Sapient Capital LLC Acquires Shares of 2,018 Analog Devices, Inc. $ADI

Sapient Capital LLC acquired a new stake in Analog Devices, Inc. (NASDAQ:ADI) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 2,018 shares of the semiconductor company’s stock, valued at approximately $555,000.

Other large investors also recently bought and sold shares of the company. Y.D. More Investments Ltd acquired a new stake in shares of Analog Devices during the third quarter worth approximately $32,000. LFA Lugano Financial Advisors SA grew its position in shares of Analog Devices by 92.9% during the third quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock worth $33,000 after buying an additional 65 shares in the last quarter. Albion Financial Group UT grew its position in shares of Analog Devices by 41.4% during the fourth quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after buying an additional 36 shares in the last quarter. Barnes Dennig Private Wealth Management LLC grew its position in shares of Analog Devices by 61.3% during the fourth quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company’s stock worth $35,000 after buying an additional 49 shares in the last quarter. Finally, Valley Wealth Managers Inc. acquired a new stake in shares of Analog Devices during the third quarter worth approximately $38,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

Insider Transactions at Analog Devices

In related news, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $397.91, for a total transaction of $3,979,100.00. Following the sale, the chief executive officer directly owned 187,538 shares in the company, valued at $74,623,245.58. The trade was a 5.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Michael Sondel sold 4,199 shares of Analog Devices stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the sale, the chief accounting officer owned 14,740 shares in the company, valued at approximately $5,321,434.80. This represents a 22.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 24,199 shares of company stock worth $8,676,423. Company insiders own 0.36% of the company’s stock.

Analog Devices News Roundup

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

• Positive Sentiment: ADI announced a definitive agreement to acquire Empower Semiconductor, a move that could boost its AI-focused power portfolio and broaden exposure to fast-growing AI infrastructure demand. Reuters report on Empower acquisition talks
• Positive Sentiment: The deal is designed to enhance ADI’s next-generation high-density power solutions for AI processors and data centers, potentially improving its competitive position in a key growth market. PR Newswire acquisition announcement
• Neutral Sentiment: ADI is also scheduled to report fiscal second-quarter earnings, so traders may be positioning ahead of results and management’s outlook for demand in industrial, communications, and AI markets. Schaeffers preview of ADI earnings
• Neutral Sentiment: Recent commentary suggests ADI has been benefiting from broader semiconductor tailwinds and strong AI-related momentum, which may be supporting the stock’s elevated valuation. Zacks preview of ADI before earnings

Analog Devices Stock Performance

ADI stock opened at $414.31 on Wednesday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. The stock has a market capitalization of $202.27 billion, a price-to-earnings ratio of 75.74, a PEG ratio of 1.68 and a beta of 1.19. Analog Devices, Inc. has a 1 year low of $206.00 and a 1 year high of $435.72. The stock’s fifty day moving average is $357.19 and its two-hundred day moving average is $313.00.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.31 by $0.15. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The company had revenue of $3.16 billion for the quarter, compared to analysts’ expectations of $3.10 billion. During the same period last year, the business posted $1.63 earnings per share. The firm’s quarterly revenue was up 30.4% compared to the same quarter last year. On average, research analysts predict that Analog Devices, Inc. will post 11.35 EPS for the current year.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on ADI shares. Stifel Nicolaus raised their price target on shares of Analog Devices from $405.00 to $450.00 and gave the stock a “buy” rating in a research report on Monday. KeyCorp raised their price target on shares of Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a research report on Thursday, February 19th. TD Cowen reaffirmed a “buy” rating on shares of Analog Devices in a report on Thursday, February 19th. Barclays lifted their price objective on shares of Analog Devices from $375.00 to $430.00 and gave the stock an “overweight” rating in a report on Thursday, February 19th. Finally, Bank of America lifted their price objective on shares of Analog Devices from $400.00 to $425.00 and gave the stock a “buy” rating in a report on Monday, April 13th. Three analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $381.27.

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.