S&CO Inc. Buys Shares of 23,789 Analog Devices, Inc. $ADI

S&CO Inc. purchased a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 23,789 shares of the semiconductor company’s stock, valued at approximately $9,448,000.

Other institutional investors have also made changes to their positions in the company. Banque Transatlantique SA acquired a new position in Analog Devices during the fourth quarter valued at approximately $25,000. Contravisory Investment Management Inc. bought a new stake in shares of Analog Devices during the 2nd quarter worth $25,000. Hilton Head Capital Partners LLC bought a new stake in shares of Analog Devices during the 4th quarter worth $26,000. Gordian Capital Singapore Pte Ltd acquired a new position in Analog Devices in the 4th quarter valued at $27,000. Finally, Evolution Wealth Management Inc. acquired a new position in Analog Devices in the 1st quarter valued at $30,000. 86.81% of the stock is owned by institutional investors.

Analog Devices News Roundup

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

• Positive Sentiment: Analysts expect approximately $3.33 in earnings per share on $3.93 billion in revenue for the quarter ended July 2026. Coverage also points to a potential earnings beat, supported by broad-based demand and AI-driven growth in the Communications segment. KeyBanc reiterated an Overweight rating with a $525 price target. How To Earn $500 a Month From Analog Devices Stock Ahead of Q3 Earnings
• Positive Sentiment: Investors continue to view ADI’s industrial and data-center exposure, strong margins, and artificial-intelligence opportunities as potential justifications for its elevated valuation. The company’s prior quarter also showed strong momentum, with revenue rising 37.2% year over year and EPS exceeding estimates. Should Investors Buy ADI Stock Despite its Premium Valuation?
• Neutral Sentiment: Pre-earnings analysis is encouraging investors to look beyond revenue and EPS toward operating metrics and segment trends. The upcoming report is therefore likely to be a near-term catalyst, with the stock’s reaction depending heavily on guidance and evidence that demand remains broad based. Should You Buy, Sell or Hold ADI Stock Before Q3 Earnings?
• Negative Sentiment: ADI trades at a premium multiple, leaving limited room for execution issues or cautious guidance. Analysts also flag possible near-term volatility, while broader semiconductor flows and warnings that the chip cycle may be approaching a peak could weigh on sentiment across the sector. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs

Analog Devices Trading Up 2.2%

Shares of ADI stock opened at $389.39 on Friday. The firm has a market capitalization of $189.67 billion, a P/E ratio of 57.86, a price-to-earnings-growth ratio of 1.01 and a beta of 1.20. Analog Devices, Inc. has a 1 year low of $223.47 and a 1 year high of $445.91. The firm’s fifty day simple moving average is $391.20 and its 200 day simple moving average is $368.82. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21.

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

Analog Devices Announces Dividend

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

Analysts Set New Price Targets

Several research analysts recently commented on ADI shares. Fundamental Research set a $550.00 target price on shares of Analog Devices in a report on Monday, June 29th. KeyCorp upped their price target on shares of Analog Devices from $500.00 to $525.00 and gave the company an “overweight” rating in a report on Tuesday, July 14th. TD Cowen raised their price target on Analog Devices from $450.00 to $460.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Weiss Ratings lowered Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, July 28th. Finally, Raymond James Financial reissued an “outperform” rating and set a $430.00 price objective on shares of Analog Devices in a research report on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $441.00.

Insider Activity at Analog Devices

In related news, SVP Martin Cotter sold 17,594 shares of Analog Devices stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $418.00, for a total transaction of $7,354,292.00. Following the sale, the senior vice president directly owned 56,332 shares of the company’s stock, valued at $23,546,776. This trade represents a 23.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Vincent Roche sold 10,000 shares of the business’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $363.00, for a total value of $3,630,000.00. Following the transaction, the chief executive officer owned 137,538 shares in the company, valued at $49,926,294. This represents a 6.78% 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 a total of 105,274 shares of company stock worth $42,247,986 in the last three months. Corporate insiders own 0.36% of the company’s stock.

About Analog Devices

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.