Beverly Hills Private Wealth LLC Invests $612,000 in Analog Devices, Inc. $ADI

Beverly Hills Private Wealth LLC bought a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 1,541 shares of the semiconductor company’s stock, valued at approximately $612,000.

Several other institutional investors also recently added to or reduced their stakes in ADI. Brighton Jones LLC boosted its position in Analog Devices by 39.5% in the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after buying an additional 529 shares during the period. Sivia Capital Partners LLC grew its stake in Analog Devices by 36.0% in the 2nd 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 increased its position in shares of Analog Devices by 38.0% during 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 during the period. HUB Investment Partners LLC purchased a new position in shares of Analog Devices during the second quarter worth approximately $644,000. Finally, Peapack Gladstone Financial Corp raised its stake in shares of Analog Devices by 2.4% during the second quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock valued at $14,322,000 after acquiring an additional 1,406 shares in the last quarter. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Insider Buying and Selling

In other Analog Devices news, Director Karen Golz sold 1,000 shares of the stock in a transaction dated Monday, July 13th. The shares were sold at an average price of $389.83, for a total transaction of $389,830.00. Following the completion of the sale, the director directly owned 11,019 shares of the company’s stock, valued at approximately $4,295,536.77. This represents a 8.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Ray Stata sold 1,416 shares of the firm’s stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $377.37, for a total transaction of $534,355.92. Following the completion of the sale, the director owned 114,511 shares in the company, valued at $43,213,016.07. This represents a 1.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 105,274 shares of company stock worth $42,247,986 in the last three months. 0.36% of the stock is owned by company insiders.

Key Stories Impacting Analog Devices

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

Analog Devices Stock Performance

Shares of ADI stock opened at $389.39 on Monday. The firm has a market cap of $189.67 billion, a price-to-earnings 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. The company has a quick ratio of 1.34, a current ratio of 1.75 and a debt-to-equity ratio of 0.21. The company’s 50 day moving average is $391.20 and its 200 day moving average is $369.27.

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 analysts’ consensus estimates of $2.89 by $0.20. The company had revenue of $3.62 billion during the quarter, compared to analyst estimates 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 quarter in the prior year, the business earned $1.85 earnings per share. 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 12.42 EPS for the current fiscal year.

Analog Devices Dividend Announcement

The business 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 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Tuesday, June 2nd. Analog Devices’s dividend payout ratio is 65.38%.

Analyst Ratings Changes

ADI has been the subject of a number of research reports. Oppenheimer boosted their price target on Analog Devices from $400.00 to $450.00 and gave the company an “outperform” rating in a report on Tuesday, May 12th. Wells Fargo & Company raised their price objective on Analog Devices from $470.00 to $515.00 and gave the stock an “overweight” rating in a report on Thursday, May 21st. Fundamental Research set a $550.00 target price on Analog Devices in a research report on Monday, June 29th. Wall Street Zen upgraded Analog Devices from a “hold” rating to a “buy” rating in a report on Sunday, May 24th. Finally, Weiss Ratings downgraded Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, July 28th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $441.00.

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.