Emerald Investment Advisers LLC Purchases New Shares in Analog Devices, Inc. $ADI

Emerald Investment Advisers LLC purchased a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) during the 2nd quarter, Holdings Channel.com reports. The fund purchased 18,058 shares of the semiconductor company’s stock, valued at approximately $7,172,000.

A number of other institutional investors have also recently added to or reduced their stakes in the company. ING Groep NV boosted its holdings in Analog Devices by 45.1% in the fourth 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 last quarter. Covenant Asset Management LLC purchased a new stake in Analog Devices during the 4th quarter worth approximately $2,500,000. MGO One Seven LLC raised its position in shares of Analog Devices by 17.7% in the 4th quarter. MGO One Seven LLC now owns 45,547 shares of the semiconductor company’s stock valued at $12,352,000 after purchasing an additional 6,846 shares in the last quarter. Natixis Advisors LLC raised its position in shares of Analog Devices by 2.4% in the 4th quarter. Natixis Advisors LLC now owns 1,002,286 shares of the semiconductor company’s stock valued at $271,791,000 after purchasing an additional 23,531 shares in the last quarter. Finally, Patriot Financial Group Insurance Agency LLC boosted its stake in shares of Analog Devices by 108.5% during the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 20,464 shares of the semiconductor company’s stock valued at $6,511,000 after buying an additional 10,648 shares during the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. Bank of America raised their price target on shares of Analog Devices from $425.00 to $460.00 and gave the stock a “buy” rating in a research report on Thursday, May 21st. TD Cowen reaffirmed a “buy” rating and issued a $460.00 price target on shares of Analog Devices in a report on Thursday. KeyCorp increased their price objective on shares of Analog Devices from $500.00 to $525.00 and gave the company an “overweight” rating in a research note on Tuesday, July 14th. Weiss Ratings lowered shares of Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, July 28th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Analog Devices from $450.00 to $500.00 and gave the stock an “overweight” rating in a research report on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $447.13.

Key Stories Impacting Analog Devices

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

• Positive Sentiment: Strong earnings and guidance: ADI reported record fiscal Q3 revenue of $4.02 billion, up about 40% year over year and ahead of the $3.92 billion consensus estimate. Adjusted EPS of $3.45 also exceeded expectations. Management’s fiscal Q4 EPS outlook of $3.71 to $4.01 points to continued momentum. Analog Devices Q3 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: AI and data-center growth: Revenue from data-center applications reportedly more than doubled, while demand tied to AI infrastructure, power management, optical connectivity and energy systems is creating a multiyear growth opportunity. Management highlighted a potential 100-gigawatt data-center buildout by 2031. Analog Devices Q3 Earnings Call Highlights AI Power Growth Runway
• Positive Sentiment: Broad analyst support: JPMorgan raised its price target to $500 and maintained an Overweight rating. Needham, TD Cowen and Susquehanna also reiterated Buy-equivalent ratings, with targets ranging from $450 to $475. These revisions reflect confidence in AI demand, margin expansion and an improving industrial recovery. Analog Devices Is Cashing in on the AI Boom
• Neutral Sentiment: Relative investment appeal: Comparisons with Texas Instruments and dividend-focused AI investment ideas portray ADI as a financially solid way to gain analog-chip and AI exposure, though they do not represent new company-specific catalysts. ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?
• Negative Sentiment: Macro and valuation risks: Semiconductor stocks faced pressure from a sharp rise in the 30-year Treasury yield, which can weigh on high-valuation growth shares. One analysis also downgraded ADI, arguing that multiple contraction and elevated expectations could limit gains despite strong fundamentals. Chip Stocks Fell on Higher Treasury Yields

Insider Buying and Selling at Analog Devices

In related news, Director Karen Golz sold 1,000 shares of the business’s stock in a transaction dated Monday, July 13th. The shares were sold at an average price of $389.83, for a total transaction of $389,830.00. Following the completion of the sale, the director owned 11,019 shares of the company’s stock, valued at $4,295,536.77. This represents a 8.32% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Ray Stata sold 1,416 shares of the stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $377.37, for a total transaction of $534,355.92. Following the sale, the director owned 114,511 shares in the company, valued at approximately $43,213,016.07. This trade represents a 1.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 75,274 shares of company stock valued at $30,343,386 over the last three months. 0.36% of the stock is currently owned by company insiders.

Analog Devices Price Performance

Shares of ADI opened at $373.09 on Friday. Analog Devices, Inc. has a 52 week low of $223.47 and a 52 week high of $445.91. The company has a current ratio of 1.25, a quick ratio of 1.34 and a debt-to-equity ratio of 0.20. The firm has a market cap of $180.79 billion, a price-to-earnings ratio of 44.26, a PEG ratio of 0.94 and a beta of 1.20. The stock has a 50 day moving average of $388.25 and a 200-day moving average of $371.11.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings results 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 for the quarter, compared to analyst estimates of $3.92 billion. During the same period in the prior year, the company posted $2.05 EPS. The business’s 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. As a group, analysts forecast that Analog Devices, Inc. will post 12.72 EPS for the current year.

Analog Devices Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be paid a dividend of $1.10 per share. The ex-dividend date is Tuesday, September 1st. This represents a $4.40 annualized dividend and a yield of 1.2%. Analog Devices’s payout ratio is presently 52.19%.

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.