Patriot Financial Group Insurance Agency LLC boosted its position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 18.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 9,816 shares of the semiconductor company’s stock after buying an additional 1,516 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in Analog Devices were worth $2,662,000 as of its most recent filing with the SEC.
Several other institutional investors have also recently made changes to their positions in the stock. JFS Wealth Advisors LLC increased its position in shares of Analog Devices by 9.9% during the 4th quarter. JFS Wealth Advisors LLC now owns 390 shares of the semiconductor company’s stock worth $106,000 after purchasing an additional 35 shares during the last quarter. Albion Financial Group UT increased its position in shares of Analog Devices by 41.4% during the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 36 shares during the last quarter. Town & Country Bank & Trust CO dba First Bankers Trust CO increased its position in shares of Analog Devices by 0.5% during the 4th quarter. Town & Country Bank & Trust CO dba First Bankers Trust CO now owns 8,369 shares of the semiconductor company’s stock worth $2,270,000 after purchasing an additional 38 shares during the last quarter. Regent Peak Wealth Advisors LLC increased its position in shares of Analog Devices by 3.7% during the 4th quarter. Regent Peak Wealth Advisors LLC now owns 1,088 shares of the semiconductor company’s stock worth $295,000 after purchasing an additional 39 shares during the last quarter. Finally, Fragasso Financial Advisors Inc increased its position in shares of Analog Devices by 2.9% during the 4th quarter. Fragasso Financial Advisors Inc now owns 1,372 shares of the semiconductor company’s stock worth $372,000 after purchasing an additional 39 shares during the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.
More Analog Devices News
Here are the key news stories impacting Analog Devices this week:
- Positive Sentiment: Q1 results beat and shareholder-friendly actions — ADI posted a strong quarter that topped estimates and the company raised its dividend for the 23rd consecutive year, reinforcing earnings quality and cash return to investors. Analog Devices (ADI) Surges to Record High as Wall Street Eyes Further Gains
- Positive Sentiment: Analyst bullishness and growth framing — Multiple bullish write-ups (Zacks, others) highlight ADI as a top growth/momentum stock given accelerating earnings and long-term secular exposure to AI and automotive analog needs, supporting further upside. Why Analog Devices (ADI) is a Top Growth Stock for the Long-Term
- Positive Sentiment: Industry tailwinds from AI, auto and industrial markets — Industry notes flag strong secular demand for analog/mixed-signal components (AI datacenters, EVs, industrial automation), positioning ADI to capture durable revenue growth. Zacks Industry Outlook Highlights Magnachip, Analog Devices and MACOM Technology
- Positive Sentiment: Technical momentum / entry opportunity noted — Market commentary (IBD) points to accelerating earnings and a strong technical base after a multimonth rally, which can attract momentum-focused funds and traders. This AI Stock With Accelerating Earnings Clears Entry Amid 36% Rally
- Neutral Sentiment: Broader semiconductor / equipment results may influence ADI sentiment — Earnings and outlooks from chip-equipment and large-cap peers (ASML, Intel, Lam) steer sector flows; strong results elsewhere can reinforce optimism, weak ones could cool it. Intel Stock, In Major Rally Mode, Set To Report Q1 Results; Lam Research, Tesla Also Due ASML Holding Q1 Earnings Beat Estimates, Revenues Rise Y/Y
- Negative Sentiment: Valuation and macro caveats — Analysts flag stretched valuation and macro/industry headwinds as potential risks after the fast rally; elevated P/E and a large run-up increase the chance of short-term pullbacks if growth guidance softens. Zacks Industry Outlook Highlights Magnachip, Analog Devices and MACOM Technology
Analysts Set New Price Targets
Get Our Latest Stock Analysis on ADI
Analog Devices Stock Up 5.0%
Shares of NASDAQ:ADI opened at $371.45 on Friday. The stock has a market cap of $181.34 billion, a price-to-earnings ratio of 67.91, a PEG ratio of 1.44 and a beta of 1.05. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a 12-month low of $171.00 and a 12-month high of $372.45. The business’s 50 day moving average is $331.78 and its 200 day moving average is $288.96.
Analog Devices (NASDAQ:ADI – Get Free Report) last announced its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.31 by $0.15. The company had revenue of $3.16 billion for the quarter, compared to analysts’ expectations of $3.10 billion. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.Analog Devices’s quarterly revenue was up 30.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. On average, sell-side analysts forecast that Analog Devices, Inc. will post 7.14 earnings per share for the current fiscal year.
Analog Devices Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were given a $1.10 dividend. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. This represents a $4.40 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Tuesday, March 3rd. Analog Devices’s payout ratio is presently 80.44%.
Insiders Place Their Bets
In other news, CAO Michael Sondel sold 4,199 shares of the company’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total value of $1,515,922.98. Following the completion of the transaction, the chief accounting officer directly owned 14,740 shares in the company, valued at approximately $5,321,434.80. This represents a 22.17% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Ray Stata sold 3,125 shares of the company’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total value of $991,562.50. Following the completion of the transaction, the director owned 123,821 shares of the company’s stock, valued at $39,288,403.30. The trade was a 2.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 27,324 shares of company stock valued at $8,758,085. Insiders own 0.36% of the company’s stock.
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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