Analog Devices (NASDAQ:ADI) CEO Sells $11,904,600.00 in Stock

Analog Devices, Inc. (NASDAQ:ADI) CEO Vincent Roche sold 30,000 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $396.82, for a total value of $11,904,600.00. Following the completion of the transaction, the chief executive officer owned 137,538 shares in the company, valued at approximately $54,577,829.16. The trade was a 17.91% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website.

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

• On Tuesday, May 26th, Vincent Roche sold 30,000 shares of Analog Devices stock. The shares were sold at an average price of $415.13, for a total value of $12,453,900.00.
• 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

Analog Devices stock opened at $413.85 on Friday. Analog Devices, Inc. has a 12 month low of $210.80 and a 12 month high of $435.72. The company has a current ratio of 1.75, a quick ratio of 1.34 and a debt-to-equity ratio of 0.21. The business’s 50 day simple moving average is $372.03 and its 200 day simple moving average is $322.13. The company has a market cap of $201.58 billion, a price-to-earnings ratio of 61.49, a PEG ratio of 1.17 and a beta of 1.19.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data 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 the consensus estimate of $3.51 billion. During the same quarter in the prior year, the business earned $1.85 earnings per share. Analog Devices’s revenue for the quarter was up 37.2% on a year-over-year basis. Analog Devices has set its Q3 2026 guidance at 3.150-3.450 EPS. Sell-side analysts forecast that Analog Devices, Inc. will post 12.41 EPS for the current year.

Analog Devices Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Tuesday, June 2nd will be issued a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, June 2nd. This represents a $4.40 dividend on an annualized basis and a yield of 1.1%. Analog Devices’s payout ratio is presently 65.38%.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the stock. Sanford C. Bernstein reissued a “market perform” rating and set a $430.00 target price on shares of Analog Devices in a report on Thursday, May 21st. Morgan Stanley reissued an “overweight” rating and set a $373.00 target price on shares of Analog Devices in a report on Thursday, February 19th. Bank of America boosted their target price on shares of Analog Devices from $425.00 to $460.00 and gave the company a “buy” rating in a report on Thursday, May 21st. Citigroup boosted their target price on shares of Analog Devices from $400.00 to $460.00 and gave the company a “buy” rating in a report on Thursday, May 21st. Finally, Cantor Fitzgerald boosted their target price on shares of Analog Devices from $400.00 to $510.00 and gave the company an “overweight” rating in a report on Wednesday, May 13th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Analog Devices currently has an average rating of “Moderate Buy” and an average price target of $432.71.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Banque Transatlantique SA bought a new position in shares of Analog Devices in the fourth quarter worth $25,000. Evolution Wealth Management Inc. bought a new position in shares of Analog Devices in the first quarter worth $30,000. Hilton Head Capital Partners LLC bought a new position in shares of Analog Devices in the fourth quarter worth $26,000. Gordian Capital Singapore Pte Ltd bought a new position in shares of Analog Devices in the fourth quarter worth $27,000. Finally, Entrust Financial LLC bought a new position in shares of Analog Devices in the fourth quarter worth $33,000. Institutional investors own 86.81% of the company’s stock.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: Raymond James raised its price target on Analog Devices to $430 from $385 and kept an Outperform rating, reinforcing confidence in the company’s post-earnings momentum. Article on Raymond James raising ADI price target
• Positive Sentiment: Evercore ISI also boosted its target to $474 from $387 after ADI posted a “beat-and-raise” quarter, signaling stronger-than-expected demand and earnings power. Article on Evercore ISI target hike
• Positive Sentiment: Analysts highlighted ADI’s industrial segment strength, with 56% year-over-year growth in the latest quarter driven by AI infrastructure, automation, and defense demand. Article on industrial segment growth
• Positive Sentiment: ADI’s strong quarterly results and upbeat guidance continue to support the stock’s bullish narrative, with revenue and EPS both topping expectations. Zacks article on ADI earnings and outlook
• Neutral Sentiment: CEO Vincent Roche sold 30,000 shares, which can create some investor caution, but the sale appears more like routine insider activity than a fundamental warning sign.
• Neutral Sentiment: Broader semiconductor and technology-sector strength is also providing a favorable backdrop for ADI shares.

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.