Savant Capital LLC Boosts Stake in Analog Devices, Inc. $ADI

Savant Capital LLC lifted its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 11.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,862 shares of the semiconductor company’s stock after buying an additional 1,362 shares during the period. Savant Capital LLC’s holdings in Analog Devices were worth $3,488,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of ADI. Jones Financial Companies Lllp raised its stake in Analog Devices by 12.9% during the third quarter. Jones Financial Companies Lllp now owns 169,572 shares of the semiconductor company’s stock worth $41,907,000 after purchasing an additional 19,383 shares during the period. Nordea Investment Management AB raised its stake in Analog Devices by 247.3% during the fourth quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company’s stock worth $95,802,000 after purchasing an additional 249,702 shares during the period. Ashton Thomas Private Wealth LLC raised its stake in Analog Devices by 18.8% during the third quarter. Ashton Thomas Private Wealth LLC now owns 20,734 shares of the semiconductor company’s stock worth $5,094,000 after purchasing an additional 3,286 shares during the period. AE Wealth Management LLC raised its stake in Analog Devices by 26.4% during the third quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company’s stock worth $10,795,000 after purchasing an additional 9,174 shares during the period. Finally, National Pension Service raised its stake in Analog Devices by 1.8% during the third quarter. National Pension Service now owns 1,347,535 shares of the semiconductor company’s stock worth $331,089,000 after purchasing an additional 24,392 shares during the period. 86.81% of the stock is owned by hedge funds and other institutional investors.

Analog Devices Price Performance

Analog Devices stock opened at $413.85 on Friday. The company’s 50 day simple moving average is $372.03 and its 200-day simple moving average is $322.13. The company has a market capitalization of $201.58 billion, a price-to-earnings ratio of 61.49, a price-to-earnings-growth ratio of 1.16 and a beta of 1.19. Analog Devices, Inc. has a 1 year low of $210.80 and a 1 year high of $435.72. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75.

Analog Devices (NASDAQ:ADI) last released its quarterly 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 business had revenue of $3.62 billion for the quarter, compared to the consensus estimate of $3.51 billion. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The business’s revenue was up 37.2% on a year-over-year basis. During the same period in the previous year, the firm earned $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, equities research analysts expect that Analog Devices, Inc. will post 12.41 earnings per share for the current year.

Analog Devices Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of equities analysts have commented on ADI shares. Jefferies Financial Group lifted 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. Susquehanna lifted their target price on shares of Analog Devices from $360.00 to $400.00 and gave the stock a “positive” rating in a research note on Thursday, February 19th. Weiss Ratings raised shares of Analog Devices from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, May 22nd. UBS Group lifted their target price on shares of Analog Devices from $400.00 to $430.00 and gave the stock a “buy” rating in a research note on Thursday, February 19th. Finally, Wolfe Research reaffirmed an “outperform” rating and set a $475.00 target price on shares of Analog Devices in a research note on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $432.71.

Key Analog Devices News

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.

Insider Buying and Selling at Analog Devices

In related news, CEO Vincent Roche sold 30,000 shares of Analog Devices stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total value of $12,453,900.00. Following the completion of the transaction, the chief executive officer owned 137,538 shares in the company, valued at approximately $57,096,149.94. The trade was a 17.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders have sold a total of 80,000 shares of company stock valued at $31,519,000 in the last ninety days. 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.