12,564 Shares in Analog Devices, Inc. $ADI Acquired by Global Retirement Partners LLC

Global Retirement Partners LLC acquired a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) during the 2nd quarter, HoldingsChannel.com reports. The firm acquired 12,564 shares of the semiconductor company’s stock, valued at approximately $4,990,000.

A number of other hedge funds have also recently bought and sold shares of the company. ING Groep NV boosted its holdings in Analog Devices by 45.1% in the fourth quarter. ING Groep NV now owns 222,559 shares of the semiconductor company’s stock valued at $60,358,000 after acquiring an additional 69,202 shares during the last quarter. Covenant Asset Management LLC bought a new stake in Analog Devices during the 4th quarter worth about $2,500,000. MGO One Seven LLC lifted its position in Analog Devices by 17.7% during the 4th quarter. MGO One Seven LLC now owns 45,547 shares of the semiconductor company’s stock valued at $12,352,000 after purchasing an additional 6,846 shares during the period. Jones Kertz & Associates Inc. acquired a new position in Analog Devices during the 4th quarter valued at about $1,480,000. Finally, Natixis Advisors LLC boosted its stake in shares of Analog Devices by 2.4% in the 4th quarter. Natixis Advisors LLC now owns 1,002,286 shares of the semiconductor company’s stock valued at $271,791,000 after purchasing an additional 23,531 shares during the last quarter. 86.81% of the stock is currently owned by institutional investors.

Key Analog Devices News

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

• Positive Sentiment: Analysts expect approximately $3.33 in earnings per share on $3.93 billion in revenue for the quarter ended July 2026. Coverage also points to a potential earnings beat, supported by broad-based demand and AI-driven growth in the Communications segment. KeyBanc reiterated an Overweight rating with a $525 price target. How To Earn $500 a Month From Analog Devices Stock Ahead of Q3 Earnings
• Positive Sentiment: Investors continue to view ADI’s industrial and data-center exposure, strong margins, and artificial-intelligence opportunities as potential justifications for its elevated valuation. The company’s prior quarter also showed strong momentum, with revenue rising 37.2% year over year and EPS exceeding estimates. Should Investors Buy ADI Stock Despite its Premium Valuation?
• Neutral Sentiment: Pre-earnings analysis is encouraging investors to look beyond revenue and EPS toward operating metrics and segment trends. The upcoming report is therefore likely to be a near-term catalyst, with the stock’s reaction depending heavily on guidance and evidence that demand remains broad based. Should You Buy, Sell or Hold ADI Stock Before Q3 Earnings?
• Negative Sentiment: ADI trades at a premium multiple, leaving limited room for execution issues or cautious guidance. Analysts also flag possible near-term volatility, while broader semiconductor flows and warnings that the chip cycle may be approaching a peak could weigh on sentiment across the sector. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs

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.

Analog Devices Price Performance

Shares of NASDAQ:ADI opened at $389.39 on Monday. The company has a 50 day moving average price of $391.20 and a two-hundred day moving average price of $369.27. 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 market capitalization of $189.67 billion, a PE ratio of 57.86, a PEG ratio of 1.01 and a beta of 1.20. Analog Devices, Inc. has a 52 week low of $223.47 and a 52 week high of $445.91.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The company had revenue of $3.62 billion for the quarter, compared to analysts’ expectations of $3.51 billion. During the same period last year, the firm posted $1.85 earnings per share. The business’s quarterly revenue was up 37.2% compared to the same quarter last year. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Analysts forecast that Analog Devices, Inc. will post 12.42 earnings per share for the current year.

Analog Devices Announces Dividend

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 1.1%. The ex-dividend date of this dividend was Tuesday, June 2nd. Analog Devices’s dividend payout ratio (DPR) is presently 65.38%.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on ADI shares. Wall Street Zen upgraded shares of Analog Devices from a “hold” rating to a “buy” rating in a research report on Sunday, May 24th. JPMorgan Chase & Co. increased their price objective on shares of Analog Devices from $400.00 to $450.00 and gave the company an “overweight” rating in a report on Tuesday, May 26th. 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. Truist Financial lifted their target price on shares of Analog Devices from $364.00 to $405.00 and gave the stock a “hold” rating in a report on Wednesday, May 20th. Finally, Needham & Company LLC upped their target price on shares of Analog Devices from $400.00 to $440.00 and gave the company a “buy” rating in a research report on Thursday, May 21st. 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 company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target 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.