Bryn Mawr Trust Advisors LLC Acquires Shares of 30,421 Analog Devices, Inc. $ADI

Bryn Mawr Trust Advisors LLC bought a new stake in Analog Devices, Inc. (NASDAQ:ADI) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 30,421 shares of the semiconductor company’s stock, valued at approximately $12,082,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Banque Transatlantique SA acquired a new stake in Analog Devices in the fourth quarter valued at approximately $25,000. Contravisory Investment Management Inc. acquired a new position in shares of Analog Devices during the second quarter worth $25,000. Hilton Head Capital Partners LLC purchased a new position in shares of Analog Devices in the fourth quarter valued at $26,000. Gordian Capital Singapore Pte Ltd purchased a new position in shares of Analog Devices in the fourth quarter valued at $27,000. Finally, Evolution Wealth Management Inc. acquired a new stake in Analog Devices during the 1st quarter valued at $30,000. 86.81% of the stock is owned by institutional investors and hedge funds.

Analog Devices Stock Up 2.2%

Shares of Analog Devices stock opened at $389.39 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. The firm has a market cap of $189.67 billion, a P/E ratio of 57.86, a P/E/G ratio of 0.99 and a beta of 1.20. Analog Devices, Inc. has a fifty-two week low of $223.47 and a fifty-two week high of $445.91. The business has a 50-day moving average price of $391.20 and a 200 day moving average price of $368.82.

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, beating the consensus estimate of $2.89 by $0.20. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The firm had revenue of $3.62 billion for the quarter, compared to analysts’ expectations of $3.51 billion. During the same quarter in the prior year, the firm posted $1.85 earnings per share. Analog Devices’s revenue for the quarter 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. On average, sell-side analysts forecast that Analog Devices, Inc. will post 12.42 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

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

Insider Transactions at Analog Devices

In other Analog Devices news, Director Karen Golz sold 1,000 shares of the business’s stock in a transaction on Monday, July 13th. The shares were sold at an average price of $389.83, for a total transaction of $389,830.00. Following the completion of the sale, the director owned 11,019 shares in the company, valued at $4,295,536.77. The trade was a 8.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Ray Stata sold 1,432 shares of the stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $400.83, for a total transaction of $573,988.56. Following the sale, the director directly owned 120,175 shares in the company, valued at $48,169,745.25. This trade represents a 1.18% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 105,274 shares of company stock valued at $42,247,986. Company insiders own 0.36% of the company’s stock.

Analog Devices News Summary

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

• Positive Sentiment: Analysts expect approximately $3.33 in earnings per share on $3.93 billion in revenue for the quarter ended July 2026. Coverage also points to a potential earnings beat, supported by broad-based demand and AI-driven growth in the Communications segment. KeyBanc reiterated an Overweight rating with a $525 price target. How To Earn $500 a Month From Analog Devices Stock Ahead of Q3 Earnings
• Positive Sentiment: Investors continue to view ADI’s industrial and data-center exposure, strong margins, and artificial-intelligence opportunities as potential justifications for its elevated valuation. The company’s prior quarter also showed strong momentum, with revenue rising 37.2% year over year and EPS exceeding estimates. Should Investors Buy ADI Stock Despite its Premium Valuation?
• Neutral Sentiment: Pre-earnings analysis is encouraging investors to look beyond revenue and EPS toward operating metrics and segment trends. The upcoming report is therefore likely to be a near-term catalyst, with the stock’s reaction depending heavily on guidance and evidence that demand remains broad based. Should You Buy, Sell or Hold ADI Stock Before Q3 Earnings?
• Negative Sentiment: ADI trades at a premium multiple, leaving limited room for execution issues or cautious guidance. Analysts also flag possible near-term volatility, while broader semiconductor flows and warnings that the chip cycle may be approaching a peak could weigh on sentiment across the sector. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs

Analysts Set New Price Targets

A number of equities analysts have weighed in on the stock. Evercore reissued an “outperform” rating and issued a $474.00 price objective on shares of Analog Devices in a research report on Thursday, May 21st. Truist Financial lifted their target price on Analog Devices from $364.00 to $405.00 and gave the stock a “hold” rating in a research report on Wednesday, May 20th. Raymond James Financial reiterated an “outperform” rating and issued a $430.00 price target on shares of Analog Devices in a research note on Thursday, May 21st. Wells Fargo & Company increased their price target on Analog Devices from $470.00 to $515.00 and gave the company an “overweight” rating in a report on Thursday, May 21st. Finally, Wolfe Research restated an “outperform” rating and set a $475.00 price objective on shares of Analog Devices in a research note on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $441.00.

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.