Analog Devices, Inc. $ADI Shares Sold by Benjamin Edwards Inc.

Key Points

• Benjamin Edwards Inc. trimmed its stake in Analog Devices by 9.2% in Q4, selling 9,108 shares and holding 89,787 shares valued at about $24.36 million, while institutional investors own roughly 86.81% of the company.
• Company insiders have been net sellers — including CEO Vincent Roche (10,000 shares) and CAO Michael Sondel (4,199 shares) — with insiders offloading 27,324 shares worth about $8.76 million over the past three months; insiders now own 0.36% of the stock.
• Analog Devices reported a quarter that beat estimates (Q4 EPS $2.46 vs. $2.31 expected; revenue $3.16B, up 30.4% YoY), set Q2 2026 EPS guidance of $2.73–3.03, and raised its quarterly dividend to $1.10 (annualized $4.40, ~1.1% yield).

Benjamin Edwards Inc. reduced its position in shares of Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 9.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 89,787 shares of the semiconductor company's stock after selling 9,108 shares during the period. Benjamin Edwards Inc.'s holdings in Analog Devices were worth $24,356,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in ADI. Brighton Jones LLC raised its holdings in shares of Analog Devices by 39.5% during the fourth 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 valued at $417,000 after acquiring 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 valued at $10,610,000 after acquiring an additional 12,276 shares during the last quarter. HUB Investment Partners LLC acquired a new position in shares of Analog Devices during the second quarter valued at approximately $644,000. Finally, Peapack Gladstone Financial Corp raised its holdings in shares of 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 acquiring an additional 1,406 shares during the last quarter. Institutional investors and hedge funds own 86.81% of the company's stock.

Insider Buying and Selling

In related news, CAO Michael Sondel sold 4,199 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total value of $1,515,922.98. Following the completion of the transaction, the chief accounting officer directly owned 14,740 shares in the company, valued at approximately $5,321,434.80. This represents a 22.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Vincent Roche sold 10,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $306.92, for a total value of $3,069,200.00. Following the completion of the transaction, the chief executive officer owned 155,688 shares of the company's stock, valued at $47,783,760.96. The trade was a 6.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 27,324 shares of company stock worth $8,758,085. Company insiders own 0.36% of the company's stock.

Key Analog Devices News

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

• Positive Sentiment: One-week momentum: ADI has risen sharply over the past week, attracting momentum and short-term interest that can support higher prices in the near term. Analog Devices (ADI) Is Up 7.57% in One Week: What You Should Know
• Positive Sentiment: Growth thesis reinforced: Recent write-ups list three reasons ADI qualifies as a solid growth stock (revenue/earnings strength, AI/automotive exposure, recurring analog franchise), supporting a longer-term bullish case. Is Analog Devices (ADI) a Solid Growth Stock? 3 Reasons to Think "Yes"
• Positive Sentiment: Long-term performance spotlight: Retrospectives showing multi‑year gains if you’d held ADI help sustain retail investor interest and confidence in the company’s compounding potential. If You Invested $1000 in Analog Devices a Decade Ago, This is How Much It'd Be Worth Now
• Positive Sentiment: Product/market expansion: ADI released A²B 2.0 for next‑generation in‑vehicle audio — a tangible product win for automotive OEMs that supports ADI’s exposure to the large automotive market. Analog Devices releases A2B 2.0 for next-generation in-vehicle audio systems
• Neutral Sentiment: Analyst recommendation debate: Coverage points out that the average broker rating signals “buy,” but cautions that ABR can be overly optimistic; useful context but mixed impact on price. Is Analog Devices (ADI) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Investor caution on AI: Commentary says ADI benefits from the AI narrative but some investors are hedging, which can cap upside until visibility on AI-driven revenue is clearer. Analog Devices: The AI Narrative Is Strong, But Investors Are Hedging
• Negative Sentiment: Analyst price target below current trading: A reported average price target of $370.69 is lower than recent intraday levels, which could weigh on the stock if more analysts revise targets downward. Analog Devices, Inc. NASDAQ: ADI Receives $370.69 Average Price Target from Analysts

Wall Street Analyst Weigh In

ADI has been the subject of a number of research analyst reports. Needham & Company LLC raised Analog Devices from a "hold" rating to a "buy" rating and set a $400.00 target price for the company in a report on Thursday, February 19th. Barclays increased their target price on Analog Devices from $375.00 to $430.00 and gave the company an "overweight" rating in a report on Thursday, February 19th. Robert W. Baird set a $365.00 target price on Analog Devices in a report on Thursday, February 19th. Arete Research raised Analog Devices from a "neutral" rating to a "buy" rating and set a $389.00 target price for the company in a report on Monday, March 30th. Finally, Piper Sandler increased their target price on Analog Devices from $250.00 to $360.00 and gave the company a "neutral" rating in a report on Thursday, February 19th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $370.69.

Analog Devices Trading Down 1.1%

Shares of Analog Devices stock opened at $397.69 on Friday. The firm has a market capitalization of $194.15 billion, a price-to-earnings ratio of 72.70, a PEG ratio of 1.60 and a beta of 1.19. Analog Devices, Inc. has a fifty-two week low of $194.26 and a fifty-two week high of $408.37. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76. The stock has a 50 day moving average of $341.55 and a 200 day moving average of $298.87.

Analog Devices (NASDAQ:ADI - Get Free Report) last issued its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, topping the consensus estimate of $2.31 by $0.15. The company had revenue of $3.16 billion during the quarter, compared to analyst estimates of $3.10 billion. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The firm's revenue for the quarter was up 30.4% compared to the same quarter last year. During the same period in the prior year, the business posted $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, research analysts predict that Analog Devices, Inc. will post 11.35 earnings per share for the current year.

Analog Devices Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd were given a $1.10 dividend. The ex-dividend date was Tuesday, March 3rd. This is a positive change from Analog Devices's previous quarterly dividend of $0.99. This represents a $4.40 annualized dividend and a yield of 1.1%. Analog Devices's dividend payout ratio (DPR) is currently 80.44%.

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.

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