Analog Devices, Inc. $ADI Shares Acquired by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. boosted its stake in shares of Analog Devices, Inc. (NASDAQ:ADI) by 99.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,995 shares of the semiconductor company’s stock after purchasing an additional 1,996 shares during the quarter. Jefferies Financial Group Inc.’s holdings in Analog Devices were worth $1,083,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in ADI. 1620 Investment Advisors Inc. raised its stake in Analog Devices by 5.0% during the 4th quarter. 1620 Investment Advisors Inc. now owns 671 shares of the semiconductor company’s stock valued at $182,000 after acquiring an additional 32 shares in the last quarter. Covestor Ltd raised its stake in Analog Devices by 14.1% during the 4th quarter. Covestor Ltd now owns 275 shares of the semiconductor company’s stock valued at $75,000 after acquiring an additional 34 shares in the last quarter. JFS Wealth Advisors LLC raised its stake in Analog Devices by 9.9% during the 4th quarter. JFS Wealth Advisors LLC now owns 390 shares of the semiconductor company’s stock valued at $106,000 after acquiring an additional 35 shares in the last quarter. Albion Financial Group UT raised its stake in Analog Devices by 41.4% during the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock valued at $33,000 after acquiring an additional 36 shares in the last quarter. Finally, Washington Trust Bank raised its stake in Analog Devices by 1.4% during the 4th quarter. Washington Trust Bank now owns 2,596 shares of the semiconductor company’s stock valued at $704,000 after acquiring an additional 37 shares in the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.

Insider Buying and Selling at Analog Devices

In other Analog Devices news, CEO Vincent Roche sold 30,000 shares of the business’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $415.13, for a total value of $12,453,900.00. Following the completion of the sale, the chief executive officer owned 137,538 shares of the company’s stock, valued at $57,096,149.94. The trade was a 17.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders sold a total of 80,000 shares of company stock valued at $31,519,000 over the last ninety days. 0.36% of the stock is owned by insiders.

Analog Devices News Summary

Here are the key news stories impacting Analog Devices this week:

• Positive Sentiment: Evercore ISI raised its price target on Analog Devices to $474 from $387 and kept an Outperform rating after the company’s strong quarterly beat and raise. Article: Analog Devices (ADI) Gets A Massive Target Hike After A Strong “Beat-And-Raise” Quarter
• Positive Sentiment: ADI’s industrial segment surged 56% year over year in fiscal Q2, driven by AI infrastructure, automation and defense demand, signaling broad-based business momentum. Article: Analog Devices’ Industrial Segment Picks Up Pace: What’s Ahead?
• Positive Sentiment: Analyst commentary has turned more constructive, with reports citing solid earnings estimate revisions and expectations for additional upside. Article: Why Analog Devices (ADI) Might be Well Poised for a Surge
• Neutral Sentiment: CEO Vincent Roche disclosed recent share sales, including two 30,000-share transactions, which may create some caution but do not necessarily change the company’s operating outlook.
• Neutral Sentiment: Broader market strength in technology and semiconductors is also providing a supportive backdrop for ADI shares. Article: S&P 500 and Nasdaq 100 Climb to Record Highs on Tech Stock Strength

Wall Street Analyst Weigh In

Several analysts have weighed in on the company. Jefferies Financial Group lifted their target price on Analog Devices from $410.00 to $475.00 and gave the company a “buy” rating in a research note on Wednesday, May 20th. Cantor Fitzgerald lifted their target price on Analog Devices from $400.00 to $510.00 and gave the company an “overweight” rating in a research note on Wednesday, May 13th. Susquehanna lifted their target price on Analog Devices from $360.00 to $400.00 and gave the company a “positive” rating in a research note on Thursday, February 19th. Bank of America boosted their price objective on Analog Devices from $425.00 to $460.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Finally, Stifel Nicolaus boosted their price objective on Analog Devices from $405.00 to $450.00 and gave the stock a “buy” rating in a research note on Monday, May 18th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $432.71.

Analog Devices Stock Performance

Shares of NASDAQ ADI opened at $419.01 on Friday. The business’s 50-day moving average price is $369.92 and its two-hundred day moving average price is $321.48. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.75 and a quick ratio of 1.34. Analog Devices, Inc. has a one year low of $210.80 and a one year high of $435.72. The company has a market capitalization of $204.10 billion, a P/E ratio of 62.26, a price-to-earnings-growth ratio of 1.17 and a beta of 1.19.

Analog Devices (NASDAQ:ADI) last issued its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, beating analysts’ consensus estimates of $2.89 by $0.20. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The firm had revenue of $3.62 billion for the quarter, compared to the consensus estimate of $3.51 billion. During the same quarter in the previous year, the company posted $1.85 earnings per share. The business’s quarterly revenue was up 37.2% compared to the same quarter last year. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Analysts anticipate that Analog Devices, Inc. will post 12.41 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd will be given a $1.10 dividend. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. Analog Devices’s payout ratio is currently 65.38%.

About Analog Devices

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.