Analog Devices (NASDAQ:ADI) CEO Sells $12,453,900.00 in Stock

Analog Devices, Inc. (NASDAQ:ADI) CEO Vincent Roche sold 30,000 shares of the firm’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total transaction of $12,453,900.00. Following the completion of the transaction, the chief executive officer directly owned 137,538 shares of the company’s stock, valued at $57,096,149.94. This represents a 17.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

Vincent Roche also recently made the following trade(s):

• On Friday, May 22nd, Vincent Roche sold 30,000 shares of Analog Devices stock. The shares were sold at an average price of $396.82, for a total transaction of $11,904,600.00.
• On Friday, May 1st, Vincent Roche sold 10,000 shares of Analog Devices stock. The shares were sold at an average price of $397.91, for a total transaction of $3,979,100.00.
• On Wednesday, April 1st, Vincent Roche sold 10,000 shares of Analog Devices stock. The shares were sold at an average price of $318.14, for a total transaction of $3,181,400.00.

Analog Devices Stock Down 0.7%

Shares of NASDAQ:ADI traded down $3.06 during midday trading on Wednesday, hitting $416.88. The stock had a trading volume of 3,653,130 shares, compared to its average volume of 3,991,832. Analog Devices, Inc. has a 12 month low of $210.80 and a 12 month high of $435.72. 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 business’s 50-day simple moving average is $365.70 and its 200-day simple moving average is $318.85. The company has a market cap of $203.06 billion, a P/E ratio of 61.94, a PEG ratio of 1.14 and a beta of 1.19.

Analog Devices (NASDAQ:ADI) last released its earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 earnings per share for the quarter, beating the consensus estimate of $2.89 by $0.20. Analog Devices had a net margin of 26.01% and a return on equity of 14.37%. The business had revenue of $3.62 billion during the quarter, compared to analysts’ expectations of $3.51 billion. During the same period last year, the business earned $1.85 earnings per share. The firm’s revenue was up 37.2% on a year-over-year basis. 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 12.06 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Tuesday, June 2nd will be paid a $1.10 dividend. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $4.40 annualized dividend and a dividend yield of 1.1%. Analog Devices’s dividend payout ratio (DPR) is currently 65.38%.

Analog Devices News Roundup

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

• Positive Sentiment: JPMorgan raised its price target on Analog Devices to $450 from $400 and kept an overweight rating, signaling increased confidence in the company’s upside. Read More
• Positive Sentiment: Recent earnings call coverage highlighted strong first-quarter performance, with revenue and non-GAAP earnings beating Wall Street expectations and management pointing to robust demand in industrial, automation, aerospace, and AI-driven infrastructure.
• Positive Sentiment: Articles focused on Analog Devices’ AI data center momentum said related revenue surged 90%, driven by strong demand for optical and power solutions, which is supporting record sales and margin expansion. Article Title
• Positive Sentiment: Zacks noted that ADI shares may be poised for further gains as earnings estimate revisions have turned more favorable, a common bullish signal for stock performance. Article Title
• Neutral Sentiment: Other recent pieces, including a discussion of whether ADI is an opportune stock to examine and a look back at long-term returns, were more informational than market-moving, but they reinforce investor interest in the stock.
• Neutral Sentiment: Broader market commentary showed tech strength helping the Nasdaq 100 hit record highs, which may be providing a favorable backdrop for semiconductor names like ADI.
• Negative Sentiment: The main offset is valuation: after a strong run and a stock price near its 52-week high, some investors may question how much upside remains unless earnings growth continues to justify the premium.

Analyst Ratings Changes

Several research firms recently weighed in on ADI. Piper Sandler raised their target price on shares of Analog Devices from $250.00 to $360.00 and gave the company a “neutral” rating in a research note on Thursday, February 19th. Raymond James Financial reaffirmed an “outperform” rating and set a $430.00 price objective on shares of Analog Devices in a research report on Thursday, May 21st. Wells Fargo & Company lifted their price objective on shares of Analog Devices from $470.00 to $515.00 and gave the stock an “overweight” rating in a research report on Thursday, May 21st. Robert W. Baird lifted their price objective on shares of Analog Devices from $365.00 to $450.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Analog Devices from $400.00 to $450.00 and gave the stock an “overweight” rating in a research report on Tuesday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Analog Devices presently has a consensus rating of “Moderate Buy” and a consensus target price of $432.71.

Institutional Investors Weigh In On Analog Devices

Institutional investors have recently modified their holdings of the business. Jones Financial Companies Lllp lifted its position in Analog Devices by 12.9% during the third quarter. Jones Financial Companies Lllp now owns 169,572 shares of the semiconductor company’s stock worth $41,907,000 after purchasing an additional 19,383 shares during the period. Nordea Investment Management AB lifted its position in Analog Devices by 247.3% during the fourth quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company’s stock worth $95,802,000 after purchasing an additional 249,702 shares during the period. Ashton Thomas Private Wealth LLC lifted its position in Analog Devices by 18.8% during the third quarter. Ashton Thomas Private Wealth LLC now owns 20,734 shares of the semiconductor company’s stock worth $5,094,000 after purchasing an additional 3,286 shares during the period. AE Wealth Management LLC lifted its position in Analog Devices by 26.4% during the third quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company’s stock worth $10,795,000 after purchasing an additional 9,174 shares during the period. Finally, HF Advisory Group LLC lifted its position in Analog Devices by 661.6% during the fourth quarter. HF Advisory Group LLC now owns 49,693 shares of the semiconductor company’s stock worth $13,477,000 after purchasing an additional 43,168 shares during the period. Institutional investors own 86.81% of the company’s stock.

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.