Analog Devices, Inc. $ADI Shares Sold by Tounjian Advisory Partners LLC

Tounjian Advisory Partners LLC lowered its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 79.3% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 976 shares of the semiconductor company’s stock after selling 3,746 shares during the period. Tounjian Advisory Partners LLC’s holdings in Analog Devices were worth $240,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in ADI. Vanguard Group Inc. grew its stake in shares of Analog Devices by 0.3% in the third quarter. Vanguard Group Inc. now owns 50,389,306 shares of the semiconductor company’s stock worth $12,380,652,000 after acquiring an additional 162,075 shares in the last quarter. State Street Corp raised its stake in shares of Analog Devices by 2.2% in the second quarter. State Street Corp now owns 23,317,256 shares of the semiconductor company’s stock valued at $5,549,973,000 after acquiring an additional 506,507 shares in the last quarter. Geode Capital Management LLC boosted its holdings in Analog Devices by 5.7% in the second quarter. Geode Capital Management LLC now owns 11,687,660 shares of the semiconductor company’s stock valued at $2,770,448,000 after purchasing an additional 633,425 shares during the period. Norges Bank acquired a new position in Analog Devices during the 2nd quarter worth $1,803,377,000. Finally, Ameriprise Financial Inc. increased its holdings in Analog Devices by 6.3% during the 2nd quarter. Ameriprise Financial Inc. now owns 6,326,772 shares of the semiconductor company’s stock worth $1,506,448,000 after purchasing an additional 375,207 shares during the period. 86.81% of the stock is owned by hedge funds and other institutional investors.

Analog Devices Price Performance

ADI stock opened at $355.79 on Friday. The business has a 50 day moving average price of $310.48 and a 200 day moving average price of $269.57. 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 stock has a market cap of $173.70 billion, a price-to-earnings ratio of 65.04, a PEG ratio of 1.65 and a beta of 1.03. Analog Devices, Inc. has a fifty-two week low of $158.65 and a fifty-two week high of $363.20.

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

Analog Devices Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be given a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date of this dividend is Tuesday, March 3rd. Analog Devices’s dividend payout ratio is presently 72.39%.

Wall Street Analyst Weigh In

A number of research firms have issued reports on ADI. Cantor Fitzgerald increased their price target on Analog Devices from $350.00 to $400.00 and gave the company an “overweight” rating in a research report on Tuesday, February 17th. BNP Paribas Exane began coverage on shares of Analog Devices in a research note on Tuesday, November 4th. They set an “outperform” rating and a $300.00 target price on the stock. Cfra reaffirmed a “buy” rating and issued a $280.00 target price on shares of Analog Devices in a report on Tuesday, November 25th. Evercore reiterated an “outperform” rating and issued a $387.00 price target on shares of Analog Devices in a research note on Thursday, February 19th. Finally, UBS Group increased their price objective on shares of Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $366.96.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: AI/data‑center growth: ADI’s AI‑driven data center products are reported to be growing ~50% and represent a roughly $2 billion run‑rate opportunity, supporting expectations for continued double‑digit growth in that end market. This is a clear driver of investor enthusiasm for the stock. ADI’s AI-Based Data Center Products Gain Traction
• Positive Sentiment: Analyst upgrades/price‑target increases: Multiple firms have raised targets and reiterated buy/overweight views (Goldman Sachs, Benchmark, Morgan Stanley among others), lifting the consensus target near current levels and supporting further upside expectations. MarketBeat ADI coverage
• Positive Sentiment: Strong fundamentals and dividend boost: ADI recently beat EPS and revenue estimates, guided Q2 above street expectations, and raised the quarterly dividend — all signals that support bullish positioning and income‑seeking demand. Earnings, guidance and dividend details
• Neutral Sentiment: Market commentary and peer comparisons: Media and research pieces (Zacks, Barchart) highlight ADI’s outperformance vs. semiconductor peers and profile it as a top growth idea — useful context but not new company‑specific catalysts. Zacks: 52‑week high take
• Neutral Sentiment: Celebrity/TV mentions: Jim Cramer commented that he prefers names like Texas Instruments and Analog Devices over smaller peers, which can boost retail interest but is not a fundamental catalyst. Jim Cramer mention
• Neutral Sentiment: Confusing short‑interest reports: Multiple short‑interest entries show zero shares and “NaN” changes — likely a data/reporting glitch. No clear short squeeze signal emerges from these entries. (No reliable link — based on recent short‑interest notices.)
• Negative Sentiment: Insider selling: Chief Accounting Officer Michael Sondel sold 4,199 shares at about $361. The sale (~$1.5M) and a 22% reduction in his reported stake can prompt some profit‑taking or signal tactical rebalancing by insiders. Insider sale filing

Insider Buying and Selling

In other news, CEO Vincent Roche sold 10,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $306.92, for a total value of $3,069,200.00. Following the completion of the sale, the chief executive officer directly owned 155,688 shares of the company’s stock, valued at approximately $47,783,760.96. The trade was a 6.04% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Katsufumi Nakamura sold 500 shares of the firm’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $301.46, for a total value 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 57,743 shares of company stock valued at $16,836,340 over the last ninety days. Company insiders own 0.36% of the company’s stock.

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.