CX Institutional Grows Holdings in Analog Devices, Inc. $ADI

CX Institutional grew its position in Analog Devices, Inc. (NASDAQ:ADI) by 1.6% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,133 shares of the semiconductor company’s stock after acquiring an additional 80 shares during the period. CX Institutional’s holdings in Analog Devices were worth $1,222,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of ADI. Activest Wealth Management boosted its position in Analog Devices by 6,350.0% during the first quarter. Activest Wealth Management now owns 129 shares of the semiconductor company’s stock worth $26,000 after purchasing an additional 127 shares in the last quarter. Alpine Bank Wealth Management acquired a new position in shares of Analog Devices during the 1st quarter worth approximately $27,000. N.E.W. Advisory Services LLC purchased a new position in shares of Analog Devices during the 1st quarter valued at approximately $33,000. North Capital Inc. acquired a new stake in Analog Devices in the 1st quarter valued at $36,000. Finally, Wolff Wiese Magana LLC increased its holdings in Analog Devices by 209.8% in the 1st quarter. Wolff Wiese Magana LLC now owns 189 shares of the semiconductor company’s stock worth $38,000 after acquiring an additional 128 shares in the last quarter. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Analog Devices news, SVP Katsufumi Nakamura sold 2,490 shares of the business’s stock in a transaction dated Thursday, August 21st. The shares were sold at an average price of $248.03, for a total value of $617,594.70. Following the transaction, the senior vice president directly owned 13,549 shares in the company, valued at $3,360,558.47. The trade was a 15.52% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Martin Cotter sold 12,500 shares of the firm’s stock in a transaction that occurred on Friday, September 5th. The stock was sold at an average price of $246.25, for a total transaction of $3,078,125.00. Following the sale, the senior vice president owned 63,048 shares of the company’s stock, valued at $15,525,570. This represents a 16.55% decrease in their position. The disclosure for this sale can be found here. Insiders sold 41,240 shares of company stock valued at $10,300,738 over the last three months. 0.33% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several brokerages have recently issued reports on ADI. Raymond James Financial upgraded shares of Analog Devices from a “moderate buy” rating to a “strong-buy” rating in a research report on Wednesday, June 18th. The Goldman Sachs Group started coverage on Analog Devices in a report on Thursday, July 10th. They issued a “buy” rating and a $285.00 price objective on the stock. UBS Group reduced their target price on Analog Devices from $285.00 to $280.00 and set a “buy” rating for the company in a report on Monday, July 7th. Wells Fargo & Company lifted their price target on Analog Devices from $235.00 to $250.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 21st. Finally, Barclays boosted their price target on Analog Devices from $185.00 to $240.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 21st. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $273.53.

Analog Devices Price Performance

NASDAQ:ADI opened at $247.53 on Friday. Analog Devices, Inc. has a one year low of $158.65 and a one year high of $258.13. The stock has a market cap of $121.77 billion, a PE ratio of 63.15, a P/E/G ratio of 2.09 and a beta of 1.08. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.79 and a current ratio of 2.32. The stock has a 50 day moving average price of $239.68 and a 200 day moving average price of $221.75.

Analog Devices (NASDAQ:ADI) last issued its earnings results on Wednesday, August 20th. The semiconductor company reported $2.05 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.95 by $0.10. Analog Devices had a return on equity of 10.32% and a net margin of 18.85%.The company had revenue of $2.88 billion during the quarter, compared to analysts’ expectations of $2.76 billion. During the same period in the prior year, the business earned $1.58 EPS. The firm’s quarterly revenue was up 24.6% on a year-over-year basis. Analog Devices has set its Q4 2025 guidance at 2.120-2.320 EPS. Equities research analysts expect that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 16th. Investors of record on Tuesday, September 2nd were given a dividend of $0.99 per share. This represents a $3.96 annualized dividend and a yield of 1.6%. The ex-dividend date was Tuesday, September 2nd. Analog Devices’s dividend payout ratio (DPR) is presently 101.02%.

Analog Devices Profile

Analog Devices, Inc designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia. The company provides data converter products, which translate real-world analog signals into digital data, as well as translates digital data into analog signals; power management and reference products for power conversion, driver monitoring, sequencing, and energy management applications in the automotive, communications, industrial, and consumer markets; and power ICs that include performance, integration, and software design simulation tools for accurate power supply designs.