Johnson Financial Group Inc. Acquires Shares of 3,947 Analog Devices, Inc. $ADI

Johnson Financial Group Inc. acquired a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 3,947 shares of the semiconductor company’s stock, valued at approximately $1,568,000.

Several other institutional investors also recently added to or reduced their stakes in ADI. Brighton Jones LLC raised its stake in shares of 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 buying an additional 529 shares during the period. Sivia Capital Partners LLC grew its stake in Analog Devices by 36.0% during the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after acquiring an additional 464 shares in the last quarter. Ieq Capital LLC increased its holdings in shares of Analog Devices by 38.0% in the second quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock worth $10,610,000 after purchasing an additional 12,276 shares during the period. HUB Investment Partners LLC purchased a new stake in shares of Analog Devices in the 2nd quarter valued at about $644,000. Finally, Peapack Gladstone Financial Corp raised its stake in Analog Devices by 2.4% in the second quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock valued at $14,322,000 after purchasing an additional 1,406 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Wall Street Analyst Weigh In

ADI has been the subject of several research reports. Raymond James Financial reiterated an “outperform” rating and issued a $430.00 target price on shares of Analog Devices in a research report on Thursday, May 21st. The Goldman Sachs Group reiterated a “buy” rating and set a $480.00 price objective on shares of Analog Devices in a research report on Wednesday. JPMorgan Chase & Co. raised their price objective on Analog Devices from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Tuesday, May 26th. Robert W. Baird boosted their target price on Analog Devices from $365.00 to $450.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Finally, Fundamental Research set a $550.00 target price on Analog Devices in a research note on Monday, June 29th. Two analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, Analog Devices currently has a consensus rating of “Moderate Buy” and an average target price of $443.24.

Analog Devices Trading Down 0.9%

NASDAQ ADI opened at $373.26 on Thursday. The stock has a market cap of $181.81 billion, a P/E ratio of 55.46, a price-to-earnings-growth ratio of 0.98 and a beta of 1.20. Analog Devices, Inc. has a fifty-two week low of $223.47 and a fifty-two week high of $445.91. The stock has a 50 day simple moving average of $389.98 and a two-hundred day simple moving average of $370.68. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 EPS for the quarter, topping analysts’ consensus estimates of $3.34 by $0.11. The company had revenue of $4.02 billion during the quarter, compared to analyst estimates of $3.91 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The firm’s revenue was up 39.2% on a year-over-year basis. During the same quarter last year, the firm posted $2.05 earnings per share. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. On average, analysts forecast that Analog Devices, Inc. will post 12.42 earnings per share for the current year.

Analog Devices Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be given a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $4.40 annualized dividend and a yield of 1.2%. 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: Analog Devices reported record fiscal third-quarter revenue of $4.02 billion, up 39.2% year over year and ahead of the $3.92 billion consensus estimate. Adjusted EPS of $3.45 also surpassed expectations of roughly $3.33–$3.34. Growth was led by data-center and industrial demand. Analog Devices Reports Record Fiscal Third Quarter 2026 Financial Results
• Positive Sentiment: The company issued above-consensus fiscal fourth-quarter guidance, calling for revenue of $4.2 billion to $4.4 billion and EPS of $3.71 to $4.01, versus analyst expectations of approximately $4.1 billion and $3.53, respectively. Management cited continued demand for power-management chips used in AI data centers and industrial applications. Analog Devices’ quarterly forecast tops estimates on AI-fueled chip demand
• Positive Sentiment: Goldman Sachs reiterated a Buy rating and a $450 price target following the earnings beat and stronger outlook. Analog Devices also declared a quarterly dividend of $1.10 per share, payable September 15. Goldman Sachs reiterates Buy rating

Insider Buying and Selling at Analog Devices

In other Analog Devices news, CEO Vincent Roche sold 30,000 shares of the company’s 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 sale, the chief executive officer owned 137,538 shares in the company, valued at approximately $57,096,149.94. This represents a 17.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Ray Stata sold 1,432 shares of the stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $400.83, for a total transaction of $573,988.56. Following the sale, the director directly owned 120,175 shares in the company, valued at $48,169,745.25. This trade represents a 1.18% 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 90 days, insiders sold 105,274 shares of company stock valued at $42,247,986. Insiders own 0.36% of the company’s 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.