IPG Investment Advisors LLC Acquires New Position in Analog Devices, Inc. $ADI

IPG Investment Advisors LLC acquired a new stake in Analog Devices, Inc. (NASDAQ:ADI - Free Report) during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 4,840 shares of the semiconductor company's stock, valued at approximately $1,922,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in ADI. Brighton Jones LLC boosted its position in 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 purchasing an additional 529 shares during the last quarter. Sivia Capital Partners LLC increased its position in Analog Devices by 36.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company's stock worth $417,000 after purchasing an additional 464 shares during the last quarter. Ieq Capital LLC raised its stake in shares of Analog Devices by 38.0% during the 2nd quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company's stock worth $10,610,000 after purchasing an additional 12,276 shares in the last quarter. HUB Investment Partners LLC purchased a new stake in shares of Analog Devices during the 2nd quarter worth about $644,000. Finally, Peapack Gladstone Financial Corp lifted its holdings in shares of Analog Devices by 2.4% during the 2nd quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company's stock valued at $14,322,000 after buying an additional 1,406 shares during the last quarter. Hedge funds and other institutional investors own 86.81% of the company's stock.

Analog Devices Trading Up 0.5%

Analog Devices stock opened at $365.07 on Thursday. Analog Devices, Inc. has a 52 week low of $223.47 and a 52 week high of $445.91. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.91 and a current ratio of 1.25. The firm has a market capitalization of $176.90 billion, a PE ratio of 43.31, a PEG ratio of 1.12 and a beta of 1.20. The business's 50-day simple moving average is $375.42 and its 200-day simple moving average is $374.60.

Analog Devices (NASDAQ:ADI - Get Free Report) last announced its earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share for the quarter, beating the consensus estimate of $3.34 by $0.11. The firm had revenue of $4.02 billion during the quarter, compared to the consensus estimate 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 for the quarter was up 39.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.05 EPS. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Equities research analysts forecast that Analog Devices, Inc. will post 12.96 earnings per share for the current 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 given a $1.10 dividend. This represents a $4.40 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, September 1st. Analog Devices's dividend payout ratio is currently 52.19%.

More Analog Devices News

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

• Positive Sentiment: Strategic Alif Semiconductor acquisition: ADI agreed to acquire Alif for approximately $1.35 billion in cash. Alif’s AI-native fusion processors would complement ADI’s analog technology and support local, real-time processing in industrial equipment, robotics, energy, defense, data-center infrastructure, digital health and wearable devices. The transaction could broaden ADI’s total addressable market and strengthen its edge-AI offering. Analog Devices to Acquire Alif Semiconductor
• Positive Sentiment: Growth extends beyond AI: Recent fiscal third-quarter results showed strong industrial and automotive demand, indicating ADI’s growth is not dependent solely on data-center AI spending. Analysts and investors may view the company’s diversified end-market exposure as supportive of longer-term earnings stability. Analog Devices Shows Why AI Is Not the Only Story Driving Chip Demand
• Positive Sentiment: Analyst and options signals: TD Cowen reaffirmed its “buy” rating and maintained a $460 price target, implying substantial upside from recent trading levels. Separately, call-option volume was more than twice its average, suggesting increased bullish speculative interest. Analog Devices to Buy Alif Semiconductor
• Neutral Sentiment: Insider sale: CFO Richard Puccio sold 1,500 shares worth approximately $545,000, reducing his direct holdings by 2.77%. The transaction occurred under a pre-arranged Rule 10b5-1 trading plan, making it a limited signal about management’s outlook.
• Negative Sentiment: Acquisition cost and execution risk: The all-cash purchase will use $1.35 billion of ADI’s resources, and investors will assess whether Alif’s technology can be integrated successfully and generate returns. ADI’s elevated valuation also leaves less room for disappointment if the deal or broader semiconductor recovery underperforms.

Insider Activity at Analog Devices

In other Analog Devices news, CEO Vincent Roche sold 10,000 shares of the stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $356.33, for a total value of $3,563,300.00. Following the completion of the sale, the chief executive officer directly owned 134,660 shares of the company's stock, valued at $47,983,397.80. This represents a 6.91% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Karen Golz sold 1,000 shares of the firm's stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $374.50, for a total transaction of $374,500.00. Following the completion of the sale, the director owned 10,019 shares in the company, valued at $3,752,115.50. This represents a 9.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 40,015 shares of company stock worth $14,885,702. Insiders own 0.36% of the company's stock.

Analyst Ratings Changes

ADI has been the topic of a number of research reports. Wells Fargo & Company dropped their price objective on Analog Devices from $515.00 to $500.00 and set an "overweight" rating on the stock in a report on Thursday, August 20th. Barclays lifted their target price on shares of Analog Devices from $430.00 to $450.00 and gave the company an "overweight" rating in a research note on Thursday, May 21st. Evercore restated an "outperform" rating and set a $474.00 price target on shares of Analog Devices in a research note on Thursday, May 21st. Seaport Research Partners upgraded shares of Analog Devices from a "neutral" rating to a "buy" rating and set a $425.00 price target on the stock in a report on Thursday, August 20th. Finally, Raymond James Financial reaffirmed an "outperform" rating and issued a $430.00 price objective on shares of Analog Devices in a research note on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, Analog Devices presently has a consensus rating of "Buy" and a consensus target price of $457.97.

Analog Devices Profile

Analog Devices, Inc NASDAQ: ADI is a global semiconductor company that designs and manufactures high-performance analog, mixed-signal, power-management and radio-frequency integrated circuits. Its technologies help convert real-world signals—such as temperature, pressure, sound, motion and light—into data that electronic systems can process and use.

The company offers data converters, amplifiers, power-management products, sensors, embedded processors, connectivity solutions and other semiconductor components.

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