Integrated Wealth Concepts LLC Raises Holdings in Analog Devices, Inc. $ADI

Integrated Wealth Concepts LLC lifted its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 17.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,432 shares of the semiconductor company’s stock after buying an additional 1,876 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in Analog Devices were worth $4,938,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Riverbend Wealth Management LLC lifted its stake in Analog Devices by 2.2% in the first quarter. Riverbend Wealth Management LLC now owns 1,245 shares of the semiconductor company’s stock worth $396,000 after acquiring an additional 27 shares during the period. Bridgewater Advisors Inc. increased its position in Analog Devices by 1.5% during the 1st quarter. Bridgewater Advisors Inc. now owns 1,805 shares of the semiconductor company’s stock valued at $574,000 after purchasing an additional 27 shares during the period. Silicon Valley Capital Partners raised its holdings in shares of Analog Devices by 4.2% in the 1st quarter. Silicon Valley Capital Partners now owns 672 shares of the semiconductor company’s stock valued at $214,000 after purchasing an additional 27 shares in the last quarter. Cornerstone Financial Management LLC lifted its position in shares of Analog Devices by 54.9% in the 2nd quarter. Cornerstone Financial Management LLC now owns 79 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 28 shares during the period. Finally, Sound Income Strategies LLC lifted its position in shares of Analog Devices by 12.0% in the 1st quarter. Sound Income Strategies LLC now owns 281 shares of the semiconductor company’s stock worth $90,000 after purchasing an additional 30 shares during the period. Hedge funds and other institutional investors own 86.81% of the company’s stock.

More Analog Devices News

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

• Positive Sentiment: Edge-AI growth opportunity: Investors appear encouraged that ADI is adding embedded AI capabilities to its established analog, sensing and power-management portfolio. The acquisition could create cross-selling opportunities and diversify ADI’s AI exposure beyond data-center chips. Analog Devices to Buy Alif Semiconductor
• Positive Sentiment: Strong fundamental backdrop: ADI’s latest quarterly results exceeded expectations, with $3.45 in EPS and $4.02 billion in revenue. Revenue increased 39.2% year over year, and current guidance calls for fourth-quarter EPS of $3.71 to $4.01. TD Cowen has reiterated a Buy rating, while the broader analyst consensus remains positive.
• Neutral Sentiment: Insider selling: Director Ray Stata sold 1,416 shares for about $513,796, following CFO Richard Puccio’s sale of 1,500 shares worth approximately $545,475. Both transactions were made under pre-arranged Rule 10b5-1 plans, limiting their value as signals of deteriorating management confidence.
• Negative Sentiment: Acquisition and valuation risks: The all-cash Alif purchase requires significant capital and carries integration and execution risk. With ADI trading at an elevated earnings multiple, investors may be less tolerant of delays, weak adoption or disappointing financial returns from the edge-AI strategy.

Analyst Ratings Changes

Several brokerages recently issued reports on ADI. Jefferies Financial Group lifted their price objective on shares of Analog Devices from $410.00 to $475.00 and gave the company a “buy” rating in a report on Wednesday, May 20th. Fundamental Research set a $550.00 target price on Analog Devices in a report on Monday, June 29th. TD Cowen reaffirmed a “buy” rating and set a $460.00 target price on shares of Analog Devices in a research report on Tuesday, September 8th. Wells Fargo & Company cut their price target on Analog Devices from $515.00 to $500.00 and set an “overweight” rating on the stock in a report on Thursday, August 20th. Finally, Bank of America boosted their price target on Analog Devices from $425.00 to $460.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Buy” and an average price target of $457.97.

Analog Devices Stock Up 4.9%

Shares of Analog Devices stock opened at $378.78 on Friday. The company has a quick ratio of 0.91, a current ratio of 1.25 and a debt-to-equity ratio of 0.20. The company has a market cap of $183.55 billion, a P/E ratio of 44.93, a PEG ratio of 1.17 and a beta of 1.20. The firm’s 50 day moving average price is $375.14 and its 200-day moving average price is $374.67. Analog Devices, Inc. has a 52-week low of $223.47 and a 52-week high of $445.91.

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

Analog Devices Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st will be issued a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Tuesday, September 1st. Analog Devices’s dividend payout ratio is currently 52.19%.

Insiders Place Their Bets

In related news, CFO Richard Puccio, Jr. sold 1,500 shares of the business’s stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $363.65, for a total transaction of $545,475.00. Following the transaction, the chief financial officer directly owned 52,677 shares in the company, valued at $19,155,991.05. The trade was a 2.77% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Ray Stata sold 1,416 shares of the company’s stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $362.85, for a total value of $513,795.60. Following the transaction, the director directly owned 111,679 shares in the company, valued at $40,522,725.15. This represents a 1.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 40,431 shares of company stock worth $14,987,547 over the last quarter. Company insiders own 0.36% of the company’s stock.

Analog Devices Company Profile

Analog Devices, Inc (NASDAQ: ADI) is a global semiconductor company that designs and manufactures high-performance analog, mixed-signal, power-management and radio-frequency integrated circuits. Its technologies help convert real-world signals—such as temperature, pressure, sound, motion and light—into data that electronic systems can process and use.

The company offers data converters, amplifiers, power-management products, sensors, embedded processors, connectivity solutions and other semiconductor components.