Analog Devices, Inc. $ADI Shares Sold by Findlay Park Partners LLP

Findlay Park Partners LLP cut its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 1.8% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 319,918 shares of the semiconductor company’s stock after selling 5,700 shares during the quarter. Findlay Park Partners LLP owned 0.07% of Analog Devices worth $78,604,000 as of its most recent filing with the SEC.

Several other large investors also recently bought and sold shares of the company. Howard Hughes Medical Institute purchased a new stake in shares of Analog Devices in the second quarter valued at about $25,000. Clayton Financial Group LLC purchased a new stake in Analog Devices during the 3rd quarter worth about $31,000. Y.D. More Investments Ltd purchased a new stake in Analog Devices during the 3rd quarter worth about $32,000. LFA Lugano Financial Advisors SA raised its stake in Analog Devices by 92.9% in the 3rd quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 65 shares during the last quarter. Finally, Valley Wealth Managers Inc. acquired a new stake in shares of Analog Devices during the 3rd quarter worth about $38,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

Wall Street Analysts Forecast Growth

ADI has been the topic of several recent analyst reports. Cantor Fitzgerald increased their target price on Analog Devices from $350.00 to $400.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 17th. Stifel Nicolaus set a $405.00 price objective on shares of Analog Devices and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Benchmark raised their price objective on Analog Devices from $285.00 to $400.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. Morgan Stanley reaffirmed an “overweight” rating and issued a $373.00 price objective on shares of Analog Devices in a research report on Thursday, February 19th. Finally, Evercore reissued an “outperform” rating and set a $387.00 target price on shares of Analog Devices in a research report on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, Analog Devices currently has an average rating of “Moderate Buy” and an average target price of $366.96.

Insiders Place Their Bets

In other Analog Devices news, SVP Martin Cotter sold 10,000 shares of the company’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $278.44, for a total transaction of $2,784,400.00. Following the completion of the sale, the senior vice president directly owned 49,664 shares in the company, valued at $13,828,444.16. This represents a 16.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Ray Stata sold 3,125 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total transaction of $991,562.50. Following the transaction, the director owned 123,821 shares of the company’s stock, valued at approximately $39,288,403.30. This represents a 2.46% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 57,743 shares of company stock worth $16,836,340 in the last ninety days. 0.36% of the stock is owned by insiders.

Analog Devices Stock Up 0.4%

ADI stock opened at $355.79 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a fifty-two week low of $158.65 and a fifty-two week high of $363.20. The firm’s 50-day simple moving average is $310.48 and its 200 day simple moving average is $269.31. The stock has a market cap of $173.70 billion, a PE ratio of 65.04, a price-to-earnings-growth ratio of 1.65 and a beta of 1.03.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.31 by $0.15. The business had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.10 billion. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The business’s revenue was up 30.4% on a year-over-year basis. During the same period last year, the firm posted $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, sell-side analysts predict that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be issued a dividend of $1.10 per share. The ex-dividend date is Tuesday, March 3rd. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio is presently 80.44%.

Trending Headlines about Analog Devices

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

• Positive Sentiment: AI/data‑center growth: ADI’s AI‑driven data center products are reported to be growing ~50% and represent a roughly $2 billion run‑rate opportunity, supporting expectations for continued double‑digit growth in that end market. This is a clear driver of investor enthusiasm for the stock. ADI’s AI-Based Data Center Products Gain Traction
• Positive Sentiment: Analyst upgrades/price‑target increases: Multiple firms have raised targets and reiterated buy/overweight views (Goldman Sachs, Benchmark, Morgan Stanley among others), lifting the consensus target near current levels and supporting further upside expectations. MarketBeat ADI coverage
• Positive Sentiment: Strong fundamentals and dividend boost: ADI recently beat EPS and revenue estimates, guided Q2 above street expectations, and raised the quarterly dividend — all signals that support bullish positioning and income‑seeking demand. Earnings, guidance and dividend details
• Neutral Sentiment: Market commentary and peer comparisons: Media and research pieces (Zacks, Barchart) highlight ADI’s outperformance vs. semiconductor peers and profile it as a top growth idea — useful context but not new company‑specific catalysts. Zacks: 52‑week high take
• Neutral Sentiment: Celebrity/TV mentions: Jim Cramer commented that he prefers names like Texas Instruments and Analog Devices over smaller peers, which can boost retail interest but is not a fundamental catalyst. Jim Cramer mention
• Neutral Sentiment: Confusing short‑interest reports: Multiple short‑interest entries show zero shares and “NaN” changes — likely a data/reporting glitch. No clear short squeeze signal emerges from these entries. (No reliable link — based on recent short‑interest notices.)
• Negative Sentiment: Insider selling: Chief Accounting Officer Michael Sondel sold 4,199 shares at about $361. The sale (~$1.5M) and a 22% reduction in his reported stake can prompt some profit‑taking or signal tactical rebalancing by insiders. Insider sale filing

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.