Analog Devices, Inc. $ADI Holdings Decreased by Heritage Financial Services LLC

Heritage Financial Services LLC decreased its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 47.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,668 shares of the semiconductor company’s stock after selling 1,477 shares during the quarter. Heritage Financial Services LLC’s holdings in Analog Devices were worth $452,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of ADI. Amundi grew its holdings in shares of Analog Devices by 44.8% during the third quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock valued at $1,507,740,000 after buying an additional 1,922,302 shares in the last quarter. Raymond James Financial Inc. grew its holdings in shares of 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 valued at $1,186,714,000 after buying an additional 1,091,004 shares in the last quarter. SG Americas Securities LLC grew its holdings in shares of Analog Devices by 684.6% during the third quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company’s stock valued at $211,871,000 after buying an additional 752,411 shares in the last quarter. Rafferty Asset Management LLC grew its holdings in shares of Analog Devices by 47.5% during the second quarter. Rafferty Asset Management LLC now owns 1,802,338 shares of the semiconductor company’s stock valued at $428,992,000 after buying an additional 580,546 shares in the last quarter. Finally, Van ECK Associates Corp grew its holdings in shares of Analog Devices by 10.1% during the third quarter. Van ECK Associates Corp now owns 5,886,294 shares of the semiconductor company’s stock valued at $1,446,262,000 after buying an additional 541,760 shares in the last quarter. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Insiders Place Their Bets

In other Analog Devices news, Director Ray Stata sold 3,125 shares of the business’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total value of $991,562.50. Following the completion of the sale, the director owned 123,821 shares of the company’s stock, valued at $39,288,403.30. The trade was a 2.46% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Vincent Roche sold 10,000 shares of the business’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $318.14, for a total value of $3,181,400.00. Following the completion of the sale, the chief executive officer directly owned 167,826 shares of the company’s stock, valued at $53,392,163.64. This represents a 5.62% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 17,324 shares of company stock valued at $5,688,885 over the last quarter. Insiders own 0.36% of the company’s stock.

Analog Devices News Summary

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

• Positive Sentiment: One-week momentum: ADI has risen sharply over the past week, attracting momentum and short-term interest that can support higher prices in the near term. Analog Devices (ADI) Is Up 7.57% in One Week: What You Should Know
• Positive Sentiment: Growth thesis reinforced: Recent write-ups list three reasons ADI qualifies as a solid growth stock (revenue/earnings strength, AI/automotive exposure, recurring analog franchise), supporting a longer-term bullish case. Is Analog Devices (ADI) a Solid Growth Stock? 3 Reasons to Think “Yes”
• Positive Sentiment: Long-term performance spotlight: Retrospectives showing multi‑year gains if you’d held ADI help sustain retail investor interest and confidence in the company’s compounding potential. If You Invested $1000 in Analog Devices a Decade Ago, This is How Much It’d Be Worth Now
• Positive Sentiment: Product/market expansion: ADI released A²B 2.0 for next‑generation in‑vehicle audio — a tangible product win for automotive OEMs that supports ADI’s exposure to the large automotive market. Analog Devices releases A2B 2.0 for next-generation in-vehicle audio systems
• Neutral Sentiment: Analyst recommendation debate: Coverage points out that the average broker rating signals “buy,” but cautions that ABR can be overly optimistic; useful context but mixed impact on price. Is Analog Devices (ADI) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Investor caution on AI: Commentary says ADI benefits from the AI narrative but some investors are hedging, which can cap upside until visibility on AI-driven revenue is clearer. Analog Devices: The AI Narrative Is Strong, But Investors Are Hedging
• Negative Sentiment: Analyst price target below current trading: A reported average price target of $370.69 is lower than recent intraday levels, which could weigh on the stock if more analysts revise targets downward. Analog Devices, Inc. (NASDAQ:ADI) Receives $370.69 Average Price Target from Analysts

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the company. Cantor Fitzgerald lifted their price target on Analog Devices from $350.00 to $400.00 and gave the company an “overweight” rating in a report on Tuesday, February 17th. Robert W. Baird set a $365.00 price target on Analog Devices in a report on Thursday, February 19th. TD Cowen reissued a “buy” rating on shares of Analog Devices in a research report on Thursday, February 19th. Bank of America lifted their price objective on Analog Devices from $400.00 to $425.00 and gave the company a “buy” rating in a research report on Monday, April 13th. Finally, Wall Street Zen raised Analog Devices from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $370.69.

Analog Devices Price Performance

ADI opened at $397.69 on Monday. The stock has a market cap of $194.15 billion, a price-to-earnings ratio of 72.70, a PEG ratio of 1.60 and a beta of 1.19. Analog Devices, Inc. has a 1 year low of $194.26 and a 1 year high of $408.37. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21. The stock has a fifty day moving average price of $341.55 and a 200 day moving average price of $299.32.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.31 by $0.15. The firm had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.10 billion. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The business’s revenue for the quarter was up 30.4% on a year-over-year basis. During the same quarter last year, the firm earned $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Analysts forecast that Analog Devices, Inc. will post 11.35 EPS for the current fiscal year.

Analog Devices Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a $1.10 dividend. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend was Tuesday, March 3rd. Analog Devices’s payout ratio is presently 80.44%.

About Analog Devices

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.