Wedbush Securities Inc. Grows Holdings in Analog Devices, Inc. $ADI

Wedbush Securities Inc. boosted its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 94.2% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 13,088 shares of the semiconductor company’s stock after purchasing an additional 6,347 shares during the period. Wedbush Securities Inc.’s holdings in Analog Devices were worth $3,216,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. Howard Hughes Medical Institute purchased a new stake in Analog Devices during the 2nd quarter valued at approximately $25,000. Clayton Financial Group LLC purchased a new stake in shares of Analog Devices during the third quarter worth approximately $31,000. LFA Lugano Financial Advisors SA lifted its holdings in shares of Analog Devices by 92.9% during 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 during the period. Valley Wealth Managers Inc. purchased a new position in Analog Devices in the 3rd quarter valued at $38,000. Finally, Sound Income Strategies LLC increased its stake in Analog Devices by 141.8% in the 3rd quarter. Sound Income Strategies LLC now owns 162 shares of the semiconductor company’s stock valued at $39,000 after buying an additional 95 shares during the period. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices Stock Down 1.7%

ADI opened at $331.36 on Friday. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.68 and a current ratio of 2.19. The company has a market cap of $161.91 billion, a price-to-earnings ratio of 72.67, a PEG ratio of 1.83 and a beta of 1.03. Analog Devices, Inc. has a one year low of $158.65 and a one year high of $343.96. The business’s fifty day moving average is $294.87 and its two-hundred day moving average is $259.82.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.22 by $0.04. Analog Devices had a return on equity of 11.23% and a net margin of 20.58%.The business had revenue of $3.08 billion during the quarter, compared to the consensus estimate of $3.02 billion. During the same quarter in the previous year, the company posted $1.67 EPS. The business’s revenue was up 25.9% on a year-over-year basis. Analysts anticipate that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 22nd. Stockholders of record on Monday, December 8th were paid a dividend of $0.99 per share. This represents a $3.96 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend was Monday, December 8th. Analog Devices’s dividend payout ratio (DPR) is 86.84%.

Wall Street Analyst Weigh In

ADI has been the topic of several analyst reports. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $270.00 target price on shares of Analog Devices in a report on Wednesday, November 26th. KeyCorp lifted their price objective on Analog Devices from $330.00 to $375.00 and gave the company an “overweight” rating in a report on Tuesday, January 13th. UBS Group reissued a “buy” rating and set a $400.00 target price on shares of Analog Devices in a research note on Monday. Stifel Nicolaus lifted their price target on Analog Devices from $290.00 to $330.00 and gave the company a “buy” rating in a research note on Friday, January 16th. Finally, Truist Financial raised their target price on Analog Devices from $258.00 to $291.00 and gave the company a “hold” rating in a report on Friday, December 19th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $314.87.

Key Analog Devices News

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

• Positive Sentiment: Barclays upgraded ADI from “equal weight” to “overweight” and set a $375 price target, signaling stronger conviction on industrial recovery and giving upside to the stock. Barclays upgrades Analog Devices as industrial recovery takes shape
• Positive Sentiment: Analysts and coverage pieces highlight ADI’s run of earnings beats, upgraded guidance and attractive revenue momentum tied to AI/industrial demand — supportive fundamentals that underpin longer-term upside. A Look At Analog Devices (ADI) Valuation After Consistent Earnings Beats And Upgraded Guidance
• Positive Sentiment: Fund commentary and sector roundups (Q4 letters, semiconductor thematic lists) note ADI as a beneficiary of AI-driven semiconductor demand, which can support mid/long-term revenue growth expectations. Here’s Why Analog Devices (ADI) Rose in Q4
• Neutral Sentiment: Wall Street is focused on ADI’s upcoming quarterly report and Q1 outlook; preview articles summarize consensus estimates and key metrics to watch, so the stock may react to the actual print vs expectations. Analog Devices (ADI) Reports Next Week: Wall Street Expects Earnings Growth
• Neutral Sentiment: Additional previews and metric-level estimates for Q1 provide positioning context for investors but aren’t new catalysts until the company’s report. Unveiling Analog Devices (ADI) Q1 Outlook: Wall Street Estimates for Key Metrics
• Neutral Sentiment: Reports on competitor dynamics and analyst roundups provide industry context but are unlikely to move ADI alone unless they reveal material market-share or supply-chain shifts. 6ADI : Inquiry Into Analog Devices’s Competitor Dynamics In…
• Neutral Sentiment: Reported short-interest data in the feed appears to contain errors (zeros/NaN) and should not be treated as a confirmed increase in bearish positioning; verify via exchange-reported short-interest releases.
• Negative Sentiment: Despite positives, commentary notes ADI fell more than the broader market in the latest session — likely reflecting profit-taking after a strong run toward its 52-week high and concerns about rich valuation (high P/E), which can amplify pullbacks. Here’s Why Analog Devices (ADI) Fell More Than Broader Market

Insider Activity

In related news, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $306.92, for a total value of $3,069,200.00. Following the sale, the chief executive officer owned 155,688 shares of the company’s stock, valued at approximately $47,783,760.96. This represents a 6.04% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Martin Cotter sold 10,000 shares of the firm’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $278.44, for a total value of $2,784,400.00. Following the transaction, the senior vice president directly owned 49,664 shares of the company’s stock, valued at $13,828,444.16. The trade was a 16.76% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 53,544 shares of company stock worth $15,320,417. 0.36% of the stock is owned by corporate insiders.

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.