Hohimer Wealth Management LLC Invests $678,000 in Analog Devices, Inc. $ADI

Hohimer Wealth Management LLC acquired a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 2,760 shares of the semiconductor company’s stock, valued at approximately $678,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Howard Hughes Medical Institute acquired a new position in shares of Analog Devices during the second quarter worth approximately $25,000. Clayton Financial Group LLC bought a new position in Analog Devices during the third quarter worth $31,000. Y.D. More Investments Ltd acquired a new position in Analog Devices during the 3rd quarter valued at $32,000. LFA Lugano Financial Advisors SA raised its stake in Analog Devices by 92.9% during the 3rd quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 65 shares during the last quarter. Finally, Valley Wealth Managers Inc. bought a new stake in Analog Devices in the 3rd quarter valued at $38,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

More Analog Devices News

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

• Positive Sentiment: AI/data‑center growth: ADI’s AI‑driven data center products are reported to be growing ~50% and represent a roughly $2 billion run‑rate opportunity, supporting expectations for continued double‑digit growth in that end market. This is a clear driver of investor enthusiasm for the stock. ADI’s AI-Based Data Center Products Gain Traction
• Positive Sentiment: Analyst upgrades/price‑target increases: Multiple firms have raised targets and reiterated buy/overweight views (Goldman Sachs, Benchmark, Morgan Stanley among others), lifting the consensus target near current levels and supporting further upside expectations. MarketBeat ADI coverage
• Positive Sentiment: Strong fundamentals and dividend boost: ADI recently beat EPS and revenue estimates, guided Q2 above street expectations, and raised the quarterly dividend — all signals that support bullish positioning and income‑seeking demand. Earnings, guidance and dividend details
• Neutral Sentiment: Market commentary and peer comparisons: Media and research pieces (Zacks, Barchart) highlight ADI’s outperformance vs. semiconductor peers and profile it as a top growth idea — useful context but not new company‑specific catalysts. Zacks: 52‑week high take
• Neutral Sentiment: Celebrity/TV mentions: Jim Cramer commented that he prefers names like Texas Instruments and Analog Devices over smaller peers, which can boost retail interest but is not a fundamental catalyst. Jim Cramer mention
• Neutral Sentiment: Confusing short‑interest reports: Multiple short‑interest entries show zero shares and “NaN” changes — likely a data/reporting glitch. No clear short squeeze signal emerges from these entries. (No reliable link — based on recent short‑interest notices.)
• Negative Sentiment: Insider selling: Chief Accounting Officer Michael Sondel sold 4,199 shares at about $361. The sale (~$1.5M) and a 22% reduction in his reported stake can prompt some profit‑taking or signal tactical rebalancing by insiders. Insider sale filing

Analog Devices Trading Up 0.4%

ADI stock opened at $355.79 on Friday. Analog Devices, Inc. has a 1-year low of $158.65 and a 1-year high of $363.20. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21. The business’s 50 day moving average is $310.48 and its 200-day moving average is $269.31. The firm has a market cap of $173.70 billion, a P/E ratio of 65.04, a P/E/G ratio of 1.65 and a beta of 1.03.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, topping the consensus estimate of $2.31 by $0.15. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The business had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.10 billion. During the same quarter last year, the company earned $1.63 EPS. Analog Devices’s revenue was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Equities analysts anticipate that Analog Devices, Inc. will post 7.14 earnings per share for the current fiscal year.

Analog Devices Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be issued a $1.10 dividend. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 3rd. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s payout ratio is currently 80.44%.

Insider Buying and Selling at Analog Devices

In related news, Director Ray Stata sold 3,125 shares of Analog Devices stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $317.30, for a total transaction of $991,562.50. Following the completion of the transaction, the director directly owned 123,821 shares of the company’s stock, valued at $39,288,403.30. This trade represents a 2.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Katsufumi Nakamura sold 500 shares of the business’s stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $301.46, for a total transaction of $150,730.00. Following the completion of the transaction, the senior vice president owned 12,710 shares in the company, valued at approximately $3,831,556.60. This trade represents a 3.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 57,743 shares of company stock worth $16,836,340 over the last ninety days. Company insiders own 0.36% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently commented on ADI shares. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $270.00 price objective on shares of Analog Devices in a research report on Wednesday, November 26th. Susquehanna boosted their price target on Analog Devices from $360.00 to $400.00 and gave the company a “positive” rating in a research note on Thursday, February 19th. Morgan Stanley reiterated an “overweight” rating and issued a $373.00 price objective on shares of Analog Devices in a research report on Thursday, February 19th. UBS Group lifted their price objective on Analog Devices from $400.00 to $430.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. Finally, JPMorgan Chase & Co. upped their target price on Analog Devices from $320.00 to $400.00 and gave the company an “overweight” rating in a research note on Thursday, February 19th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, Analog Devices has an average rating of “Moderate Buy” and a consensus target price of $366.96.

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.