Segall Bryant & Hamill LLC Purchases 4,898 Shares of Analog Devices, Inc. $ADI

Segall Bryant & Hamill LLC increased its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 17.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 32,556 shares of the semiconductor company’s stock after acquiring an additional 4,898 shares during the period. Segall Bryant & Hamill LLC’s holdings in Analog Devices were worth $7,999,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in the company. Jones Financial Companies Lllp grew its holdings in shares of Analog Devices by 12.9% during 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 last quarter. SG Americas Securities LLC grew its stake 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 worth $211,871,000 after buying an additional 752,411 shares during the last quarter. Voya Investment Management LLC grew its stake in shares of Analog Devices by 22.3% during the third quarter. Voya Investment Management LLC now owns 1,293,403 shares of the semiconductor company’s stock worth $317,789,000 after buying an additional 236,211 shares during the last quarter. AE Wealth Management LLC increased its holdings in shares of 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. Finally, Ashton Thomas Private Wealth LLC lifted its stake in shares of Analog Devices by 18.8% in the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 20,734 shares of the semiconductor company’s stock valued at $5,094,000 after acquiring an additional 3,286 shares during the last quarter. 86.81% of the stock is owned by institutional investors.

Analog Devices News Summary

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

• Positive Sentiment: Multiple Wall Street analysts and aggregator coverage paint ADI as a Buy, reinforcing investor confidence; recent write-ups discuss the stock as a solid investment. Wall Street Analysts Think Analog Devices (ADI) Is a Good Investment: Is It?
• Positive Sentiment: Zacks and other outlets highlight ADI as a strong momentum/dividend-growth name, which can attract growth and income-focused buyers. Zacks Coverage
• Positive Sentiment: Analyst price-target activity remains constructive: a recent median 6‑month target around $400 supports upside expectations and may underpin buying. (Source: QuiverQuant summary) QuiverQuant Coverage
• Neutral Sentiment: Analog Devices presented at the Morgan Stanley TMT conference (transcript available) — useful for investors but outcome depends on new guidance/remarks; conferences often reaffirm strategy rather than move price materially. Conference Transcript
• Neutral Sentiment: Unusually large options activity was flagged, indicating elevated speculative interest or hedging flows; that can increase intraday volatility but is ambiguous for direction. Options Activity Alert
• Neutral Sentiment: Reported short-interest data in the available feeds appear to be erroneous (showing 0 shares/days-to-cover), so short-interest signals are unreliable from these entries; ignore until corrected.
• Negative Sentiment: Sector and macro headwinds—geopolitical tensions that sparked a risk‑off move in semiconductors and rising yields—have pressured ADI in recent sessions and can trigger profit-taking. Sector Risk Headline
• Negative Sentiment: QuiverQuant flags heavy insider selling over recent months (multiple executives sold shares), which can be read negatively by some investors even if sales are routine/compensatory. Insider Trading Summary

Insider Activity

In other news, SVP Katsufumi Nakamura sold 500 shares of the firm’s stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $301.46, for a total transaction of $150,730.00. Following the completion of the sale, the senior vice president owned 12,710 shares of the company’s stock, valued at $3,831,556.60. This trade represents a 3.79% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, SVP Martin Cotter sold 10,000 shares of the business’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $278.44, for a total transaction of $2,784,400.00. Following the transaction, the senior vice president owned 49,664 shares in the company, valued at $13,828,444.16. The trade was a 16.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 57,743 shares of company stock worth $16,836,340. Company insiders own 0.36% of the company’s stock.

Analog Devices Stock Up 0.7%

Shares of NASDAQ ADI opened at $341.51 on Thursday. The company’s 50 day moving average price is $314.52 and its 200-day moving average price is $271.86. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. Analog Devices, Inc. has a 52-week low of $158.65 and a 52-week high of $363.20. The company has a market capitalization of $166.73 billion, a P/E ratio of 62.43, a price-to-earnings-growth ratio of 1.56 and a beta of 1.00.

Analog Devices (NASDAQ:ADI) last announced its earnings results 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 business had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.10 billion. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. Analog Devices’s quarterly revenue was up 30.4% on a year-over-year basis. During the same quarter last year, the firm earned $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Equities analysts forecast that Analog Devices, Inc. will post 7.14 earnings per share for the current year.

Analog Devices Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd will be paid a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 1.3%. 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 payout ratio is presently 80.44%.

Wall Street Analysts Forecast Growth

ADI has been the topic of a number of research reports. TD Cowen restated a “buy” rating on shares of Analog Devices in a research report on Thursday, February 19th. Zacks Research upgraded Analog Devices from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 1st. Oppenheimer reiterated an “outperform” rating and issued a $400.00 price objective (up from $350.00) on shares of Analog Devices in a report on Thursday, February 19th. Benchmark lifted their target price on shares of Analog Devices from $285.00 to $400.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. Finally, Cfra restated a “buy” rating and issued a $280.00 price target on shares of Analog Devices in a research report on Tuesday, November 25th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $366.96.

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.