J.Safra Asset Management Corp Acquires Shares of 5,147 Analog Devices, Inc. $ADI

J.Safra Asset Management Corp bought a new stake in Analog Devices, Inc. (NASDAQ:ADI) in the second quarter, Holdings Channel reports. The institutional investor bought 5,147 shares of the semiconductor company’s stock, valued at approximately $2,044,000.

Other hedge funds have also made changes to their positions in the company. Brighton Jones LLC increased its position in Analog Devices by 39.5% in the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after acquiring an additional 529 shares during the period. Sivia Capital Partners LLC grew its stake in shares of Analog Devices by 36.0% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after purchasing an additional 464 shares during the last quarter. Ieq Capital LLC grew its stake in shares of Analog Devices by 38.0% in the 2nd quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock valued at $10,610,000 after purchasing an additional 12,276 shares during the last quarter. HUB Investment Partners LLC acquired a new position in shares of Analog Devices in the second quarter valued at approximately $644,000. Finally, Peapack Gladstone Financial Corp increased its holdings in shares of Analog Devices by 2.4% in the second quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock valued at $14,322,000 after purchasing an additional 1,406 shares during the period. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices Price Performance

ADI opened at $389.39 on Monday. 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 12 month low of $223.47 and a 12 month high of $445.91. The stock has a market capitalization 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 business has a 50 day simple moving average of $391.20 and a 200-day simple moving average of $369.27.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. The firm had revenue of $3.62 billion for the quarter, compared to analyst estimates of $3.51 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.Analog Devices’s quarterly revenue was up 37.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.85 earnings per share. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. On average, equities analysts anticipate that Analog Devices, Inc. will post 12.42 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were given a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. The ex-dividend date was Tuesday, June 2nd. Analog Devices’s payout ratio is presently 65.38%.

Analyst Ratings Changes

Several brokerages recently weighed in on ADI. JPMorgan Chase & Co. increased their price target on Analog Devices from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Needham & Company LLC boosted their price objective on shares of Analog Devices from $400.00 to $440.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Truist Financial upped their price objective on shares of Analog Devices from $364.00 to $405.00 and gave the stock a “hold” rating in a research report on Wednesday, May 20th. Cantor Fitzgerald raised their target price on shares of Analog Devices from $510.00 to $550.00 and gave the stock an “overweight” rating in a research note on Monday, June 29th. Finally, Weiss Ratings downgraded shares of Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, July 28th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $441.00.

Insider Activity at Analog Devices

In related news, SVP Martin Cotter sold 17,594 shares of the firm’s stock in a transaction dated 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 completion of the sale, the senior vice president owned 56,332 shares in the company, valued at $23,546,776. This trade represents a 23.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Karen Golz sold 1,000 shares of the business’s stock in a transaction dated Monday, July 13th. The stock was sold at an average price of $389.83, for a total transaction of $389,830.00. Following the sale, the director directly owned 11,019 shares in the company, valued at approximately $4,295,536.77. This represents a 8.32% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 105,274 shares of company stock valued at $42,247,986. Company insiders own 0.36% of the company’s stock.

Key Analog Devices News

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

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.