Analog Devices, Inc. $ADI Shares Sold by Ironvine Capital Partners LLC

Ironvine Capital Partners LLC decreased its position in Analog Devices, Inc. (NASDAQ:ADI) by 11.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 183,944 shares of the semiconductor company’s stock after selling 23,705 shares during the period. Analog Devices comprises about 5.0% of Ironvine Capital Partners LLC’s investment portfolio, making the stock its 7th biggest holding. Ironvine Capital Partners LLC’s holdings in Analog Devices were worth $49,886,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Hilton Head Capital Partners LLC acquired a new position in Analog Devices in the 4th quarter worth approximately $26,000. Gordian Capital Singapore Pte Ltd acquired a new position in Analog Devices in the 4th quarter worth approximately $27,000. Entrust Financial LLC acquired a new position in Analog Devices in the 4th quarter worth approximately $33,000. Albion Financial Group UT boosted its stake in Analog Devices by 41.4% in the 4th quarter. Albion Financial Group UT now owns 123 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 36 shares during the period. Finally, CBIZ Investment Advisory Services LLC boosted its stake in Analog Devices by 56.1% in the 4th quarter. CBIZ Investment Advisory Services LLC now owns 128 shares of the semiconductor company’s stock worth $35,000 after purchasing an additional 46 shares during the period. Institutional investors and hedge funds own 86.81% of the company’s stock.

More Analog Devices News

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

• Positive Sentiment: Recent commentary says Analog Devices is benefiting from strong AI infrastructure spending, with growing data-center and communications demand reinforcing the company’s growth story. Will Record Q2, Empower Deal and AI Infrastructure Demand Shift Analog Devices’ (ADI) Narrative?
• Positive Sentiment: Analyst and broker commentary remains generally constructive, with recent reports describing ADI as a buy and noting momentum in its communications segment tied to AI and data-center demand. Can ADI’s Communications Segment Emerge as a New Growth Driver?
• Neutral Sentiment: Analog Devices was recognized at the 2026 BostonCISO ORBIE Awards, which is a positive brand and leadership signal but unlikely to move the stock by itself. New England’s Top Security Executives Named at the 2026 BostonCISO ORBIE Awards
• Negative Sentiment: Director Ray Stata disclosed a sale of 1,432 shares, which can weigh on sentiment even though it was made under a pre-arranged 10b5-1 plan and represents a small portion of his holdings. Ray Stata Sells 1,432 Shares of Analog Devices (NASDAQ:ADI) Stock

Wall Street Analyst Weigh In

A number of brokerages have issued reports on ADI. Morgan Stanley reissued an “overweight” rating and set a $373.00 target price on shares of Analog Devices in a research note on Thursday, February 19th. Wolfe Research reissued an “outperform” rating and set a $475.00 target price on shares of Analog Devices in a research note on Thursday, May 21st. Barclays lifted their target price on shares of Analog Devices from $430.00 to $450.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. TD Cowen lifted their target price on shares of Analog Devices from $400.00 to $450.00 and gave the company a “buy” rating in a research note on Thursday, May 21st. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $450.00 target price on shares of Analog Devices in a research note on Wednesday, May 20th. Two analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, Analog Devices currently has an average rating of “Moderate Buy” and an average price target of $432.71.

Analog Devices Stock Up 1.4%

Analog Devices stock opened at $417.79 on Friday. The firm has a market cap of $203.50 billion, a price-to-earnings ratio of 62.08, a P/E/G ratio of 1.15 and a beta of 1.18. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.75 and a quick ratio of 1.34. Analog Devices, Inc. has a fifty-two week low of $218.37 and a fifty-two week high of $439.70. The firm has a fifty day moving average price of $391.76 and a two-hundred day moving average price of $334.69.

Analog Devices (NASDAQ:ADI) last released its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.89 by $0.20. The firm had revenue of $3.62 billion during the quarter, compared to analyst estimates of $3.51 billion. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The business’s revenue was up 37.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.85 EPS. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, analysts forecast that Analog Devices, Inc. will post 12.41 earnings per share for the current year.

Analog Devices Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd will be given a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. Analog Devices’s payout ratio is currently 65.38%.

Insiders Place Their Bets

In other news, SVP Martin Cotter sold 17,594 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total transaction of $7,354,292.00. Following the completion of the transaction, the senior vice president owned 56,332 shares of the company’s stock, valued at approximately $23,546,776. This represents a 23.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Vincent Roche sold 30,000 shares of the company’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 137,538 shares of the company’s stock, valued at $57,096,149.94. This represents a 17.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 100,442 shares of company stock valued at $40,011,004 in the last quarter. Insiders own 0.36% of the company’s stock.

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.