Oppenheimer Asset Management Inc. bought 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 fund bought 66,276 shares of the semiconductor company's stock, valued at approximately $26,323,000.
Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC lifted its stake in shares of Analog Devices by 39.5% in the 4th 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 period. Sivia Capital Partners LLC lifted its position in Analog Devices by 36.0% during the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company's stock valued at $417,000 after buying an additional 464 shares during the period. Ieq Capital LLC boosted its holdings 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 valued at $10,610,000 after buying an additional 12,276 shares in the last quarter. HUB Investment Partners LLC bought a new stake in shares of Analog Devices during the 2nd quarter valued at $644,000. Finally, Peapack Gladstone Financial Corp grew its position in shares of Analog Devices by 2.4% in the 2nd quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company's stock worth $14,322,000 after buying an additional 1,406 shares during the period. 86.81% of the stock is owned by institutional investors.
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
Insiders Place Their Bets
In related news, CEO Vincent Roche sold 30,000 shares of Analog Devices stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $415.13, for a total value of $12,453,900.00. Following the completion of the sale, the chief executive officer directly owned 137,538 shares in the company, valued at approximately $57,096,149.94. This trade represents a 17.91% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Martin Cotter sold 17,594 shares of the business's stock in a transaction dated Tuesday, June 2nd. The stock was 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 directly owned 56,332 shares of the company's stock, valued at approximately $23,546,776. This trade represents a 23.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 105,274 shares of company stock valued at $42,247,986. Company insiders own 0.36% of the company's stock.
Wall Street Analyst Weigh In
Several brokerages recently issued reports on ADI. KeyCorp increased their price target on shares of Analog Devices from $500.00 to $525.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 14th. Truist Financial boosted their price objective on shares of Analog Devices from $364.00 to $405.00 and gave the stock a "hold" rating in a research note on Wednesday, May 20th. Argus set a $460.00 price objective on shares of Analog Devices in a report on Tuesday, May 26th. Barclays raised 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. Finally, Weiss Ratings lowered shares of Analog Devices from a "buy (b-)" rating to a "hold (c+)" rating in a report on Tuesday, July 28th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $441.00.
Check Out Our Latest Stock Analysis on Analog Devices
Analog Devices Stock Performance
Shares of Analog Devices stock opened at $389.39 on Friday. The stock has a market cap of $189.67 billion, a price-to-earnings ratio of 57.86, a PEG ratio of 0.99 and a beta of 1.20. The firm's 50-day moving average is $391.20 and its 200 day moving average is $368.82. Analog Devices, Inc. has a 1 year low of $223.47 and a 1 year high of $445.91. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.75 and a quick ratio of 1.34.
Analog Devices (NASDAQ:ADI - Get Free Report) last released 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 business had revenue of $3.62 billion during the quarter, compared to analyst estimates of $3.51 billion. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. Analog Devices's revenue was up 37.2% compared to the same quarter last year. During the same period last year, the business earned $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Sell-side analysts anticipate that Analog Devices, Inc. will post 12.42 EPS for the current fiscal year.
Analog Devices Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, June 2nd were paid a $1.10 dividend. The ex-dividend date was Tuesday, June 2nd. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. Analog Devices's payout ratio is currently 65.38%.
Analog Devices Company Profile
(
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
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