S&CO Inc. Purchases Shares of 23,789 Analog Devices, Inc. $ADI

S&CO Inc. acquired a new stake in Analog Devices, Inc. (NASDAQ:ADI) in the second quarter, HoldingsChannel reports. The institutional investor acquired 23,789 shares of the semiconductor company’s stock, valued at approximately $9,448,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ADI. Contravisory Investment Management Inc. acquired a new position in Analog Devices in the second quarter worth about $25,000. Banque Transatlantique SA bought a new position in Analog Devices during the fourth quarter worth about $25,000. Evolution Wealth Management Inc. acquired a new stake in Analog Devices during the first quarter valued at approximately $30,000. Hilton Head Capital Partners LLC acquired a new stake in Analog Devices during the fourth quarter valued at approximately $26,000. Finally, Gordian Capital Singapore Pte Ltd bought a new stake in shares of Analog Devices in the 4th quarter valued at approximately $27,000. 86.81% of the stock is owned by institutional investors.

Analog Devices Stock Performance

NASDAQ ADI opened at $389.39 on Friday. The firm has a market cap of $189.67 billion, a price-to-earnings ratio of 57.86, a PEG ratio of 1.01 and a beta of 1.20. The company has a 50 day moving average of $391.20 and a 200-day moving average of $368.82. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a 1-year low of $223.47 and a 1-year high of $445.91.

Analog Devices (NASDAQ:ADI) last announced its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, topping the consensus estimate of $2.89 by $0.20. The business had revenue of $3.62 billion for the quarter, compared to the consensus estimate of $3.51 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.Analog Devices’s revenue was up 37.2% compared to the same quarter last year. During the same period in the previous year, the business earned $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. On average, equities analysts forecast that Analog Devices, Inc. will post 12.42 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were given a $1.10 dividend. The ex-dividend date was Tuesday, June 2nd. This represents a $4.40 annualized dividend and a yield of 1.1%. Analog Devices’s payout ratio is presently 65.38%.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the company. Wolfe Research reissued an “outperform” rating and issued a $475.00 target price on shares of Analog Devices in a report on Thursday, May 21st. Evercore reaffirmed an “outperform” rating and issued a $474.00 price target on shares of Analog Devices in a research note on Thursday, May 21st. Wall Street Zen upgraded Analog Devices from a “hold” rating to a “buy” rating in a research report on Sunday, May 24th. TD Cowen increased their price objective on Analog Devices from $450.00 to $460.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. Finally, Argus set a $460.00 price objective on Analog Devices in a report on Tuesday, May 26th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $441.00.

Insiders Place Their Bets

In other news, Director Ray Stata sold 1,432 shares of the firm’s stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $400.83, for a total value of $573,988.56. Following the completion of the sale, the director directly owned 120,175 shares in the company, valued at approximately $48,169,745.25. This trade represents a 1.18% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Martin Cotter sold 17,594 shares of Analog Devices stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total value of $7,354,292.00. Following the completion of the transaction, the senior vice president directly owned 56,332 shares of the company’s stock, valued at $23,546,776. This represents a 23.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 105,274 shares of company stock worth $42,247,986 in the last three months. Company insiders own 0.36% of the company’s stock.

Trending Headlines about Analog Devices

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

• Positive Sentiment: Analysts expect approximately $3.33 in earnings per share on $3.93 billion in revenue for the quarter ended July 2026. Coverage also points to a potential earnings beat, supported by broad-based demand and AI-driven growth in the Communications segment. KeyBanc reiterated an Overweight rating with a $525 price target. How To Earn $500 a Month From Analog Devices Stock Ahead of Q3 Earnings
• Positive Sentiment: Investors continue to view ADI’s industrial and data-center exposure, strong margins, and artificial-intelligence opportunities as potential justifications for its elevated valuation. The company’s prior quarter also showed strong momentum, with revenue rising 37.2% year over year and EPS exceeding estimates. Should Investors Buy ADI Stock Despite its Premium Valuation?
• Neutral Sentiment: Pre-earnings analysis is encouraging investors to look beyond revenue and EPS toward operating metrics and segment trends. The upcoming report is therefore likely to be a near-term catalyst, with the stock’s reaction depending heavily on guidance and evidence that demand remains broad based. Should You Buy, Sell or Hold ADI Stock Before Q3 Earnings?
• Negative Sentiment: ADI trades at a premium multiple, leaving limited room for execution issues or cautious guidance. Analysts also flag possible near-term volatility, while broader semiconductor flows and warnings that the chip cycle may be approaching a peak could weigh on sentiment across the sector. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs

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.