Lebenthal Global Advisors LLC Acquires 1,380 Shares of Analog Devices, Inc. $ADI

Lebenthal Global Advisors LLC grew its stake in Analog Devices, Inc. (NASDAQ:ADI) by 20.5% during the fourth quarter, Holdings Channel reports. The firm owned 8,108 shares of the semiconductor company’s stock after purchasing an additional 1,380 shares during the period. Lebenthal Global Advisors LLC’s holdings in Analog Devices were worth $2,199,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Albion Financial Group UT lifted its holdings in shares of Analog Devices by 41.4% in the fourth quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 36 shares in the last quarter. Clayton Financial Group LLC bought a new position in shares of Analog Devices in the third quarter valued at approximately $31,000. Barnes Dennig Private Wealth Management LLC lifted its holdings in shares of Analog Devices by 61.3% in the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company’s stock valued at $35,000 after purchasing an additional 49 shares in the last quarter. Y.D. More Investments Ltd bought a new position in shares of Analog Devices in the third quarter valued at approximately $32,000. Finally, LFA Lugano Financial Advisors SA lifted its holdings in shares of Analog Devices by 92.9% in the third quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 65 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Analyst Upgrades and Downgrades

ADI has been the topic of a number of recent research reports. Benchmark raised their target price on Analog Devices from $285.00 to $400.00 and gave the company a “buy” rating in a report on Thursday, February 19th. Needham & Company LLC raised Analog Devices from a “hold” rating to a “buy” rating and set a $400.00 price target for the company in a research report on Thursday, February 19th. Barclays increased their price target on Analog Devices from $375.00 to $430.00 and gave the company an “overweight” rating in a research report on Thursday, February 19th. Piper Sandler increased their price target on Analog Devices from $250.00 to $360.00 and gave the company a “neutral” rating in a research report on Thursday, February 19th. Finally, Weiss Ratings downgraded Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, April 6th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $370.69.

Insiders Place Their Bets

In other news, Director Ray Stata sold 3,125 shares of Analog Devices stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total value of $991,562.50. Following the completion of the transaction, the director directly owned 123,821 shares in the company, valued at approximately $39,288,403.30. The trade was a 2.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Michael Sondel sold 4,199 shares of Analog Devices stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total value of $1,515,922.98. Following the completion of the transaction, the chief accounting officer owned 14,740 shares of the company’s stock, valued at approximately $5,321,434.80. This trade represents a 22.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 27,324 shares of company stock valued at $8,758,085 over the last ninety days. 0.36% of the stock is currently owned by insiders.

Analog Devices Stock Performance

NASDAQ:ADI opened at $403.88 on Friday. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35. The business has a fifty day simple moving average of $336.28 and a two-hundred day simple moving average of $292.94. Analog Devices, Inc. has a 1 year low of $186.73 and a 1 year high of $408.37. The company has a market capitalization of $197.17 billion, a P/E ratio of 73.84, a P/E/G ratio of 1.53 and a beta of 1.05.

Analog Devices (NASDAQ:ADI) last released its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.31 by $0.15. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The business had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.10 billion. During the same period last year, the business posted $1.63 earnings per share. The business’s revenue for the quarter was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. On average, analysts expect that Analog Devices, Inc. will post 11.38 earnings per share for the current year.

Analog Devices Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a $1.10 dividend. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend was Tuesday, March 3rd. Analog Devices’s dividend payout ratio (DPR) is 80.44%.

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.