Goldstein Advisors LLC Makes New $206,000 Investment in Analog Devices, Inc. $ADI

Goldstein Advisors LLC purchased a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 867 shares of the semiconductor company’s stock, valued at approximately $206,000.

A number of other institutional investors also recently added to or reduced their stakes in ADI. Brighton Jones LLC boosted its position in Analog Devices by 39.5% during the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock worth $397,000 after acquiring an additional 529 shares during the period. GAMMA Investing LLC lifted its holdings in shares of Analog Devices by 26.7% in the first quarter. GAMMA Investing LLC now owns 10,967 shares of the semiconductor company’s stock valued at $2,212,000 after buying an additional 2,314 shares during the period. Sowell Financial Services LLC acquired a new stake in shares of Analog Devices in the first quarter valued at $296,000. Blue Trust Inc. lifted its holdings in shares of Analog Devices by 21.6% in the first quarter. Blue Trust Inc. now owns 3,681 shares of the semiconductor company’s stock valued at $742,000 after buying an additional 655 shares during the period. Finally, Segment Wealth Management LLC lifted its holdings in shares of Analog Devices by 166.8% in the first quarter. Segment Wealth Management LLC now owns 2,879 shares of the semiconductor company’s stock valued at $581,000 after buying an additional 1,800 shares during the period. Institutional investors and hedge funds own 86.81% of the company’s stock.

Wall Street Analyst Weigh In

ADI has been the subject of several research analyst reports. The Goldman Sachs Group initiated coverage on Analog Devices in a report on Thursday, July 10th. They issued a “buy” rating and a $285.00 price objective for the company. Benchmark upped their price objective on Analog Devices from $260.00 to $285.00 and gave the company a “buy” rating in a report on Thursday, August 21st. Barclays upped their price objective on Analog Devices from $185.00 to $240.00 and gave the company an “equal weight” rating in a report on Thursday, August 21st. KeyCorp upped their price objective on Analog Devices from $300.00 to $310.00 and gave the company an “overweight” rating in a report on Thursday, August 21st. Finally, Piper Sandler upped their price objective on Analog Devices from $215.00 to $245.00 and gave the company a “neutral” rating in a report on Thursday, August 21st. Two analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $275.29.

Insider Activity

In related news, SVP Katsufumi Nakamura sold 2,490 shares of the company’s stock in a transaction on Thursday, August 21st. The stock was sold at an average price of $248.03, for a total transaction of $617,594.70. Following the transaction, the senior vice president directly owned 13,549 shares of the company’s stock, valued at approximately $3,360,558.47. The trade was a 15.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Vincent Roche sold 20,000 shares of the company’s stock in a transaction on Wednesday, August 27th. The shares were sold at an average price of $254.29, for a total value of $5,085,800.00. Following the transaction, the chief executive officer directly owned 23,515 shares in the company, valued at $5,979,629.35. The trade was a 45.96% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 49,115 shares of company stock valued at $12,232,985 in the last ninety days. Corporate insiders own 0.33% of the company’s stock.

Analog Devices Stock Up 0.5%

Shares of Analog Devices stock opened at $242.87 on Friday. The stock’s fifty day moving average is $243.30 and its 200-day moving average is $225.47. The firm has a market capitalization of $119.48 billion, a PE ratio of 61.96, a price-to-earnings-growth ratio of 2.05 and a beta of 1.09. The company has a quick ratio of 1.79, a current ratio of 2.32 and a debt-to-equity ratio of 0.24. Analog Devices, Inc. has a 12-month low of $158.65 and a 12-month high of $258.13.

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

Analog Devices Dividend Announcement

The firm also recently declared 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 of this dividend was Tuesday, September 2nd. Analog Devices’s payout ratio is presently 101.02%.

About Analog Devices

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.