NewEdge Advisors LLC Has $78.11 Million Stock Position in Analog Devices, Inc. $ADI

NewEdge Advisors LLC lifted its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 3.3% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 245,536 shares of the semiconductor company’s stock after acquiring an additional 7,808 shares during the quarter. NewEdge Advisors LLC owned approximately 0.05% of Analog Devices worth $78,115,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Vanguard Group Inc. lifted its position in Analog Devices by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 50,893,276 shares of the semiconductor company’s stock valued at $13,802,256,000 after purchasing an additional 503,970 shares during the period. State Street Corp grew its position in shares of Analog Devices by 0.4% during the 4th quarter. State Street Corp now owns 23,487,584 shares of the semiconductor company’s stock worth $6,369,833,000 after buying an additional 88,538 shares during the period. Morgan Stanley grew its position in shares of Analog Devices by 1.9% during the 4th quarter. Morgan Stanley now owns 10,450,624 shares of the semiconductor company’s stock worth $2,834,210,000 after buying an additional 194,535 shares during the period. Bank of America Corp DE raised its stake in shares of Analog Devices by 5.2% during the first quarter. Bank of America Corp DE now owns 10,216,699 shares of the semiconductor company’s stock worth $3,250,341,000 after buying an additional 501,604 shares during the last quarter. Finally, Norges Bank acquired a new position in Analog Devices in the fourth quarter valued at approximately $2,215,516,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices Stock Down 0.1%

Shares of NASDAQ ADI opened at $377.31 on Friday. The stock has a market cap of $183.78 billion, a P/E ratio of 56.06, a P/E/G ratio of 0.98 and a beta of 1.20. The firm has a 50 day moving average price of $395.07 and a 200 day moving average price of $365.79. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75. Analog Devices, Inc. has a 52-week low of $221.15 and a 52-week high of $445.91.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, topping the consensus estimate of $2.89 by $0.20. The company had revenue of $3.62 billion for the quarter, compared to analyst estimates of $3.51 billion. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The business’s revenue for the quarter was up 37.2% compared to the same quarter last year. 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. Analysts expect that Analog Devices, Inc. will post 12.42 EPS for the current year.

Analog Devices Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were paid a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Tuesday, June 2nd. Analog Devices’s dividend payout ratio (DPR) is presently 65.38%.

Insiders Place Their Bets

In other Analog Devices news, Director Ray Stata sold 1,432 shares of the business’s stock in a transaction dated Tuesday, June 9th. The stock was sold at an average price of $400.83, for a total value of $573,988.56. Following the completion of the transaction, the director directly owned 120,175 shares of the company’s stock, valued at approximately $48,169,745.25. The trade was a 1.18% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Karen Golz sold 1,000 shares of the stock in a transaction dated Monday, July 13th. The stock was sold at an average price of $389.83, for a total value of $389,830.00. Following the completion of the sale, the director owned 11,019 shares of the company’s stock, valued at $4,295,536.77. This trade represents a 8.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 105,274 shares of company stock valued at $42,247,986. Insiders own 0.36% of the company’s stock.

Trending Headlines about Analog Devices

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

• Positive Sentiment: Broad strength across semiconductor stocks, fueled by renewed artificial-intelligence enthusiasm, strong memory demand and anticipation of additional chip-industry earnings, provides a supportive environment for ADI. Semiconductor Rally Powers S&P 500 to Fresh Record High
• Positive Sentiment: Analyst optimism remains a key support. ADI recently exceeded earnings and revenue estimates, posting $3.09 in EPS and $3.62 billion in revenue, while its latest quarterly revenue increased 37.2% year over year. Estimate revisions and the company’s history of earnings beats could keep investor attention focused on its next report. Analog Devices Could Be 16% Undervalued After Fresh Earnings Optimism
• Neutral Sentiment: ADI director Ray Stata sold 1,416 shares for approximately $534,000, reducing his direct ownership by 1.22%. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan, which limits its value as a signal about the company’s outlook. SEC Form 4: Ray Stata Transaction
• Negative Sentiment: CEO Vincent Roche recently sold 10,000 shares for $3.63 million, cutting his direct ownership by 6.78%. Although the sale also occurred under a 10b5-1 plan and does not necessarily indicate weakening confidence, repeated insider selling can create near-term investor caution. SEC Form 4: Vincent Roche Transaction

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the stock. Cantor Fitzgerald raised their price objective on shares of Analog Devices from $510.00 to $550.00 and gave the company an “overweight” rating in a research note on Monday, June 29th. Stifel Nicolaus upped their target price on shares of Analog Devices from $450.00 to $498.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Barclays increased their price target on Analog Devices from $430.00 to $450.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. Citigroup lifted their price objective on Analog Devices from $400.00 to $460.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Finally, Fundamental Research set a $550.00 price objective on Analog Devices in a report on Monday, June 29th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $441.00.

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.