Fieldview Capital Management LLC Cuts Position in Analog Devices, Inc. $ADI

Fieldview Capital Management LLC cut its stake in Analog Devices, Inc. (NASDAQ:ADI) by 47.0% in the 4th quarter, Holdings Channel reports. The fund owned 8,552 shares of the semiconductor company’s stock after selling 7,577 shares during the quarter. Fieldview Capital Management LLC’s holdings in Analog Devices were worth $2,319,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the business. Focus Partners Wealth boosted its position in Analog Devices by 421.1% during the fourth quarter. Focus Partners Wealth now owns 521,021 shares of the semiconductor company’s stock valued at $141,299,000 after buying an additional 421,042 shares during the period. Healthcare of Ontario Pension Plan Trust Fund boosted its holdings in shares of Analog Devices by 155.6% during the fourth quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 655,399 shares of the semiconductor company’s stock worth $177,744,000 after purchasing an additional 399,014 shares during the period. Epoch Investment Partners Inc. raised its stake in Analog Devices by 3.0% in the fourth quarter. Epoch Investment Partners Inc. now owns 405,530 shares of the semiconductor company’s stock worth $109,980,000 after buying an additional 11,728 shares in the last quarter. Atlas Capital Advisors Inc. bought a new position in Analog Devices in the fourth quarter worth about $44,000. Finally, Aptus Capital Advisors LLC raised its stake in Analog Devices by 2.5% in the fourth quarter. Aptus Capital Advisors LLC now owns 101,541 shares of the semiconductor company’s stock worth $27,538,000 after buying an additional 2,497 shares in the last quarter. 86.81% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Vincent Roche sold 30,000 shares of Analog Devices stock in a transaction dated 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 completion of the transaction, the chief executive officer directly owned 137,538 shares of the company’s stock, valued at approximately $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 accessible through the SEC website. Also, SVP Martin Cotter sold 17,594 shares of the business’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total transaction of $7,354,292.00. Following the completion of the sale, the senior vice president directly owned 56,332 shares of the company’s stock, valued at approximately $23,546,776. This trade represents a 23.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 100,442 shares of company stock valued at $40,011,004. Company insiders own 0.36% of the company’s stock.

Analog Devices Stock Performance

Analog Devices stock opened at $417.79 on Friday. The company’s 50-day moving average price is $391.76 and its 200-day moving average price is $334.69. Analog Devices, Inc. has a twelve month low of $218.37 and a twelve month high of $439.70. 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 company has a market cap of $203.50 billion, a PE ratio of 62.08, a price-to-earnings-growth ratio of 1.17 and a beta of 1.18.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The firm had revenue of $3.62 billion for the quarter, compared to the consensus estimate of $3.51 billion. During the same period in the previous year, the firm posted $1.85 EPS. The business’s quarterly revenue was up 37.2% on a year-over-year basis. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. On average, equities research analysts forecast that Analog Devices, Inc. will post 12.41 EPS for the current fiscal year.

Analog Devices Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be paid a dividend of $1.10 per share. 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 payout ratio is currently 65.38%.

Analysts Set New Price Targets

ADI has been the subject of a number of analyst reports. Benchmark raised their target price on shares of Analog Devices from $285.00 to $400.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Cantor Fitzgerald increased their price target on shares of Analog Devices from $400.00 to $510.00 and gave the company an “overweight” rating in a report on Wednesday, May 13th. Wall Street Zen upgraded shares of Analog Devices from a “hold” rating to a “buy” rating in a report on Sunday, May 24th. Stifel Nicolaus lifted their price target on shares of Analog Devices from $405.00 to $450.00 and gave the stock a “buy” rating in a research note on Monday, May 18th. Finally, Bank of America lifted their price target on shares of Analog Devices from $425.00 to $460.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $432.71.

Trending Headlines about Analog Devices

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

• Positive Sentiment: Recent commentary says Analog Devices is benefiting from strong AI infrastructure spending, with growing data-center and communications demand reinforcing the company’s growth story. Will Record Q2, Empower Deal and AI Infrastructure Demand Shift Analog Devices’ (ADI) Narrative?
• Positive Sentiment: Analyst and broker commentary remains generally constructive, with recent reports describing ADI as a buy and noting momentum in its communications segment tied to AI and data-center demand. Can ADI’s Communications Segment Emerge as a New Growth Driver?
• Neutral Sentiment: Analog Devices was recognized at the 2026 BostonCISO ORBIE Awards, which is a positive brand and leadership signal but unlikely to move the stock by itself. New England’s Top Security Executives Named at the 2026 BostonCISO ORBIE Awards
• Negative Sentiment: Director Ray Stata disclosed a sale of 1,432 shares, which can weigh on sentiment even though it was made under a pre-arranged 10b5-1 plan and represents a small portion of his holdings. Ray Stata Sells 1,432 Shares of Analog Devices (NASDAQ:ADI) 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.