Horizon Investments LLC Grows Stock Position in Analog Devices, Inc. $ADI

Horizon Investments LLC raised its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 123.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 44,980 shares of the semiconductor company’s stock after buying an additional 24,850 shares during the quarter. Horizon Investments LLC’s holdings in Analog Devices were worth $12,199,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Y.D. More Investments Ltd purchased a new position in Analog Devices during the third quarter worth approximately $32,000. LFA Lugano Financial Advisors SA grew its stake in shares of Analog Devices by 92.9% during the 3rd quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock valued at $33,000 after buying an additional 65 shares during the period. Albion Financial Group UT grew its stake in shares of Analog Devices by 41.4% during the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock valued at $33,000 after buying an additional 36 shares during the period. Barnes Dennig Private Wealth Management LLC increased its holdings in shares of Analog Devices by 61.3% during the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 129 shares of the semiconductor company’s stock worth $35,000 after buying an additional 49 shares during the last quarter. Finally, Valley Wealth Managers Inc. acquired a new stake in shares of Analog Devices during the 3rd quarter worth $38,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

Insider Buying and Selling at Analog Devices

In other news, CAO Michael Sondel sold 4,199 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the completion of the sale, the chief accounting officer directly owned 14,740 shares in the company, valued at $5,321,434.80. This trade represents a 22.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Ray Stata sold 3,125 shares of the business’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $317.30, for a total value of $991,562.50. Following the completion of the transaction, the director owned 123,821 shares in the company, valued at approximately $39,288,403.30. This trade represents a 2.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 27,324 shares of company stock valued at $8,758,085 in the last ninety days. Insiders own 0.36% of the company’s stock.

Analog Devices Stock Down 1.1%

Shares of NASDAQ:ADI opened at $397.69 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a 52-week low of $194.26 and a 52-week high of $408.37. The company has a 50 day moving average of $341.55 and a two-hundred day moving average of $298.42. The company has a market capitalization of $194.15 billion, a price-to-earnings ratio of 72.70, a price-to-earnings-growth ratio of 1.62 and a beta of 1.19.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, topping analysts’ consensus estimates of $2.31 by $0.15. The business had revenue of $3.16 billion for the quarter, compared to analysts’ expectations of $3.10 billion. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The business’s revenue for the quarter was up 30.4% compared to the same quarter last year. During the same period in the previous year, the company posted $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, analysts forecast that Analog Devices, Inc. will post 11.35 earnings per share for the current fiscal year.

Analog Devices Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, March 3rd were issued a $1.10 dividend. The ex-dividend date was Tuesday, March 3rd. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio (DPR) is presently 80.44%.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on ADI. Benchmark lifted their target price on Analog Devices from $285.00 to $400.00 and gave the company a “buy” rating in a report on Thursday, February 19th. Piper Sandler raised their price objective on Analog Devices from $250.00 to $360.00 and gave the stock a “neutral” rating in a report on Thursday, February 19th. Arete Research raised Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 price objective on the stock in a research note on Monday, March 30th. Oppenheimer reiterated an “outperform” rating and set a $400.00 target price (up from $350.00) on shares of Analog Devices in a report on Thursday, February 19th. Finally, Susquehanna increased their target price on shares of Analog Devices from $360.00 to $400.00 and gave the stock a “positive” rating in a research report on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $370.69.

Key Stories Impacting Analog Devices

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

• Positive Sentiment: One-week momentum: ADI has risen sharply over the past week, attracting momentum and short-term interest that can support higher prices in the near term. Analog Devices (ADI) Is Up 7.57% in One Week: What You Should Know
• Positive Sentiment: Growth thesis reinforced: Recent write-ups list three reasons ADI qualifies as a solid growth stock (revenue/earnings strength, AI/automotive exposure, recurring analog franchise), supporting a longer-term bullish case. Is Analog Devices (ADI) a Solid Growth Stock? 3 Reasons to Think “Yes”
• Positive Sentiment: Long-term performance spotlight: Retrospectives showing multi‑year gains if you’d held ADI help sustain retail investor interest and confidence in the company’s compounding potential. If You Invested $1000 in Analog Devices a Decade Ago, This is How Much It’d Be Worth Now
• Positive Sentiment: Product/market expansion: ADI released A²B 2.0 for next‑generation in‑vehicle audio — a tangible product win for automotive OEMs that supports ADI’s exposure to the large automotive market. Analog Devices releases A2B 2.0 for next-generation in-vehicle audio systems
• Neutral Sentiment: Analyst recommendation debate: Coverage points out that the average broker rating signals “buy,” but cautions that ABR can be overly optimistic; useful context but mixed impact on price. Is Analog Devices (ADI) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: Investor caution on AI: Commentary says ADI benefits from the AI narrative but some investors are hedging, which can cap upside until visibility on AI-driven revenue is clearer. Analog Devices: The AI Narrative Is Strong, But Investors Are Hedging
• Negative Sentiment: Analyst price target below current trading: A reported average price target of $370.69 is lower than recent intraday levels, which could weigh on the stock if more analysts revise targets downward. Analog Devices, Inc. (NASDAQ:ADI) Receives $370.69 Average Price Target from Analysts

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.