Bryn Mawr Trust Advisors LLC Takes $12.08 Million Position in Analog Devices, Inc. $ADI

Bryn Mawr Trust Advisors LLC purchased a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) during the second quarter, Holdings Channel.com reports. The fund purchased 30,421 shares of the semiconductor company’s stock, valued at approximately $12,082,000.

Other hedge funds have also made changes to their positions in the company. Cornerstone Capital Inc. bought a new position in Analog Devices during the 2nd quarter worth $3,438,000. GoalFusion Wealth Management LLC bought a new stake in Analog Devices in the second quarter valued at $238,000. Tema ETFs LLC boosted its holdings in shares of Analog Devices by 9.5% during the second quarter. Tema ETFs LLC now owns 8,393 shares of the semiconductor company’s stock valued at $3,333,000 after acquiring an additional 725 shares during the period. Nolet Wealth Management LLC acquired a new position in shares of Analog Devices during the second quarter valued at $224,000. Finally, Fiduciary Financial Group LLC bought a new position in shares of Analog Devices during the second quarter worth about $250,000. Institutional investors own 86.81% of the company’s stock.

Key Stories Impacting Analog Devices

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

Insider Activity at Analog Devices

In related news, CEO Vincent Roche sold 30,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the transaction, the chief executive officer owned 137,538 shares in the company, valued at $57,096,149.94. This trade represents a 17.91% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Martin Cotter sold 17,594 shares of the business’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $418.00, for a total value of $7,354,292.00. Following the sale, the senior vice president directly owned 56,332 shares in the company, valued at approximately $23,546,776. The trade was a 23.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 105,274 shares of company stock worth $42,247,986 over the last ninety days. Insiders own 0.36% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on ADI shares. KeyCorp increased 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. Argus set a $460.00 target price on shares of Analog Devices in a research report on Tuesday, May 26th. Wells Fargo & Company raised their price target on shares of Analog Devices from $470.00 to $515.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. Raymond James Financial reaffirmed an “outperform” rating and set a $430.00 price target on shares of Analog Devices in a report on Thursday, May 21st. Finally, Robert W. Baird boosted their price objective on Analog Devices from $365.00 to $450.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, Analog Devices presently has an average rating of “Moderate Buy” and an average target price of $441.00.

Analog Devices Price Performance

Shares of NASDAQ ADI opened at $389.39 on Friday. Analog Devices, Inc. has a fifty-two week low of $223.47 and a fifty-two week high of $445.91. The firm’s 50-day simple moving average is $391.20 and its 200 day simple moving average is $368.82. 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 stock has a market cap of $189.67 billion, a P/E ratio of 57.86, a P/E/G ratio of 0.99 and a beta of 1.20.

Analog Devices (NASDAQ:ADI) last announced its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) 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 analyst estimates of $3.51 billion. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. Analog Devices’s revenue was up 37.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Equities analysts expect that Analog Devices, Inc. will post 12.42 EPS for the current year.

Analog Devices Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were issued a $1.10 dividend. 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%.

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.