B. Metzler seel. Sohn & Co. AG Buys Shares of 138,570 Analog Devices, Inc. $ADI

B. Metzler seel. Sohn & Co. AG purchased a new stake in shares of Analog Devices, Inc. (NASDAQ:ADI - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 138,570 shares of the semiconductor company's stock, valued at approximately $55,036,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Banque Transatlantique SA bought a new position in Analog Devices in the 4th quarter worth approximately $25,000. Contravisory Investment Management Inc. bought a new stake in Analog Devices during the 2nd quarter valued at $25,000. Hilton Head Capital Partners LLC bought a new stake in Analog Devices during the 4th quarter valued at $26,000. Gordian Capital Singapore Pte Ltd purchased a new stake in shares of Analog Devices during the fourth quarter worth $27,000. Finally, Evolution Wealth Management Inc. purchased a new stake in shares of Analog Devices during the first quarter worth $30,000. Institutional investors own 86.81% of the company's stock.

Key Headlines Impacting Analog Devices

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 Analyst Weigh In

Several equities analysts have recently weighed in on the company. The Goldman Sachs Group reiterated a "buy" rating and issued a $480.00 price target on shares of Analog Devices in a research report on Wednesday. Argus set a $460.00 target price on Analog Devices in a research note on Tuesday, May 26th. Cantor Fitzgerald reaffirmed an "overweight" rating and set a $550.00 target price on shares of Analog Devices in a report on Monday. Needham & Company LLC upped their price target on Analog Devices from $440.00 to $450.00 and gave the company a "buy" rating in a research report on Thursday. Finally, Robert W. Baird increased their price target on shares of Analog Devices from $365.00 to $450.00 and gave the stock an "outperform" rating in a report on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, Analog Devices currently has an average rating of "Moderate Buy" and an average target price of $447.13.

Insider Activity at Analog Devices

In other Analog Devices news, SVP Martin Cotter sold 17,594 shares of the business's stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total value of $7,354,292.00. Following the completion of the transaction, the senior vice president owned 56,332 shares of the company's stock, valued at $23,546,776. The trade was a 23.80% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Ray Stata sold 1,432 shares of the stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $400.83, for a total transaction of $573,988.56. Following the completion of the transaction, the director directly owned 120,175 shares in the company, valued at $48,169,745.25. The trade was a 1.18% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 75,274 shares of company stock valued at $30,343,386 in the last ninety days. 0.36% of the stock is currently owned by company insiders.

Analog Devices Trading Down 0.8%

Shares of ADI stock opened at $370.24 on Friday. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.34 and a current ratio of 1.25. Analog Devices, Inc. has a 52-week low of $223.47 and a 52-week high of $445.91. The company has a market capitalization of $180.34 billion, a PE ratio of 43.92, a price-to-earnings-growth ratio of 0.97 and a beta of 1.20. The business's fifty day moving average is $389.14 and its 200 day moving average is $371.10.

Analog Devices (NASDAQ:ADI - Get Free Report) last posted its earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 EPS for the quarter, topping the consensus estimate of $3.34 by $0.11. The business had revenue of $4.02 billion during the quarter, compared to analysts' expectations of $3.92 billion. Analog Devices had a return on equity of 16.39% and a net margin of 29.79%.The firm's revenue was up 39.2% on a year-over-year basis. During the same period in the previous year, the business earned $2.05 earnings per share. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. On average, equities research analysts anticipate that Analog Devices, Inc. will post 12.42 EPS for the current fiscal year.

Analog Devices Dividend Announcement

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

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This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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