Brown Advisory Inc. Sells 6,423 Shares of Analog Devices, Inc. $ADI

Brown Advisory Inc. lowered its stake in Analog Devices, Inc. (NASDAQ:ADI) by 1.1% in the 4th quarter, HoldingsChannel.com reports. The fund owned 560,657 shares of the semiconductor company’s stock after selling 6,423 shares during the quarter. Brown Advisory Inc.’s holdings in Analog Devices were worth $152,050,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the stock. ING Groep NV grew its position in Analog Devices by 45.1% in the 4th quarter. ING Groep NV now owns 222,559 shares of the semiconductor company’s stock valued at $60,358,000 after purchasing an additional 69,202 shares during the period. Nordea Investment Management AB grew its position in Analog Devices by 247.3% in the 4th quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company’s stock valued at $95,802,000 after purchasing an additional 249,702 shares during the period. HF Advisory Group LLC grew its position in Analog Devices by 661.6% in the 4th quarter. HF Advisory Group LLC now owns 49,693 shares of the semiconductor company’s stock valued at $13,477,000 after purchasing an additional 43,168 shares during the period. Jones Kertz & Associates Inc. acquired a new stake in Analog Devices in the 4th quarter valued at $1,480,000. Finally, Covenant Asset Management LLC acquired a new stake in Analog Devices in the 4th quarter valued at $2,500,000. Institutional investors own 86.81% of the company’s stock.

Analog Devices News Summary

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

• Positive Sentiment: Recent commentary says Analog Devices is benefiting from strong AI infrastructure spending, with growing data-center and communications demand reinforcing the company’s growth story. Will Record Q2, Empower Deal and AI Infrastructure Demand Shift Analog Devices’ (ADI) Narrative?
• Positive Sentiment: Analyst and broker commentary remains generally constructive, with recent reports describing ADI as a buy and noting momentum in its communications segment tied to AI and data-center demand. Can ADI’s Communications Segment Emerge as a New Growth Driver?
• Neutral Sentiment: Analog Devices was recognized at the 2026 BostonCISO ORBIE Awards, which is a positive brand and leadership signal but unlikely to move the stock by itself. New England’s Top Security Executives Named at the 2026 BostonCISO ORBIE Awards
• Negative Sentiment: Director Ray Stata disclosed a sale of 1,432 shares, which can weigh on sentiment even though it was made under a pre-arranged 10b5-1 plan and represents a small portion of his holdings. Ray Stata Sells 1,432 Shares of Analog Devices (NASDAQ:ADI) Stock

Analog Devices Price Performance

ADI opened at $417.79 on Friday. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.75 and a quick ratio of 1.34. The company has a market capitalization of $203.50 billion, a price-to-earnings ratio of 62.08, a P/E/G ratio of 1.17 and a beta of 1.18. The firm’s fifty day moving average price is $391.76 and its two-hundred day moving average price is $334.69. Analog Devices, Inc. has a 1 year low of $218.37 and a 1 year high of $439.70.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. The company had revenue of $3.62 billion for the quarter, compared to the consensus estimate of $3.51 billion. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The firm’s quarterly revenue was up 37.2% on a year-over-year basis. During the same period in the previous year, the firm earned $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, analysts anticipate that Analog Devices, Inc. will post 12.41 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be issued 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 of this dividend is Tuesday, June 2nd. Analog Devices’s payout ratio is 65.38%.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on ADI shares. Cantor Fitzgerald lifted their price objective on shares of Analog Devices from $400.00 to $510.00 and gave the stock an “overweight” rating in a report on Wednesday, May 13th. UBS Group lifted their price objective on shares of Analog Devices from $400.00 to $430.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. Evercore reaffirmed an “outperform” rating and set a $474.00 price objective on shares of Analog Devices in a report on Thursday, May 21st. Needham & Company LLC lifted their price objective on shares of Analog Devices from $400.00 to $440.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $430.00 price objective on shares of Analog Devices in a report on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $432.71.

Insider Buying and Selling

In related news, SVP Martin Cotter sold 17,594 shares of the business’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total value of $7,354,292.00. Following the transaction, the senior vice president directly owned 56,332 shares of the company’s stock, valued at approximately $23,546,776. The trade was a 23.80% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Ray Stata sold 1,432 shares of the business’s stock in a transaction dated Tuesday, June 9th. The stock was sold at an average price of $400.83, for a total transaction of $573,988.56. Following the completion of the transaction, the director directly owned 120,175 shares in the company, valued at $48,169,745.25. This trade represents a 1.18% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 100,442 shares of company stock valued at $40,011,004. 0.36% of the stock is owned by insiders.

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.