Ewa LLC Acquires New Position in Analog Devices, Inc. $ADI

Ewa LLC acquired a new position in Analog Devices, Inc. (NASDAQ:ADI) during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 954 shares of the semiconductor company’s stock, valued at approximately $227,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in ADI. McGuire Investment Group LLC lifted its stake in Analog Devices by 2.4% in the second quarter. McGuire Investment Group LLC now owns 87,622 shares of the semiconductor company’s stock worth $20,856,000 after acquiring an additional 2,044 shares during the period. Naples Global Advisors LLC lifted its position in shares of Analog Devices by 0.5% during the 2nd quarter. Naples Global Advisors LLC now owns 40,167 shares of the semiconductor company’s stock valued at $9,560,000 after buying an additional 195 shares in the last quarter. Parsons Capital Management Inc. RI purchased a new position in shares of Analog Devices during the 2nd quarter valued at about $203,000. Pure Financial Advisors LLC purchased a new position in Analog Devices in the 2nd quarter worth approximately $217,000. Finally, Consolidated Planning Corp lifted its holdings in Analog Devices by 170.7% in the 2nd quarter. Consolidated Planning Corp now owns 2,704 shares of the semiconductor company’s stock worth $644,000 after purchasing an additional 1,705 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Insiders Place Their Bets

In related news, SVP Katsufumi Nakamura sold 2,490 shares of the firm’s stock in a transaction that occurred on Thursday, August 21st. The stock was sold at an average price of $248.03, for a total value of $617,594.70. Following the completion of the transaction, the senior vice president directly owned 13,549 shares of the company’s stock, valued at $3,360,558.47. This trade represents a 15.52% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Ray Stata sold 3,125 shares of the stock in a transaction on Wednesday, September 17th. The shares were sold at an average price of $246.92, for a total value of $771,625.00. Following the sale, the director owned 155,071 shares in the company, valued at approximately $38,290,131.32. This trade represents a 1.98% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 41,240 shares of company stock valued at $10,300,738. Corporate insiders own 0.33% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the company. The Goldman Sachs Group began coverage on Analog Devices in a research report on Thursday, July 10th. They set a “buy” rating and a $285.00 target price on the stock. Evercore ISI upped their price objective on Analog Devices from $280.00 to $303.00 and gave the stock an “outperform” rating in a research note on Thursday, August 21st. Seaport Res Ptn upgraded Analog Devices from a “strong sell” rating to a “hold” rating in a research note on Monday, July 21st. Morgan Stanley increased their price objective on Analog Devices from $273.00 to $288.00 and gave the company an “overweight” rating in a report on Thursday, August 21st. Finally, Piper Sandler increased their price objective on Analog Devices from $215.00 to $245.00 and gave the company a “neutral” rating in a report on Thursday, August 21st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Analog Devices presently has a consensus rating of “Moderate Buy” and a consensus target price of $275.29.

Analog Devices Stock Down 2.6%

Shares of NASDAQ:ADI opened at $239.28 on Thursday. The firm’s 50-day moving average is $240.30 and its two-hundred day moving average is $222.78. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.32 and a quick ratio of 1.79. Analog Devices, Inc. has a 1 year low of $158.65 and a 1 year high of $258.13. The firm has a market capitalization of $117.71 billion, a PE ratio of 61.04, a price-to-earnings-growth ratio of 2.07 and a beta of 1.09.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings results on Wednesday, August 20th. The semiconductor company reported $2.05 earnings per share for the quarter, topping the consensus estimate of $1.95 by $0.10. The company had revenue of $2.88 billion for the quarter, compared to the consensus estimate of $2.76 billion. Analog Devices had a return on equity of 10.32% and a net margin of 18.85%.Analog Devices’s revenue was up 24.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.58 EPS. Analog Devices has set its Q4 2025 guidance at 2.120-2.320 EPS. Analysts predict that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 16th. Stockholders of record on Tuesday, September 2nd were paid a dividend of $0.99 per share. This represents a $3.96 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date of this dividend was Tuesday, September 2nd. Analog Devices’s dividend payout ratio is 101.02%.

Analog Devices Profile

Analog Devices, Inc designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia. The company provides data converter products, which translate real-world analog signals into digital data, as well as translates digital data into analog signals; power management and reference products for power conversion, driver monitoring, sequencing, and energy management applications in the automotive, communications, industrial, and consumer markets; and power ICs that include performance, integration, and software design simulation tools for accurate power supply designs.