Hara Capital LLC Makes New $1.37 Million Investment in Analog Devices, Inc. $ADI

Hara Capital LLC bought a new stake in Analog Devices, Inc. (NASDAQ:ADI) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 3,456 shares of the semiconductor company’s stock, valued at approximately $1,373,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Brighton Jones LLC increased its holdings in Analog Devices by 39.5% during the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock valued at $397,000 after purchasing an additional 529 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in Analog Devices by 36.0% in the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock worth $417,000 after purchasing an additional 464 shares in the last quarter. Ieq Capital LLC grew its holdings in shares of Analog Devices by 38.0% during the second quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock worth $10,610,000 after purchasing an additional 12,276 shares during the last quarter. HUB Investment Partners LLC acquired a new stake in shares of Analog Devices in the second quarter valued at $644,000. Finally, Peapack Gladstone Financial Corp increased its stake 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 buying an additional 1,406 shares in the last quarter. 86.81% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Analog Devices

In other Analog Devices news, Director Karen Golz sold 1,000 shares of the company’s stock in a transaction on Monday, July 13th. The shares were sold at an average price of $389.83, for a total transaction of $389,830.00. Following the completion of the sale, the director owned 11,019 shares in the company, valued at approximately $4,295,536.77. The trade was a 8.32% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Ray Stata sold 1,432 shares of the stock in a transaction on Tuesday, June 9th. The shares were sold at an average price of $400.83, for a total value of $573,988.56. Following the completion of the transaction, the director directly owned 120,175 shares in the company, valued at approximately $48,169,745.25. This trade represents a 1.18% 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. Over the last ninety days, insiders have sold 75,274 shares of company stock valued at $30,343,386. 0.36% of the stock is currently owned by corporate insiders.

Analog Devices News Summary

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

• Positive Sentiment: Strong Q3 beat and upbeat outlook: Fiscal third-quarter revenue reached a record $4.02 billion, up approximately 40% year over year and above the roughly $3.91 billion consensus estimate. Non-GAAP EPS of $3.45 also exceeded expectations. Management guided for fourth-quarter revenue of $4.2 billion-$4.4 billion and EPS of $3.71-$4.01, both ahead of Wall Street forecasts. Analog Devices Reports Record Fiscal Third Quarter 2026 Financial Results
• Positive Sentiment: AI and data-center demand are accelerating: Growth in data-center power-management and optical products, along with industrial demand, is supporting momentum into fiscal 2027. ADI says a potential 100-gigawatt data-center buildout by 2031 could represent a significant long-term opportunity. Analog Devices Sees 100 GW Data Center Buildout
• Positive Sentiment: Analysts raised targets: JPMorgan lifted its target to $500 and maintained an Overweight rating. Needham raised its target to $450, while TD Cowen reaffirmed Buy with a $460 target; Susquehanna also reiterated Buy with a $475 target. These revisions indicate improving confidence in ADI’s AI infrastructure growth. Analog Devices Is Cashing in on the AI Boom
• Positive Sentiment: Shareholder returns remain supportive: ADI declared a quarterly dividend of $1.10 per share, payable September 15 to shareholders of record September 1, and returned approximately $1.7 billion through dividends and repurchases during the quarter.
• Neutral Sentiment: ADI is increasingly being viewed as a dividend-paying way to participate in the AI boom, potentially broadening its appeal to income-oriented investors. 3 Buy-Rated Dividend Stocks to Play the AI Boom
• Negative Sentiment: Valuation and AI-trade concerns are limiting the reaction: One analyst argued that the stock’s elevated valuation and multiple contraction could overshadow the strong fundamentals, warning that investor enthusiasm around AI may be creating additional downside risk. Analog Devices Earnings Reaction Warning

Analog Devices Price Performance

Analog Devices stock opened at $370.24 on Friday. The business’s 50-day simple moving average is $389.14 and its 200 day simple moving average is $371.10. The company has a quick ratio of 1.34, a current ratio of 1.25 and a debt-to-equity ratio of 0.20. The stock has a market cap of $180.34 billion, a price-to-earnings ratio of 43.92, a P/E/G ratio of 0.97 and a beta of 1.20. Analog Devices, Inc. has a 12-month low of $223.47 and a 12-month high of $445.91.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings data on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share for the quarter, topping the consensus estimate of $3.34 by $0.11. Analog Devices had a return on equity of 16.39% and a net margin of 29.79%.The firm had revenue of $4.02 billion during the quarter, compared to analysts’ expectations of $3.92 billion. During the same period in the previous year, the business posted $2.05 EPS. The company’s quarterly revenue was up 39.2% compared to the same quarter last year. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. As a group, research analysts anticipate that Analog Devices, Inc. will post 12.42 earnings per share for the current year.

Analog Devices Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be paid a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Tuesday, September 1st. Analog Devices’s payout ratio is 65.38%.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on ADI shares. TD Cowen reiterated a “buy” rating and set a $460.00 price target on shares of Analog Devices in a research report on Thursday. JPMorgan Chase & Co. raised their price objective on shares of Analog Devices from $450.00 to $500.00 and gave the company an “overweight” rating in a research report on Thursday. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $480.00 target price on shares of Analog Devices in a research note on Wednesday. Truist Financial upped their target price 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. Finally, Sanford C. Bernstein raised shares of Analog Devices from a “market perform” rating to an “outperform” rating and increased their price target for the company from $430.00 to $465.00 in a research note on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $447.13.

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.