Analog Devices, Inc. $ADI Shares Bought by Gunderson Capital Management LLC

Gunderson Capital Management LLC raised its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 92.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,925 shares of the semiconductor company’s stock after buying an additional 7,175 shares during the period. Analog Devices comprises about 2.0% of Gunderson Capital Management LLC’s holdings, making the stock its 25th largest holding. Gunderson Capital Management LLC’s holdings in Analog Devices were worth $4,748,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC increased its stake in Analog Devices by 39.5% during the fourth 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. Sivia Capital Partners LLC lifted its position in shares of Analog Devices by 36.0% during the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock worth $417,000 after purchasing an additional 464 shares in the last quarter. Ieq Capital LLC boosted its stake in shares of Analog Devices by 38.0% in the second quarter. Ieq Capital LLC now owns 44,576 shares of the semiconductor company’s stock valued at $10,610,000 after purchasing an additional 12,276 shares during the period. HUB Investment Partners LLC acquired a new position in shares of Analog Devices in the second quarter valued at approximately $644,000. Finally, Peapack Gladstone Financial Corp grew its holdings in shares of Analog Devices by 2.4% in the second quarter. Peapack Gladstone Financial Corp now owns 60,169 shares of the semiconductor company’s stock valued at $14,322,000 after purchasing an additional 1,406 shares in the last quarter. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Analog Devices Stock Down 7.4%

Shares of Analog Devices stock opened at $387.14 on Friday. The company has a quick ratio of 1.34, a current ratio of 1.75 and a debt-to-equity ratio of 0.21. Analog Devices, Inc. has a 52-week low of $218.37 and a 52-week high of $445.91. The company has a market capitalization of $188.57 billion, a P/E ratio of 57.52, a P/E/G ratio of 1.08 and a beta of 1.18. The company has a 50 day moving average of $408.01 and a 200 day moving average of $345.52.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $3.51 billion. During the same period in the prior year, the firm posted $1.85 EPS. The company’s quarterly revenue was up 37.2% compared to the same quarter last year. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, research analysts forecast that Analog Devices, Inc. will post 12.41 EPS for the current fiscal year.

Analog Devices Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd were paid a $1.10 dividend. The ex-dividend date was Tuesday, June 2nd. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. Analog Devices’s dividend payout ratio (DPR) is currently 65.38%.

Insiders Place Their Bets

In other news, Director Karen Golz sold 1,000 shares of the stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $411.95, for a total value of $411,950.00. Following the transaction, the director owned 12,019 shares in the company, valued at approximately $4,951,227.05. This represents a 7.68% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Vincent Roche sold 30,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $415.13, for a total value of $12,453,900.00. Following the sale, the chief executive officer owned 137,538 shares of the company’s stock, valued at approximately $57,096,149.94. The trade was a 17.91% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 101,442 shares of company stock valued at $40,422,954 in the last three months. Corporate insiders own 0.36% of the company’s stock.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: Analog Devices posted record Q2 2026 results, including $3.62 billion in revenue and broad growth across end markets, supporting the stock’s rally. Analog Devices (ADI) Buys Empower As Record Revenue Deepens Its AI Push
• Positive Sentiment: The Empower Semiconductor acquisition is seen as a strategic AI move that could deepen ADI’s exposure to fast-growing data-center power solutions. Analog Devices (ADI) Buys Empower As Record Revenue Deepens Its AI Push
• Positive Sentiment: Recent articles continue to frame ADI as a long-term winner, with multiple writeups calling it a strong “buy and hold” stock for the next 10 years, which can support investor sentiment. Analog Devices (ADI) is One of the Best Future Stocks to Buy and Hold for 10 Years
• Neutral Sentiment: Coverage also notes that the stock has already risen sharply over the past six months, which may keep some investors cautious about valuation after the run-up. Analog Devices (ADI) Up More Than 60% Over the Past 6 Months. Here’s What You Need to Know
• Negative Sentiment: One report highlights that management had previously been shipping below end-market demand, suggesting part of the recent strength may reflect pent-up orders rather than purely new demand. What Analog Devices Stock Was Saying By Intentionally Selling Less

Analyst Ratings Changes

ADI has been the topic of a number of research reports. TD Cowen increased their target price on shares of Analog Devices from $400.00 to $450.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Argus set a $460.00 price target on shares of Analog Devices in a research note on Tuesday, May 26th. Stifel Nicolaus upped their price objective on Analog Devices from $450.00 to $498.00 and gave the stock a “buy” rating in a research report on Wednesday. Raymond James Financial reiterated an “outperform” rating and issued a $430.00 price objective on shares of Analog Devices in a research note on Thursday, May 21st. Finally, Truist Financial lifted their target price on Analog Devices from $364.00 to $405.00 and gave the company a “hold” rating in a report on Wednesday, May 20th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Analog Devices currently has an average rating of “Moderate Buy” and an average price target of $434.43.

Analog Devices Company 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.