D.A. Davidson & CO. Acquires 15,276 Shares of Analog Devices, Inc. $ADI

Key Points

• D.A. Davidson & CO. boosted its stake in Analog Devices by 161.3% in Q4, acquiring an additional 15,276 shares to hold 24,748 shares worth about $6.71 million.
• Analog Devices posted a strong quarter—EPS $2.46 vs. $2.31 estimate and revenue $3.16B (+30.4% YoY)—set Q2 FY2026 guidance of $2.73–$3.03, and raised its quarterly dividend to $1.10 (annualized $4.40).
• Analysts are broadly positive with a consensus rating of “Moderate Buy” and an average target of $370.69, though the stock has recently dipped and insiders have trimmed positions.

D.A. Davidson & CO. lifted its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 161.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,748 shares of the semiconductor company's stock after buying an additional 15,276 shares during the quarter. D.A. Davidson & CO.'s holdings in Analog Devices were worth $6,712,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Albion Financial Group UT boosted its position in shares of Analog Devices by 41.4% in the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company's stock worth $33,000 after purchasing an additional 36 shares during the last quarter. Barnes Dennig Private Wealth Management LLC grew its position in shares of Analog Devices by 61.3% during the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company's stock worth $35,000 after buying an additional 49 shares during the period. Y.D. More Investments Ltd bought a new stake in shares of Analog Devices in the 3rd quarter valued at about $32,000. LFA Lugano Financial Advisors SA raised its position in shares of Analog Devices by 92.9% in the 3rd quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company's stock valued at $33,000 after acquiring an additional 65 shares during the period. Finally, Salomon & Ludwin LLC raised its position in shares of Analog Devices by 104.1% in the 4th quarter. Salomon & Ludwin LLC now owns 149 shares of the semiconductor company's stock valued at $41,000 after acquiring an additional 76 shares during the period. 86.81% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts have weighed in on the stock. Bank of America increased their target price on shares of Analog Devices from $400.00 to $425.00 and gave the stock a "buy" rating in a report on Monday, April 13th. Truist Financial raised their price objective on Analog Devices from $291.00 to $364.00 and gave the stock a "hold" rating in a research note 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 research note on Monday, March 30th. Weiss Ratings lowered Analog Devices from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Monday, April 6th. Finally, Susquehanna lifted their price target on shares of Analog Devices from $360.00 to $400.00 and gave the company a "positive" rating in a research note on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $370.69.

Analog Devices Stock Down 2.4%

Shares of Analog Devices stock opened at $383.28 on Wednesday. The business's 50 day simple moving average is $339.55 and its 200 day simple moving average is $297.05. Analog Devices, Inc. has a 52-week low of $186.73 and a 52-week high of $408.37. The firm has a market cap of $187.12 billion, a PE ratio of 70.07, a P/E/G ratio of 1.58 and a beta of 1.05. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.35 and a current ratio of 1.76.

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

Analog Devices Increases Dividend

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

Insider Buying and Selling at Analog Devices

In other Analog Devices news, CAO Michael Sondel sold 4,199 shares of the business's stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the sale, the chief accounting officer directly owned 14,740 shares of the company's stock, valued at $5,321,434.80. The trade was a 22.17% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO Vincent Roche sold 10,000 shares of the stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $318.14, for a total transaction of $3,181,400.00. Following the transaction, the chief executive officer owned 167,826 shares of the company's stock, valued at approximately $53,392,163.64. This represents a 5.62% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 27,324 shares of company stock worth $8,758,085. Insiders own 0.36% of the company's stock.

Analog Devices News Roundup

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

• Positive Sentiment: ADI is singled out in analyst/feature pieces as a semiconductor beneficiary of the AI-led cycle and stronger earnings momentum, supporting upside over time. AI and earnings set semiconductor stocks on record rally
• Positive Sentiment: Macro/sector theme: MarketBeat highlights an industrial‑chips “supercycle” that could lift industrial/analog names for years — a tailwind for ADI given its industrial and mixed-signal exposure. Industrial Chips Are in Rally Mode—5 Ways to Play
• Positive Sentiment: Company fundamentals remain supportive: ADI’s recent quarterly results showed strong revenue growth and solid margins, and management set Q2 FY2026 EPS guidance in a constructive range — a positive fundamental backdrop versus peers.
• Neutral Sentiment: Peer results — NXP’s Q1 beat on revenue and EPS underscores persistent end-market demand for chips; this validates industry strength but doesn’t directly change ADI’s near-term guidance. NXP Semiconductors Q1 Earnings and Revenues Top Estimates
• Neutral Sentiment: Other analog/audio peer performance (Cirrus Logic) shows product-mix wins can lift niche players; informative for competitive dynamics but only indirectly relevant to ADI. Is Cirrus Logic's Product Mix Boosting Its Performance?
• Negative Sentiment: Stock technical/flow pressure: recent headlines note ADI is trading down and has underperformed peers on the latest session, which can amplify short-term selling. Analog Devices (ADI) Dips More Than Broader Market
• Negative Sentiment: Cluster of media pieces flagging ADI among several falling chip names — contributes to negative sentiment and potential momentum outflows even if fundamentals remain solid. Nova, Analog Devices, and Qorvo shares are falling
• Negative Sentiment: Coverage noting ADI underperformed peers could increase short-term downside risk from relative-rotation trades and quant/ETF rebalancing. Analog Devices Inc. stock underperforms

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.

Want to see what other hedge funds are holding ADI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Analog Devices, Inc. (NASDAQ:ADI - Free Report).

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.