J. Safra Sarasin Holding AG Boosts Stock Position in Analog Devices, Inc. $ADI

J. Safra Sarasin Holding AG lifted its stake in Analog Devices, Inc. (NASDAQ:ADI) by 176.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 98,279 shares of the semiconductor company’s stock after acquiring an additional 62,747 shares during the period. J. Safra Sarasin Holding AG’s holdings in Analog Devices were worth $31,223,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Riverbend Wealth Management LLC lifted its holdings in Analog Devices by 2.2% during the 1st quarter. Riverbend Wealth Management LLC now owns 1,245 shares of the semiconductor company’s stock worth $396,000 after purchasing an additional 27 shares in the last quarter. Sound Income Strategies LLC grew 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 valued at $90,000 after buying an additional 30 shares in the last quarter. 1620 Investment Advisors Inc. lifted its holdings in shares of Analog Devices by 5.0% in the fourth quarter. 1620 Investment Advisors Inc. now owns 671 shares of the semiconductor company’s stock worth $182,000 after buying an additional 32 shares in the last quarter. Covestor Ltd lifted its holdings in shares of Analog Devices by 14.1% in the fourth quarter. Covestor Ltd now owns 275 shares of the semiconductor company’s stock worth $75,000 after buying an additional 34 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC boosted its position in shares of Analog Devices by 3.4% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 1,026 shares of the semiconductor company’s stock valued at $326,000 after acquiring an additional 34 shares during the period. 86.81% of the stock is currently owned by institutional investors.

Analog Devices Stock Performance

Analog Devices stock opened at $395.65 on Monday. Analog Devices, Inc. has a fifty-two week low of $218.37 and a fifty-two week high of $445.91. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.34 and a current ratio of 1.75. The stock has a market cap of $192.72 billion, a P/E ratio of 58.79, a price-to-earnings-growth ratio of 1.11 and a beta of 1.18. The firm’s fifty day moving average price is $408.87 and its 200-day moving average price is $353.73.

Analog Devices (NASDAQ:ADI) last announced its earnings results 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 company had revenue of $3.62 billion during the quarter, compared to analyst estimates of $3.51 billion. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The firm’s quarterly revenue was up 37.2% compared to the same quarter last year. During the same period in the previous year, the business earned $1.85 earnings per share. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. On average, equities research analysts expect that Analog Devices, Inc. will post 12.41 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

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

Insider Transactions at Analog Devices

In other Analog Devices news, Director Karen Golz sold 1,000 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $411.95, for a total value of $411,950.00. Following the completion of the sale, the director owned 12,019 shares of the company’s stock, valued at $4,951,227.05. This represents a 7.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Martin Cotter sold 17,594 shares of the stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $418.00, for a total transaction of $7,354,292.00. Following the transaction, the senior vice president owned 56,332 shares in the company, valued at $23,546,776. The trade was a 23.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 102,858 shares of company stock valued at $41,672,900 over the last 90 days. Company insiders own 0.36% of the company’s stock.

Key Analog Devices News

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

• Positive Sentiment: ADI continues to benefit from strong operating results, including a recent earnings beat, revenue growth of 37.2% year over year, and quarterly guidance that remains above prior expectations, which supports the stock’s longer-term outlook.
• Positive Sentiment: Wall Street sentiment remains constructive, with multiple Buy ratings and an average price target above the current trading range, suggesting analysts still see upside in Analog Devices.
• Positive Sentiment: Earlier coverage highlighted a new $3.0 billion revolving credit facility and the company’s more than $1 billion Oregon facility expansion, both of which improve financial flexibility and reinforce long-term growth capacity. Analog Devices (ADI) Could Be 16% Undervalued As It Secures A $3.0b Credit Facility
• Neutral Sentiment: Recent market articles said ADI has generally outperformed the broader market, but also noted it lagged some semiconductor peers on certain trading days, pointing to steady but not decisive momentum. Analog Devices (ADI) Surpasses Market Returns: Some Facts Worth Knowing
• Negative Sentiment: Director Ray Stata sold 1,416 shares in a pre-arranged Rule 10b5-1 plan. The sale was disclosed and appears routine, but insider selling can still slightly weigh on investor sentiment. SEC Form 4 for Ray Stata transaction

Analyst Ratings Changes

Several brokerages recently commented on ADI. Jefferies Financial Group boosted their price objective on shares of Analog Devices from $410.00 to $475.00 and gave the company a “buy” rating in a research note on Wednesday, May 20th. Raymond James Financial reissued an “outperform” rating and issued a $430.00 price target on shares of Analog Devices in a report on Thursday, May 21st. Bank of America boosted their price target on shares of Analog Devices from $425.00 to $460.00 and gave the company a “buy” rating in a research report on Thursday, May 21st. Citigroup upped their price target on shares of Analog Devices from $400.00 to $460.00 and gave the stock a “buy” rating in a report on Thursday, May 21st. Finally, Stifel Nicolaus increased 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, June 24th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, Analog Devices currently has a consensus rating of “Moderate Buy” and an average target price of $439.79.

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.