Bayforest Capital Ltd Acquires 1,905 Shares of Analog Devices, Inc. $ADI

Bayforest Capital Ltd lifted its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 553.8% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 2,249 shares of the semiconductor company’s stock after purchasing an additional 1,905 shares during the quarter. Bayforest Capital Ltd’s holdings in Analog Devices were worth $454,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. China Universal Asset Management Co. Ltd. increased its stake in Analog Devices by 284.4% during the 1st quarter. China Universal Asset Management Co. Ltd. now owns 31,050 shares of the semiconductor company’s stock valued at $6,262,000 after purchasing an additional 22,973 shares in the last quarter. Sowell Financial Services LLC bought a new position in Analog Devices in the 1st quarter worth about $296,000. Keybank National Association OH grew its stake in Analog Devices by 85.8% during the first quarter. Keybank National Association OH now owns 27,077 shares of the semiconductor company’s stock valued at $5,461,000 after acquiring an additional 12,505 shares in the last quarter. Eastern Bank raised its position in shares of Analog Devices by 6.0% in the first quarter. Eastern Bank now owns 196,677 shares of the semiconductor company’s stock worth $39,664,000 after buying an additional 11,101 shares in the last quarter. Finally, Dynamic Advisor Solutions LLC grew its holdings in shares of Analog Devices by 4.3% during the first quarter. Dynamic Advisor Solutions LLC now owns 6,072 shares of the semiconductor company’s stock worth $1,224,000 after purchasing an additional 251 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices Stock Performance

ADI opened at $248.18 on Wednesday. The company’s 50 day moving average is $238.91 and its 200 day moving average is $220.15. The company has a current ratio of 2.32, a quick ratio of 1.79 and a debt-to-equity ratio of 0.24. The company has a market cap of $122.09 billion, a price-to-earnings ratio of 63.31, a PEG ratio of 2.12 and a beta of 1.08. Analog Devices, Inc. has a 12-month low of $158.65 and a 12-month high of $258.13.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings results on Wednesday, August 20th. The semiconductor company reported $2.05 earnings per share for the quarter, topping the consensus estimate of $1.95 by $0.10. Analog Devices had a net margin of 18.85% and a return on equity of 10.32%. The business had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.76 billion. During the same quarter last year, the company posted $1.58 EPS. The company’s revenue was up 24.6% compared to the same quarter last year. Analog Devices has set its Q4 2025 guidance at 2.120-2.320 EPS. On average, equities research analysts predict that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 16th. Stockholders of record on Tuesday, September 2nd will be paid a $0.99 dividend. The ex-dividend date of this dividend is Tuesday, September 2nd. This represents a $3.96 dividend on an annualized basis and a dividend yield of 1.6%. Analog Devices’s dividend payout ratio is 101.02%.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. KeyCorp lifted their price objective on shares of Analog Devices from $300.00 to $310.00 and gave the stock an “overweight” rating in a report on Thursday, August 21st. JPMorgan Chase & Co. upped their price objective on Analog Devices from $300.00 to $310.00 and gave the stock an “overweight” rating in a report on Thursday, August 21st. TD Cowen boosted their target price on Analog Devices from $200.00 to $250.00 and gave the stock a “buy” rating in a research report on Friday, May 23rd. Keefe, Bruyette & Woods upgraded shares of Analog Devices to an “outperform” rating in a research report on Wednesday, June 18th. Finally, Morgan Stanley boosted their price objective on shares of Analog Devices from $273.00 to $288.00 and gave the stock an “overweight” rating in a report on Thursday, August 21st. Two research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $273.53.

Insider Transactions at Analog Devices

In other Analog Devices news, Director Ray Stata sold 3,125 shares of the business’s stock in a transaction that occurred on Wednesday, July 16th. The stock was sold at an average price of $239.23, for a total transaction of $747,593.75. Following the completion of the transaction, the director owned 167,571 shares in the company, valued at $40,088,010.33. The trade was a 1.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Katsufumi Nakamura sold 2,490 shares of the company’s stock in a transaction dated Thursday, August 21st. The stock was sold at an average price of $248.03, for a total transaction of $617,594.70. Following the completion of the sale, the senior vice president directly owned 13,549 shares of the company’s stock, valued at approximately $3,360,558.47. This trade represents a 15.52% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 38,115 shares of company stock worth $9,529,113. 0.33% of the stock is owned by corporate insiders.

Analog Devices Profile

Analog Devices, Inc designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia. The company provides data converter products, which translate real-world analog signals into digital data, as well as translates digital data into analog signals; power management and reference products for power conversion, driver monitoring, sequencing, and energy management applications in the automotive, communications, industrial, and consumer markets; and power ICs that include performance, integration, and software design simulation tools for accurate power supply designs.