Haverford Trust Co Acquires Shares of 2,418 Analog Devices, Inc. $ADI

Haverford Trust Co bought a new stake in Analog Devices, Inc. (NASDAQ:ADI) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 2,418 shares of the semiconductor company’s stock, valued at approximately $960,000.

Other large investors have also made changes to their positions in the company. Banque Transatlantique SA bought a new position in Analog Devices in the fourth quarter valued at about $25,000. Contravisory Investment Management Inc. bought a new stake in Analog Devices during the 2nd quarter worth about $25,000. Hilton Head Capital Partners LLC acquired a new position in Analog Devices during the 4th quarter valued at about $26,000. Gordian Capital Singapore Pte Ltd acquired a new position in Analog Devices during the 4th quarter valued at about $27,000. Finally, Evolution Wealth Management Inc. bought a new position in shares of Analog Devices in the 1st quarter valued at about $30,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

Insider Activity

In other news, Director Ray Stata sold 1,432 shares of the business’s stock in a transaction on Tuesday, June 9th. The shares were sold at an average price of $400.83, for a total value of $573,988.56. Following the completion of the transaction, the director owned 120,175 shares of the company’s stock, valued at $48,169,745.25. The trade was a 1.18% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 transaction of $389,830.00. Following the completion of the sale, the director owned 11,019 shares of the company’s stock, valued at approximately $4,295,536.77. This represents a 8.32% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 75,274 shares of company stock valued at $30,343,386. 0.36% of the stock is owned by company insiders.

Analog Devices Price Performance

Analog Devices stock opened at $373.09 on Friday. The company has a current ratio of 1.25, a quick ratio of 1.34 and a debt-to-equity ratio of 0.20. The firm has a market capitalization of $180.79 billion, a P/E ratio of 44.26, a PEG ratio of 0.95 and a beta of 1.20. The business has a 50-day moving average of $388.25 and a 200-day moving average of $371.11. Analog Devices, Inc. has a 1 year low of $223.47 and a 1 year high of $445.91.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share for the quarter, beating analysts’ consensus estimates of $3.34 by $0.11. Analog Devices had a net margin of 29.79% and a return on equity of 16.39%. The business had revenue of $4.02 billion for the quarter, compared to the consensus estimate of $3.92 billion. During the same period last year, the company posted $2.05 EPS. Analog Devices’s revenue for the quarter was up 39.2% on a year-over-year basis. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. On average, equities analysts anticipate that Analog Devices, Inc. will post 12.96 EPS for the current year.

Analog Devices Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be issued a $1.10 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $4.40 annualized dividend and a yield of 1.2%. Analog Devices’s dividend payout ratio (DPR) is 52.19%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on ADI shares. KeyCorp lifted their price target on shares of Analog Devices from $500.00 to $525.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 14th. Truist Financial increased their price objective on shares of Analog Devices from $364.00 to $405.00 and gave the company a “hold” rating in a report on Wednesday, May 20th. BMO Capital Markets began coverage on shares of Analog Devices in a report on Thursday. They set an “outperform” rating and a $430.00 target price for the company. The Goldman Sachs Group reiterated a “buy” rating and set a $480.00 target price on shares of Analog Devices in a research report on Wednesday. Finally, Seaport Research Partners raised Analog Devices from a “neutral” rating to a “buy” rating and set a $425.00 price target on the stock in a research note on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Analog Devices presently has an average rating of “Buy” and a consensus price target of $447.13.

More Analog Devices News

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

• Positive Sentiment: Strong earnings and guidance: ADI reported record fiscal Q3 revenue of $4.02 billion, up about 40% year over year and ahead of the $3.92 billion consensus estimate. Adjusted EPS of $3.45 also exceeded expectations. Management’s fiscal Q4 EPS outlook of $3.71 to $4.01 points to continued momentum. Analog Devices Q3 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: AI and data-center growth: Revenue from data-center applications reportedly more than doubled, while demand tied to AI infrastructure, power management, optical connectivity and energy systems is creating a multiyear growth opportunity. Management highlighted a potential 100-gigawatt data-center buildout by 2031. Analog Devices Q3 Earnings Call Highlights AI Power Growth Runway
• Positive Sentiment: Broad analyst support: JPMorgan raised its price target to $500 and maintained an Overweight rating. Needham, TD Cowen and Susquehanna also reiterated Buy-equivalent ratings, with targets ranging from $450 to $475. These revisions reflect confidence in AI demand, margin expansion and an improving industrial recovery. Analog Devices Is Cashing in on the AI Boom
• Neutral Sentiment: Relative investment appeal: Comparisons with Texas Instruments and dividend-focused AI investment ideas portray ADI as a financially solid way to gain analog-chip and AI exposure, though they do not represent new company-specific catalysts. ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?
• Negative Sentiment: Macro and valuation risks: Semiconductor stocks faced pressure from a sharp rise in the 30-year Treasury yield, which can weigh on high-valuation growth shares. One analysis also downgraded ADI, arguing that multiple contraction and elevated expectations could limit gains despite strong fundamentals. Chip Stocks Fell on Higher Treasury Yields

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.