Focus Partners Wealth Boosts Position in Analog Devices, Inc. $ADI

Focus Partners Wealth increased its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 421.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 521,021 shares of the semiconductor company’s stock after purchasing an additional 421,042 shares during the quarter. Focus Partners Wealth’s holdings in Analog Devices were worth $141,299,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in ADI. 1620 Investment Advisors Inc. lifted its stake in Analog Devices by 5.0% in the fourth quarter. 1620 Investment Advisors Inc. now owns 671 shares of the semiconductor company’s stock valued at $182,000 after buying an additional 32 shares during the last quarter. Covestor Ltd lifted its stake in Analog Devices by 14.1% in the fourth quarter. Covestor Ltd now owns 275 shares of the semiconductor company’s stock valued at $75,000 after buying an additional 34 shares during the last quarter. JFS Wealth Advisors LLC lifted its stake in Analog Devices by 9.9% in the fourth quarter. JFS Wealth Advisors LLC now owns 390 shares of the semiconductor company’s stock valued at $106,000 after buying an additional 35 shares during the last quarter. Albion Financial Group UT lifted its stake in 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 last quarter. Finally, Prestige Wealth Management Group LLC lifted its stake in Analog Devices by 2.6% in the fourth quarter. Prestige Wealth Management Group LLC now owns 1,435 shares of the semiconductor company’s stock valued at $389,000 after buying an additional 36 shares during the last quarter. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Key Stories Impacting 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

Insider Buying and Selling

In related news, CEO Vincent Roche sold 30,000 shares of the company’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 transaction, the chief executive officer owned 137,538 shares of the company’s stock, valued at $57,096,149.94. This represents a 17.91% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Ray Stata sold 1,432 shares of the company’s stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $400.83, for a total value of $573,988.56. Following the transaction, the director directly owned 120,175 shares in the company, valued at $48,169,745.25. This represents a 1.18% decrease in their position. 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 100,442 shares of company stock valued at $40,011,004 over the last quarter. Company insiders own 0.36% of the company’s stock.

Analyst Ratings Changes

ADI has been the subject of a number of research reports. Needham & Company LLC boosted their price objective on Analog Devices from $400.00 to $440.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. TD Cowen boosted their price objective on Analog Devices from $400.00 to $450.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Morgan Stanley reiterated an “overweight” rating and issued a $373.00 price objective on shares of Analog Devices in a research note on Thursday, February 19th. Wall Street Zen upgraded Analog Devices from a “hold” rating to a “buy” rating in a research note on Sunday, May 24th. Finally, Stifel Nicolaus boosted their price objective on Analog Devices from $405.00 to $450.00 and gave the company a “buy” rating in a research note on Monday, May 18th. Two analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $432.71.

Analog Devices Trading Up 1.4%

NASDAQ:ADI opened at $417.79 on Friday. The firm 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 company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. The stock’s 50 day simple moving average is $391.76 and its 200-day simple moving average is $334.69. Analog Devices, Inc. has a 12-month low of $218.37 and a 12-month high of $439.70.

Analog Devices (NASDAQ:ADI) last released its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.89 by $0.20. The business had revenue of $3.62 billion for the quarter, compared to analyst estimates of $3.51 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The company’s revenue for the quarter was up 37.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.85 earnings per share. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Equities analysts anticipate that Analog Devices, Inc. will post 12.41 EPS for the current year.

Analog Devices Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be issued 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 of this dividend is Tuesday, June 2nd. Analog Devices’s dividend payout ratio is currently 65.38%.

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.