Analog Devices, Inc. $ADI Shares Acquired by Sigma Planning Corp

Sigma Planning Corp lifted its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 67.6% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 4,550 shares of the semiconductor company’s stock after acquiring an additional 1,835 shares during the period. Sigma Planning Corp’s holdings in Analog Devices were worth $1,448,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the stock. ING Groep NV grew its stake in Analog Devices by 45.1% during the 4th quarter. ING Groep NV now owns 222,559 shares of the semiconductor company’s stock valued at $60,358,000 after purchasing an additional 69,202 shares during the last quarter. Nordea Investment Management AB raised its stake in shares of Analog Devices by 247.3% in the fourth quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company’s stock worth $95,802,000 after purchasing an additional 249,702 shares during the last quarter. Covenant Asset Management LLC acquired a new stake in shares of Analog Devices during the fourth quarter worth about $2,500,000. HF Advisory Group LLC lifted its holdings in shares of Analog Devices by 661.6% during the fourth quarter. HF Advisory Group LLC now owns 49,693 shares of the semiconductor company’s stock worth $13,477,000 after purchasing an additional 43,168 shares during the period. Finally, MGO One Seven LLC boosted its position in Analog Devices by 17.7% in the fourth quarter. MGO One Seven LLC now owns 45,547 shares of the semiconductor company’s stock valued at $12,352,000 after buying an additional 6,846 shares during the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. Wall Street Zen upgraded shares of Analog Devices from a “hold” rating to a “buy” rating in a report on Sunday, May 24th. JPMorgan Chase & Co. upped their price objective on shares of Analog Devices from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Tuesday, May 26th. Barclays increased their price objective on shares of Analog Devices from $430.00 to $450.00 and gave the stock an “overweight” rating in a research note on Thursday, May 21st. Needham & Company LLC boosted their target price on shares of Analog Devices from $400.00 to $440.00 and gave the company a “buy” rating in a research report on Thursday, May 21st. Finally, Oppenheimer upped their price target on shares of Analog Devices from $400.00 to $450.00 and gave the company an “outperform” rating in a report on Tuesday, May 12th. Two analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, Analog Devices has a consensus rating of “Moderate Buy” and an average price target of $441.00.

Insider Activity

In other news, SVP Martin Cotter sold 17,594 shares of the firm’s stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $418.00, for a total transaction of $7,354,292.00. Following the sale, the senior vice president directly owned 56,332 shares in the company, valued at $23,546,776. This trade represents a 23.80% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Vincent Roche sold 30,000 shares of Analog Devices stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total value of $12,453,900.00. Following the completion of the transaction, the chief executive officer owned 137,538 shares of the company’s stock, valued at approximately $57,096,149.94. This represents a 17.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 103,858 shares of company stock worth $42,062,730 over the last three months. Corporate insiders own 0.36% of the company’s stock.

Trending Headlines about Analog Devices

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

• Positive Sentiment: KeyCorp lifted its earnings estimates for Analog Devices across FY2026, FY2027 and several interim quarters, signaling stronger expected demand and profitability ahead. Analog Devices analyst estimate update
• Positive Sentiment: KeyCorp reaffirmed an Overweight rating and a $525 target price, which implies meaningful upside versus the current trading range. Analog Devices analyst rating and target
• Positive Sentiment: Earlier coverage highlighted ADI’s expanding liquidity via a new $3 billion credit line and its planned Empower Semiconductor deal, which could help fund growth in industrial and AI data center markets. ADI credit line and AI power deal article
• Neutral Sentiment: Recent articles comparing ADI with other technology peers suggest the stock’s relative performance is being watched closely, but they do not point to a specific new company event. ADI peer performance article
• Negative Sentiment: ADI recently underperformed the broader market in a session cited by market coverage, reflecting some near-term selling pressure in the stock. ADI declines more than market article

Analog Devices Trading Down 1.4%

Analog Devices stock opened at $375.36 on Friday. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a 12 month low of $218.37 and a 12 month high of $445.91. The stock’s 50 day simple moving average is $406.43 and its two-hundred day simple moving average is $356.96. The firm has a market cap of $182.83 billion, a PE ratio of 55.77, a P/E/G ratio of 1.06 and a beta of 1.18.

Analog Devices (NASDAQ:ADI) last posted its earnings results 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. 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 period in the previous year, the firm earned $1.85 EPS. The business’s quarterly 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. Analysts anticipate that Analog Devices, Inc. will post 12.43 earnings per share for the current year.

Analog Devices Dividend Announcement

The company also recently disclosed 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 dividend on an annualized basis and a yield of 1.2%. Analog Devices’s payout ratio is presently 65.38%.

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.