Flputnam Investment Management Co. Takes $159.92 Million Position in Analog Devices, Inc. $ADI

Flputnam Investment Management Co. acquired a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) in the 2nd quarter, HoldingsChannel reports. The institutional investor acquired 402,638 shares of the semiconductor company’s stock, valued at approximately $159,916,000. Analog Devices accounts for about 1.9% of Flputnam Investment Management Co.’s investment portfolio, making the stock its 9th largest holding.

Other large investors have also recently bought and sold shares of the company. Contravisory Investment Management Inc. purchased a new position in shares of Analog Devices in the 2nd quarter valued at about $25,000. Banque Transatlantique SA acquired a new position in shares of Analog Devices in the 4th quarter valued at $25,000. Evolution Wealth Management Inc. purchased a new stake in shares of Analog Devices in the first quarter valued at about $30,000. Hilton Head Capital Partners LLC purchased a new stake in Analog Devices during the 4th quarter valued at approximately $26,000. Finally, Gordian Capital Singapore Pte Ltd acquired a new stake in shares of Analog Devices during the fourth quarter worth $27,000. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Insider Activity at Analog Devices

In related news, Director Karen Golz sold 1,000 shares of the business’s stock in a transaction that occurred on Monday, July 13th. The shares were sold at an average price of $389.83, for a total value of $389,830.00. Following the completion of the sale, the director directly owned 11,019 shares in the company, valued at approximately $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 can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Vincent Roche sold 30,000 shares of the company’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 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 trade represents a 17.91% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 105,274 shares of company stock worth $42,247,986. 0.36% of the stock is owned by insiders.

Analog Devices News Roundup

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

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on ADI shares. Stifel Nicolaus raised their price objective on shares of Analog Devices from $450.00 to $498.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. TD Cowen boosted their price objective on shares of Analog Devices from $450.00 to $460.00 and gave the stock a “buy” rating in a report on Monday, July 13th. Evercore reissued an “outperform” rating and issued a $474.00 target price on shares of Analog Devices in a report on Thursday, May 21st. Barclays increased their price target on shares of Analog Devices from $430.00 to $450.00 and gave the company an “overweight” rating in a research report on Thursday, May 21st. Finally, Wells Fargo & Company raised their price target on Analog Devices from $470.00 to $515.00 and gave the stock an “overweight” rating in a research report on Thursday, May 21st. Two investment 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 company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $441.00.

Analog Devices Price Performance

ADI stock opened at $389.39 on Monday. Analog Devices, Inc. has a 52-week low of $223.47 and a 52-week high of $445.91. The stock’s fifty day simple moving average is $391.20 and its 200-day simple moving average is $369.27. 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 stock has a market capitalization of $189.67 billion, a price-to-earnings ratio of 57.86, a price-to-earnings-growth ratio of 1.01 and a beta of 1.20.

Analog Devices (NASDAQ:ADI) last released its 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 return on equity of 14.37% and a net margin of 26.01%.The firm had revenue of $3.62 billion during the quarter, compared to analyst estimates of $3.51 billion. During the same period in the prior year, the firm posted $1.85 earnings per share. The business’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. Equities research analysts expect that Analog Devices, Inc. will post 12.42 EPS for the current 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 issued a $1.10 dividend. The ex-dividend date was Tuesday, June 2nd. This represents a $4.40 annualized dividend and a yield of 1.1%. Analog Devices’s payout ratio is 65.38%.

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.