Silvant Capital Management LLC Takes Position in Analog Devices, Inc. $ADI

Silvant Capital Management LLC purchased a new stake in Analog Devices, Inc. (NASDAQ:ADI) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 1,746 shares of the semiconductor company’s stock, valued at approximately $693,000.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Banque Transatlantique SA purchased a new stake in Analog Devices in the 4th quarter valued at $25,000. Contravisory Investment Management Inc. acquired a new stake in shares of Analog Devices during the 2nd quarter worth about $25,000. Hilton Head Capital Partners LLC purchased a new stake in shares of Analog Devices in the 4th quarter valued at approximately $26,000. Gordian Capital Singapore Pte Ltd purchased a new stake in Analog Devices in the fourth quarter valued at approximately $27,000. Finally, Evolution Wealth Management Inc. purchased a new stake in shares of Analog Devices in the 1st quarter valued at $30,000. Hedge funds and other institutional investors 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: Strong Q3 beat and upbeat outlook: Fiscal third-quarter revenue reached a record $4.02 billion, up approximately 40% year over year and above the roughly $3.91 billion consensus estimate. Non-GAAP EPS of $3.45 also exceeded expectations. Management guided for fourth-quarter revenue of $4.2 billion-$4.4 billion and EPS of $3.71-$4.01, both ahead of Wall Street forecasts. Analog Devices Reports Record Fiscal Third Quarter 2026 Financial Results
• Positive Sentiment: AI and data-center demand are accelerating: Growth in data-center power-management and optical products, along with industrial demand, is supporting momentum into fiscal 2027. ADI says a potential 100-gigawatt data-center buildout by 2031 could represent a significant long-term opportunity. Analog Devices Sees 100 GW Data Center Buildout
• Positive Sentiment: Analysts raised targets: JPMorgan lifted its target to $500 and maintained an Overweight rating. Needham raised its target to $450, while TD Cowen reaffirmed Buy with a $460 target; Susquehanna also reiterated Buy with a $475 target. These revisions indicate improving confidence in ADI’s AI infrastructure growth. Analog Devices Is Cashing in on the AI Boom
• Positive Sentiment: Shareholder returns remain supportive: ADI declared a quarterly dividend of $1.10 per share, payable September 15 to shareholders of record September 1, and returned approximately $1.7 billion through dividends and repurchases during the quarter.
• Neutral Sentiment: ADI is increasingly being viewed as a dividend-paying way to participate in the AI boom, potentially broadening its appeal to income-oriented investors. 3 Buy-Rated Dividend Stocks to Play the AI Boom
• Negative Sentiment: Valuation and AI-trade concerns are limiting the reaction: One analyst argued that the stock’s elevated valuation and multiple contraction could overshadow the strong fundamentals, warning that investor enthusiasm around AI may be creating additional downside risk. Analog Devices Earnings Reaction Warning

Wall Street Analysts Forecast Growth

Several research firms have weighed in on ADI. Argus set a $460.00 target price on Analog Devices in a research report on Tuesday, May 26th. Seaport Research Partners raised shares of Analog Devices from a “neutral” rating to a “buy” rating and set a $425.00 price objective for the company in a research note on Thursday. BMO Capital Markets assumed coverage on shares of Analog Devices in a report on Thursday. They issued an “outperform” rating and a $430.00 price objective for the company. Raymond James Financial reaffirmed an “outperform” rating and set a $430.00 target price on shares of Analog Devices in a research note on Thursday, May 21st. Finally, Wolfe Research reiterated an “outperform” rating and set a $475.00 target price on shares of Analog Devices in a report on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, Analog Devices currently has a consensus rating of “Moderate Buy” and an average target price of $447.13.

Insider Activity

In other Analog Devices news, CEO Vincent Roche sold 30,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the completion of the transaction, the chief executive officer owned 137,538 shares in the company, valued at $57,096,149.94. The trade was a 17.91% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Ray Stata sold 1,432 shares of the stock in a transaction that occurred on Tuesday, June 9th. The shares were sold at an average price of $400.83, for a total transaction of $573,988.56. Following the completion of the sale, the director directly owned 120,175 shares in the company, valued at approximately $48,169,745.25. This 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. Insiders have sold 75,274 shares of company stock worth $30,343,386 over the last three months. Insiders own 0.36% of the company’s stock.

Analog Devices Price Performance

Shares of NASDAQ ADI opened at $370.24 on Friday. The stock’s 50-day moving average is $389.14 and its two-hundred day moving average is $371.10. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.25 and a quick ratio of 1.34. Analog Devices, Inc. has a 1-year low of $223.47 and a 1-year high of $445.91. The company has a market cap of $180.34 billion, a price-to-earnings ratio of 43.92, a price-to-earnings-growth ratio of 0.97 and a beta of 1.20.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings data on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.34 by $0.11. Analog Devices had a return on equity of 16.39% and a net margin of 29.79%.The business had revenue of $4.02 billion during the quarter, compared to analysts’ expectations of $3.92 billion. During the same quarter last year, the business posted $2.05 EPS. The business’s quarterly revenue was up 39.2% compared to the same quarter last year. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Analysts forecast that Analog Devices, Inc. will post 12.42 EPS for the current fiscal year.

Analog Devices Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be paid a $1.10 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. Analog Devices’s payout ratio is currently 65.38%.

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.