Marble Wealth LLC Makes New Investment in Analog Devices, Inc. $ADI

Marble Wealth LLC acquired a new position in Analog Devices, Inc. (NASDAQ:ADI) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 1,826 shares of the semiconductor company’s stock, valued at approximately $495,000.

A number of other institutional investors have also added to or reduced their stakes in the company. 1620 Investment Advisors Inc. grew its position in Analog Devices by 5.0% in the 4th quarter. 1620 Investment Advisors Inc. now owns 671 shares of the semiconductor company’s stock worth $182,000 after purchasing an additional 32 shares in the last quarter. Covestor Ltd grew its position in Analog Devices by 14.1% in the 4th quarter. Covestor Ltd now owns 275 shares of the semiconductor company’s stock worth $75,000 after purchasing an additional 34 shares in the last quarter. JFS Wealth Advisors LLC grew its position in Analog Devices by 9.9% in the 4th quarter. JFS Wealth Advisors LLC now owns 390 shares of the semiconductor company’s stock worth $106,000 after purchasing an additional 35 shares in the last quarter. Albion Financial Group UT grew its position in Analog Devices by 41.4% in the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 36 shares in the last quarter. Finally, Washington Trust Bank grew its position in Analog Devices by 1.4% in the 4th quarter. Washington Trust Bank now owns 2,596 shares of the semiconductor company’s stock worth $704,000 after purchasing an additional 37 shares in the last quarter. 86.81% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on ADI. Needham & Company LLC upped their price objective on shares of Analog Devices from $400.00 to $440.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. UBS Group upped their price objective on shares of Analog Devices from $400.00 to $430.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. Arete Research raised shares of Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 price objective for the company in a research report on Monday, March 30th. KeyCorp increased their target price on shares of Analog Devices from $430.00 to $500.00 and gave the company an “overweight” rating in a research report on Thursday, May 21st. Finally, Truist Financial increased their target price on shares of Analog Devices from $364.00 to $405.00 and gave the company a “hold” rating in a research report on Wednesday, May 20th. Two analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $432.71.

Insider Activity at Analog Devices

In related news, CEO Vincent Roche sold 30,000 shares of the stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the transaction, the chief executive officer owned 137,538 shares of the company’s stock, valued at approximately $57,096,149.94. This trade represents a 17.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Over the last 90 days, insiders have sold 80,000 shares of company stock valued at $31,519,000. 0.36% of the stock is owned by corporate insiders.

Analog Devices Stock Performance

Shares of ADI stock opened at $437.67 on Thursday. The stock has a market capitalization of $213.18 billion, a P/E ratio of 65.03, a PEG ratio of 1.19 and a beta of 1.18. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. The firm’s 50 day moving average is $378.66 and its 200 day moving average is $326.65. Analog Devices, Inc. has a 12 month low of $217.02 and a 12 month high of $439.70.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.89 by $0.20. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The business had revenue of $3.62 billion for the quarter, compared to analysts’ expectations of $3.51 billion. During the same period in the prior year, the company posted $1.85 EPS. The business’s revenue for the quarter was up 37.2% compared to the same quarter last year. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. On average, sell-side analysts anticipate that Analog Devices, Inc. will post 12.41 earnings per share for the current year.

Analog Devices Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd will be issued a $1.10 dividend. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.0%. Analog Devices’s dividend payout ratio is presently 65.38%.

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.