one8zero8 LLC Buys Shares of 9,053 Analog Devices, Inc. $ADI

one8zero8 LLC bought a new position in shares of Analog Devices, Inc. (NASDAQ:ADI) in the second quarter, Holdings Channel.com reports. The fund bought 9,053 shares of the semiconductor company’s stock, valued at approximately $3,596,000.

Several other hedge funds and other institutional investors have also bought and sold shares of ADI. Riverbend Wealth Management LLC boosted its holdings in Analog Devices by 2.2% in 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 in the last quarter. Bridgewater Advisors Inc. increased its holdings in shares of Analog Devices by 1.5% during the first quarter. Bridgewater Advisors Inc. now owns 1,805 shares of the semiconductor company’s stock valued at $574,000 after acquiring an additional 27 shares in the last quarter. Silicon Valley Capital Partners increased its holdings in shares of Analog Devices by 4.2% during the first quarter. Silicon Valley Capital Partners now owns 672 shares of the semiconductor company’s stock valued at $214,000 after acquiring an additional 27 shares in the last quarter. Sound Income Strategies LLC raised its position in shares of Analog Devices by 12.0% during the first 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 period. Finally, 1620 Investment Advisors Inc. lifted its holdings in shares of Analog Devices by 5.0% in 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 in the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.

Wall Street Analysts Forecast Growth

ADI has been the topic of a number of recent research reports. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $480.00 price objective on shares of Analog Devices in a research note on Wednesday. KeyCorp upped their target price on shares of Analog Devices from $500.00 to $525.00 and gave the stock an “overweight” rating in a report on Tuesday, July 14th. Truist Financial raised their price target on shares of Analog Devices from $364.00 to $405.00 and gave the company a “hold” rating in a research report on Wednesday, May 20th. Raymond James Financial reiterated an “outperform” rating and set a $430.00 price target on shares of Analog Devices in a research note on Thursday, May 21st. Finally, Sanford C. Bernstein raised Analog Devices from a “market perform” rating to an “outperform” rating and set a $465.00 price objective for the company in a report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $443.24.

Analog Devices Stock Performance

NASDAQ ADI opened at $373.26 on Thursday. The firm has a market cap of $181.81 billion, a P/E ratio of 55.46, a price-to-earnings-growth ratio of 0.98 and a beta of 1.20. 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 company’s 50 day moving average is $389.98 and its 200-day moving average is $370.68. Analog Devices, Inc. has a 12-month low of $223.47 and a 12-month high of $445.91.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share for the quarter, beating the consensus estimate of $3.34 by $0.11. The company had revenue of $4.02 billion during the quarter, compared to analysts’ expectations of $3.91 billion. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The firm’s quarterly revenue was up 39.2% compared to the same quarter last year. During the same period in the previous year, the business earned $2.05 earnings per share. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Sell-side analysts predict that Analog Devices, Inc. will post 12.42 earnings per share for the current year.

Analog Devices Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be paid a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, September 1st. Analog Devices’s dividend payout ratio (DPR) is currently 65.38%.

Key Stories Impacting Analog Devices

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

• Positive Sentiment: Analog Devices reported record fiscal third-quarter revenue of $4.02 billion, up 39.2% year over year and ahead of the $3.92 billion consensus estimate. Adjusted EPS of $3.45 also surpassed expectations of roughly $3.33–$3.34. Growth was led by data-center and industrial demand. Analog Devices Reports Record Fiscal Third Quarter 2026 Financial Results
• Positive Sentiment: The company issued above-consensus fiscal fourth-quarter guidance, calling for revenue of $4.2 billion to $4.4 billion and EPS of $3.71 to $4.01, versus analyst expectations of approximately $4.1 billion and $3.53, respectively. Management cited continued demand for power-management chips used in AI data centers and industrial applications. Analog Devices’ quarterly forecast tops estimates on AI-fueled chip demand
• Positive Sentiment: Goldman Sachs reiterated a Buy rating and a $450 price target following the earnings beat and stronger outlook. Analog Devices also declared a quarterly dividend of $1.10 per share, payable September 15. Goldman Sachs reiterates Buy rating

Insider Activity at Analog Devices

In related news, 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 transaction, the senior vice president directly owned 56,332 shares of the company’s stock, valued at approximately $23,546,776. This trade represents a 23.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Ray Stata sold 1,416 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $377.37, for a total transaction of $534,355.92. Following the completion of the sale, the director owned 114,511 shares of the company’s stock, valued at approximately $43,213,016.07. The trade was a 1.22% 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. In 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 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.