TFR Capital LLC. Acquires Shares of 1,621 Analog Devices, Inc. $ADI

TFR Capital LLC. bought a new position in Analog Devices, Inc. (NASDAQ:ADI) during the second quarter, according to its most recent Form 13F filing with the SEC. The firm bought 1,621 shares of the semiconductor company’s stock, valued at approximately $644,000.

Several other institutional investors and hedge funds have also made changes to their positions in ADI. Norges Bank acquired a new stake in shares of Analog Devices in the fourth quarter valued at approximately $2,215,516,000. Bank of America Corp DE lifted its position in Analog Devices by 42.8% during the fourth quarter. Bank of America Corp DE now owns 9,715,095 shares of the semiconductor company’s stock worth $2,634,734,000 after buying an additional 2,912,666 shares in the last quarter. Amundi boosted its stake in Analog Devices by 44.8% during the third quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock worth $1,507,740,000 after buying an additional 1,922,302 shares during the last quarter. Raymond James Financial Inc. boosted its stake in Analog Devices by 29.2% during the third quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company’s stock worth $1,186,714,000 after buying an additional 1,091,004 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its holdings in Analog Devices by 3,456.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,059,726 shares of the semiconductor company’s stock valued at $287,398,000 after buying an additional 1,029,927 shares in the last quarter. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Analog Devices Trading Up 2.2%

Shares of Analog Devices stock opened at $389.39 on Friday. The stock has a 50 day moving average of $391.20 and a 200 day moving average of $368.82. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75. The firm has a market capitalization of $189.67 billion, a price-to-earnings ratio of 57.86, a PEG ratio of 1.01 and a beta of 1.20. Analog Devices, Inc. has a fifty-two week low of $223.47 and a fifty-two week high of $445.91.

Analog Devices (NASDAQ:ADI) last posted 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. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The company had revenue of $3.62 billion for the quarter, compared to the consensus estimate of $3.51 billion. During the same quarter in the previous year, the business earned $1.85 earnings per share. The company’s revenue for the quarter was up 37.2% on a year-over-year basis. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, research analysts predict that Analog Devices, Inc. will post 12.42 earnings per share for the current year.

Analog Devices Dividend Announcement

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

Analyst Upgrades and Downgrades

ADI has been the subject of a number of recent research reports. Wall Street Zen raised Analog Devices from a “hold” rating to a “buy” rating in a research note on Sunday, May 24th. Oppenheimer boosted their price target on shares of Analog Devices from $400.00 to $450.00 and gave the company an “outperform” rating in a research report on Tuesday, May 12th. The Goldman Sachs Group reissued a “buy” rating and issued a $450.00 price objective on shares of Analog Devices in a report on Wednesday, May 20th. TD Cowen raised their price objective on shares of Analog Devices from $450.00 to $460.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. Finally, Wells Fargo & Company lifted their target price on shares of Analog Devices from $470.00 to $515.00 and gave the stock an “overweight” rating in a research note on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $441.00.

More Analog Devices News

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

• Positive Sentiment: Analysts expect approximately $3.33 in earnings per share on $3.93 billion in revenue for the quarter ended July 2026. Coverage also points to a potential earnings beat, supported by broad-based demand and AI-driven growth in the Communications segment. KeyBanc reiterated an Overweight rating with a $525 price target. How To Earn $500 a Month From Analog Devices Stock Ahead of Q3 Earnings
• Positive Sentiment: Investors continue to view ADI’s industrial and data-center exposure, strong margins, and artificial-intelligence opportunities as potential justifications for its elevated valuation. The company’s prior quarter also showed strong momentum, with revenue rising 37.2% year over year and EPS exceeding estimates. Should Investors Buy ADI Stock Despite its Premium Valuation?
• Neutral Sentiment: Pre-earnings analysis is encouraging investors to look beyond revenue and EPS toward operating metrics and segment trends. The upcoming report is therefore likely to be a near-term catalyst, with the stock’s reaction depending heavily on guidance and evidence that demand remains broad based. Should You Buy, Sell or Hold ADI Stock Before Q3 Earnings?
• Negative Sentiment: ADI trades at a premium multiple, leaving limited room for execution issues or cautious guidance. Analysts also flag possible near-term volatility, while broader semiconductor flows and warnings that the chip cycle may be approaching a peak could weigh on sentiment across the sector. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs

Insider Activity at Analog Devices

In other Analog Devices news, Director Karen Golz sold 1,000 shares of the stock in a transaction dated Monday, July 13th. The shares were sold at an average price of $389.83, for a total transaction of $389,830.00. Following the completion of the transaction, the director owned 11,019 shares of the company’s stock, valued at $4,295,536.77. This trade represents a 8.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Ray Stata sold 1,416 shares of Analog Devices stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $377.37, for a total transaction of $534,355.92. Following the sale, the director owned 114,511 shares of the company’s stock, valued at approximately $43,213,016.07. This represents a 1.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 105,274 shares of company stock valued at $42,247,986 in the last quarter. Corporate insiders own 0.36% of the company’s stock.

Analog Devices Company 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.