Greenland Capital Management LP Purchases Shares of 4,536 Analog Devices, Inc. $ADI

Greenland Capital Management LP acquired a new position in Analog Devices, Inc. (NASDAQ:ADI) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 4,536 shares of the semiconductor company’s stock, valued at approximately $1,802,000.

Other institutional investors also recently modified their holdings of the company. Banque Transatlantique SA acquired a new position in shares of Analog Devices in the fourth quarter valued at $25,000. Contravisory Investment Management Inc. acquired a new stake in Analog Devices during the second quarter worth $25,000. Hilton Head Capital Partners LLC acquired a new stake in Analog Devices during the fourth quarter worth $26,000. Gordian Capital Singapore Pte Ltd bought a new stake in Analog Devices in the 4th quarter valued at $27,000. Finally, Evolution Wealth Management Inc. acquired a new position in shares of Analog Devices in the 1st quarter valued at $30,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

Insider Activity

In other news, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $363.00, for a total transaction of $3,630,000.00. Following the completion of the sale, the chief executive officer owned 137,538 shares of the company’s stock, valued at approximately $49,926,294. This trade represents a 6.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Martin Cotter sold 17,594 shares of Analog Devices 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 completion of the transaction, the senior vice president owned 56,332 shares of the company’s stock, valued at $23,546,776. This trade represents a 23.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 75,274 shares of company stock valued at $30,343,386 over the last three months. 0.36% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on ADI shares. Needham & Company LLC raised their price objective on shares of Analog Devices from $440.00 to $450.00 and gave the stock a “buy” rating in a report on Thursday. Raymond James Financial reissued an “outperform” rating and issued a $430.00 target price on shares of Analog Devices in a research note on Thursday, May 21st. Stifel Nicolaus increased their price target on shares of Analog Devices from $450.00 to $498.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Wall Street Zen upgraded shares of Analog Devices from a “hold” rating to a “buy” rating in a research note on Sunday, May 24th. Finally, Fundamental Research set a $550.00 price objective on Analog Devices in a report on Monday, June 29th. Two research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, Analog Devices currently has an average rating of “Buy” and an average target price of $447.13.

Analog Devices Stock Up 0.8%

Shares of NASDAQ ADI opened at $373.09 on Friday. Analog Devices, Inc. has a 52-week low of $223.47 and a 52-week high of $445.91. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.34 and a current ratio of 1.25. The business has a fifty day moving average of $388.25 and a two-hundred day moving average of $371.11. The stock has a market cap of $180.79 billion, a PE ratio of 44.26, a PEG ratio of 0.95 and a beta of 1.20.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share for the quarter, topping the consensus estimate of $3.34 by $0.11. The business had revenue of $4.02 billion for the quarter, compared to analyst estimates of $3.92 billion. Analog Devices had a net margin of 29.79% and a return on equity of 16.39%. The firm’s quarterly revenue was up 39.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.05 EPS. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. As a group, equities research analysts expect that Analog Devices, Inc. will post 12.96 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be given a $1.10 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. Analog Devices’s payout ratio is 52.19%.

More Analog Devices News

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

• Positive Sentiment: Strong earnings and guidance: ADI reported record fiscal Q3 revenue of $4.02 billion, up about 40% year over year and ahead of the $3.92 billion consensus estimate. Adjusted EPS of $3.45 also exceeded expectations. Management’s fiscal Q4 EPS outlook of $3.71 to $4.01 points to continued momentum. Analog Devices Q3 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: AI and data-center growth: Revenue from data-center applications reportedly more than doubled, while demand tied to AI infrastructure, power management, optical connectivity and energy systems is creating a multiyear growth opportunity. Management highlighted a potential 100-gigawatt data-center buildout by 2031. Analog Devices Q3 Earnings Call Highlights AI Power Growth Runway
• Positive Sentiment: Broad analyst support: JPMorgan raised its price target to $500 and maintained an Overweight rating. Needham, TD Cowen and Susquehanna also reiterated Buy-equivalent ratings, with targets ranging from $450 to $475. These revisions reflect confidence in AI demand, margin expansion and an improving industrial recovery. Analog Devices Is Cashing in on the AI Boom
• Neutral Sentiment: Relative investment appeal: Comparisons with Texas Instruments and dividend-focused AI investment ideas portray ADI as a financially solid way to gain analog-chip and AI exposure, though they do not represent new company-specific catalysts. ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?
• Negative Sentiment: Macro and valuation risks: Semiconductor stocks faced pressure from a sharp rise in the 30-year Treasury yield, which can weigh on high-valuation growth shares. One analysis also downgraded ADI, arguing that multiple contraction and elevated expectations could limit gains despite strong fundamentals. Chip Stocks Fell on Higher Treasury Yields

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.