Private Wealth Advisors LLC purchased a new position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 7,483 shares of the semiconductor company’s stock, valued at approximately $2,972,000. Analog Devices comprises about 0.8% of Private Wealth Advisors LLC’s portfolio, making the stock its 24th largest position.
A number of other hedge funds have also recently modified their holdings of the company. Norges Bank purchased a new stake in shares of Analog Devices during the fourth quarter worth about $2,215,516,000. Bank of New York Mellon Corp bought a new stake in shares of Analog Devices in the second quarter worth about $1,326,066,000. Bank of America Corp DE increased its holdings in Analog Devices by 42.8% during the 4th quarter. Bank of America Corp DE now owns 9,715,095 shares of the semiconductor company’s stock valued at $2,634,734,000 after purchasing an additional 2,912,666 shares during the period. Amundi raised its position in Analog Devices by 44.8% during the 3rd quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock valued at $1,507,740,000 after purchasing an additional 1,922,302 shares during the last quarter. Finally, Raymond James Financial Inc. raised its position in Analog Devices by 29.2% during the 3rd quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company’s stock valued at $1,186,714,000 after purchasing an additional 1,091,004 shares during the last quarter. Hedge funds and other institutional investors own 86.81% of the company’s stock.
Insider Transactions at Analog Devices
In other Analog Devices news, Director Karen Golz sold 1,000 shares of the stock in a transaction on Monday, July 13th. The stock was sold at an average price of $389.83, for a total value of $389,830.00. Following the completion of the transaction, the director owned 11,019 shares in the company, valued at approximately $4,295,536.77. This represents a 8.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Ray Stata sold 1,432 shares of the firm’s stock in a transaction on Tuesday, June 9th. The shares were 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 of the company’s stock, valued at $48,169,745.25. This represents a 1.18% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 105,274 shares of company stock worth $42,247,986 in the last ninety days. 0.36% of the stock is owned by company 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 for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The firm had revenue of $3.62 billion for the quarter, compared to the consensus estimate of $3.51 billion. During the same quarter in the prior year, the business earned $1.85 EPS. The business’s revenue for the quarter was up 37.2% on a year-over-year basis. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, 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 declared a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were paid a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Tuesday, June 2nd. Analog Devices’s dividend payout ratio is presently 65.38%.
More Analog Devices News
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
Analyst Upgrades and Downgrades
A number of brokerages have recently weighed in on ADI. TD Cowen lifted their price objective on Analog Devices from $450.00 to $460.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. Sanford C. Bernstein restated a “market perform” rating and set a $430.00 target price on shares of Analog Devices in a report on Thursday, May 21st. Wells Fargo & Company upped their target price on Analog Devices from $470.00 to $515.00 and gave the company an “overweight” rating in a report on Thursday, May 21st. Wall Street Zen raised Analog Devices from a “hold” rating to a “buy” rating in a research note on Sunday, May 24th. Finally, Bank of America lifted their price target on shares of Analog Devices from $425.00 to $460.00 and gave the company a “buy” rating in a report on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $441.00.
Read Our Latest Analysis on Analog Devices
About Analog Devices
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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