Churchill Financial Advisors LLC Purchases Shares of 11,106 Analog Devices, Inc. $ADI

Churchill Financial Advisors LLC acquired a new position in Analog Devices, Inc. (NASDAQ:ADI) during the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired 11,106 shares of the semiconductor company’s stock, valued at approximately $3,012,000. Analog Devices comprises about 0.9% of Churchill Financial Advisors LLC’s holdings, making the stock its 29th largest holding.

Several other hedge funds and other institutional investors have also modified their holdings of ADI. Y.D. More Investments Ltd acquired a new stake in shares of Analog Devices in the third quarter worth $32,000. LFA Lugano Financial Advisors SA lifted its position in Analog Devices by 92.9% in 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. Albion Financial Group UT lifted its position in Analog Devices by 41.4% in the fourth quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 36 shares during the period. Entrust Financial LLC bought a new position in Analog Devices in the fourth quarter worth $33,000. Finally, Barnes Dennig Private Wealth Management LLC lifted its position in Analog Devices by 61.3% in the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company’s stock worth $35,000 after purchasing an additional 49 shares during the period. Institutional investors and hedge funds own 86.81% of the company’s stock.

Key Analog Devices News

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

• Positive Sentiment: Analog Devices reported fiscal Q2 results that beat expectations, with revenue up 37.2% year over year and guidance for next quarter coming in above Wall Street estimates, reinforcing momentum in industrial, data center, and power products.
• Positive Sentiment: Several analysts raised price targets after the earnings beat, including Baird and Needham, signaling higher confidence in ADI’s execution and growth outlook.
• Positive Sentiment: ADI announced a $1.5 billion all-cash acquisition of Empower Semiconductor, a move aimed at strengthening its AI power solutions business as demand for AI infrastructure accelerates. Analog Devices Expands AI Power Strategy with $1.5B Empower Acquisition
• Positive Sentiment: Management also highlighted surging AI infrastructure demand, suggesting ADI is increasingly tied to the buildout of hyperscale and data center power/optical systems. Analog Devices CEO drops bombshell message on exploding AI infrastructure demand
• Neutral Sentiment: Analog Devices said CFO Richard Puccio will speak at the Bank of America Global Technology Conference on June 2, which could offer more color on business trends but is not a major fundamental event. Analog Devices to Participate in the Bank of America Global Technology Conference

Analog Devices Price Performance

Shares of NASDAQ ADI opened at $397.07 on Monday. The stock has a market cap of $193.41 billion, a PE ratio of 59.00, a PEG ratio of 1.32 and a beta of 1.19. The business has a fifty day moving average of $361.62 and a two-hundred day moving average of $316.37. Analog Devices, Inc. has a 52-week low of $206.00 and a 52-week high of $435.72. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.75.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.89 by $0.20. The company had revenue of $3.62 billion during the quarter, compared to analysts’ expectations of $3.51 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The business’s revenue was up 37.2% on a year-over-year basis. During the same period last year, the business earned $1.85 earnings per share. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, equities research analysts expect that Analog Devices, Inc. will post 12.06 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be issued a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Tuesday, June 2nd. Analog Devices’s payout ratio is currently 65.38%.

Insider Transactions at Analog Devices

In related news, CAO Michael Sondel sold 4,199 shares of Analog Devices stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total value of $1,515,922.98. Following the completion of the transaction, the chief accounting officer directly owned 14,740 shares of the company’s stock, valued at $5,321,434.80. The trade was a 22.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $397.91, for a total value of $3,979,100.00. Following the completion of the transaction, the chief executive officer directly owned 187,538 shares of the company’s stock, valued at $74,623,245.58. This represents a 5.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 24,199 shares of company stock valued at $8,676,423 over the last ninety days. 0.36% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the company. Susquehanna raised their target price on Analog Devices from $360.00 to $400.00 and gave the stock a “positive” rating in a research report on Thursday, February 19th. Wall Street Zen raised Analog Devices from a “hold” rating to a “buy” rating in a research report on Sunday. Bank of America raised their target price on Analog Devices from $425.00 to $460.00 and gave the stock a “buy” rating in a research report on Thursday. Wells Fargo & Company raised their target price on Analog Devices from $470.00 to $515.00 and gave the stock an “overweight” rating in a research report on Thursday. Finally, Citigroup raised their target price on Analog Devices from $400.00 to $460.00 and gave the stock a “buy” rating in a research report on Thursday. Two analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Analog Devices presently has an average rating of “Moderate Buy” and a consensus price target of $429.85.

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.