BKM Wealth Management LLC Reduces Holdings in Analog Devices, Inc. $ADI

BKM Wealth Management LLC trimmed its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 9.6% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 13,140 shares of the semiconductor company’s stock after selling 1,401 shares during the quarter. Analog Devices accounts for approximately 1.5% of BKM Wealth Management LLC’s portfolio, making the stock its 18th biggest holding. BKM Wealth Management LLC’s holdings in Analog Devices were worth $4,180,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Banque Transatlantique SA purchased a new position in shares of Analog Devices during the 4th quarter worth $25,000. Hilton Head Capital Partners LLC bought a new stake in shares of Analog Devices during the 4th quarter valued at $26,000. Gordian Capital Singapore Pte Ltd purchased a new stake in shares of Analog Devices in the 4th quarter worth $27,000. Entrust Financial LLC bought a new position in Analog Devices in the 4th quarter worth $33,000. Finally, Albion Financial Group UT raised its holdings in Analog Devices by 41.4% in the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 36 shares during the period. 86.81% of the stock is owned by hedge funds and other institutional investors.

Analog Devices News Roundup

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

• Positive Sentiment: Analog Devices posted record Q2 2026 results, including $3.62 billion in revenue and broad growth across end markets, supporting the stock’s rally. Analog Devices (ADI) Buys Empower As Record Revenue Deepens Its AI Push
• Positive Sentiment: The Empower Semiconductor acquisition is seen as a strategic AI move that could deepen ADI’s exposure to fast-growing data-center power solutions. Analog Devices (ADI) Buys Empower As Record Revenue Deepens Its AI Push
• Positive Sentiment: Recent articles continue to frame ADI as a long-term winner, with multiple writeups calling it a strong “buy and hold” stock for the next 10 years, which can support investor sentiment. Analog Devices (ADI) is One of the Best Future Stocks to Buy and Hold for 10 Years
• Neutral Sentiment: Coverage also notes that the stock has already risen sharply over the past six months, which may keep some investors cautious about valuation after the run-up. Analog Devices (ADI) Up More Than 60% Over the Past 6 Months. Here’s What You Need to Know
• Negative Sentiment: One report highlights that management had previously been shipping below end-market demand, suggesting part of the recent strength may reflect pent-up orders rather than purely new demand. What Analog Devices Stock Was Saying By Intentionally Selling Less

Insiders Place Their Bets

In other Analog Devices news, CEO Vincent Roche sold 30,000 shares of the stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the completion of the sale, the chief executive officer directly owned 137,538 shares of the company’s stock, valued at $57,096,149.94. This trade represents a 17.91% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Martin Cotter sold 17,594 shares of Analog Devices stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total transaction of $7,354,292.00. Following the sale, the senior vice president owned 56,332 shares in the company, valued at approximately $23,546,776. The trade was a 23.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 101,442 shares of company stock valued at $40,422,954. 0.36% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several research firms have issued reports on ADI. Wells Fargo & Company boosted their price target on Analog Devices from $470.00 to $515.00 and gave the company an “overweight” rating in a report on Thursday, May 21st. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $450.00 price objective on shares of Analog Devices in a research note on Wednesday, May 20th. Wall Street Zen raised Analog Devices from a “hold” rating to a “buy” rating in a research report on Sunday, May 24th. Oppenheimer boosted their price objective on Analog Devices from $400.00 to $450.00 and gave the company an “outperform” rating in a research note on Tuesday, May 12th. Finally, Arete Research raised shares of Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 target price for the company in a report on Monday, March 30th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, Analog Devices presently has a consensus rating of “Moderate Buy” and a consensus target price of $434.43.

Analog Devices Trading Down 7.4%

Shares of Analog Devices stock opened at $387.14 on Friday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75. The company has a fifty day moving average of $408.01 and a 200 day moving average of $345.52. The company has a market capitalization of $188.57 billion, a P/E ratio of 57.52, a P/E/G ratio of 1.08 and a beta of 1.18. Analog Devices, Inc. has a fifty-two week low of $218.37 and a fifty-two week high of $445.91.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, beating the consensus estimate of $2.89 by $0.20. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The business had revenue of $3.62 billion for the quarter, compared to the consensus estimate of $3.51 billion. During the same period in the previous year, the business earned $1.85 earnings per share. The business’s revenue was up 37.2% on a year-over-year basis. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. On average, sell-side analysts anticipate that Analog Devices, Inc. will post 12.41 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were paid a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 1.1%. The ex-dividend date was Tuesday, June 2nd. Analog Devices’s dividend payout ratio is presently 65.38%.

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.