Portland Global Advisors LLC Purchases 4,638 Shares of Analog Devices, Inc. $ADI

Portland Global Advisors LLC increased its position in Analog Devices, Inc. (NASDAQ:ADI) by 177.0% during the 4th quarter, Holdings Channel reports. The firm owned 7,259 shares of the semiconductor company’s stock after acquiring an additional 4,638 shares during the quarter. Portland Global Advisors LLC’s holdings in Analog Devices were worth $1,969,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Y.D. More Investments Ltd bought a new position in Analog Devices in the third quarter worth approximately $32,000. LFA Lugano Financial Advisors SA grew its stake in Analog Devices by 92.9% in the third quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 65 shares in the last quarter. Albion Financial Group UT grew its stake in Analog Devices by 41.4% in the fourth quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 36 shares in the last quarter. Entrust Financial LLC bought a new position in Analog Devices in the fourth quarter worth approximately $33,000. Finally, Barnes Dennig Private Wealth Management LLC grew its stake in Analog Devices by 61.3% in the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company’s stock worth $35,000 after purchasing an additional 49 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices Stock Down 1.2%

Shares of NASDAQ ADI opened at $413.85 on Friday. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. The stock has a market capitalization of $201.58 billion, a PE ratio of 61.49, a price-to-earnings-growth ratio of 1.16 and a beta of 1.19. The stock’s fifty day simple moving average is $372.03 and its two-hundred day simple moving average is $322.13. Analog Devices, Inc. has a 12-month low of $210.80 and a 12-month high of $435.72.

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 the consensus estimate of $2.89 by $0.20. The business had revenue of $3.62 billion for the quarter, compared to analysts’ expectations of $3.51 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The business’s revenue for the quarter was up 37.2% on a year-over-year basis. During the same quarter last year, the firm earned $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, analysts expect that Analog Devices, Inc. will post 12.41 EPS for the current fiscal year.

Analog Devices Dividend Announcement

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

Analysts Set New Price Targets

Several analysts have issued reports on the company. Truist Financial increased their target price on Analog Devices from $364.00 to $405.00 and gave the company a “hold” rating in a research report on Wednesday, May 20th. Evercore reaffirmed an “outperform” rating and set a $474.00 target price on shares of Analog Devices in a research report on Thursday, May 21st. Arete Research raised Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 target price on the stock in a research report on Monday, March 30th. Benchmark increased their target price on Analog Devices from $285.00 to $400.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $430.00 target price on shares of Analog Devices in a research report on Thursday, May 21st. Two analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $432.71.

Insider Buying and Selling at Analog Devices

In other news, CEO Vincent Roche sold 30,000 shares of the firm’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $415.13, for a total value of $12,453,900.00. Following the completion of the sale, the chief executive officer owned 137,538 shares of the company’s stock, valued at $57,096,149.94. This trade represents a 17.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Over the last ninety days, insiders sold 80,000 shares of company stock valued at $31,519,000. 0.36% of the stock is owned by company insiders.

Trending Headlines about Analog Devices

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

• Positive Sentiment: Raymond James raised its price target on Analog Devices to $430 from $385 and kept an Outperform rating, reinforcing confidence in the company’s post-earnings momentum. Article on Raymond James raising ADI price target
• Positive Sentiment: Evercore ISI also boosted its target to $474 from $387 after ADI posted a “beat-and-raise” quarter, signaling stronger-than-expected demand and earnings power. Article on Evercore ISI target hike
• Positive Sentiment: Analysts highlighted ADI’s industrial segment strength, with 56% year-over-year growth in the latest quarter driven by AI infrastructure, automation, and defense demand. Article on industrial segment growth
• Positive Sentiment: ADI’s strong quarterly results and upbeat guidance continue to support the stock’s bullish narrative, with revenue and EPS both topping expectations. Zacks article on ADI earnings and outlook
• Neutral Sentiment: CEO Vincent Roche sold 30,000 shares, which can create some investor caution, but the sale appears more like routine insider activity than a fundamental warning sign.
• Neutral Sentiment: Broader semiconductor and technology-sector strength is also providing a favorable backdrop for ADI shares.

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.