Tulsa Wealth Advisors INC Takes $7.58 Million Position in Analog Devices, Inc. $ADI

Tulsa Wealth Advisors INC bought a new position in Analog Devices, Inc. (NASDAQ:ADI) during the 2nd quarter, HoldingsChannel reports. The fund bought 19,074 shares of the semiconductor company’s stock, valued at approximately $7,576,000. Analog Devices makes up 1.1% of Tulsa Wealth Advisors INC’s investment portfolio, making the stock its 20th largest position.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in Analog Devices during the 4th quarter valued at $2,215,516,000. Bank of New York Mellon Corp purchased a new position in shares of Analog Devices in the second quarter valued at about $1,326,066,000. Bank of America Corp DE increased its position in shares of Analog Devices by 42.8% in the fourth quarter. Bank of America Corp DE now owns 9,715,095 shares of the semiconductor company’s stock valued at $2,634,734,000 after acquiring an additional 2,912,666 shares during the period. Amundi raised its stake in shares of Analog Devices by 44.8% during the third quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock valued at $1,507,740,000 after acquiring an additional 1,922,302 shares during the last quarter. Finally, Raymond James Financial Inc. boosted its holdings in shares of Analog Devices by 29.2% during the third quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company’s stock worth $1,186,714,000 after purchasing an additional 1,091,004 shares during the period. 86.81% of the stock is currently owned by institutional investors.

Analog Devices Price Performance

ADI stock opened at $389.39 on Monday. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.75 and a quick ratio of 1.34. Analog Devices, Inc. has a 1 year low of $223.47 and a 1 year high of $445.91. The firm has a 50-day moving average of $391.20 and a 200 day moving average of $369.27. The company 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.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share 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 analysts’ expectations of $3.51 billion. During the same period in the previous year, the firm posted $1.85 EPS. 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 forecast that Analog Devices, Inc. will post 12.42 EPS for the current year.

Analog Devices Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were paid a $1.10 dividend. 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 (DPR) is presently 65.38%.

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

Wall Street Analysts Forecast Growth

ADI has been the topic of several recent analyst reports. Wolfe Research reissued an “outperform” rating and issued a $475.00 target price on shares of Analog Devices in a research note on Thursday, May 21st. Jefferies Financial Group increased their price objective on Analog Devices from $410.00 to $475.00 and gave the stock a “buy” rating in a report on Wednesday, May 20th. Evercore reiterated an “outperform” rating and issued a $474.00 price objective on shares of Analog Devices in a research report on Thursday, May 21st. Wells Fargo & Company boosted their target price on Analog Devices from $470.00 to $515.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. Finally, Weiss Ratings downgraded Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, July 28th. Two investment 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. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $441.00.

Insider Transactions at Analog Devices

In other Analog Devices news, Director Ray Stata sold 1,416 shares of the firm’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $377.37, for a total transaction of $534,355.92. Following the completion of the transaction, the director owned 114,511 shares of the company’s stock, valued at approximately $43,213,016.07. This trade represents a 1.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $363.00, for a total value of $3,630,000.00. Following the transaction, the chief executive officer directly owned 137,538 shares of the company’s stock, valued at $49,926,294. This represents a 6.78% 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. Over the last ninety days, insiders have sold 105,274 shares of company stock valued at $42,247,986. Company insiders own 0.36% of the company’s stock.

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.