Analog Devices (NASDAQ:ADI) Director Sells $928,968.75 in Stock

Analog Devices, Inc. (NASDAQ:ADI) Director Ray Stata sold 3,125 shares of the stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $297.27, for a total transaction of $928,968.75. Following the completion of the transaction, the director directly owned 130,071 shares in the company, valued at approximately $38,666,206.17. This represents a 2.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.

Ray Stata also recently made the following trade(s):

• On Tuesday, December 16th, Ray Stata sold 3,125 shares of Analog Devices stock. The stock was sold at an average price of $279.39, for a total value of $873,093.75.
• On Tuesday, November 4th, Ray Stata sold 3,125 shares of Analog Devices stock. The shares were sold at an average price of $230.21, for a total value of $719,406.25.

Analog Devices Stock Performance

Analog Devices stock traded up $4.11 during midday trading on Thursday, hitting $302.10. The company’s stock had a trading volume of 4,072,245 shares, compared to its average volume of 3,721,060. Analog Devices, Inc. has a 1-year low of $158.65 and a 1-year high of $305.61. The company has a 50-day moving average price of $266.43 and a two-hundred day moving average price of $249.20. The company has a market cap of $147.92 billion, a price-to-earnings ratio of 66.25, a PEG ratio of 1.64 and a beta of 1.03. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.19 and a quick ratio of 1.68.

Analog Devices (NASDAQ:ADI) last released its quarterly earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 earnings per share for the quarter, beating analysts’ consensus estimates of $2.22 by $0.04. Analog Devices had a net margin of 20.58% and a return on equity of 11.23%. The company had revenue of $3.08 billion during the quarter, compared to the consensus estimate of $3.02 billion. During the same period in the previous year, the business earned $1.67 earnings per share. The firm’s quarterly revenue was up 25.9% on a year-over-year basis. As a group, sell-side analysts predict that Analog Devices, Inc. will post 7.14 earnings per share for the current year.

Analog Devices Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, December 22nd. Investors of record on Monday, December 8th were paid a $0.99 dividend. This represents a $3.96 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Monday, December 8th. Analog Devices’s dividend payout ratio (DPR) is 86.84%.

Trending Headlines about Analog Devices

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

• Positive Sentiment: KeyCorp upgraded ADI to “Overweight” and raised its price target to $375 while publishing above-consensus multi‑quarter and FY2026–FY2027 EPS forecasts (e.g., FY2027 $12.63), signaling stronger forward earnings expectations that likely support the stock lift. KeyCorp note on ADI
• Positive Sentiment: Zacks highlights ADI’s structural opportunity in automotive electronics — higher content per vehicle for ADAS and software‑defined cars — reinforcing a durable end‑market growth driver for Analog Devices. Will Vehicle Electronics Evolution Fuel ADI’s Automotive Growth?
• Positive Sentiment: Recent reported results (Nov. quarter) beat consensus on EPS and revenue, with revenue up ~26% YoY and healthy margins — supporting the higher analyst assumptions. ADI recent earnings summary
• Positive Sentiment: Large institutional accumulation (notable buys reported by SG Americas, Voya, Robeco) suggests continued confidence from major investors, which can provide support for the share price. Institutional ownership changes
• Neutral Sentiment: Dividend: ADI pays a $0.99 quarterly dividend (annualized $3.96, ~1.3% yield) — income support for holders but a high payout ratio (~87%) that could limit flexibility. Dividend details
• Neutral Sentiment: Analyst landscape remains skewed positive (majority Buy/Outperform) but the average target (~$290) is below KeyCorp’s $375, indicating divergence in conviction and potential volatility as estimates reprice. Analyst ratings and targets
• Negative Sentiment: Insider selling: an ADI SVP sold 500 shares at roughly $301 — a small, disclosed sale but potentially viewed negatively by some investors. Insider selling report
• Negative Sentiment: Coverage questioning returns growth (e.g., Yahoo piece) highlights investor concerns about long‑term return expansion despite top‑line momentum — a reminder valuation (P/E in the high‑60s) may already price strong execution. The Returns At Analog Devices Aren’t Growing

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of ADI. Howard Hughes Medical Institute acquired a new stake in shares of Analog Devices in the 2nd quarter valued at about $25,000. RMG Wealth Management LLC acquired a new stake in Analog Devices in the second quarter valued at approximately $26,000. Clayton Financial Group LLC bought a new stake in shares of Analog Devices during the third quarter valued at approximately $31,000. Y.D. More Investments Ltd bought a new position in shares of Analog Devices in the 3rd quarter worth $32,000. Finally, LFA Lugano Financial Advisors SA grew its holdings in shares of Analog Devices by 92.9% during the third quarter. LFA Lugano Financial Advisors SA now owns 135 shares of the semiconductor company’s stock valued at $33,000 after buying an additional 65 shares during the last quarter. Institutional investors and hedge funds own 86.81% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on ADI shares. BNP Paribas Exane assumed coverage on Analog Devices in a research note on Tuesday, November 4th. They issued an “outperform” rating and a $300.00 price target on the stock. KeyCorp boosted their price objective on Analog Devices from $330.00 to $375.00 and gave the stock an “overweight” rating in a research report on Tuesday. Sanford C. Bernstein reiterated a “market perform” rating and issued a $270.00 target price on shares of Analog Devices in a research report on Wednesday, November 26th. Stifel Nicolaus set a $280.00 price target on shares of Analog Devices in a report on Friday, November 21st. Finally, Wall Street Zen downgraded Analog Devices from a “buy” rating to a “hold” rating in a report on Saturday, December 27th. Three analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $298.74.

About Analog Devices

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.