6,590 Shares in Analog Devices, Inc. $ADI Acquired by WealthShield Partners LLC

WealthShield Partners LLC acquired a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI) in the 2nd quarter, HoldingsChannel reports. The institutional investor acquired 6,590 shares of the semiconductor company’s stock, valued at approximately $2,617,000.

Several other hedge funds have also recently made changes to their positions in the company. BlackRock Inc. purchased a new stake in Analog Devices in the 2nd quarter worth about $18,610,868,000. Norges Bank purchased a new stake in Analog Devices during the fourth quarter valued at about $2,215,516,000. Bank of New York Mellon Corp purchased a new stake in Analog Devices during the second quarter valued at about $1,326,066,000. Bank of America Corp DE boosted its position in Analog Devices by 42.8% during the fourth quarter. Bank of America Corp DE now owns 9,715,095 shares of the semiconductor company’s stock worth $2,634,734,000 after purchasing an additional 2,912,666 shares during the period. Finally, Amundi boosted its position in Analog Devices by 44.8% during the third quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock worth $1,507,740,000 after purchasing an additional 1,922,302 shares during the period. 86.81% of the stock is currently owned by institutional investors.

Analog Devices News Summary

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

Insider Buying and Selling

In other news, Director Ray Stata sold 1,416 shares of the firm’s stock in a transaction that occurred 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 owned 114,511 shares in the company, valued at approximately $43,213,016.07. This trade represents a 1.22% decrease in their ownership of the stock. The sale was disclosed in a document filed 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, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $363.00, for a total transaction of $3,630,000.00. Following the completion of the transaction, the chief executive officer directly owned 137,538 shares in the company, valued at approximately $49,926,294. The trade was a 6.78% 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. Over the last ninety days, insiders have sold 75,274 shares of company stock worth $30,343,386. Company insiders own 0.36% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently issued reports on ADI. Raymond James Financial reiterated an “outperform” rating and issued a $430.00 price objective on shares of Analog Devices in a report on Thursday, May 21st. Citigroup boosted their target price on Analog Devices from $400.00 to $460.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Oppenheimer increased their price target on shares of Analog Devices from $400.00 to $450.00 and gave the company an “outperform” rating in a research report on Tuesday, May 12th. Wall Street Zen upgraded shares of Analog Devices from a “hold” rating to a “buy” rating in a research report 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 stock a “buy” rating in a research note on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $447.13.

Analog Devices Stock Up 0.8%

Shares of NASDAQ:ADI opened at $373.09 on Friday. The stock’s 50-day moving average price is $388.25 and its 200-day moving average price is $371.11. Analog Devices, Inc. has a 12-month low of $223.47 and a 12-month high of $445.91. The stock has a market capitalization of $180.79 billion, a P/E ratio of 44.26, a price-to-earnings-growth ratio of 0.95 and a beta of 1.20. The company has a current ratio of 1.25, a quick ratio of 1.34 and a debt-to-equity ratio of 0.20.

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

Analog Devices Dividend Announcement

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

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.