16,626 Analog Devices, Inc. $ADI Shares Acquired by Vest Financial LLC

Vest Financial LLC increased its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 45.7% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 53,026 shares of the semiconductor company’s stock after buying an additional 16,626 shares during the period. Vest Financial LLC’s holdings in Analog Devices were worth $21,036,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the business. Arwa LLC acquired a new stake in Analog Devices in the 3rd quarter valued at about $1,122,000. Axecap Investments LLC raised its position in Analog Devices by 9.1% during the third quarter. Axecap Investments LLC now owns 12,271 shares of the semiconductor company’s stock worth $4,868,000 after acquiring an additional 1,022 shares during the last quarter. Quadrant Capital Group LLC raised its position in Analog Devices by 5.5% during the third quarter. Quadrant Capital Group LLC now owns 13,828 shares of the semiconductor company’s stock worth $5,734,000 after acquiring an additional 717 shares during the last quarter. Integrated Advisors Network LLC raised its position in Analog Devices by 18.6% during the third quarter. Integrated Advisors Network LLC now owns 8,930 shares of the semiconductor company’s stock worth $3,543,000 after acquiring an additional 1,400 shares during the last quarter. Finally, Harfst & Associates Inc. lifted its holdings in shares of Analog Devices by 0.7% in the third quarter. Harfst & Associates Inc. now owns 5,646 shares of the semiconductor company’s stock valued at $2,240,000 after purchasing an additional 40 shares in the last quarter. 86.81% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the stock. Sanford C. Bernstein upgraded shares of Analog Devices from a “market perform” rating to an “outperform” rating and increased their price target for the company from $430.00 to $465.00 in a research report on Wednesday, August 19th. BMO Capital Markets began coverage on Analog Devices in a research report on Thursday, August 20th. They set an “outperform” rating and a $430.00 price objective for the company. Wells Fargo & Company cut their price objective on Analog Devices from $515.00 to $500.00 and set an “overweight” rating for the company in a research report on Thursday, August 20th. Needham & Company LLC upped their target price on Analog Devices from $440.00 to $450.00 and gave the company a “buy” rating in a research note on Thursday, August 20th. Finally, Seaport Research Partners upgraded Analog Devices from a “neutral” rating to a “buy” rating and set a $425.00 target price on the stock in a report on Thursday, August 20th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $460.55.

Analog Devices News Roundup

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

• Positive Sentiment: TD Cowen raised its price target for Analog Devices (ADI) to $475 from $460 and maintained a “buy” rating, indicating continued confidence in the semiconductor company’s earnings outlook. Analog Devices price target raised
• Neutral Sentiment: Analog Devices announced that it will release fourth-quarter fiscal 2026 results before the market opens on November 24. The scheduled report could become the next major catalyst as investors assess demand, margins and forward guidance. Analog Devices fourth-quarter earnings announcement
• Neutral Sentiment: Reports indicated that 39 exchange-traded funds added ADI holdings on October 20, suggesting ongoing passive or institutional demand, although the reports did not provide enough detail to assess the purchases’ significance. ETF purchases of Analog Devices
• Negative Sentiment: CFO Richard Puccio sold 1,500 shares for approximately $584,000. The transaction was made under a pre-arranged Rule 10b5-1 plan and reduced his holdings by 3.02%, limiting its significance but still creating a modest negative headline. Analog Devices CFO stock sale
• Negative Sentiment: ADI advised shareholders to reject an unsolicited $525-per-share mini-tender offer from Tutanota LLC, warning that the offer is limited in size and subject to conditions. The unusual proposal may add uncertainty even though it is priced above recent trading levels. Analog Devices mini-tender offer

Insider Activity

In related news, CFO Richard Puccio, Jr. sold 1,500 shares of the firm’s stock in a transaction that occurred on Tuesday, October 20th. The shares were sold at an average price of $389.46, for a total transaction of $584,190.00. Following the sale, the chief financial officer owned 48,177 shares in the company, valued at approximately $18,763,014.42. This trade represents a 3.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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 that occurred on Thursday, October 1st. The stock was sold at an average price of $396.94, for a total transaction of $3,969,400.00. Following the completion of the sale, the chief executive officer directly owned 115,460 shares of the company’s stock, valued at $45,830,692.40. The trade was a 7.97% decrease in their ownership of the stock. 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 52,436 shares of company stock valued at $20,014,954 in the last 90 days. Insiders own 0.36% of the company’s stock.

Analog Devices Trading Down 5.0%

Shares of ADI stock opened at $385.76 on Friday. The company has a market capitalization of $186.93 billion, a price-to-earnings ratio of 45.76, a PEG ratio of 1.25 and a beta of 1.22. The company has a current ratio of 1.25, a quick ratio of 0.91 and a debt-to-equity ratio of 0.20. The firm has a 50-day moving average price of $383.72 and a 200 day moving average price of $389.27. Analog Devices, Inc. has a twelve month low of $223.47 and a twelve month high of $445.91.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.34 by $0.11. The company had revenue of $4.02 billion for 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%. The firm’s revenue for the quarter was up 39.2% compared to the same quarter last year. During the same period last year, the company earned $2.05 EPS. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Research analysts forecast that Analog Devices, Inc. will post 13.00 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st were paid a dividend of $1.10 per share. The ex-dividend date of this dividend was Tuesday, September 1st. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. Analog Devices’s dividend payout ratio is presently 52.19%.

Analog Devices Company Profile

Analog Devices, Inc (NASDAQ: ADI) is a global semiconductor company that designs and manufactures analog, mixed-signal and digital signal-processing technologies. Its products convert, condition and process real-world signals such as temperature, pressure, sound, motion, light and electrical power, helping electronic systems interpret and respond to physical environments.

The company offers a broad portfolio of integrated circuits, power-management products, amplifiers, data converters, sensors, radio-frequency and microwave components, connectivity solutions and embedded processors.