Stoneridge Investment Partners LLC Purchases New Shares in Analog Devices, Inc. $ADI

Stoneridge Investment Partners LLC purchased a new position in Analog Devices, Inc. (NASDAQ:ADI) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 1,881 shares of the semiconductor company’s stock, valued at approximately $691,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of ADI. Banque Transatlantique SA acquired a new position in shares of Analog Devices in the fourth quarter worth about $25,000. Contravisory Investment Management Inc. acquired a new stake in shares of Analog Devices during the second quarter valued at approximately $25,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Analog Devices during the fourth quarter valued at approximately $26,000. Gordian Capital Singapore Pte Ltd purchased a new stake in shares of Analog Devices in the 4th quarter valued at approximately $27,000. Finally, Evolution Wealth Management Inc. purchased a new stake in shares of Analog Devices in the 1st quarter valued at approximately $30,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have weighed in on the stock. Robert W. Baird lifted their price objective on shares of Analog Devices from $365.00 to $450.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Oppenheimer boosted their target price on shares of Analog Devices from $400.00 to $450.00 and gave the company an “outperform” rating in a research note on Tuesday, May 12th. Barclays increased their target price on Analog Devices from $430.00 to $450.00 and gave the company an “overweight” rating in a report on Thursday, May 21st. Wall Street Zen raised Analog Devices from a “hold” rating to a “buy” rating in a research report on Sunday, May 24th. Finally, Argus set a $460.00 price target on Analog Devices in a report on Tuesday, May 26th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, Analog Devices has a consensus rating of “Moderate Buy” and a consensus price target of $441.00.

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

Insider Activity at Analog Devices

In related news, CEO Vincent Roche sold 30,000 shares of the stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the completion of the sale, the chief executive officer directly owned 137,538 shares in the company, valued at approximately $57,096,149.94. This trade represents a 17.91% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Martin Cotter sold 17,594 shares of Analog Devices stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total value of $7,354,292.00. Following the sale, the senior vice president directly owned 56,332 shares of the company’s stock, valued at approximately $23,546,776. The trade was a 23.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 105,274 shares of company stock valued at $42,247,986. 0.36% of the stock is owned by insiders.

Analog Devices Stock Performance

ADI stock opened at $389.39 on Friday. The firm has a 50 day simple moving average of $391.20 and a 200 day simple moving average of $368.82. Analog Devices, Inc. has a 52 week low of $223.47 and a 52 week high of $445.91. The stock 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. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, beating the consensus estimate of $2.89 by $0.20. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The firm had revenue of $3.62 billion for the quarter, compared to analyst estimates of $3.51 billion. During the same quarter in the prior year, the business earned $1.85 EPS. The company’s revenue for the quarter 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. Research analysts anticipate that Analog Devices, Inc. will post 12.42 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

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

Analog Devices Company 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.