Libra Wealth LLC Takes Position in Analog Devices, Inc. $ADI

Libra Wealth LLC acquired a new position in Analog Devices, Inc. (NASDAQ:ADI) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 1,531 shares of the semiconductor company’s stock, valued at approximately $608,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC boosted its holdings in shares of Analog Devices by 39.5% in the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after acquiring an additional 529 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Analog Devices by 36.0% during the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock worth $417,000 after purchasing an additional 464 shares during the last quarter. Ieq Capital LLC raised its holdings in shares of Analog Devices by 38.0% during the second quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock worth $10,610,000 after purchasing an additional 12,276 shares during the last quarter. HUB Investment Partners LLC acquired a new position in Analog Devices during the second quarter valued at $644,000. Finally, Peapack Gladstone Financial Corp lifted its position in Analog Devices by 2.4% during the second quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock valued at $14,322,000 after purchasing an additional 1,406 shares during the period. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices Trading Up 2.2%

Shares of Analog Devices stock opened at $389.39 on Friday. The firm has a 50-day simple moving average of $391.20 and a two-hundred day simple moving average of $368.82. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75. Analog Devices, Inc. has a fifty-two week low of $223.47 and a fifty-two week high of $445.91. The company has a market cap of $189.67 billion, a P/E ratio of 57.86, a price-to-earnings-growth ratio of 1.01 and a beta of 1.20.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, beating analysts’ consensus estimates of $2.89 by $0.20. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The firm had revenue of $3.62 billion for the quarter, compared to analysts’ expectations of $3.51 billion. During the same period last year, the firm earned $1.85 EPS. The company’s quarterly 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. As a group, equities analysts predict that Analog Devices, Inc. will post 12.42 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were issued a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Tuesday, June 2nd. Analog Devices’s dividend payout ratio (DPR) is presently 65.38%.

Wall Street Analyst Weigh In

ADI has been the topic of several analyst reports. JPMorgan Chase & Co. increased their price target on Analog Devices from $400.00 to $450.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 26th. Weiss Ratings cut Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, July 28th. Citigroup upped their target price on Analog Devices from $400.00 to $460.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Bank of America raised their target price on Analog Devices from $425.00 to $460.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Finally, Truist Financial lifted their price target on Analog Devices from $364.00 to $405.00 and gave the company a “hold” rating in a research report on Wednesday, May 20th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $441.00.

Insiders Place Their Bets

In other news, Director Ray Stata sold 1,416 shares of the stock in a transaction that occurred 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 transaction, the director owned 114,511 shares in the company, valued at $43,213,016.07. This trade represents a 1.22% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $363.00, for a total transaction of $3,630,000.00. Following the completion of the sale, the chief executive officer directly owned 137,538 shares in the company, valued at $49,926,294. This represents a 6.78% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 105,274 shares of company stock valued at $42,247,986 in the last three months. 0.36% of the stock is currently owned by company insiders.

Analog Devices News Roundup

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

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.