Commonwealth of Pennsylvania Public School Empls Retrmt SYS Decreases Holdings in Analog Devices, Inc. $ADI

Commonwealth of Pennsylvania Public School Empls Retrmt SYS decreased its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 4.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 114,430 shares of the semiconductor company’s stock after selling 4,736 shares during the period. Commonwealth of Pennsylvania Public School Empls Retrmt SYS’s holdings in Analog Devices were worth $31,033,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Entrust Financial LLC purchased a new position in shares of Analog Devices in the fourth quarter worth $33,000. Albion Financial Group UT raised its holdings in shares of Analog Devices by 41.4% in the fourth quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after buying an additional 36 shares during the last quarter. CBIZ Investment Advisory Services LLC raised its holdings in shares of Analog Devices by 56.1% in the fourth quarter. CBIZ Investment Advisory Services LLC now owns 128 shares of the semiconductor company’s stock worth $35,000 after buying an additional 46 shares during the last quarter. Barnes Dennig Private Wealth Management LLC raised its holdings in shares of Analog Devices by 61.3% in the fourth 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, Y.D. More Investments Ltd purchased a new position in shares of Analog Devices in the third quarter worth $32,000. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have issued reports on ADI shares. Needham & Company LLC raised their price target on shares of Analog Devices from $400.00 to $440.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Stifel Nicolaus raised their price target on shares of Analog Devices from $405.00 to $450.00 and gave the stock a “buy” rating in a report on Monday, May 18th. Barclays raised their price target on shares of Analog Devices from $430.00 to $450.00 and gave the stock an “overweight” rating in a report on Thursday, May 21st. Cantor Fitzgerald raised their price target on shares of Analog Devices from $400.00 to $510.00 and gave the stock an “overweight” rating in a report on Wednesday, May 13th. Finally, JPMorgan Chase & Co. raised their price target on shares of Analog Devices from $400.00 to $450.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $432.71.

Analog Devices Price Performance

NASDAQ:ADI opened at $413.85 on Monday. Analog Devices, Inc. has a one year low of $210.80 and a one year high of $435.72. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75. The firm has a market cap of $201.58 billion, a price-to-earnings ratio of 61.49, a PEG ratio of 1.16 and a beta of 1.18. The firm’s fifty day moving average is $372.03 and its two-hundred day moving average is $322.77.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, beating the consensus estimate of $2.89 by $0.20. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The company had revenue of $3.62 billion for the quarter, compared to analyst estimates of $3.51 billion. During the same period in the prior year, the company earned $1.85 earnings per share. 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. Research analysts expect that Analog Devices, Inc. will post 12.41 EPS for the current year.

Analog Devices Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd will be issued a $1.10 dividend. This represents a $4.40 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Tuesday, June 2nd. Analog Devices’s dividend payout ratio is presently 65.38%.

Analog Devices News Roundup

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

• Positive Sentiment: Raymond James raised its price target on Analog Devices to $430 from $385 and kept an Outperform rating, reinforcing confidence in the company’s post-earnings momentum. Article on Raymond James raising ADI price target
• Positive Sentiment: Evercore ISI also boosted its target to $474 from $387 after ADI posted a “beat-and-raise” quarter, signaling stronger-than-expected demand and earnings power. Article on Evercore ISI target hike
• Positive Sentiment: Analysts highlighted ADI’s industrial segment strength, with 56% year-over-year growth in the latest quarter driven by AI infrastructure, automation, and defense demand. Article on industrial segment growth
• Positive Sentiment: ADI’s strong quarterly results and upbeat guidance continue to support the stock’s bullish narrative, with revenue and EPS both topping expectations. Zacks article on ADI earnings and outlook
• Neutral Sentiment: CEO Vincent Roche sold 30,000 shares, which can create some investor caution, but the sale appears more like routine insider activity than a fundamental warning sign.
• Neutral Sentiment: Broader semiconductor and technology-sector strength is also providing a favorable backdrop for ADI shares.

Insider Buying and Selling

In related news, CEO Vincent Roche sold 30,000 shares of the firm’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the sale, the chief executive officer owned 137,538 shares in the company, valued at approximately $57,096,149.94. This trade represents a 17.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders have sold 80,000 shares of company stock valued at $31,519,000 over the last 90 days. 0.36% of the stock is currently owned by corporate insiders.

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.