Stifel Nicolaus Issues Positive Forecast for Analog Devices (NASDAQ:ADI) Stock Price

Analog Devices (NASDAQ:ADI) had its price target increased by Stifel Nicolaus from $290.00 to $330.00 in a research note released on Friday, Marketbeat Ratings reports. They currently have a buy rating on the semiconductor company’s stock.

A number of other research firms have also commented on ADI. UBS Group lifted their target price on Analog Devices from $280.00 to $320.00 and gave the stock a “buy” rating in a report on Monday, December 8th. Wells Fargo & Company set a $340.00 price objective on Analog Devices and gave the company an “overweight” rating in a research report on Thursday. Weiss Ratings reissued a “buy (b-)” rating on shares of Analog Devices in a research report on Monday, December 29th. Wall Street Zen downgraded shares of Analog Devices from a “buy” rating to a “hold” rating in a report on Saturday, December 27th. Finally, Citigroup boosted their price objective on shares of Analog Devices from $290.00 to $340.00 and gave the company a “buy” rating in a report on Thursday. Three analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $305.52.

Analog Devices Stock Down 0.6%

NASDAQ:ADI opened at $300.25 on Friday. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.68 and a current ratio of 2.19. The firm has a market cap of $147.02 billion, a P/E ratio of 65.84, a P/E/G ratio of 1.65 and a beta of 1.03. Analog Devices has a fifty-two week low of $158.65 and a fifty-two week high of $309.17. The firm has a 50-day simple moving average of $269.25 and a two-hundred day simple moving average of $250.00.

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

Analog Devices Dividend Announcement

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

Insider Buying and Selling at Analog Devices

In other news, Director Ray Stata sold 3,125 shares of the company’s stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $297.27, for a total value of $928,968.75. Following the completion of the sale, the director directly owned 130,071 shares in the company, valued at $38,666,206.17. This represents a 2.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $275.07, for a total value of $2,750,700.00. Following the transaction, the chief executive officer owned 155,688 shares in the company, valued at $42,825,098.16. This trade represents a 6.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 53,544 shares of company stock valued at $14,328,561 in the last quarter. Insiders own 0.33% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in ADI. JFS Wealth Advisors LLC lifted its holdings in Analog Devices by 9.9% during the fourth quarter. JFS Wealth Advisors LLC now owns 390 shares of the semiconductor company’s stock valued at $106,000 after purchasing an additional 35 shares in the last quarter. Regent Peak Wealth Advisors LLC increased its stake in Analog Devices by 3.7% in the 4th quarter. Regent Peak Wealth Advisors LLC now owns 1,088 shares of the semiconductor company’s stock worth $295,000 after buying an additional 39 shares in the last quarter. Fragasso Financial Advisors Inc boosted its stake in shares of Analog Devices by 2.9% in the fourth quarter. Fragasso Financial Advisors Inc now owns 1,372 shares of the semiconductor company’s stock worth $372,000 after acquiring an additional 39 shares during the period. Quent Capital LLC grew its position in shares of Analog Devices by 2.4% during the third quarter. Quent Capital LLC now owns 1,810 shares of the semiconductor company’s stock worth $445,000 after purchasing an additional 42 shares in the last quarter. Finally, Baader Bank Aktiengesellschaft grew its position in shares of Analog Devices by 3.9% during the second quarter. Baader Bank Aktiengesellschaft now owns 1,156 shares of the semiconductor company’s stock worth $270,000 after purchasing an additional 43 shares in the last quarter. 86.81% of the stock is owned by hedge funds and other institutional investors.

Analog Devices News Roundup

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

• Positive Sentiment: Wells Fargo upgraded ADI from “equal weight” to “overweight” and raised its price target to $340 (from $265), signaling stronger buy-side conviction that the stock can rally further. Wells Fargo upgrade / The Fly
• Positive Sentiment: Stifel Nicolaus raised its price target to $330 and reiterated a “buy” stance, adding top-down analyst support for the stock’s near-term upside. Stifel price target raise / The Fly
• Positive Sentiment: KeyCorp remains constructive — issuing an “Overweight” rating, a $375 target and above-consensus multi-year EPS forecasts (FY26/27 and quarterly cadence) that imply stronger earnings growth expectations. That helps justify higher multiples. KeyCorp coverage / MarketBeat ADI page
• Positive Sentiment: Recent fundamentals remain supportive: ADI beat EPS and revenue in its latest quarter with healthy year-over-year revenue growth, underpinning margin and cash-flow confidence. Earnings recap / MarketBeat
• Neutral Sentiment: Market structure: ADI is trading with above-average volume and near its 52‑week high, which amplifies momentum but also raises short-term volatility risk for traders. Trading note / Zacks
• Negative Sentiment: Insider selling: Director Ray Stata reported a 3,125-share sale (Jan. 13) and other small insider disposals were disclosed; while modest relative to total holdings, such sales can be interpreted negatively by some investors. Ray Stata Form 4 / SEC
• Negative Sentiment: Valuation & payout risks: ADI trades at a high P/E and carries an elevated dividend payout ratio (~87%), which could constrict upside if earnings growth slows or capital-return visibility weakens. Valuation note / Yahoo Finance
• Negative Sentiment: Additional insider sale reported: an SVP disclosed a roughly $150k sale, reinforcing the insider-selling narrative (smaller scale but notable to some investors). SVP sale / AmericanBankingNews

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.