Analog Devices, Inc. $ADI Shares Acquired by Cooper Financial Group

Cooper Financial Group lifted its position in shares of Analog Devices, Inc. (NASDAQ:ADI) by 77.5% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 3,702 shares of the semiconductor company’s stock after buying an additional 1,616 shares during the period. Cooper Financial Group’s holdings in Analog Devices were worth $1,470,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the company. Riverbend Wealth Management LLC increased its position in shares of Analog Devices by 2.2% during the first quarter. Riverbend Wealth Management LLC now owns 1,245 shares of the semiconductor company’s stock worth $396,000 after acquiring an additional 27 shares during the last quarter. Bridgewater Advisors Inc. boosted its holdings in Analog Devices by 1.5% in the first quarter. Bridgewater Advisors Inc. now owns 1,805 shares of the semiconductor company’s stock valued at $574,000 after purchasing an additional 27 shares during the last quarter. Silicon Valley Capital Partners grew its stake in Analog Devices by 4.2% during the 1st quarter. Silicon Valley Capital Partners now owns 672 shares of the semiconductor company’s stock valued at $214,000 after purchasing an additional 27 shares in the last quarter. Sound Income Strategies LLC increased its holdings in Analog Devices by 12.0% during the 1st quarter. Sound Income Strategies LLC now owns 281 shares of the semiconductor company’s stock worth $90,000 after purchasing an additional 30 shares during the last quarter. Finally, 1620 Investment Advisors Inc. increased its holdings in Analog Devices by 5.0% during the 4th quarter. 1620 Investment Advisors Inc. now owns 671 shares of the semiconductor company’s stock worth $182,000 after purchasing an additional 32 shares during the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently commented on ADI. Wells Fargo & Company increased their target price on Analog Devices from $470.00 to $515.00 and gave the company an “overweight” rating in a research note on Thursday, May 21st. Citigroup lifted their price target on shares of Analog Devices from $400.00 to $460.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Stifel Nicolaus increased their price objective on shares of Analog Devices from $450.00 to $498.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Cantor Fitzgerald increased their price objective on shares of Analog Devices from $510.00 to $550.00 and gave the company an “overweight” rating in a research note on Monday, June 29th. Finally, Oppenheimer raised their price objective on shares of Analog Devices from $400.00 to $450.00 and gave the stock an “outperform” rating in a report on Tuesday, May 12th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $441.00.

Key Analog Devices News

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

• Positive Sentiment: Renewed optimism about artificial-intelligence demand is supporting semiconductor stocks, including analog-chip makers such as ADI. Industry sales growth and expectations for continued chip demand are providing a favorable environment for the shares. Semiconductor Sales Continue to Grow on AI Optimism
• Positive Sentiment: Wall Street’s average brokerage recommendation for Analog Devices is equivalent to a Buy. The company’s latest quarter also exceeded expectations, with earnings per share of $3.09 versus the $2.89 consensus and revenue of $3.62 billion versus $3.51 billion. Revenue rose 37.2% year over year, while fiscal third-quarter EPS guidance is $3.15 to $3.45. Analog Devices Is Considered a Good Investment by Brokers
• Neutral Sentiment: Director Ray Stata sold 1,416 ADI shares for approximately $534,000, reducing his direct ownership by 1.22%. The transaction was conducted under a pre-arranged Rule 10b5-1 trading plan, making it a limited signal about management’s current outlook. Analog Devices Director Insider Sale
• Negative Sentiment: CEO Vincent Roche reportedly sold 10,000 shares for $3.63 million, reducing his direct ownership by 6.78%. Although the sale was also made under a 10b5-1 plan and may reflect scheduled diversification rather than weakening confidence, sizeable insider selling could create some investor caution. Analog Devices CEO Insider Sale
• Negative Sentiment: ADI remains richly valued, trading at roughly 58 times earnings based on the provided data. That valuation leaves the stock sensitive to any slowdown in AI-related demand, weaker guidance or disappointment in future earnings growth. Analog Devices Broker Recommendations

Analog Devices Price Performance

Shares of NASDAQ ADI opened at $389.93 on Friday. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. The company has a market capitalization of $189.93 billion, a price-to-earnings ratio of 57.94, a price-to-earnings-growth ratio of 0.98 and a beta of 1.20. Analog Devices, Inc. has a twelve month low of $221.15 and a twelve month high of $445.91. The business has a 50 day simple moving average of $394.59 and a 200-day simple moving average of $365.96.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings data on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.89 by $0.20. The firm had revenue of $3.62 billion for the quarter, compared to analysts’ expectations of $3.51 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The firm’s revenue for the quarter was up 37.2% on a year-over-year basis. During the same period last year, the business posted $1.85 earnings per share. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. As a group, equities research analysts expect that Analog Devices, Inc. will post 12.42 earnings per share for the current year.

Analog Devices Dividend Announcement

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

Insider Buying and Selling at Analog Devices

In related news, CEO Vincent Roche sold 10,000 shares of the stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $363.00, for a total transaction of $3,630,000.00. Following the sale, the chief executive officer owned 137,538 shares in the company, valued at $49,926,294. This represents a 6.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Martin Cotter sold 17,594 shares of the firm’s stock in a transaction dated Tuesday, June 2nd. The stock was 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 directly owned 56,332 shares in the company, valued at $23,546,776. This represents a 23.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 105,274 shares of company stock worth $42,247,986 in the last quarter. 0.36% of the stock is currently owned by corporate insiders.

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.