19,365 Shares in Analog Devices, Inc. $ADI Bought by ABN AMRO Bank N.V.

Key Points

• ABN AMRO Bank N.V. acquired 19,365 Analog Devices shares during the second quarter, valued at approximately $7.6 million. Institutional investors and hedge funds collectively own 86.81% of ADI.
• Analog Devices recently exceeded quarterly earnings and revenue expectations, with revenue up 37.2% year over year. Analysts anticipate continued AI- and data-center-driven growth, and the stock carries a consensus “Moderate Buy” rating with an average $441 price target.
• ADI shares trade at a relatively high valuation, with a P/E ratio of 57.86, while insiders sold roughly $42.2 million of stock over the past 90 days. Investors are watching upcoming earnings and guidance for evidence that demand remains broad-based.

ABN AMRO Bank N.V. acquired a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 19,365 shares of the semiconductor company's stock, valued at approximately $7,614,000.

Other institutional investors have also modified their holdings of the company. Banque Transatlantique SA purchased a new stake in shares of Analog Devices during the fourth quarter worth $25,000. Contravisory Investment Management Inc. purchased a new position in shares of Analog Devices in the second quarter worth about $25,000. Hilton Head Capital Partners LLC acquired a new position in Analog Devices during the fourth quarter worth about $26,000. Gordian Capital Singapore Pte Ltd purchased a new stake in Analog Devices during the 4th quarter valued at about $27,000. Finally, Evolution Wealth Management Inc. purchased a new stake in Analog Devices during the 1st quarter valued at about $30,000. Institutional investors and hedge funds own 86.81% of the company's stock.

Insider Buying and Selling

In other news, Director Ray Stata sold 1,416 shares of the stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $377.37, for a total value of $534,355.92. Following the sale, the director directly owned 114,511 shares in the company, valued at approximately $43,213,016.07. This trade represents a 1.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Karen Golz sold 1,000 shares of the business's stock in a transaction on Monday, July 13th. The stock was sold at an average price of $389.83, for a total value of $389,830.00. Following the transaction, the director directly owned 11,019 shares of the company's stock, valued at $4,295,536.77. The trade was a 8.32% 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 sold a total of 105,274 shares of company stock worth $42,247,986 over the last ninety days. Insiders own 0.36% of the company's stock.

Trending Headlines about Analog Devices

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

Analog Devices Stock Up 2.2%

Shares of ADI opened at $389.39 on Friday. The company's 50-day moving average price is $391.20 and its 200 day moving average price is $368.82. Analog Devices, Inc. has a 12-month low of $223.47 and a 12-month high of $445.91. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. The firm 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 - Get Free Report) last posted its quarterly earnings data 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 firm had revenue of $3.62 billion during the quarter, compared to analysts' expectations 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 quarter last year, the company posted $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. On average, sell-side analysts forecast that Analog Devices, Inc. will post 12.42 earnings per share for the current year.

Analog Devices Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on ADI shares. JPMorgan Chase & Co. raised their target price on shares of Analog Devices from $400.00 to $450.00 and gave the stock an "overweight" rating in a research note on Tuesday, May 26th. Bank of America upped their price target on Analog Devices from $425.00 to $460.00 and gave the company a "buy" rating in a research report on Thursday, May 21st. Wolfe Research reaffirmed an "outperform" rating and issued a $475.00 price target on shares of Analog Devices in a report on Thursday, May 21st. Oppenheimer lifted their price objective on Analog Devices from $400.00 to $450.00 and gave the stock an "outperform" rating in a research report on Tuesday, May 12th. Finally, Raymond James Financial reissued an "outperform" rating and set a $430.00 price objective on shares of Analog Devices in a research note on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have issued a Hold rating to the company's stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $441.00.

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.

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