Resources Management Corp CT ADV lessened its stake in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 61.5% during the fourth quarter, Holdings Channel reports. The fund owned 15,235 shares of the semiconductor company’s stock after selling 24,375 shares during the quarter. Resources Management Corp CT ADV’s holdings in Analog Devices were worth $4,132,000 as of its most recent SEC filing.
A number of other institutional investors also recently modified their holdings of the stock. Sargent Investment Group LLC acquired a new position in shares of Analog Devices during the 4th quarter valued at $606,000. MML Investors Services LLC lifted its position in shares of Analog Devices by 8.2% during the 4th quarter. MML Investors Services LLC now owns 92,804 shares of the semiconductor company’s stock valued at $25,168,000 after acquiring an additional 7,016 shares during the period. Minot DeBlois Advisors LLC lifted its position in shares of Analog Devices by 5.8% during the 4th quarter. Minot DeBlois Advisors LLC now owns 4,444 shares of the semiconductor company’s stock valued at $1,205,000 after acquiring an additional 245 shares during the period. Nicolet Advisory Services LLC lifted its position in shares of Analog Devices by 63.7% during the 4th quarter. Nicolet Advisory Services LLC now owns 7,088 shares of the semiconductor company’s stock valued at $2,083,000 after acquiring an additional 2,759 shares during the period. Finally, Focus Partners Wealth lifted its position in shares of Analog Devices by 421.1% during the 4th quarter. Focus Partners Wealth now owns 521,021 shares of the semiconductor company’s stock valued at $141,299,000 after acquiring an additional 421,042 shares during the period. Institutional investors and hedge funds own 86.81% of the company’s stock.
Insider Transactions at Analog Devices
In other news, SVP Martin Cotter sold 17,594 shares of the company’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total value of $7,354,292.00. Following the completion of the sale, the senior vice president owned 56,332 shares in the company, valued at $23,546,776. This represents a 23.80% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Ray Stata sold 1,416 shares of the company’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $398.11, for a total transaction of $563,723.76. Following the completion of the sale, the director owned 118,759 shares of the company’s stock, valued at approximately $47,279,145.49. The trade was a 1.18% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 100,442 shares of company stock worth $40,011,004 in the last quarter. 0.36% of the stock is currently owned by corporate insiders.
Analog Devices Stock Performance
Analog Devices (NASDAQ:ADI – Get Free Report) last posted its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.89 by $0.20. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The firm had revenue of $3.62 billion during the quarter, compared to analyst estimates of $3.51 billion. During the same quarter in the prior year, the business posted $1.85 EPS. The business’s revenue was up 37.2% compared to the same quarter last year. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, equities research analysts predict that Analog Devices, Inc. will post 12.41 EPS for the current fiscal year.
Analog Devices Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be paid a $1.10 dividend. The ex-dividend date is Tuesday, June 2nd. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. Analog Devices’s dividend payout ratio is presently 65.38%.
Wall Street Analysts Forecast Growth
A number of research firms recently issued reports on ADI. Morgan Stanley reiterated an “overweight” rating and set a $373.00 target price on shares of Analog Devices in a research report on Thursday, February 19th. The Goldman Sachs Group restated a “buy” rating and set a $450.00 price target on shares of Analog Devices in a research note on Wednesday, May 20th. Jefferies Financial Group boosted their price target on shares of Analog Devices from $410.00 to $475.00 and gave the company a “buy” rating in a research note on Wednesday, May 20th. Citigroup boosted their price target on shares of Analog Devices from $400.00 to $460.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Finally, Stifel Nicolaus boosted their price target on shares of Analog Devices from $405.00 to $450.00 and gave the company a “buy” rating in a research note on Monday, May 18th. Two equities research 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 stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $432.71.
Read Our Latest Stock Report on ADI
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
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.
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