Analog Devices, Inc. $ADI Stock: One Way Holdings LLC Raises Position

One Way Holdings LLC lifted its stake in Analog Devices, Inc. (NASDAQ:ADI) by 8.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 58,356 shares of the semiconductor company’s stock after buying an additional 4,371 shares during the period. One Way Holdings LLC’s holdings in Analog Devices were worth $23,150,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Petros Family Wealth LLC boosted its stake in Analog Devices by 0.8% in the third quarter. Petros Family Wealth LLC now owns 3,377 shares of the semiconductor company’s stock valued at $1,340,000 after acquiring an additional 26 shares in the last quarter. Bridgewater Advisors Inc. increased its position in shares of Analog Devices by 1.5% during the first quarter. Bridgewater Advisors Inc. now owns 1,805 shares of the semiconductor company’s stock worth $574,000 after purchasing an additional 27 shares in the last quarter. Silicon Valley Capital Partners increased its position in shares of Analog Devices by 4.2% during the first quarter. Silicon Valley Capital Partners now owns 672 shares of the semiconductor company’s stock worth $214,000 after purchasing an additional 27 shares in the last quarter. Cornerstone Financial Management LLC lifted its holdings in shares of Analog Devices by 54.9% in the 2nd quarter. Cornerstone Financial Management LLC now owns 79 shares of the semiconductor company’s stock valued at $31,000 after purchasing an additional 28 shares during the last quarter. Finally, 55 North Private Wealth LLC boosted its position in shares of Analog Devices by 2.8% in the 3rd quarter. 55 North Private Wealth LLC now owns 1,018 shares of the semiconductor company’s stock valued at $404,000 after purchasing an additional 28 shares during the period. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CFO Richard C. Puccio, Jr. sold 2,683 shares of Analog Devices stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $374.56, for a total value of $1,004,944.48. Following the sale, the chief financial officer directly owned 54,177 shares in the company, valued at $20,292,537.12. The trade was a 4.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Vivek Jain sold 3,305 shares of the company’s stock in a transaction on Thursday, October 8th. The stock was sold at an average price of $406.58, for a total value of $1,343,746.90. Following the transaction, the insider directly owned 40,428 shares in the company, valued at $16,437,216.24. This represents a 7.56% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 42,436 shares of company stock worth $16,384,954. Company insiders own 0.36% of the company’s stock.

Analog Devices Stock Performance

NASDAQ:ADI opened at $417.11 on Monday. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.25 and a quick ratio of 0.91. The firm has a market cap of $202.12 billion, a price-to-earnings ratio of 49.48, a price-to-earnings-growth ratio of 1.28 and a beta of 1.24. The firm’s fifty day moving average price is $388.54 and its 200 day moving average price is $371.13. Analog Devices, Inc. has a 1-year low of $223.47 and a 1-year high of $445.91.

Analog Devices (NASDAQ:ADI) last released its earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 EPS for the quarter, topping the consensus estimate of $3.34 by $0.11. Analog Devices had a net margin of 29.79% and a return on equity of 16.39%. The company had revenue of $4.02 billion during the quarter, compared to analysts’ expectations of $3.92 billion. During the same quarter last year, the business earned $2.05 EPS. The business’s revenue was up 39.2% on a year-over-year basis. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. On average, sell-side analysts expect that Analog Devices, Inc. will post 13.00 EPS for the current year.

Analog Devices Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st were given a dividend of $1.10 per share. The ex-dividend date was Tuesday, September 1st. This represents a $4.40 annualized dividend and a yield of 1.1%. Analog Devices’s payout ratio is presently 52.19%.

Wall Street Analysts Forecast Growth

Several research analysts have commented on ADI shares. Seaport Research Partners raised Analog Devices from a “neutral” rating to a “buy” rating and set a $425.00 price target on the stock in a research report on Thursday, August 20th. Wall Street Zen upgraded shares of Analog Devices from a “hold” rating to a “buy” rating in a research report on Sunday, October 25th. Weiss Ratings upgraded shares of Analog Devices from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, August 21st. Piper Sandler set a $460.00 target price on shares of Analog Devices in a report on Tuesday, September 8th. Finally, Morgan Stanley upped their price target on shares of Analog Devices from $428.00 to $458.00 and gave the company an “overweight” rating in a research report on Thursday, August 20th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $460.55.

Analog Devices Company Profile

Analog Devices, Inc (NASDAQ: ADI) is a global semiconductor company that designs and manufactures analog, mixed-signal and digital signal-processing technologies. Its products convert, condition and process real-world signals such as temperature, pressure, sound, motion, light and electrical power, helping electronic systems interpret and respond to physical environments.

The company offers a broad portfolio of integrated circuits, power-management products, amplifiers, data converters, sensors, radio-frequency and microwave components, connectivity solutions and embedded processors.