Shares of NASDAQ:ADI opened at $353.37 on Thursday. The firm has a market capitalization of $172.12 billion, a price-to-earnings ratio of 52.51, a price-to-earnings-growth ratio of 0.95 and a beta of 1.18. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.75 and a quick ratio of 1.34. The business’s 50 day simple moving average is $399.13 and its 200-day simple moving average is $362.69. Analog Devices, Inc. has a 12 month low of $218.37 and a 12 month high of $445.91.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, beating the consensus estimate of $2.89 by $0.20. The firm had revenue of $3.62 billion during the quarter, compared to the consensus estimate of $3.51 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.Analog Devices’s quarterly revenue was up 37.2% on a year-over-year basis. During the same period last year, the business posted $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, equities analysts forecast that Analog Devices, Inc. will post 12.42 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were issued a $1.10 dividend. The ex-dividend date of this dividend was Tuesday, June 2nd. This represents a $4.40 annualized dividend and a yield of 1.2%. Analog Devices’s dividend payout ratio is 65.38%.

Analog Devices News Roundup

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

• Positive Sentiment: Analog Devices’ latest reported quarter showed strong operating momentum: earnings and revenue exceeded analyst expectations, with revenue rising 37.2% year over year. Management also issued third-quarter EPS guidance of $3.15–$3.45, supporting the company’s growth outlook.
• Neutral Sentiment: Strong results from semiconductor peers, including NXP Semiconductors, F5 and Amkor Technology, point to healthy automotive, industrial, data-center and advanced-packaging demand. This provides a generally supportive sector backdrop for ADI, although the companies have different end-market exposures. NXP Semiconductors Q2 Earnings Beat Estimates, Revenues Rise Y/Y
• Neutral Sentiment: The stock had already weakened in the prior session while the broader market advanced, indicating investor caution before the cybersecurity update. Analog Devices Stock Dips While Market Gains
• Negative Sentiment: Analog Devices said it detected unauthorized access to certain company systems on June 23, 2026. The company is evaluating the incident and its potential impact; uncertainty around data exposure, operational disruption, remediation costs or disclosure obligations is likely pressuring the stock. Analog Devices Evaluates New Cybersecurity Issue and Impact
• Negative Sentiment: After a 141.5% five-year total return, valuation concerns are becoming more important. With a reported price-to-earnings ratio above 50, investors may be less willing to tolerate new execution or cybersecurity risks. Is Analog Devices Trading At A Premium After Its 141% Run?

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.