MAI Capital Management Purchases 12,375 Shares of Analog Devices, Inc. $ADI

MAI Capital Management boosted its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 159.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,136 shares of the semiconductor company’s stock after acquiring an additional 12,375 shares during the period. MAI Capital Management’s holdings in Analog Devices were worth $4,947,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Jones Financial Companies Lllp boosted its holdings in Analog Devices by 12.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 169,572 shares of the semiconductor company’s stock valued at $41,907,000 after purchasing an additional 19,383 shares during the period. SG Americas Securities LLC raised its position in shares of Analog Devices by 684.6% during the third quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company’s stock valued at $211,871,000 after buying an additional 752,411 shares during the last quarter. Voya Investment Management LLC lifted its stake in shares of Analog Devices by 22.3% in the third quarter. Voya Investment Management LLC now owns 1,293,403 shares of the semiconductor company’s stock valued at $317,789,000 after buying an additional 236,211 shares during the period. Ashton Thomas Private Wealth LLC lifted its stake in shares of Analog Devices by 18.8% in the third quarter. Ashton Thomas Private Wealth LLC now owns 20,734 shares of the semiconductor company’s stock valued at $5,094,000 after buying an additional 3,286 shares during the period. Finally, AE Wealth Management LLC grew its position in Analog Devices by 26.4% during the third quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company’s stock worth $10,795,000 after buying an additional 9,174 shares in the last quarter. 86.81% of the stock is owned by institutional investors and hedge funds.

Analog Devices Trading Down 1.8%

Shares of ADI stock opened at $354.35 on Friday. The company has a market capitalization of $172.99 billion, a P/E ratio of 64.78, a P/E/G ratio of 1.68 and a beta of 1.03. Analog Devices, Inc. has a 12-month low of $158.65 and a 12-month high of $363.20. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21. The firm has a 50-day moving average price of $308.85 and a 200 day moving average price of $268.40.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, topping the consensus estimate of $2.31 by $0.15. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The company had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.10 billion. During the same quarter last year, the business posted $1.63 earnings per share. The company’s revenue was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Research analysts forecast that Analog Devices, Inc. will post 7.14 earnings per share for the current fiscal year.

Analog Devices Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be given a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 1.2%. The ex-dividend date is Tuesday, March 3rd. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio is presently 72.39%.

Analysts Set New Price Targets

ADI has been the subject of several recent research reports. Morgan Stanley reaffirmed an “overweight” rating and issued a $373.00 price target on shares of Analog Devices in a report on Thursday, February 19th. TD Cowen restated a “buy” rating on shares of Analog Devices in a research note on Thursday, February 19th. Zacks Research raised Analog Devices from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st. Weiss Ratings lowered shares of Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, January 20th. Finally, Susquehanna increased their price objective on shares of Analog Devices from $360.00 to $400.00 and gave the company a “positive” rating in a research note on Thursday, February 19th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $366.96.

Analog Devices News Summary

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

• Positive Sentiment: Analog Devices reported stronger-than-expected Q1 results, raised Q2 guidance and announced an 11% dividend increase and continued buybacks — reinforcing upside from AI/data-center and industrial demand. This is the primary bullish catalyst supporting the stock’s recent gains. Read More.
• Positive Sentiment: Major research outlets and screeners are highlighting ADI as a top growth name (Zacks coverage, rank upgrades) and noting it hit a 52‑week high, which can attract momentum and institutional interest. Read More. Read More.
• Positive Sentiment: Celebrity/retail influencer visibility: Jim Cramer cited Analog Devices favorably relative to some peers, which can increase retail interest and short-term flows. Read More.
• Neutral Sentiment: Short-interest reports in the feed show anomalous/zero values and NaN changes — the data appears unreliable and should be treated with caution; no clear short-squeeze signal from these entries.
• Neutral Sentiment: Several media pieces recap long-term performance (e.g., what a $1,000 investment would have done) — useful for buy-and-hold investors but unlikely to move near-term price action. Read More.
• Negative Sentiment: Insider selling: CAO Michael Sondel sold 4,199 shares (~$1.5M) and reduced his holding by ~22%, as disclosed in an SEC filing. Large insider sales can create short-term negative perception even when company fundamentals are strong. Read More.

Insider Buying and Selling

In related news, SVP Katsufumi Nakamura sold 500 shares of the company’s stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $301.46, for a total transaction of $150,730.00. Following the transaction, the senior vice president owned 12,710 shares in the company, valued at $3,831,556.60. This represents a 3.79% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Vincent Roche sold 10,000 shares of the stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $306.92, for a total transaction of $3,069,200.00. Following the sale, the chief executive officer directly owned 155,688 shares in the company, valued at approximately $47,783,760.96. This represents a 6.04% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 57,743 shares of company stock valued at $16,836,340. Insiders own 0.36% of the company’s stock.

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.