J.Safra Asset Management Corp Buys Shares of 5,147 Analog Devices, Inc. $ADI

Key Points

• J. Safra Asset Management initiated a position in Analog Devices, buying 5,147 shares valued at approximately $2.04 million. Hedge funds and other institutional investors own 86.81% of ADI’s outstanding stock.
• Analysts maintain a positive outlook, with a consensus “Moderate Buy” rating and a $441 price target. Expectations for the upcoming quarter include approximately $3.33 in EPS and $3.93 billion in revenue, supported by industrial, data-center and AI demand.
• ADI trades at a premium valuation, with a P/E ratio of 57.86, creating sensitivity to execution or cautious guidance. Recent insider selling totaled 105,274 shares worth about $42.25 million, while the company continues to pay a quarterly dividend of $1.10 per share.

J.Safra Asset Management Corp bought a new position in shares of Analog Devices, Inc. (NASDAQ:ADI - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 5,147 shares of the semiconductor company's stock, valued at approximately $2,044,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Banque Transatlantique SA acquired a new position in Analog Devices during the 4th quarter worth about $25,000. Contravisory Investment Management Inc. acquired a new position in Analog Devices in the 2nd quarter valued at about $25,000. Hilton Head Capital Partners LLC purchased a new stake in Analog Devices during the fourth quarter worth about $26,000. Gordian Capital Singapore Pte Ltd purchased a new stake in Analog Devices during the fourth quarter worth about $27,000. Finally, Evolution Wealth Management Inc. acquired a new stake in shares of Analog Devices during the first quarter worth about $30,000. 86.81% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Analog Devices

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

Insider Transactions at Analog Devices

In other Analog Devices news, Director Karen Golz sold 1,000 shares of the business's stock in a transaction that occurred on Monday, July 13th. The stock was sold at an average price of $389.83, for a total value of $389,830.00. Following the completion of the sale, the director owned 11,019 shares in the company, valued at approximately $4,295,536.77. The trade was a 8.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Martin Cotter sold 17,594 shares of the 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 sale, the senior vice president directly owned 56,332 shares of the company's stock, valued at $23,546,776. The trade was a 23.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 105,274 shares of company stock worth $42,247,986 over the last three months. 0.36% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

ADI has been the subject of a number of research reports. Jefferies Financial Group lifted their price objective on shares of Analog Devices from $410.00 to $475.00 and gave the company a "buy" rating in a report on Wednesday, May 20th. Citigroup increased their target price on shares of Analog Devices from $400.00 to $460.00 and gave the stock a "buy" rating in a report on Thursday, May 21st. TD Cowen raised their price target on shares of Analog Devices from $450.00 to $460.00 and gave the company a "buy" rating in a research report on Monday, July 13th. Stifel Nicolaus boosted their price target on shares of Analog Devices from $450.00 to $498.00 and gave the stock a "buy" rating in a research note on Wednesday, June 24th. Finally, Cantor Fitzgerald upped their price objective on Analog Devices from $510.00 to $550.00 and gave the stock an "overweight" rating in a research report on Monday, June 29th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, Analog Devices has an average rating of "Moderate Buy" and a consensus price target of $441.00.

Analog Devices Price Performance

ADI stock opened at $389.39 on Monday. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a twelve month low of $223.47 and a twelve month high of $445.91. The company's 50 day moving average is $391.20 and its two-hundred day moving average is $369.27. The stock has a market cap of $189.67 billion, a P/E ratio of 57.86, a PEG ratio of 1.01 and a beta of 1.20.

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, topping the consensus estimate of $2.89 by $0.20. The business had revenue of $3.62 billion during the quarter, compared to the consensus estimate of $3.51 billion. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The company's revenue was up 37.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Research analysts expect that Analog Devices, Inc. will post 12.42 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were issued a dividend of $1.10 per share. The ex-dividend date of this dividend was Tuesday, June 2nd. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. Analog Devices's dividend payout ratio (DPR) 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.

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.

Add As Preferred Source