IFP Advisors Inc Purchases 4,372 Shares of Analog Devices, Inc. $ADI

IFP Advisors Inc boosted its position in Analog Devices, Inc. (NASDAQ:ADI) by 416.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 5,422 shares of the semiconductor company’s stock after acquiring an additional 4,372 shares during the period. IFP Advisors Inc’s holdings in Analog Devices were worth $1,470,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in ADI. Brighton Jones LLC boosted its holdings in Analog Devices by 39.5% in the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock worth $397,000 after acquiring an additional 529 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in Analog Devices by 36.0% in the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock worth $417,000 after acquiring an additional 464 shares in the last quarter. Ieq Capital LLC boosted its holdings in Analog Devices by 38.0% in the second quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock worth $10,610,000 after acquiring an additional 12,276 shares in the last quarter. HUB Investment Partners LLC bought a new position in shares of Analog Devices in the second quarter valued at approximately $644,000. Finally, Peapack Gladstone Financial Corp lifted its holdings in shares of Analog Devices by 2.4% in the second quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock valued at $14,322,000 after purchasing an additional 1,406 shares in the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices Stock Up 3.3%

ADI stock opened at $397.07 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.75 and a debt-to-equity ratio of 0.21. The firm has a market capitalization of $193.41 billion, a PE ratio of 59.00, a P/E/G ratio of 1.28 and a beta of 1.19. The stock’s 50 day moving average is $361.62 and its 200-day moving average is $315.79. Analog Devices, Inc. has a twelve month low of $206.00 and a twelve month high of $435.72.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, beating analysts’ consensus estimates of $2.89 by $0.20. The company had revenue of $3.62 billion during the quarter, compared to the consensus estimate of $3.51 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.Analog Devices’s revenue was up 37.2% on a year-over-year basis. During the same period last year, the business posted $1.85 earnings per share. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Sell-side analysts expect that Analog Devices, Inc. will post 11.47 EPS for the current fiscal year.

Analog Devices Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be given a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Tuesday, June 2nd. Analog Devices’s dividend payout ratio (DPR) is presently 80.44%.

Wall Street Analysts Forecast Growth

ADI has been the topic of a number of recent research reports. Weiss Ratings lowered Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, April 6th. Cantor Fitzgerald raised their target price on Analog Devices from $400.00 to $510.00 and gave the company an “overweight” rating in a report on Wednesday, May 13th. KeyCorp raised their target price on Analog Devices from $430.00 to $500.00 and gave the company an “overweight” rating in a report on Thursday. Robert W. Baird raised their target price on Analog Devices from $365.00 to $450.00 and gave the company an “outperform” rating in a report on Thursday. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $450.00 target price on shares of Analog Devices in a report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, Analog Devices presently has a consensus rating of “Moderate Buy” and an average price target of $429.85.

Key Analog Devices News

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

• Positive Sentiment: Analog Devices reported fiscal Q2 results that beat expectations, with revenue up 37.2% year over year and guidance for next quarter coming in above Wall Street estimates, reinforcing momentum in industrial, data center, and power products.
• Positive Sentiment: Several analysts raised price targets after the earnings beat, including Baird and Needham, signaling higher confidence in ADI’s execution and growth outlook.
• Positive Sentiment: ADI announced a $1.5 billion all-cash acquisition of Empower Semiconductor, a move aimed at strengthening its AI power solutions business as demand for AI infrastructure accelerates. Analog Devices Expands AI Power Strategy with $1.5B Empower Acquisition
• Positive Sentiment: Management also highlighted surging AI infrastructure demand, suggesting ADI is increasingly tied to the buildout of hyperscale and data center power/optical systems. Analog Devices CEO drops bombshell message on exploding AI infrastructure demand
• Neutral Sentiment: Analog Devices said CFO Richard Puccio will speak at the Bank of America Global Technology Conference on June 2, which could offer more color on business trends but is not a major fundamental event. Analog Devices to Participate in the Bank of America Global Technology Conference

Insider Buying and Selling

In related news, CEO Vincent Roche sold 10,000 shares of the stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $397.91, for a total transaction of $3,979,100.00. Following the completion of the sale, the chief executive officer directly owned 187,538 shares of the company’s stock, valued at approximately $74,623,245.58. This trade represents a 5.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Michael Sondel sold 4,199 shares of the stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total value of $1,515,922.98. Following the sale, the chief accounting officer directly owned 14,740 shares of the company’s stock, valued at $5,321,434.80. The trade was a 22.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 24,199 shares of company stock valued at $8,676,423 over the last ninety days. 0.36% of the stock is currently owned by company insiders.

About Analog Devices

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.