Analog Devices (NASDAQ:ADI) CEO Vincent Roche Sells 30,000 Shares of Stock

Analog Devices, Inc. (NASDAQ:ADI) CEO Vincent Roche sold 30,000 shares of the business’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $415.13, for a total value of $12,453,900.00. Following the completion of the sale, the chief executive officer directly owned 137,538 shares in the company, valued at approximately $57,096,149.94. This represents a 17.91% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link.

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 value 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 value 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 value of $3,181,400.00.

Analog Devices Price Performance

Shares of ADI stock opened at $416.88 on Thursday. The stock’s fifty day simple moving average is $367.82 and its 200 day simple moving average is $320.14. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.75 and a quick ratio of 1.34. The firm has a market cap of $203.06 billion, a price-to-earnings ratio of 61.94, a P/E/G ratio of 1.19 and a beta of 1.19. Analog Devices, Inc. has a one year low of $210.80 and a one year high of $435.72.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings results on Wednesday, May 20th. The semiconductor company reported $3.09 EPS for the quarter, beating the consensus estimate of $2.89 by $0.20. Analog Devices had a return on equity of 14.37% and a net margin of 26.01%.The business had revenue of $3.62 billion for the quarter, compared to analyst estimates of $3.51 billion. During the same quarter in the previous year, the firm earned $1.85 EPS. Analog Devices’s quarterly 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, analysts expect that Analog Devices, Inc. will post 12.31 earnings per share for the current fiscal year.

Analog Devices Announces Dividend

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

Analyst Ratings Changes

Several brokerages recently issued reports on ADI. UBS Group raised their price target on Analog Devices from $400.00 to $430.00 and gave the company a “buy” rating in a report on Thursday, February 19th. Piper Sandler raised their price target on Analog Devices from $250.00 to $360.00 and gave the company a “neutral” rating in a report on Thursday, February 19th. Stifel Nicolaus raised their price target on Analog Devices from $405.00 to $450.00 and gave the company a “buy” rating in a report on Monday, May 18th. Robert W. Baird raised their price target on Analog Devices from $365.00 to $450.00 and gave the company an “outperform” rating in a report on Thursday, May 21st. Finally, Wall Street Zen raised Analog Devices from a “hold” rating to a “buy” rating in a report on Sunday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Analog Devices currently has a consensus rating of “Moderate Buy” and an average target price of $432.71.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Banque Transatlantique SA acquired a new position in Analog Devices during the 4th quarter worth $25,000. Evolution Wealth Management Inc. acquired a new position in Analog Devices during the 1st quarter worth $30,000. Hilton Head Capital Partners LLC acquired a new position in Analog Devices during the 4th quarter worth $26,000. Gordian Capital Singapore Pte Ltd acquired a new position in Analog Devices during the 4th quarter worth $27,000. Finally, Entrust Financial LLC bought a new stake in Analog Devices during the 4th quarter worth about $33,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

Trending Headlines about Analog Devices

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 confidence in additional upside. Benzinga report on JPMorgan price target increase
• Positive Sentiment: Analyst coverage has turned more favorable, with reports highlighting solid earnings estimate revisions and suggesting ADI could be poised for a near-term surge. Zacks report on earnings estimate revisions
• Positive Sentiment: ADI’s AI/data center business is showing strong momentum, with one report citing 90% growth in AI data center revenue and margin expansion from optical and power solutions. Yahoo Finance article on AI data center momentum
• Positive Sentiment: Management’s latest earnings call commentary emphasized stronger-than-expected industrial and data center demand, along with broad strength in analog and mixed-signal solutions. Yahoo Finance article on earnings call
• Neutral Sentiment: CEO Vincent Roche disclosed two sales of 30,000 shares each, totaling about $24.4 million, which may raise some investor caution but do not by themselves indicate a change in fundamentals.
• Neutral Sentiment: Broader tech-sector strength and record highs in the Nasdaq have also supported investor appetite for semiconductor names like ADI. Barchart market backdrop article

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.