Analog Devices (NASDAQ:ADI) Insider Vivek Jain Sells 3,305 Shares of Stock

Analog Devices, Inc. (NASDAQ:ADI) insider Vivek Jain sold 3,305 shares of the stock in a transaction that occurred on Thursday, October 8th. The shares were sold at an average price of $406.58, for a total transaction of $1,343,746.90. Following the transaction, the insider owned 40,428 shares in the company, valued at $16,437,216.24. The trade was a 7.56% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link.

Vivek Jain also recently made the following trade(s):

• On Wednesday, October 7th, Vivek Jain sold 2,000 shares of Analog Devices stock. The shares were sold at an average price of $409.79, for a total transaction of $819,580.00.
• On Friday, October 2nd, Vivek Jain sold 2,000 shares of Analog Devices stock. The stock was sold at an average price of $416.98, for a total value of $833,960.00.

Analog Devices Price Performance

ADI stock opened at $406.19 on Friday. Analog Devices, Inc. has a 1 year low of $223.47 and a 1 year high of $445.91. The company has a market cap of $196.83 billion, a P/E ratio of 48.18, a PEG ratio of 1.25 and a beta of 1.22. The firm has a 50-day moving average of $380.02 and a 200 day moving average of $383.39. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.25 and a quick ratio of 0.91.

Analog Devices (NASDAQ:ADI) last released its earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share for the quarter, topping analysts’ consensus estimates of $3.34 by $0.11. Analog Devices had a net margin of 29.79% and a return on equity of 16.39%. The firm had revenue of $4.02 billion for the quarter, compared to the consensus estimate of $3.92 billion. During the same period in the prior year, the firm earned $2.05 EPS. The company’s revenue was up 39.2% compared to the same quarter last year. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. On average, sell-side analysts forecast that Analog Devices, Inc. will post 12.96 EPS for the current year.

Analog Devices Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Tuesday, September 1st were given 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 of this dividend was Tuesday, September 1st. Analog Devices’s payout ratio is currently 52.19%.

Analysts Set New Price Targets

Several research firms have commented on ADI. Seaport Research Partners raised Analog Devices from a “neutral” rating to a “buy” rating and set a $425.00 target price on the stock in a report on Thursday, August 20th. Wells Fargo & Company lowered their price target on Analog Devices from $515.00 to $500.00 and set an “overweight” rating for the company in a research report on Thursday, August 20th. Fundamental Research set a $550.00 price objective on shares of Analog Devices in a research report on Monday, June 29th. Needham & Company LLC raised their price objective on shares of Analog Devices from $440.00 to $450.00 and gave the company a “buy” rating in a research note on Thursday, August 20th. Finally, Morgan Stanley lifted their target price on shares of Analog Devices from $428.00 to $458.00 and gave the stock an “overweight” rating in a report on Thursday, August 20th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $460.09.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: Analyst outlook remains constructive. TD Cowen maintained a Buy rating and a $460 price target, above ADI’s recent trading level. Wall Street’s broader consensus remains “Moderate Buy,” with an average target near $460. TD Cowen keeps $460 target for Analog Devices
• Positive Sentiment: ADI is expanding its communications technology footprint. India-based Lekha Wireless plans to integrate Analog Devices radio technology into 4G and 5G products. The agreement is unlikely to materially change near-term earnings, but it reinforces ADI’s exposure to communications infrastructure and 5G demand. Lekha Wireless to integrate Analog Devices technology
• Neutral Sentiment: Reported short interest was zero. The October 9 report lists no shares sold short and a 0.0-day short-interest ratio. This could remove a source of bearish pressure, although the unusual figure may reflect a reporting or data issue rather than a meaningful change in investor positioning.
• Neutral Sentiment: Strong fundamentals are balanced by a demanding valuation. ADI’s latest quarter exceeded earnings and revenue expectations, with revenue increasing 39.2% year over year. The stock trades at roughly 48 times earnings, leaving it vulnerable to profit-taking if growth or AI-related semiconductor demand disappoints.
• Negative Sentiment: Several insiders have sold shares. Director Ray Stata sold 1,416 shares for approximately $594,777, CFO Richard Puccio sold 1,500 shares for about $631,620, and Vivek Jain sold a combined 5,305 shares worth roughly $2.16 million. The transactions were made under pre-arranged Rule 10b5-1 plans and do not necessarily indicate weakening business prospects, but the cluster of sales may weigh on sentiment. Analog Devices insider buying and selling

Institutional Investors Weigh In On Analog Devices

Large investors have recently bought and sold shares of the business. RFG Bristol Wealth Advisors LLC grew its position in Analog Devices by 233.7% in the 3rd quarter. RFG Bristol Wealth Advisors LLC now owns 3,354 shares of the semiconductor company’s stock worth $1,331,000 after purchasing an additional 2,349 shares during the period. Balefire LLC lifted its holdings in shares of Analog Devices by 13.1% during the 3rd quarter. Balefire LLC now owns 762 shares of the semiconductor company’s stock valued at $302,000 after buying an additional 88 shares during the period. Avity Investment Management Inc. bought a new position in shares of Analog Devices during the 3rd quarter valued at $2,660,000. Riversedge Advisors LLC boosted its stake in shares of Analog Devices by 102.9% in the 3rd quarter. Riversedge Advisors LLC now owns 1,339 shares of the semiconductor company’s stock worth $531,000 after buying an additional 679 shares during the last quarter. Finally, Wedmont Private Capital grew its holdings in shares of Analog Devices by 6.6% in the third quarter. Wedmont Private Capital now owns 14,194 shares of the semiconductor company’s stock worth $5,762,000 after acquiring an additional 882 shares during the period. 86.81% of the stock is currently owned by institutional investors.

About Analog Devices

Analog Devices, Inc (NASDAQ: ADI) is a global semiconductor company that develops technologies for converting, conditioning and processing real-world signals. Its products connect the physical and digital worlds by helping electronic systems sense, measure, interpret and control information such as temperature, pressure, motion, sound and electrical current.

The company’s product portfolio includes analog and mixed-signal integrated circuits, power management solutions, radio-frequency and microwave devices, data converters, amplifiers, sensors, microcontrollers, embedded processors and connectivity products.