56,875 Shares in Analog Devices, Inc. $ADI Purchased by EP Wealth Advisors LLC

EP Wealth Advisors LLC purchased a new stake in Analog Devices, Inc. (NASDAQ:ADI) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 56,875 shares of the semiconductor company’s stock, valued at approximately $22,589,000.

Other large investors have also recently bought and sold shares of the company. Banque Transatlantique SA bought a new stake in shares of Analog Devices during the fourth quarter worth approximately $25,000. Contravisory Investment Management Inc. bought a new position in shares of Analog Devices during the second quarter worth approximately $25,000. Hilton Head Capital Partners LLC bought a new position in shares of Analog Devices during the fourth quarter worth approximately $26,000. Gordian Capital Singapore Pte Ltd acquired a new stake in Analog Devices during the 4th quarter worth approximately $27,000. Finally, Evolution Wealth Management Inc. acquired a new stake in Analog Devices during the 1st quarter worth approximately $30,000. 86.81% of the stock is owned by institutional investors.

Key Analog Devices News

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

• Positive Sentiment: Strong earnings and guidance: ADI reported record fiscal Q3 revenue of $4.02 billion, up about 40% year over year and ahead of the $3.92 billion consensus estimate. Adjusted EPS of $3.45 also exceeded expectations. Management’s fiscal Q4 EPS outlook of $3.71 to $4.01 points to continued momentum. Analog Devices Q3 Earnings Beat Estimates, Revenues Rise Y/Y
• Positive Sentiment: AI and data-center growth: Revenue from data-center applications reportedly more than doubled, while demand tied to AI infrastructure, power management, optical connectivity and energy systems is creating a multiyear growth opportunity. Management highlighted a potential 100-gigawatt data-center buildout by 2031. Analog Devices Q3 Earnings Call Highlights AI Power Growth Runway
• Positive Sentiment: Broad analyst support: JPMorgan raised its price target to $500 and maintained an Overweight rating. Needham, TD Cowen and Susquehanna also reiterated Buy-equivalent ratings, with targets ranging from $450 to $475. These revisions reflect confidence in AI demand, margin expansion and an improving industrial recovery. Analog Devices Is Cashing in on the AI Boom
• Neutral Sentiment: Relative investment appeal: Comparisons with Texas Instruments and dividend-focused AI investment ideas portray ADI as a financially solid way to gain analog-chip and AI exposure, though they do not represent new company-specific catalysts. ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?
• Negative Sentiment: Macro and valuation risks: Semiconductor stocks faced pressure from a sharp rise in the 30-year Treasury yield, which can weigh on high-valuation growth shares. One analysis also downgraded ADI, arguing that multiple contraction and elevated expectations could limit gains despite strong fundamentals. Chip Stocks Fell on Higher Treasury Yields

Analysts Set New Price Targets

A number of research analysts have commented on the company. KeyCorp upped their price objective on Analog Devices from $500.00 to $525.00 and gave the company an “overweight” rating in a report on Tuesday, July 14th. Bank of America lifted their target price on Analog Devices from $425.00 to $460.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Raymond James Financial reissued an “outperform” rating and issued a $430.00 target price on shares of Analog Devices in a research report on Thursday, May 21st. Fundamental Research set a $550.00 price target on shares of Analog Devices in a research note on Monday, June 29th. Finally, Wall Street Zen raised shares of Analog Devices from a “hold” rating to a “buy” rating in a research report on Sunday, May 24th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $447.13.

Analog Devices Trading Up 0.8%

Shares of NASDAQ:ADI opened at $373.09 on Friday. The business’s 50 day simple moving average is $388.25 and its 200 day simple moving average is $371.11. Analog Devices, Inc. has a 1 year low of $223.47 and a 1 year high of $445.91. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.25 and a quick ratio of 1.34. The company has a market capitalization of $180.79 billion, a P/E ratio of 44.26, a P/E/G ratio of 0.94 and a beta of 1.20.

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, beating the consensus estimate of $3.34 by $0.11. The firm had revenue of $4.02 billion during the quarter, compared to analysts’ expectations of $3.92 billion. Analog Devices had a return on equity of 16.39% and a net margin of 29.79%.The company’s quarterly revenue was up 39.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.05 EPS. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. On average, research analysts anticipate that Analog Devices, Inc. will post 12.72 EPS for the current fiscal year.

Analog Devices Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be given a $1.10 dividend. The ex-dividend date is Tuesday, September 1st. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.2%. Analog Devices’s dividend payout ratio (DPR) is presently 52.19%.

Insider Buying and Selling

In related news, Director Ray Stata sold 1,432 shares of the company’s stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $400.83, for a total transaction of $573,988.56. Following the completion of the sale, the director owned 120,175 shares of the company’s stock, valued at $48,169,745.25. This represents a 1.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Karen Golz sold 1,000 shares of the 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 owned 11,019 shares in the company, valued at $4,295,536.77. The trade was a 8.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 75,274 shares of company stock worth $30,343,386 in the last ninety days. 0.36% of the stock is owned by company insiders.

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.