Tulsa Wealth Advisors INC Acquires New Shares in Analog Devices, Inc. $ADI

Key Points

• Tulsa Wealth Advisors acquired 19,074 Analog Devices shares worth approximately $7.6 million in the second quarter, making ADI about 1.1% of its portfolio. Institutional investors collectively own 86.81% of the company.
• Analog Devices exceeded its latest quarterly earnings and revenue expectations, with revenue up 37.2% year over year. Analysts anticipate continued AI- and communications-driven growth ahead of the next report, with a consensus price target of $441 and a “Moderate Buy” rating.
• ADI trades at a premium valuation, including a P/E ratio near 58, creating sensitivity to weak guidance or a semiconductor-cycle slowdown. The company pays a quarterly dividend of $1.10, equivalent to a 1.1% yield.

Tulsa Wealth Advisors INC acquired a new position in shares of Analog Devices, Inc. (NASDAQ:ADI - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 19,074 shares of the semiconductor company's stock, valued at approximately $7,576,000. Analog Devices makes up about 1.1% of Tulsa Wealth Advisors INC's investment portfolio, making the stock its 20th largest position.

Several other large investors have also added to or reduced their stakes in ADI. German American Bancorp Inc. purchased a new position in Analog Devices during the 2nd quarter valued at about $3,273,000. Tillman Hartley LLC bought a new position in shares of Analog Devices in the second quarter valued at approximately $215,000. Nippon Life Global Investors Americas Inc. bought a new position in shares of Analog Devices in the second quarter valued at approximately $961,000. Private Wealth Advisors LLC purchased a new position in Analog Devices during the second quarter valued at approximately $2,972,000. Finally, J.Safra Asset Management Corp purchased a new position in Analog Devices during the second quarter valued at approximately $2,044,000. Institutional investors own 86.81% of the company's stock.

Analog Devices News Roundup

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 Price Performance

Shares of ADI opened at $389.39 on Monday. 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. The stock has a 50 day simple moving average of $391.20 and a two-hundred day simple moving average of $369.27. The firm has a market cap of $189.67 billion, a P/E ratio of 57.86, a P/E/G ratio of 1.01 and a beta of 1.20.

Analog Devices (NASDAQ:ADI - Get Free Report) last posted its quarterly earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, topping the consensus estimate of $2.89 by $0.20. The firm had revenue of $3.62 billion for 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 business's revenue was up 37.2% compared to the same quarter last year. During the same period last year, the firm posted $1.85 earnings per share. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. On average, analysts forecast that Analog Devices, Inc. will post 12.42 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd were given a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date was Tuesday, June 2nd. Analog Devices's dividend payout ratio (DPR) is presently 65.38%.

Insider Buying and Selling at Analog Devices

In other Analog Devices news, Director Ray Stata sold 1,432 shares of the business's stock in a transaction on Tuesday, June 9th. The shares were sold at an average price of $400.83, for a total value of $573,988.56. Following the completion of the sale, the director directly owned 120,175 shares of the company's stock, valued at $48,169,745.25. The trade was a 1.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, 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 30,000 shares of the company's stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the sale, the chief executive officer owned 137,538 shares of the company's stock, valued at approximately $57,096,149.94. The trade was a 17.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 105,274 shares of company stock worth $42,247,986 in the last 90 days. 0.36% of the stock is owned by company insiders.

Analyst Ratings Changes

Several analysts have issued reports on ADI shares. The Goldman Sachs Group reiterated a "buy" rating and issued a $450.00 target price on shares of Analog Devices in a research note on Wednesday, May 20th. Wolfe Research restated an "outperform" rating and set a $475.00 price target on shares of Analog Devices in a research report on Thursday, May 21st. Argus set a $460.00 price target on shares of Analog Devices in a report on Tuesday, May 26th. JPMorgan Chase & Co. increased their price objective on Analog Devices from $400.00 to $450.00 and gave the stock an "overweight" rating in a research report on Tuesday, May 26th. Finally, Robert W. Baird lifted their price objective on Analog Devices from $365.00 to $450.00 and gave the company an "outperform" rating in a research note on Thursday, May 21st. 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 MarketBeat.com, Analog Devices currently has an average rating of "Moderate Buy" and a consensus price target of $441.00.

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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