Meitav Investment House Ltd. Makes New Investment in Analog Devices, Inc. $ADI

Meitav Investment House Ltd. bought a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 168,100 shares of the semiconductor company’s stock, valued at approximately $53,479,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Banque Transatlantique SA acquired a new position in Analog Devices during the 4th quarter worth about $25,000. Hilton Head Capital Partners LLC acquired a new stake in Analog Devices in the 4th quarter valued at about $26,000. Gordian Capital Singapore Pte Ltd bought a new position in shares of Analog Devices in the fourth quarter worth about $27,000. Evolution Wealth Management Inc. bought a new position in shares of Analog Devices in the first quarter worth about $30,000. Finally, Albion Financial Group UT lifted its position in shares of Analog Devices by 41.4% during the fourth quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 36 shares in the last quarter. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: ADI completed its acquisition of Empower Semiconductor, a move that expands its power-delivery capabilities for AI systems and broadens its addressable market in the AI infrastructure chain. Analog Devices Completes Acquisition of Empower Semiconductor
• Positive Sentiment: Analysts continue to highlight Analog Devices as an AI beneficiary, with commentary pointing to strong semiconductor demand tied to AI and recent price-target increases reinforcing a bullish outlook. Analog Devices Wins Higher Price Target as AI Chip Boom Accelerates
• Positive Sentiment: Broader chip-sector strength has also supported ADI, as semiconductor names rebounded after last week’s selloff and the Philadelphia Semiconductor Index jumped sharply. Entegris and Analog Devices Shares Skyrocket, What You Need To Know
• Neutral Sentiment: A Zacks article also flagged ADI as one of several semiconductor stocks positioned to benefit from AI-driven chip demand, which adds to the longer-term growth narrative but does not appear to be a direct near-term catalyst. AI Powering Semiconductor Sales: 4 Stocks to Boost Your Portfolio
• Negative Sentiment: Recent insider selling, including CEO Vincent Roche’s sale of 10,000 shares, may temper enthusiasm slightly, even though the trade was made under a pre-arranged plan. Insider Selling: Analog Devices CEO Sells Stock

Wall Street Analyst Weigh In

Several analysts have recently commented on ADI shares. Evercore reissued an “outperform” rating and set a $474.00 price target on shares of Analog Devices in a research note on Thursday, May 21st. Robert W. Baird upped their price objective on Analog Devices from $365.00 to $450.00 and gave the stock an “outperform” rating in a report on Thursday, May 21st. Argus set a $460.00 price objective on Analog Devices in a research report on Tuesday, May 26th. Wolfe Research reissued an “outperform” rating and issued a $475.00 target price on shares of Analog Devices in a research note on Thursday, May 21st. Finally, The Goldman Sachs Group restated a “buy” rating and set a $450.00 target price on shares of Analog Devices in a research report on Wednesday, May 20th. 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 company’s stock. According to MarketBeat.com, Analog Devices presently has a consensus rating of “Moderate Buy” and an average price target of $439.79.

Insider Buying and Selling

In related news, CEO Vincent Roche sold 30,000 shares of the stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total value of $12,453,900.00. Following the sale, the chief executive officer directly owned 137,538 shares in the company, valued at $57,096,149.94. This trade represents a 17.91% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Karen Golz sold 1,000 shares of Analog Devices stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $411.95, for a total transaction of $411,950.00. Following the transaction, the director directly owned 12,019 shares in the company, valued at $4,951,227.05. The trade was a 7.68% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 101,442 shares of company stock valued at $41,139,054 over the last 90 days. 0.36% of the stock is owned by corporate insiders.

Analog Devices Trading Down 3.2%

Shares of Analog Devices stock traded down $12.47 on Tuesday, hitting $376.36. 1,194,979 shares of the company’s stock traded hands, compared to its average volume of 4,306,233. The firm’s 50-day moving average price is $409.39 and its two-hundred day moving average price is $349.73. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.75 and a quick ratio of 1.34. The stock has a market capitalization of $183.32 billion, a PE ratio of 55.90, a price-to-earnings-growth ratio of 1.06 and a beta of 1.18. Analog Devices, Inc. has a one year low of $218.37 and a one year high of $445.91.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.89 by $0.20. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The business had revenue of $3.62 billion for the quarter, compared to analyst estimates of $3.51 billion. During the same period last year, the company earned $1.85 EPS. The firm’s revenue was up 37.2% on a year-over-year basis. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. On average, research analysts expect that Analog Devices, Inc. will post 12.41 EPS 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 issued a dividend of $1.10 per share. The ex-dividend date was Tuesday, June 2nd. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. Analog Devices’s dividend payout ratio (DPR) is 65.38%.

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.