Brady Family Wealth LLC Reduces Position in Analog Devices, Inc. $ADI

Brady Family Wealth LLC lowered its position in Analog Devices, Inc. (NASDAQ:ADI) by 11.1% in the third quarter, Holdings Channel.com reports. The institutional investor owned 23,626 shares of the semiconductor company’s stock after selling 2,954 shares during the period. Analog Devices comprises approximately 1.8% of Brady Family Wealth LLC’s holdings, making the stock its 17th largest position. Brady Family Wealth LLC’s holdings in Analog Devices were worth $5,805,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Brighton Jones LLC boosted its stake in Analog Devices by 39.5% during the 4th quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock worth $397,000 after purchasing an additional 529 shares during the period. Wellington Management Group LLP raised its holdings in shares of Analog Devices by 7.1% in the first quarter. Wellington Management Group LLP now owns 77,886 shares of the semiconductor company’s stock valued at $15,707,000 after buying an additional 5,188 shares during the last quarter. Quantbot Technologies LP purchased a new stake in shares of Analog Devices in the first quarter valued at about $781,000. Compound Planning Inc. grew its holdings in shares of Analog Devices by 21.9% during the first quarter. Compound Planning Inc. now owns 5,797 shares of the semiconductor company’s stock worth $1,169,000 after buying an additional 1,040 shares during the last quarter. Finally, 1832 Asset Management L.P. grew its holdings in shares of Analog Devices by 373.6% during the first quarter. 1832 Asset Management L.P. now owns 24,213 shares of the semiconductor company’s stock worth $4,883,000 after buying an additional 19,100 shares during the last quarter. 86.81% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts have weighed in on ADI shares. Cfra reaffirmed a “buy” rating and set a $280.00 price objective on shares of Analog Devices in a research report on Tuesday, November 25th. BNP Paribas started coverage on Analog Devices in a report on Tuesday, November 4th. They set an “outperform” rating and a $300.00 price target for the company. Robert W. Baird boosted their price objective on shares of Analog Devices from $250.00 to $275.00 and gave the company an “outperform” rating in a research note on Wednesday, November 26th. Evercore ISI cut their price objective on shares of Analog Devices from $303.00 to $282.00 and set an “outperform” rating for the company in a research report on Tuesday, November 25th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $300.00 target price on shares of Analog Devices in a report on Tuesday, November 25th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $287.22.

Insider Activity at Analog Devices

In other news, Director Edward H. Frank sold 1,000 shares of the business’s stock in a transaction that occurred on Monday, October 6th. The stock was sold at an average price of $242.74, for a total transaction of $242,740.00. Following the sale, the director owned 5,118 shares of the company’s stock, valued at $1,242,343.32. The trade was a 16.35% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $234.95, for a total value of $2,349,500.00. Following the completion of the sale, the chief executive officer owned 163,640 shares in the company, valued at approximately $38,447,218. This represents a 5.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 40,419 shares of company stock worth $10,249,017. 0.33% of the stock is currently owned by company insiders.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: BofA raised its price target to $320 (from $290) and kept a Buy rating — this signals confidence in a multi‑year, AI/upgrade-driven demand cycle that supports longer‑term upside. BofA Raises ADI Target
• Positive Sentiment: UBS lifted its target and reiterated a Buy — another major shop increasing its valuation supports positive analyst momentum and can attract institutional buying. UBS Lifts ADI Target
• Positive Sentiment: Truist raised its price target to $291 (from $258) — even though it remains a “Hold,” the higher target narrows upside risk and supports the stock at current levels. Truist Raises ADI Target
• Positive Sentiment: Zacks and other shops have raised several near‑term and multi‑year EPS estimates for ADI — upward revisions to earnings forecasts are supportive of valuation expansion and give analysts cover to lift targets. (Source: compile of Zacks/MarketBeat notes)
• Neutral Sentiment: Seeking Alpha notes “high growth across industrials” for ADI — thematic growth is encouraging, but execution and margin retention will determine stock impact. ADI Sees High Growth Across Industrials
• Neutral Sentiment: Valuation debate: a Yahoo Finance piece asks whether ADI’s ~110% five‑year run leaves substantial upside at current levels — raises the risk that momentum stalls if growth expectations slip. Has ADI’s 110% Five Year Surge Left Much Upside?
• Negative Sentiment: Insider selling: SVP Martin Cotter sold ~5,000 shares (~$1.36M) and director Ray Stata sold 3,125 shares (~$873k). While insider sales can be routine, clustered sales may raise short‑term sentiment pressure. Martin Cotter Sells ADI Stock Ray Stata Form 4

Analog Devices Trading Down 0.2%

NASDAQ:ADI opened at $274.44 on Friday. Analog Devices, Inc. has a 1 year low of $158.65 and a 1 year high of $284.23. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.68 and a current ratio of 2.19. The stock has a fifty day moving average price of $250.17 and a two-hundred day moving average price of $242.23. The stock has a market capitalization of $134.38 billion, a price-to-earnings ratio of 60.18, a PEG ratio of 1.52 and a beta of 1.04.

Analog Devices (NASDAQ:ADI) last issued its earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 EPS for the quarter, topping the consensus estimate of $2.22 by $0.04. The company had revenue of $3.08 billion for the quarter, compared to analyst estimates of $3.02 billion. Analog Devices had a net margin of 20.58% and a return on equity of 11.23%. The business’s revenue was up 25.9% on a year-over-year basis. During the same period in the previous year, the firm earned $1.67 EPS. As a group, sell-side analysts anticipate that Analog Devices, Inc. will post 7.14 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, December 22nd. Shareholders of record on Monday, December 8th will be issued a $0.99 dividend. The ex-dividend date of this dividend is Monday, December 8th. This represents a $3.96 dividend on an annualized basis and a yield of 1.4%. Analog Devices’s dividend payout ratio (DPR) is 86.84%.

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.