Nippon Life Global Investors Americas Inc. Buys Shares of 2,420 Analog Devices, Inc. $ADI

Nippon Life Global Investors Americas Inc. bought a new stake in Analog Devices, Inc. (NASDAQ:ADI) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 2,420 shares of the semiconductor company’s stock, valued at approximately $961,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC increased its stake in Analog Devices by 39.5% in the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after acquiring an additional 529 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of Analog Devices by 36.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after purchasing an additional 464 shares in the last quarter. Ieq Capital LLC boosted its holdings in shares of Analog Devices by 38.0% in the 2nd quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock valued at $10,610,000 after purchasing an additional 12,276 shares in the last quarter. HUB Investment Partners LLC bought a new stake in shares of Analog Devices during the second quarter worth $644,000. Finally, Peapack Gladstone Financial Corp increased its holdings in Analog Devices by 2.4% in the 2nd quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock worth $14,322,000 after purchasing an additional 1,406 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Insider Buying and Selling at Analog Devices

In other Analog Devices news, Director Ray Stata sold 1,416 shares of the firm’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $377.37, for a total value of $534,355.92. Following the transaction, the director directly owned 114,511 shares of the company’s stock, valued at approximately $43,213,016.07. This trade represents a 1.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Karen Golz sold 1,000 shares of Analog Devices stock in a transaction dated Monday, July 13th. The shares were sold at an average price of $389.83, for a total transaction of $389,830.00. Following the transaction, the director owned 11,019 shares of the company’s stock, valued at $4,295,536.77. This represents a 8.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 105,274 shares of company stock worth $42,247,986. 0.36% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. TD Cowen increased their target price on shares of Analog Devices from $450.00 to $460.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Truist Financial raised their target price on Analog Devices from $364.00 to $405.00 and gave the stock a “hold” rating in a research note on Wednesday, May 20th. Stifel Nicolaus lifted their target price on Analog Devices from $450.00 to $498.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Wall Street Zen raised Analog Devices from a “hold” rating to a “buy” rating in a research note on Sunday, May 24th. Finally, Raymond James Financial reiterated an “outperform” rating and set a $430.00 target price on shares of Analog Devices in a research report on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $441.00.

Analog Devices Price Performance

ADI stock opened at $389.39 on Monday. The stock’s 50 day simple moving average is $391.20 and its 200 day simple moving average is $369.27. Analog Devices, Inc. has a fifty-two week low of $223.47 and a fifty-two week high of $445.91. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75. The company has a market cap of $189.67 billion, a P/E ratio of 57.86, a price-to-earnings-growth ratio of 1.01 and a beta of 1.20.

Analog Devices (NASDAQ:ADI) last announced its quarterly 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 return on equity of 14.37% and a net margin of 26.01%.The business had revenue of $3.62 billion for the quarter, compared to analyst estimates of $3.51 billion. During the same quarter in the prior year, the company earned $1.85 earnings per share. The company’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. On average, research analysts expect 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. Investors of record on Tuesday, June 2nd were issued a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Tuesday, June 2nd. Analog Devices’s dividend payout ratio (DPR) is currently 65.38%.

Analog Devices News Roundup

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

• Positive Sentiment: Analysts expect approximately $3.33 in earnings per share on $3.93 billion in revenue for the quarter ended July 2026. Coverage also points to a potential earnings beat, supported by broad-based demand and AI-driven growth in the Communications segment. KeyBanc reiterated an Overweight rating with a $525 price target. How To Earn $500 a Month From Analog Devices Stock Ahead of Q3 Earnings
• Positive Sentiment: Investors continue to view ADI’s industrial and data-center exposure, strong margins, and artificial-intelligence opportunities as potential justifications for its elevated valuation. The company’s prior quarter also showed strong momentum, with revenue rising 37.2% year over year and EPS exceeding estimates. Should Investors Buy ADI Stock Despite its Premium Valuation?
• Neutral Sentiment: Pre-earnings analysis is encouraging investors to look beyond revenue and EPS toward operating metrics and segment trends. The upcoming report is therefore likely to be a near-term catalyst, with the stock’s reaction depending heavily on guidance and evidence that demand remains broad based. Should You Buy, Sell or Hold ADI Stock Before Q3 Earnings?
• Negative Sentiment: ADI trades at a premium multiple, leaving limited room for execution issues or cautious guidance. Analysts also flag possible near-term volatility, while broader semiconductor flows and warnings that the chip cycle may be approaching a peak could weigh on sentiment across the sector. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs

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.