Analog Devices (NASDAQ:ADI) CEO Sells $3,969,400.00 in Stock

Analog Devices, Inc. (NASDAQ:ADI) CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $396.94, for a total transaction of $3,969,400.00. Following the completion of the transaction, the chief executive officer directly owned 115,460 shares of the company’s stock, valued at approximately $45,830,692.40. This represents a 7.97% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Tuesday, September 1st, Vincent Roche sold 10,000 shares of Analog Devices stock. The stock was sold at an average price of $356.33, for a total transaction of $3,563,300.00.
• On Monday, August 3rd, Vincent Roche sold 10,000 shares of Analog Devices stock. The shares were sold at an average price of $363.00, for a total transaction of $3,630,000.00.

Analog Devices Price Performance

NASDAQ ADI opened at $410.08 on Thursday. The company has a market cap of $198.71 billion, a price-to-earnings ratio of 48.65, a PEG ratio of 1.30 and a beta of 1.22. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.25 and a quick ratio of 0.91. The stock’s fifty day moving average price is $378.46 and its 200 day moving average price is $382.55. Analog Devices, Inc. has a 1 year low of $223.47 and a 1 year high of $445.91.

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

Analog Devices Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st were issued a dividend of $1.10 per share. The ex-dividend date of this dividend was Tuesday, September 1st. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. Analog Devices’s payout ratio is 52.19%.

Institutional Investors Weigh In On Analog Devices

Several hedge funds have recently bought and sold shares of the stock. BlackRock Inc. purchased a new position in shares of Analog Devices during the 2nd quarter valued at approximately $18,610,868,000. State Street Corp lifted its stake in shares of Analog Devices by 0.4% in the 4th quarter. State Street Corp now owns 23,487,584 shares of the semiconductor company’s stock valued at $6,369,833,000 after purchasing an additional 88,538 shares during the period. Bank of America Corp DE boosted its holdings in Analog Devices by 5.2% during the first quarter. Bank of America Corp DE now owns 10,216,699 shares of the semiconductor company’s stock worth $3,250,341,000 after buying an additional 501,604 shares in the last quarter. Van ECK Associates Corp boosted its holdings in Analog Devices by 24.7% during the second quarter. Van ECK Associates Corp now owns 8,422,883 shares of the semiconductor company’s stock worth $3,345,316,000 after buying an additional 1,670,957 shares in the last quarter. Finally, Amundi grew its position in Analog Devices by 5.3% during the first quarter. Amundi now owns 5,044,271 shares of the semiconductor company’s stock valued at $1,604,771,000 after buying an additional 254,632 shares during the period. Hedge funds and other institutional investors own 86.81% of the company’s stock.

More Analog Devices News

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

• Positive Sentiment: Analyst support remains strong. Bank of America identified Analog Devices, along with STMicroelectronics and Texas Instruments, as among the strongest analog semiconductor performers. ADI has a “Moderate Buy” consensus rating, with a reported average price target of $460.09 versus the recent share price. Analog Devices, STMicro and TI seen as strongest analog performers: BofA
• Positive Sentiment: Industry growth and AI exposure remain catalysts. Global semiconductor sales reportedly surpassed $1 trillion, with AI investment supporting demand and placing ADI among the stocks highlighted for potential gains. The company also continues to benefit from applications beyond AI, including industrial, communications and automotive electronics. 4 Semiconductor Stocks to Grab as Sales Hit $1 Trillion for First Time
• Positive Sentiment: New technology adoption adds strategic upside. Lekha Wireless is integrating ADI technology into its 5G radio-access-network portfolio, while ADI also joined Moët Hennessy and UC Davis on an AI-enabled chemical-signature detection project. These initiatives are unlikely to materially affect near-term earnings but demonstrate broader applications for ADI’s sensing and signal-processing technology. Lekha Wireless 5G RAN portfolio integrates ADI technology
• Neutral Sentiment: Recent fundamentals remain solid. ADI’s latest reported quarter exceeded earnings and revenue estimates, with revenue up 39.2% year over year. However, its approximately 49 times earnings valuation leaves the stock sensitive to profit-taking or any slowdown in growth expectations.
• Negative Sentiment: Multiple insiders have recently sold shares. CFO Richard Puccio sold 1,500 shares under a pre-arranged Rule 10b5-1 plan, while other insiders, including Vincent Roche, Vivek Jain and Katsufumi Nakamura, also reported sales. Planned transactions do not necessarily signal deteriorating business prospects, but the cluster of sales may weigh on sentiment. SEC insider transaction filing

Analyst Ratings Changes

ADI has been the topic of several research reports. Evercore cut their price target on shares of Analog Devices from $474.00 to $462.00 and set an “outperform” rating on the stock in a report on Thursday, August 20th. Fundamental Research set a $550.00 price objective on shares of Analog Devices in a report on Monday, June 29th. Piper Sandler set a $460.00 price objective on shares of Analog Devices in a research note on Tuesday, September 8th. KeyCorp raised their target price on shares of Analog Devices from $500.00 to $525.00 and gave the stock an “overweight” rating in a report on Tuesday, July 14th. Finally, Robert W. Baird boosted their target price on shares of Analog Devices from $450.00 to $675.00 and gave the company an “outperform” rating in a research report on Monday, August 24th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, Analog Devices has a consensus rating of “Moderate Buy” and an average target price of $460.09.

Analog Devices Company Profile

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.