ANALOG DEVICES INC
At today's price, ANALOG DEVICES INC (ADI) is priced for today's economics sustained for ~14.0 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Analog Devices makes high-performance analog and mixed-signal chips with unusually long product lives, sold mostly into industrial, automotive, and communications customers, which gives it a stickier, less commoditized franchise than digital-logic chipmakers. • The business is coming off a cyclical trough and back into recovery, with recent record quarterly revenue driven by industrial, data-center, and automotive demand, so the trailing margin understates the through-cycle earnings power. • T
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2,049 institutional managers reported holding ADI in 13F filings for the quarter ended 2026-03-31. Together they hold about 82% of the company; the top 10 hold 37%. 244 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 12.0M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (2.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ADI's share count grew 32.3% over the past five years even with $11.87B spent on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting), raised 3 years straight; the current rate is $3.89 a share annually. Cash returned over the past three years: $5.60B in dividends and $5.23B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at ADI over the trailing three years. Absence is a fact about the company, not a signal. 18 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ADI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-24 | -1.7% | -7.4% |
| 2023-11-22 | -0.6% | +8.6% |
| 2024-02-22 | +1.3% | +3.1% |
| 2024-05-23 | +8.3% | -5.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ADI's latest 8-K filings: 2026-07-02 (items 1.01, 2.03, 9.01); 2026-05-20 (items 2.02, 9.01); 2026-05-19 (items 7.01, 9.01); 2026-03-12 (items 5.02, 5.07, 9.01); 2026-02-18 (items 2.02, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 3, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.