1,421 Shares in Analog Devices, Inc. $ADI Acquired by KCM Investment Advisors LLC

KCM Investment Advisors LLC purchased a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 1,421 shares of the semiconductor company’s stock, valued at approximately $452,000.

Other large investors also recently modified their holdings of the company. IMG Wealth Management Inc. increased its holdings in Analog Devices by 65.9% in the first quarter. IMG Wealth Management Inc. now owns 151 shares of the semiconductor company’s stock valued at $48,000 after buying an additional 60 shares during the last quarter. Excelsior Advisor Network LLC purchased a new stake in Analog Devices during the 1st quarter worth about $442,000. Quantinno Capital Management LP lifted its holdings in Analog Devices by 21.2% during the 1st quarter. Quantinno Capital Management LP now owns 291,061 shares of the semiconductor company’s stock worth $92,598,000 after buying an additional 50,870 shares during the last quarter. Polar Asset Management Partners Inc. acquired a new position in shares of Analog Devices during the 1st quarter worth about $8,070,000. Finally, SummitTX Capital L.P. acquired a new position in shares of Analog Devices during the 1st quarter worth about $5,273,000. 86.81% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Analog Devices

In other news, CEO Vincent Roche sold 10,000 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $389.75, for a total transaction of $3,897,500.00. Following the completion of the sale, the chief executive officer owned 137,538 shares in the company, valued at approximately $53,605,435.50. This represents a 6.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Martin Cotter sold 17,594 shares of the firm’s stock in a transaction dated 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 transaction, the senior vice president directly owned 56,332 shares in the company, valued at approximately $23,546,776. This represents a 23.80% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 103,858 shares of company stock valued at $42,062,730 over the last ninety days. 0.36% of the stock is currently owned by corporate insiders.

Analog Devices Price Performance

ADI stock opened at $353.37 on Thursday. 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 company has a market capitalization of $172.12 billion, a P/E ratio of 52.51, a PEG ratio of 0.95 and a beta of 1.18. The business has a 50 day simple moving average of $399.13 and a 200-day simple moving average of $362.69. Analog Devices, Inc. has a twelve month low of $218.37 and a twelve month high of $445.91.

Analog Devices (NASDAQ:ADI) last announced its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 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 analysts’ expectations of $3.51 billion. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The company’s quarterly revenue was up 37.2% on a year-over-year basis. During the same period in the previous year, the company posted $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, equities analysts anticipate that Analog Devices, Inc. will post 12.42 EPS for the current year.

Analog Devices Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were issued a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend was Tuesday, June 2nd. Analog Devices’s dividend payout ratio is presently 65.38%.

Analog Devices News Roundup

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

• Positive Sentiment: Analog Devices’ latest reported quarter showed strong operating momentum: earnings and revenue exceeded analyst expectations, with revenue rising 37.2% year over year. Management also issued third-quarter EPS guidance of $3.15–$3.45, supporting the company’s growth outlook.
• Neutral Sentiment: Strong results from semiconductor peers, including NXP Semiconductors, F5 and Amkor Technology, point to healthy automotive, industrial, data-center and advanced-packaging demand. This provides a generally supportive sector backdrop for ADI, although the companies have different end-market exposures. NXP Semiconductors Q2 Earnings Beat Estimates, Revenues Rise Y/Y
• Neutral Sentiment: The stock had already weakened in the prior session while the broader market advanced, indicating investor caution before the cybersecurity update. Analog Devices Stock Dips While Market Gains
• Negative Sentiment: Analog Devices said it detected unauthorized access to certain company systems on June 23, 2026. The company is evaluating the incident and its potential impact; uncertainty around data exposure, operational disruption, remediation costs or disclosure obligations is likely pressuring the stock. Analog Devices Evaluates New Cybersecurity Issue and Impact
• Negative Sentiment: After a 141.5% five-year total return, valuation concerns are becoming more important. With a reported price-to-earnings ratio above 50, investors may be less willing to tolerate new execution or cybersecurity risks. Is Analog Devices Trading At A Premium After Its 141% Run?

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on ADI shares. Stifel Nicolaus raised their target price on Analog Devices from $450.00 to $498.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Argus set a $460.00 price target on shares of Analog Devices in a research note on Tuesday, May 26th. Wolfe Research reissued an “outperform” rating and set a $475.00 price objective on shares of Analog Devices in a report on Thursday, May 21st. Cantor Fitzgerald upped their target price on shares of Analog Devices from $510.00 to $550.00 and gave the company an “overweight” rating in a report on Monday, June 29th. Finally, Raymond James Financial reiterated an “outperform” rating and set a $430.00 price target on shares of Analog Devices in a research note on Thursday, May 21st. Two 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 stock. According to MarketBeat.com, Analog Devices presently has an average rating of “Moderate Buy” and a consensus target price of $441.00.

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.