German American Bancorp Inc. purchased a new position in shares of Analog Devices, Inc. (NASDAQ:ADI - Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 8,240 shares of the semiconductor company's stock, valued at approximately $3,273,000.
Other institutional investors and hedge funds have also made changes to their positions in the company. Riverbend Wealth Management LLC raised its position in shares of Analog Devices by 2.2% during the 1st quarter. Riverbend Wealth Management LLC now owns 1,245 shares of the semiconductor company's stock worth $396,000 after acquiring an additional 27 shares in the last quarter. Bridgewater Advisors Inc. lifted its stake in Analog Devices by 1.5% during the first quarter. Bridgewater Advisors Inc. now owns 1,805 shares of the semiconductor company's stock worth $574,000 after purchasing an additional 27 shares during the last quarter. Silicon Valley Capital Partners boosted its holdings in Analog Devices by 4.2% in the first quarter. Silicon Valley Capital Partners now owns 672 shares of the semiconductor company's stock valued at $214,000 after purchasing an additional 27 shares in the last quarter. Sound Income Strategies LLC boosted its holdings in Analog Devices by 12.0% in the first quarter. Sound Income Strategies LLC now owns 281 shares of the semiconductor company's stock valued at $90,000 after purchasing an additional 30 shares in the last quarter. Finally, 1620 Investment Advisors Inc. increased its stake in Analog Devices by 5.0% in the fourth quarter. 1620 Investment Advisors Inc. now owns 671 shares of the semiconductor company's stock valued at $182,000 after purchasing an additional 32 shares during the last quarter. 86.81% of the stock is owned by institutional investors and hedge funds.
Analysts Set New Price Targets
A number of research firms have weighed in on ADI. Oppenheimer raised their price objective on shares of Analog Devices from $400.00 to $450.00 and gave the stock an "outperform" rating in a report on Tuesday, May 12th. Wolfe Research restated an "outperform" rating and issued a $475.00 target price on shares of Analog Devices in a report on Thursday, May 21st. Weiss Ratings downgraded shares of Analog Devices from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Tuesday, July 28th. Raymond James Financial reiterated an "outperform" rating and set a $430.00 price target on shares of Analog Devices in a research note on Thursday, May 21st. Finally, Robert W. Baird boosted their price target on shares of Analog Devices from $365.00 to $450.00 and gave the company an "outperform" rating in a research report on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Analog Devices presently has a consensus rating of "Moderate Buy" and an average price target of $441.00.
Get Our Latest Stock Report on Analog Devices
Insider Buying and Selling at Analog Devices
In related news, Director Karen Golz sold 1,000 shares of the stock in a transaction on 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 in the company, valued at $4,295,536.77. This represents a 8.32% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Vincent Roche sold 10,000 shares of the firm's stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $363.00, for a total transaction of $3,630,000.00. Following the transaction, the chief executive officer directly owned 137,538 shares in the company, valued at $49,926,294. The trade was a 6.78% 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 have sold 105,274 shares of company stock worth $42,247,986 in the last quarter. 0.36% of the stock is currently owned by company insiders.
Key Analog Devices News
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 Performance
ADI opened at $389.39 on Monday. The firm has a market cap of $189.67 billion, a price-to-earnings ratio of 57.86, a price-to-earnings-growth ratio of 1.01 and a beta of 1.20. Analog Devices, Inc. has a 52 week low of $223.47 and a 52 week high of $445.91. The business's 50 day moving average is $391.20 and its two-hundred day moving average is $369.27. The company has a quick ratio of 1.34, a current ratio of 1.75 and a debt-to-equity ratio of 0.21.
Analog Devices (NASDAQ:ADI - Get Free Report) last issued its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, beating analysts' consensus estimates of $2.89 by $0.20. The company had revenue of $3.62 billion during the quarter, compared to analysts' expectations of $3.51 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The firm's revenue for the quarter was up 37.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.85 earnings per share. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. On average, research analysts predict that Analog Devices, Inc. will post 12.42 EPS for the current year.
Analog Devices Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were given a $1.10 dividend. The ex-dividend date was Tuesday, June 2nd. This represents a $4.40 annualized dividend and a yield of 1.1%. Analog Devices's dividend payout ratio is 65.38%.
About Analog Devices
(
Free Report)
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.
Further Reading
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.
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Before you consider Analog Devices, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Analog Devices wasn't on the list.
While Analog Devices currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Nuclear energy is entering a new growth cycle as rising power demand, expanding data centers, and renewed policy support bring the sector back into focus. After strong gains in recent years, the most impactful phase of nuclear investment may still be ahead.
This report highlights seven nuclear energy stocks positioned across the value chain—combining near-term revenue with long-term upside as next-generation technologies scale. Click the link below to unlock the full list.
Get This Free Report
