Wilkinson Global Asset Management LLC Takes $55.01 Million Position in Analog Devices, Inc. $ADI

Wilkinson Global Asset Management LLC acquired a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 138,505 shares of the semiconductor company’s stock, valued at approximately $55,010,000. Analog Devices accounts for approximately 4.4% of Wilkinson Global Asset Management LLC’s holdings, making the stock its 9th biggest holding.

A number of other hedge funds have also bought and sold shares of ADI. Contravisory Investment Management Inc. acquired a new stake in Analog Devices during the 2nd quarter worth about $25,000. Banque Transatlantique SA bought a new position in shares of Analog Devices in the 4th quarter worth about $25,000. Evolution Wealth Management Inc. acquired a new position in shares of Analog Devices in the 1st quarter valued at about $30,000. Hilton Head Capital Partners LLC acquired a new position in shares of Analog Devices in the 4th quarter valued at about $26,000. Finally, Gordian Capital Singapore Pte Ltd bought a new stake in shares of Analog Devices during the 4th quarter valued at about $27,000. Institutional investors own 86.81% of the company’s stock.

Insiders Place Their Bets

In other Analog Devices news, Director Ray Stata sold 1,416 shares of the company’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $377.37, for a total value of $534,355.92. Following the completion of the transaction, the director owned 114,511 shares in the company, valued at $43,213,016.07. This represents a 1.22% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Karen Golz sold 1,000 shares of the firm’s stock in a transaction on Monday, July 13th. The shares were sold at an average price of $389.83, for a total value of $389,830.00. Following the sale, the director directly owned 11,019 shares of the company’s stock, valued at approximately $4,295,536.77. This represents a 8.32% 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. Over the last three months, insiders have sold 105,274 shares of company stock valued at $42,247,986. 0.36% of the stock is owned by insiders.

Analog Devices News Summary

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 Price Performance

Shares of NASDAQ:ADI opened at $389.39 on Monday. The business’s 50 day moving average is $391.20 and its 200 day moving average is $369.27. The stock has a market cap of $189.67 billion, a price-to-earnings ratio of 57.86, a PEG ratio of 1.01 and a beta of 1.20. The company has a quick ratio of 1.34, a current ratio of 1.75 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a 12-month low of $223.47 and a 12-month high of $445.91.

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

Analog Devices Dividend Announcement

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

Analyst Ratings Changes

A number of equities analysts have issued reports on the company. JPMorgan Chase & Co. increased their price target on Analog Devices from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Robert W. Baird lifted their price objective on shares of Analog Devices from $365.00 to $450.00 and gave the company an “outperform” rating in a research note on Thursday, May 21st. Argus set a $460.00 target price on shares of Analog Devices in a research report on Tuesday, May 26th. Jefferies Financial Group increased their target price on shares of Analog Devices from $410.00 to $475.00 and gave the stock a “buy” rating in a research note on Wednesday, May 20th. Finally, Stifel Nicolaus raised their price target on shares of Analog Devices from $450.00 to $498.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $441.00.

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.