4,562 Shares in Analog Devices, Inc. $ADI Acquired by OVERSEA CHINESE BANKING Corp Ltd

OVERSEA CHINESE BANKING Corp Ltd purchased a new stake in Analog Devices, Inc. (NASDAQ:ADI) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 4,562 shares of the semiconductor company’s stock, valued at approximately $1,811,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of ADI. Brighton Jones LLC increased its position in shares of Analog Devices by 39.5% in the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock worth $397,000 after acquiring an additional 529 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Analog Devices by 36.0% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after acquiring an additional 464 shares in the last quarter. Ieq Capital LLC lifted its holdings in shares of Analog Devices by 38.0% during the 2nd quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock valued at $10,610,000 after acquiring an additional 12,276 shares in the last quarter. HUB Investment Partners LLC purchased a new stake in Analog Devices during the 2nd quarter worth $644,000. Finally, Peapack Gladstone Financial Corp boosted its position in Analog Devices by 2.4% during the 2nd quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock worth $14,322,000 after purchasing an additional 1,406 shares during the period. 86.81% of the stock is owned by institutional investors and hedge funds.

Analog Devices Stock Performance

Analog Devices stock opened at $370.24 on Friday. Analog Devices, Inc. has a 12-month low of $223.47 and a 12-month high of $445.91. The company has a market capitalization of $180.34 billion, a price-to-earnings ratio of 43.92, a price-to-earnings-growth ratio of 0.97 and a beta of 1.20. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.25 and a quick ratio of 1.34. The firm’s fifty day moving average price is $389.14 and its 200 day moving average price is $371.10.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Wednesday, August 19th. The semiconductor company reported $3.45 EPS for the quarter, topping analysts’ consensus estimates of $3.34 by $0.11. The firm had revenue of $4.02 billion for the quarter, compared to analyst estimates of $3.92 billion. Analog Devices had a net margin of 29.79% and a return on equity of 16.39%. The firm’s revenue was up 39.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.05 EPS. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. On average, research analysts forecast that Analog Devices, Inc. will post 12.42 EPS for the current fiscal year.

Analog Devices Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be paid a $1.10 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. Analog Devices’s payout ratio is 65.38%.

More Analog Devices News

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

• Positive Sentiment: Strong Q3 beat and upbeat outlook: Fiscal third-quarter revenue reached a record $4.02 billion, up approximately 40% year over year and above the roughly $3.91 billion consensus estimate. Non-GAAP EPS of $3.45 also exceeded expectations. Management guided for fourth-quarter revenue of $4.2 billion-$4.4 billion and EPS of $3.71-$4.01, both ahead of Wall Street forecasts. Analog Devices Reports Record Fiscal Third Quarter 2026 Financial Results
• Positive Sentiment: AI and data-center demand are accelerating: Growth in data-center power-management and optical products, along with industrial demand, is supporting momentum into fiscal 2027. ADI says a potential 100-gigawatt data-center buildout by 2031 could represent a significant long-term opportunity. Analog Devices Sees 100 GW Data Center Buildout
• Positive Sentiment: Analysts raised targets: JPMorgan lifted its target to $500 and maintained an Overweight rating. Needham raised its target to $450, while TD Cowen reaffirmed Buy with a $460 target; Susquehanna also reiterated Buy with a $475 target. These revisions indicate improving confidence in ADI’s AI infrastructure growth. Analog Devices Is Cashing in on the AI Boom
• Positive Sentiment: Shareholder returns remain supportive: ADI declared a quarterly dividend of $1.10 per share, payable September 15 to shareholders of record September 1, and returned approximately $1.7 billion through dividends and repurchases during the quarter.
• Neutral Sentiment: ADI is increasingly being viewed as a dividend-paying way to participate in the AI boom, potentially broadening its appeal to income-oriented investors. 3 Buy-Rated Dividend Stocks to Play the AI Boom
• Negative Sentiment: Valuation and AI-trade concerns are limiting the reaction: One analyst argued that the stock’s elevated valuation and multiple contraction could overshadow the strong fundamentals, warning that investor enthusiasm around AI may be creating additional downside risk. Analog Devices Earnings Reaction Warning

Wall Street Analyst Weigh In

Several analysts recently issued reports on ADI shares. Sanford C. Bernstein upgraded Analog Devices from a “market perform” rating to an “outperform” rating and increased their price target for the company from $430.00 to $465.00 in a report on Wednesday. Bank of America upped their target price on Analog Devices from $425.00 to $460.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. Wall Street Zen upgraded Analog Devices from a “hold” rating to a “buy” rating in a research note on Sunday, May 24th. BMO Capital Markets began coverage on Analog Devices in a report on Thursday. They set an “outperform” rating and a $430.00 target price on the stock. Finally, Morgan Stanley boosted their price target on Analog Devices from $428.00 to $458.00 and gave the stock an “overweight” rating in a research report on Thursday. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, Analog Devices presently has an average rating of “Moderate Buy” and a consensus price target of $447.13.

Insiders Place Their Bets

In other Analog Devices news, CEO Vincent Roche sold 30,000 shares of Analog Devices stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the sale, the chief executive officer directly owned 137,538 shares in the company, valued at $57,096,149.94. The trade was a 17.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Karen Golz sold 1,000 shares of the company’s stock in a transaction that occurred 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 completion of the transaction, the director directly owned 11,019 shares in the company, valued at approximately $4,295,536.77. The trade was a 8.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 75,274 shares of company stock worth $30,343,386. Company insiders own 0.36% of the company’s stock.

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.