GAMMA Investing LLC Acquires 1,340 Shares of Analog Devices, Inc. $ADI

GAMMA Investing LLC lifted its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 8.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,344 shares of the semiconductor company’s stock after buying an additional 1,340 shares during the period. GAMMA Investing LLC’s holdings in Analog Devices were worth $6,889,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Central Pacific Bank Trust Division raised its position in Analog Devices by 16.7% in the 2nd quarter. Central Pacific Bank Trust Division now owns 7,960 shares of the semiconductor company’s stock worth $3,161,000 after buying an additional 1,141 shares during the last quarter. Canandaigua National Bank & Trust Co. bought a new position in Analog Devices during the 2nd quarter valued at about $1,504,000. Sandy Cove Advisors LLC purchased a new stake in shares of Analog Devices during the 2nd quarter valued at about $262,000. Grove Bank & Trust boosted its holdings in shares of Analog Devices by 36.2% during the 2nd quarter. Grove Bank & Trust now owns 2,142 shares of the semiconductor company’s stock valued at $851,000 after acquiring an additional 569 shares during the last quarter. Finally, CoreCap Advisors LLC grew its stake in shares of Analog Devices by 287.1% in the second quarter. CoreCap Advisors LLC now owns 20,292 shares of the semiconductor company’s stock worth $8,060,000 after acquiring an additional 15,050 shares during the period. 86.81% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on ADI shares. The Goldman Sachs Group reissued a “buy” rating and set a $450.00 price objective on shares of Analog Devices in a report on Wednesday, May 20th. Evercore restated an “outperform” rating and issued a $474.00 target price on shares of Analog Devices in a report on Thursday, May 21st. Argus set a $460.00 target price on shares of Analog Devices in a research note on Tuesday, May 26th. Cantor Fitzgerald boosted their target price on shares of Analog Devices from $510.00 to $550.00 and gave the company an “overweight” rating in a research note on Monday, June 29th. Finally, Fundamental Research set a $550.00 price target on Analog Devices in a research note on Monday, June 29th. Two research 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’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $441.00.

Insider Buying and Selling

In other Analog Devices news, SVP Martin Cotter sold 17,594 shares of the firm’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total transaction of $7,354,292.00. Following the sale, the senior vice president owned 56,332 shares in the company, valued at approximately $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 accessible through the SEC website. Also, CEO Vincent Roche sold 30,000 shares of the firm’s stock in a transaction that occurred 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 sale, 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 disclosure for this sale is available in the SEC filing. Insiders sold 103,858 shares of company stock valued at $41,713,630 in the last 90 days. Corporate insiders own 0.36% of the company’s stock.

More Analog Devices News

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

• Positive Sentiment: A sharp rally in semiconductor ETFs indicates that investor interest in the artificial-intelligence and chip sectors is returning. The sector-wide momentum may provide a favorable backdrop for Analog Devices and help explain the stock’s recent strength. Semiconductor ETFs Surge up to 19% in Huge Rally as the AI Trade Ramps Back Up
• Positive Sentiment: Analog Devices renewed its strategic sponsorship of MassRobotics through its Analog Garage corporate venture and incubator program. The partnership expands ADI’s exposure to robotics startups and emerging industrial-automation applications, though the near-term financial impact is likely limited. MassRobotics Welcomes Analog Devices as Returning Strategic Sponsor
• Neutral Sentiment: Analysts at Zacks see a favorable setup for ADI’s next earnings report, citing its history of earnings surprises and current estimate trends. This reinforces optimism following the company’s latest quarterly beat, when it reported $3.09 in adjusted earnings per share and $3.62 billion in revenue, both above consensus. Will Analog Devices Beat Estimates Again?
• Negative Sentiment: CEO Vincent Roche sold 10,000 ADI shares for approximately $3.63 million, reducing his direct ownership by 6.78%. The transaction was conducted under a pre-arranged Rule 10b5-1 plan, which makes it less likely to signal a change in management’s outlook, but insider selling can still create modest investor pressure. SEC Form 4 Insider Transaction

Analog Devices Trading Up 5.1%

NASDAQ:ADI opened at $380.29 on Wednesday. Analog Devices, Inc. has a one year low of $218.37 and a one year high of $445.91. The business has a fifty day moving average price of $396.69 and a 200-day moving average price of $364.71. The firm has a market capitalization of $185.24 billion, a price-to-earnings ratio of 56.51, a price-to-earnings-growth ratio of 0.94 and a beta of 1.20. 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 (NASDAQ:ADI) last released 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 return on equity of 14.37% and a net margin of 26.01%.The company had revenue of $3.62 billion for the quarter, compared to the consensus estimate of $3.51 billion. During the same period in the previous year, the business earned $1.85 earnings per share. Analog Devices’s quarterly 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. Sell-side analysts forecast that Analog Devices, Inc. will post 12.42 EPS for the current year.

Analog Devices Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were given a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend was Tuesday, June 2nd. Analog Devices’s payout ratio is presently 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.