Wilkinson Global Asset Management LLC Takes Position in Analog Devices, Inc. $ADI

Wilkinson Global Asset Management LLC purchased a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) in the 2nd quarter, HoldingsChannel.com reports. The firm purchased 138,505 shares of the semiconductor company’s stock, valued at approximately $55,010,000. Analog Devices accounts for about 4.4% of Wilkinson Global Asset Management LLC’s holdings, making the stock its 9th biggest position.

Several other institutional investors have also bought and sold shares of the company. SCS Capital Management LLC bought a new position in Analog Devices during the second quarter valued at $2,321,000. Silverlake Wealth Management LLC purchased a new stake in Analog Devices in the second quarter worth $388,000. Bank of New York Mellon Corp bought a new stake in shares of Analog Devices in the second quarter valued at $1,326,066,000. Centric Wealth Management bought a new stake in shares of Analog Devices in the second quarter valued at $5,584,000. Finally, Private Advisory Group LLC purchased a new position in shares of Analog Devices during the 2nd quarter valued at $527,000. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Analog Devices Price Performance

Shares of NASDAQ ADI opened at $389.39 on Monday. The company has a quick ratio of 1.34, a current ratio of 1.75 and a debt-to-equity ratio of 0.21. The company has a market cap of $189.67 billion, a P/E ratio of 57.86, a P/E/G ratio of 1.01 and a beta of 1.20. Analog Devices, Inc. has a 52 week low of $223.47 and a 52 week high of $445.91. The business has a 50-day simple moving average of $391.20 and a two-hundred day simple moving average of $369.27.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, beating the consensus estimate of $2.89 by $0.20. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The firm 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 business posted $1.85 earnings per share. The company’s revenue was up 37.2% on a year-over-year basis. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Research analysts anticipate that Analog Devices, Inc. will post 12.42 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were paid 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 dividend payout ratio is currently 65.38%.

Insider Activity

In other Analog Devices news, SVP Martin Cotter sold 17,594 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $418.00, for a total value of $7,354,292.00. Following the transaction, the senior vice president directly owned 56,332 shares in the company, valued at $23,546,776. This represents a 23.80% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Ray Stata sold 1,432 shares of the firm’s stock in a transaction dated Tuesday, June 9th. The shares were 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. The trade was a 1.18% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 105,274 shares of company stock valued at $42,247,986 in the last quarter. 0.36% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on ADI. Fundamental Research set a $550.00 price objective on Analog Devices in a report on Monday, June 29th. Wall Street Zen raised shares of Analog Devices from a “hold” rating to a “buy” rating in a report on Sunday, May 24th. Jefferies Financial Group increased their target price on shares of Analog Devices from $410.00 to $475.00 and gave the stock a “buy” rating in a research report on Wednesday, May 20th. Wells Fargo & Company boosted their price target on shares of Analog Devices from $470.00 to $515.00 and gave the company an “overweight” rating in a research report on Thursday, May 21st. Finally, JPMorgan Chase & Co. upped their price target on shares of Analog Devices from $400.00 to $450.00 and gave the company an “overweight” rating in a research note on Tuesday, May 26th. Two 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 company. Based on data from MarketBeat.com, Analog Devices has an average rating of “Moderate Buy” and a consensus price target of $441.00.

Analog Devices News Summary

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 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.