Analog Devices, Inc. $ADI Stock Position Increased by Cooper Financial Group

Cooper Financial Group raised its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 77.5% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,702 shares of the semiconductor company’s stock after purchasing an additional 1,616 shares during the period. Cooper Financial Group’s holdings in Analog Devices were worth $1,470,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of ADI. Vanguard Group Inc. grew its holdings in Analog Devices by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 50,893,276 shares of the semiconductor company’s stock worth $13,802,256,000 after buying an additional 503,970 shares in the last quarter. State Street Corp increased its position in Analog Devices by 0.4% in the 4th quarter. State Street Corp now owns 23,487,584 shares of the semiconductor company’s stock valued at $6,369,833,000 after acquiring an additional 88,538 shares during the period. Morgan Stanley raised its stake in Analog Devices by 1.9% during the 4th quarter. Morgan Stanley now owns 10,450,624 shares of the semiconductor company’s stock valued at $2,834,210,000 after acquiring an additional 194,535 shares in the last quarter. Bank of America Corp DE boosted its position in Analog Devices by 5.2% during the 1st quarter. Bank of America Corp DE now owns 10,216,699 shares of the semiconductor company’s stock worth $3,250,341,000 after acquiring an additional 501,604 shares during the period. Finally, Norges Bank acquired a new position in Analog Devices during the 4th quarter worth $2,215,516,000. Institutional investors own 86.81% of the company’s stock.

Wall Street Analysts Forecast Growth

ADI has been the topic of a number of research analyst reports. Truist Financial raised their price target on Analog Devices from $364.00 to $405.00 and gave the company a “hold” rating in a report on Wednesday, May 20th. KeyCorp upped their price objective on shares of Analog Devices from $500.00 to $525.00 and gave the stock an “overweight” rating in a report on Tuesday, July 14th. Robert W. Baird increased their target price on shares of Analog Devices from $365.00 to $450.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. Citigroup raised their target price on shares of Analog Devices from $400.00 to $460.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Finally, Bank of America boosted their price target on shares of Analog Devices from $425.00 to $460.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $441.00.

Analog Devices Trading Up 3.3%

Shares of Analog Devices stock opened at $389.93 on Friday. The company has a quick ratio of 1.34, a current ratio of 1.75 and a debt-to-equity ratio of 0.21. The firm has a market cap of $189.93 billion, a price-to-earnings ratio of 57.94, a price-to-earnings-growth ratio of 0.98 and a beta of 1.20. The business has a fifty day simple moving average of $394.59 and a 200-day simple moving average of $365.96. Analog Devices, Inc. has a fifty-two week low of $221.15 and a fifty-two week high of $445.91.

Analog Devices (NASDAQ:ADI) last announced its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, beating the consensus estimate of $2.89 by $0.20. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The business had revenue of $3.62 billion during the quarter, compared to analysts’ expectations of $3.51 billion. During the same quarter last year, the business posted $1.85 earnings per share. The company’s quarterly revenue was up 37.2% on a year-over-year basis. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. On average, equities analysts forecast that Analog Devices, Inc. will post 12.42 EPS for the current fiscal year.

Analog Devices Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were given a dividend of $1.10 per share. The ex-dividend date was Tuesday, June 2nd. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. Analog Devices’s dividend payout ratio (DPR) is 65.38%.

Analog Devices News Roundup

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

• Positive Sentiment: Renewed optimism about artificial-intelligence demand is supporting semiconductor stocks, including analog-chip makers such as ADI. Industry sales growth and expectations for continued chip demand are providing a favorable environment for the shares. Semiconductor Sales Continue to Grow on AI Optimism
• Positive Sentiment: Wall Street’s average brokerage recommendation for Analog Devices is equivalent to a Buy. The company’s latest quarter also exceeded expectations, with earnings per share of $3.09 versus the $2.89 consensus and revenue of $3.62 billion versus $3.51 billion. Revenue rose 37.2% year over year, while fiscal third-quarter EPS guidance is $3.15 to $3.45. Analog Devices Is Considered a Good Investment by Brokers
• Neutral Sentiment: Director Ray Stata sold 1,416 ADI shares for approximately $534,000, reducing his direct ownership by 1.22%. The transaction was conducted under a pre-arranged Rule 10b5-1 trading plan, making it a limited signal about management’s current outlook. Analog Devices Director Insider Sale
• Negative Sentiment: CEO Vincent Roche reportedly sold 10,000 shares for $3.63 million, reducing his direct ownership by 6.78%. Although the sale was also made under a 10b5-1 plan and may reflect scheduled diversification rather than weakening confidence, sizeable insider selling could create some investor caution. Analog Devices CEO Insider Sale
• Negative Sentiment: ADI remains richly valued, trading at roughly 58 times earnings based on the provided data. That valuation leaves the stock sensitive to any slowdown in AI-related demand, weaker guidance or disappointment in future earnings growth. Analog Devices Broker Recommendations

Insider Buying and Selling at Analog Devices

In related news, SVP Martin Cotter sold 17,594 shares of the stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total transaction of $7,354,292.00. Following the completion of the sale, the senior vice president directly owned 56,332 shares of the company’s stock, valued at $23,546,776. This represents a 23.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Ray Stata sold 1,432 shares of the firm’s stock in a transaction that occurred on Tuesday, June 9th. The stock was sold at an average price of $400.83, for a total transaction of $573,988.56. Following the sale, the director owned 120,175 shares of the company’s stock, valued at $48,169,745.25. The trade was a 1.18% 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 90 days, insiders sold 105,274 shares of company stock worth $42,247,986. 0.36% of the stock is currently owned by company insiders.

Analog Devices Company 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.