IPG Investment Advisors LLC Buys New Holdings in Analog Devices, Inc. $ADI

IPG Investment Advisors LLC bought a new position in Analog Devices, Inc. (NASDAQ:ADI) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 4,840 shares of the semiconductor company’s stock, valued at approximately $1,922,000.

A number of other institutional investors have also recently bought and sold shares of ADI. ING Groep NV raised its stake in Analog Devices by 45.1% during the fourth quarter. ING Groep NV now owns 222,559 shares of the semiconductor company’s stock worth $60,358,000 after acquiring an additional 69,202 shares in the last quarter. Natixis Advisors LLC boosted its stake in shares of Analog Devices by 2.4% in the 4th quarter. Natixis Advisors LLC now owns 1,002,286 shares of the semiconductor company’s stock valued at $271,791,000 after purchasing an additional 23,531 shares in the last quarter. National Pension Service grew its holdings in shares of Analog Devices by 0.5% in the 4th quarter. National Pension Service now owns 1,354,027 shares of the semiconductor company’s stock worth $367,212,000 after purchasing an additional 6,492 shares during the last quarter. Mach 1 Financial Group LLC bought a new stake in shares of Analog Devices in the 4th quarter worth about $2,883,000. Finally, Patriot Financial Group Insurance Agency LLC increased its position in shares of Analog Devices by 108.5% during the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 20,464 shares of the semiconductor company’s stock worth $6,511,000 after purchasing an additional 10,648 shares in the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analog Devices Stock Up 0.5%

Shares of NASDAQ:ADI opened at $365.07 on Thursday. The company has a quick ratio of 0.91, a current ratio of 1.25 and a debt-to-equity ratio of 0.20. The firm has a market cap of $176.90 billion, a P/E ratio of 43.31, a P/E/G ratio of 1.12 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. The company’s 50-day moving average price is $375.42 and its two-hundred day moving average price is $374.60.

Analog Devices (NASDAQ:ADI) last announced its earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share for the quarter, topping analysts’ consensus estimates 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 the consensus estimate of $3.92 billion. During the same period in the previous year, the firm posted $2.05 earnings per share. The company’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. As a group, research analysts forecast that Analog Devices, Inc. will post 12.96 EPS for the current fiscal year.

Analog Devices Announces Dividend

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 issued a $1.10 dividend. The ex-dividend date of this dividend 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 currently 52.19%.

Insider Activity at Analog Devices

In other news, CFO Richard C. Puccio, Jr. sold 2,683 shares of the business’s stock in a transaction on Wednesday, August 26th. The stock was sold at an average price of $374.56, for a total transaction of $1,004,944.48. Following the completion of the sale, the chief financial officer 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 legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Karen Golz sold 1,000 shares of the company’s stock in a transaction on Thursday, August 27th. The shares were sold at an average price of $374.50, for a total value of $374,500.00. Following the transaction, the director directly owned 10,019 shares in the company, valued at $3,752,115.50. This trade represents a 9.08% decrease in their position. 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. Over the last 90 days, insiders have sold 40,015 shares of company stock worth $14,885,702. Company insiders own 0.36% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the stock. Cantor Fitzgerald reissued an “overweight” rating on shares of Analog Devices in a report on Tuesday. Wolfe Research reaffirmed an “outperform” rating and set a $475.00 price objective on shares of Analog Devices in a report on Thursday, May 21st. Needham & Company LLC raised their price objective on shares of Analog Devices from $440.00 to $450.00 and gave the stock a “buy” rating in a report on Thursday, August 20th. Morgan Stanley lifted their target price on shares of Analog Devices from $428.00 to $458.00 and gave the company an “overweight” rating in a research note on Thursday, August 20th. Finally, Jefferies Financial Group increased their price target on Analog Devices from $410.00 to $475.00 and gave the stock a “buy” rating in a research report on Wednesday, May 20th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, Analog Devices presently has a consensus rating of “Buy” and an average price target of $457.97.

Analog Devices News Roundup

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

• Positive Sentiment: Strategic Alif Semiconductor acquisition: ADI agreed to acquire Alif for approximately $1.35 billion in cash. Alif’s AI-native fusion processors would complement ADI’s analog technology and support local, real-time processing in industrial equipment, robotics, energy, defense, data-center infrastructure, digital health and wearable devices. The transaction could broaden ADI’s total addressable market and strengthen its edge-AI offering. Analog Devices to Acquire Alif Semiconductor
• Positive Sentiment: Growth extends beyond AI: Recent fiscal third-quarter results showed strong industrial and automotive demand, indicating ADI’s growth is not dependent solely on data-center AI spending. Analysts and investors may view the company’s diversified end-market exposure as supportive of longer-term earnings stability. Analog Devices Shows Why AI Is Not the Only Story Driving Chip Demand
• Positive Sentiment: Analyst and options signals: TD Cowen reaffirmed its “buy” rating and maintained a $460 price target, implying substantial upside from recent trading levels. Separately, call-option volume was more than twice its average, suggesting increased bullish speculative interest. Analog Devices to Buy Alif Semiconductor
• Neutral Sentiment: Insider sale: CFO Richard Puccio sold 1,500 shares worth approximately $545,000, reducing his direct holdings by 2.77%. The transaction occurred under a pre-arranged Rule 10b5-1 trading plan, making it a limited signal about management’s outlook.
• Negative Sentiment: Acquisition cost and execution risk: The all-cash purchase will use $1.35 billion of ADI’s resources, and investors will assess whether Alif’s technology can be integrated successfully and generate returns. ADI’s elevated valuation also leaves less room for disappointment if the deal or broader semiconductor recovery underperforms.

Analog Devices Company Profile

Analog Devices, Inc (NASDAQ: ADI) is a global semiconductor company that designs and manufactures high-performance analog, mixed-signal, power-management and radio-frequency integrated circuits. Its technologies help convert real-world signals—such as temperature, pressure, sound, motion and light—into data that electronic systems can process and use.

The company offers data converters, amplifiers, power-management products, sensors, embedded processors, connectivity solutions and other semiconductor components.