1,614,474 Shares in Analog Devices, Inc. $ADI Acquired by Jupiter Topco LLC

Jupiter Topco LLC acquired a new stake in Analog Devices, Inc. (NASDAQ:ADI) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 1,614,474 shares of the semiconductor company’s stock, valued at approximately $641,207,000.

Other large investors have also modified their holdings of the company. BlackRock Inc. purchased a new position in Analog Devices during the 2nd quarter worth $18,610,868,000. Norges Bank acquired a new position in Analog Devices in the 4th quarter valued at about $2,215,516,000. Legal & General Group Plc purchased a new stake in Analog Devices during the 2nd quarter valued at approximately $1,525,167,000. Bank of New York Mellon Corp acquired a new stake in Analog Devices during the 2nd quarter worth approximately $1,326,066,000. Finally, Primecap Management Co. CA purchased a new stake in shares of Analog Devices during the second quarter worth approximately $1,242,479,000. 86.81% of the stock is owned by institutional investors and hedge funds.

Analog Devices News Summary

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

• Positive Sentiment: Robert W. Baird raised its price target on Analog Devices to $675 from $450 and maintained an “outperform” rating, implying substantial potential upside based on the referenced price. The aggressive revision may reinforce bullish investor sentiment. Analog Devices To Rally Around 81%? Here Are 10 Top Analyst Forecasts For Monday
• Positive Sentiment: Analog Devices’ automotive business is reportedly growing faster than the overall vehicle market, helped by demand for advanced driver-assistance systems, infotainment and electric-vehicle powertrains. Continued momentum into the fourth quarter supports the company’s growth outlook. Can ADI’s Automotive Segment Sustain Its Growth Momentum?
• Positive Sentiment: Coverage highlights Analog Devices as an indirect beneficiary of the artificial-intelligence buildout, with exposure to AI infrastructure without requiring the exceptionally high capital expenditures associated with some semiconductor peers. This 61-Year-Old Tech Stock Silently Became an AI Superstar
• Positive Sentiment: Analyst-oriented research points to ADI’s solid growth characteristics and argues that growth investors may be underappreciating its return potential. 3 Reasons Why Growth Investors Shouldn’t Overlook Analog Devices
• Neutral Sentiment: Wall Street analyst coverage remains a key driver of investor decisions, but the article questions how reliably brokerage recommendations predict future performance. Wall Street Analysts Think Analog Devices Is a Good Investment: Is It?
• Neutral Sentiment: The reported August short-interest data shows zero shares short and a zero-day short-interest ratio, but the accompanying “NaN” change suggests a data-quality or reporting issue rather than a meaningful shift in positioning.
• Negative Sentiment: Semiconductor stocks broadly sold off as investors reduced risk ahead of Nvidia’s earnings, creating sector-wide pressure that could weigh on ADI despite its company-specific growth catalysts. Semiconductor Stocks Slide Ahead of NVIDIA Earnings

Insider Buying and Selling at Analog Devices

In related news, SVP Martin Cotter sold 17,594 shares of the company’s stock in a transaction that occurred on 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 sale, the senior vice president owned 56,332 shares of the company’s stock, valued at approximately $23,546,776. This represents a 23.80% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Karen Golz sold 1,000 shares of the firm’s stock in a transaction on Monday, July 13th. The stock was sold at an average price of $389.83, for a total value of $389,830.00. Following the transaction, the director directly owned 11,019 shares of the company’s stock, valued at $4,295,536.77. The trade was a 8.32% 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 have sold 45,274 shares of company stock valued at $17,889,486 over the last three months. Company insiders own 0.36% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on ADI shares. Jefferies Financial Group lifted their price objective on shares of Analog Devices from $410.00 to $475.00 and gave the company a “buy” rating in a research report on Wednesday, May 20th. Truist Financial upped their price objective on shares of Analog Devices from $364.00 to $405.00 and gave the stock a “hold” rating in a research report on Wednesday, May 20th. Fundamental Research set a $550.00 target price on shares of Analog Devices in a research note on Monday, June 29th. Robert W. Baird boosted their price target on shares of Analog Devices from $450.00 to $675.00 and gave the stock an “outperform” rating in a research note on Monday. Finally, Argus set a $460.00 price target on shares of Analog Devices in a report on Tuesday, May 26th. Two analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus target price of $454.63.

Analog Devices Trading Up 0.7%

Shares of ADI stock opened at $373.66 on Wednesday. The stock has a market cap of $181.06 billion, a P/E ratio of 44.33, a P/E/G ratio of 0.75 and a beta of 1.20. The company has a quick ratio of 0.91, a current ratio of 1.25 and a debt-to-equity ratio of 0.20. Analog Devices, Inc. has a fifty-two week low of $223.47 and a fifty-two week high of $445.91. The business has a fifty day simple moving average of $386.27 and a 200-day simple moving average of $372.29.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings data on Wednesday, August 19th. The semiconductor company reported $3.45 EPS for the quarter, topping the consensus estimate of $3.34 by $0.11. The business had revenue of $4.02 billion for the quarter, compared to analyst estimates of $3.92 billion. Analog Devices had a net margin of 29.79% and a return on equity of 16.39%. The business’s revenue for the quarter was up 39.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.05 EPS. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. On average, analysts forecast that Analog Devices, Inc. will post 12.96 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be issued a $1.10 dividend. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, September 1st. Analog Devices’s dividend payout ratio is 52.19%.

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.