Third View Private Wealth LLC Takes Position in Analog Devices, Inc. $ADI

Key Points

• Third View Private Wealth LLC bought 28,578 shares of Analog Devices (≈$7.75M) in Q4, making ADI 1.0% of its holdings and its 20th largest position, while institutional investors own about 86.81% of the stock.
• Company insiders sold material stakes this quarter — CEO Vincent Roche sold 10,000 shares (~$3.18M) and CAO Michael Sondel sold 4,199 shares (~$1.52M), with insiders selling a total of 27,324 shares worth ~$8.76M and now owning 0.36% of ADI.
• Analog Devices reported a Q4 beat (EPS $2.46 vs. $2.31; revenue $3.16B, +30.4% y/y), issued Q2 FY2026 EPS guidance of $2.73–$3.03, raised the quarterly dividend to $1.10, and holds a consensus "Moderate Buy" with an average price target of $370.69.

Third View Private Wealth LLC bought a new stake in Analog Devices, Inc. (NASDAQ:ADI - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 28,578 shares of the semiconductor company's stock, valued at approximately $7,750,000. Analog Devices makes up 1.0% of Third View Private Wealth LLC's holdings, making the stock its 20th largest position.

Several other large investors have also modified their holdings of the stock. Transcend Capital Advisors LLC boosted its holdings in shares of Analog Devices by 4.4% in the 4th quarter. Transcend Capital Advisors LLC now owns 2,296 shares of the semiconductor company's stock valued at $623,000 after buying an additional 97 shares in the last quarter. Brown Miller Wealth Management LLC grew its position in shares of Analog Devices by 0.3% during the fourth quarter. Brown Miller Wealth Management LLC now owns 13,461 shares of the semiconductor company's stock worth $3,651,000 after acquiring an additional 40 shares during the last quarter. Capital Investment Counsel Inc purchased a new position in shares of Analog Devices during the fourth quarter worth approximately $203,000. Deprince Race & Zollo Inc. grew its position in shares of Analog Devices by 1.4% during the fourth quarter. Deprince Race & Zollo Inc. now owns 84,681 shares of the semiconductor company's stock worth $22,965,000 after acquiring an additional 1,184 shares during the last quarter. Finally, Curbstone Financial Management Corp grew its position in shares of Analog Devices by 7.9% during the fourth quarter. Curbstone Financial Management Corp now owns 2,334 shares of the semiconductor company's stock worth $633,000 after acquiring an additional 170 shares during the last quarter. Institutional investors and hedge funds own 86.81% of the company's stock.

Insider Transactions at Analog Devices

In other news, CEO Vincent Roche sold 10,000 shares of the firm's stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $318.14, for a total value of $3,181,400.00. Following the completion of the sale, the chief executive officer owned 167,826 shares in the company, valued at approximately $53,392,163.64. This trade represents a 5.62% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Michael Sondel sold 4,199 shares of the firm's stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the completion of the sale, the chief accounting officer owned 14,740 shares of the company's stock, valued at $5,321,434.80. This trade represents a 22.17% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 27,324 shares of company stock worth $8,758,085. Company insiders own 0.36% of the company's stock.

Wall Street Analysts Forecast Growth

ADI has been the subject of a number of recent research reports. Evercore reiterated an "outperform" rating and set a $387.00 price target on shares of Analog Devices in a research note on Thursday, February 19th. Jefferies Financial Group reiterated a "buy" rating and set a $410.00 price target on shares of Analog Devices in a research note on Thursday, February 19th. Weiss Ratings cut shares of Analog Devices from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Monday, April 6th. Citigroup reiterated a "buy" rating on shares of Analog Devices in a research note on Thursday, February 19th. Finally, UBS Group increased their price target on shares of Analog Devices from $400.00 to $430.00 and gave the stock a "buy" rating in a research note on Thursday, February 19th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, Analog Devices currently has a consensus rating of "Moderate Buy" and an average price target of $370.69.

Analog Devices Stock Down 0.0%

Shares of NASDAQ:ADI opened at $350.01 on Tuesday. The stock has a market cap of $170.87 billion, a P/E ratio of 63.99, a P/E/G ratio of 1.61 and a beta of 1.05. The firm has a fifty day moving average price of $328.83 and a 200 day moving average price of $286.49. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35. Analog Devices, Inc. has a 1-year low of $170.39 and a 1-year high of $363.20.

Analog Devices (NASDAQ:ADI - Get Free Report) last released its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, topping the consensus estimate of $2.31 by $0.15. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The company had revenue of $3.16 billion during the quarter, compared to analysts' expectations of $3.10 billion. During the same quarter last year, the business earned $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. Sell-side analysts predict that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were paid a $1.10 dividend. This is a boost from Analog Devices's previous quarterly dividend of $0.99. The ex-dividend date was Tuesday, March 3rd. This represents a $4.40 annualized dividend and a dividend yield of 1.3%. Analog Devices's dividend payout ratio (DPR) is 80.44%.

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.

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