Plato Investment Management Ltd Purchases New Position in Analog Devices, Inc. $ADI

Plato Investment Management Ltd acquired a new position in Analog Devices, Inc. (NASDAQ:ADI) in the 2nd quarter, HoldingsChannel.com reports. The fund acquired 21,489 shares of the semiconductor company’s stock, valued at approximately $8,485,000.

A number of other hedge funds have also bought and sold shares of ADI. Banque Transatlantique SA purchased a new stake in shares of Analog Devices during the fourth quarter worth $25,000. Contravisory Investment Management Inc. purchased a new position in shares of Analog Devices in the second quarter valued at $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 Analog Devices during the 4th quarter worth about $27,000. Finally, Evolution Wealth Management Inc. purchased a new stake in Analog Devices during the 1st quarter worth about $30,000. 86.81% of the stock is currently owned by hedge funds and other institutional investors.

Analog Devices Stock Performance

NASDAQ:ADI opened at $389.39 on Monday. The stock has a market cap of $189.67 billion, a P/E ratio of 57.86, a PEG ratio of 1.01 and a beta of 1.20. 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 business’s 50-day moving average price is $391.20 and its two-hundred day moving average price is $369.27. Analog Devices, Inc. has a twelve month low of $223.47 and a twelve month high of $445.91.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, topping the consensus estimate 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 previous year, the firm earned $1.85 earnings per share. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, equities analysts predict that Analog Devices, Inc. will post 12.42 EPS for the current fiscal year.

Analog Devices Announces Dividend

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

Analyst Ratings Changes

ADI has been the subject of a number of recent analyst reports. Oppenheimer lifted their target price on Analog Devices from $400.00 to $450.00 and gave the company an “outperform” rating in a report on Tuesday, May 12th. Robert W. Baird raised their price objective on shares of Analog Devices from $365.00 to $450.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. Truist Financial boosted their price objective on shares of Analog Devices from $364.00 to $405.00 and gave the company a “hold” rating in a research note on Wednesday, May 20th. Wells Fargo & Company upped their target price on shares of Analog Devices from $470.00 to $515.00 and gave the stock an “overweight” rating in a report on Thursday, May 21st. Finally, Barclays raised their price target on shares of Analog Devices from $430.00 to $450.00 and gave the company an “overweight” rating in a report on Thursday, May 21st. Two investment 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 stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $441.00.

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

Insider Activity at Analog Devices

In related news, Director Karen Golz sold 1,000 shares of the company’s stock in a transaction on Monday, July 13th. The shares were sold at an average price of $389.83, for a total value of $389,830.00. Following the completion of the transaction, the director directly owned 11,019 shares in the company, valued at approximately $4,295,536.77. The trade was a 8.32% decrease in their ownership of the stock. The sale 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 Ray Stata sold 1,432 shares of the firm’s stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $400.83, for a total value of $573,988.56. Following the sale, the director owned 120,175 shares in the company, valued at $48,169,745.25. The trade was a 1.18% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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 over the last quarter. 0.36% of the stock is currently owned by corporate 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.