Rep. Julie Johnson Sells Off Shares of Analog Devices, Inc. (NASDAQ:ADI)

Representative Julie Johnson (D-Texas) recently sold shares of Analog Devices, Inc. (NASDAQ:ADI). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Analog Devices stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Analog Devices Stock Down 0.6%

Shares of ADI traded down $1.85 during midday trading on Friday, hitting $300.25. The stock had a trading volume of 4,248,240 shares, compared to its average volume of 2,962,189. The company has a 50 day simple moving average of $269.25 and a two-hundred day simple moving average of $250.06. Analog Devices, Inc. has a twelve month low of $158.65 and a twelve month high of $309.17. The firm has a market cap of $147.02 billion, a price-to-earnings ratio of 65.84, a price-to-earnings-growth ratio of 1.64 and a beta of 1.03. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.19 and a quick ratio of 1.68.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings data on Tuesday, November 25th. The semiconductor company reported $2.26 earnings per share for the quarter, topping the consensus estimate of $2.22 by $0.04. Analog Devices had a return on equity of 11.23% and a net margin of 20.58%.The company had revenue of $3.08 billion during the quarter, compared to analysts’ expectations of $3.02 billion. During the same period in the prior year, the firm earned $1.67 earnings per share. Analog Devices’s revenue for the quarter was up 25.9% compared to the same quarter last year. On average, analysts anticipate that Analog Devices, Inc. will post 7.14 EPS for the current year.

Analog Devices Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, December 22nd. Shareholders of record on Monday, December 8th were issued a dividend of $0.99 per share. This represents a $3.96 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date was Monday, December 8th. Analog Devices’s dividend payout ratio is 86.84%.

Institutional Investors Weigh In On Analog Devices

Several hedge funds have recently bought and sold shares of ADI. Norges Bank bought a new stake in Analog Devices in the 2nd quarter valued at $1,803,377,000. Amundi boosted its position in shares of Analog Devices by 44.8% in the third quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock valued at $1,507,740,000 after acquiring an additional 1,922,302 shares during the period. Raymond James Financial Inc. grew its stake in shares of Analog Devices by 29.2% in the third quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company’s stock valued at $1,186,714,000 after acquiring an additional 1,091,004 shares in the last quarter. Marshall Wace LLP increased its position in Analog Devices by 948.2% during the second quarter. Marshall Wace LLP now owns 1,085,990 shares of the semiconductor company’s stock worth $258,487,000 after acquiring an additional 982,385 shares during the period. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its stake in Analog Devices by 47.4% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,745,985 shares of the semiconductor company’s stock worth $653,599,000 after purchasing an additional 882,909 shares in the last quarter. 86.81% of the stock is currently owned by institutional investors and hedge funds.

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

Insider Activity

In other news, CAO Michael Sondel sold 8,169 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $278.03, for a total transaction of $2,271,227.07. Following the transaction, the chief accounting officer directly owned 18,913 shares of the company’s stock, valued at approximately $5,258,381.39. This trade represents a 30.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Katsufumi Nakamura sold 500 shares of the business’s stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $301.46, for a total value of $150,730.00. Following the completion of the sale, the senior vice president owned 12,710 shares of the company’s stock, valued at approximately $3,831,556.60. This trade represents a 3.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 53,544 shares of company stock worth $14,328,561. Insiders own 0.33% of the company’s stock.

Wall Street Analysts Forecast Growth

ADI has been the topic of a number of recent research reports. Benchmark reiterated a “buy” rating and issued a $285.00 price objective on shares of Analog Devices in a report on Wednesday, November 26th. Truist Financial lifted their price target on shares of Analog Devices from $258.00 to $291.00 and gave the company a “hold” rating in a research note on Friday, December 19th. Sanford C. Bernstein reissued a “market perform” rating and set a $270.00 price target on shares of Analog Devices in a research report on Wednesday, November 26th. UBS Group raised their price objective on Analog Devices from $280.00 to $320.00 and gave the company a “buy” rating in a report on Monday, December 8th. Finally, Wells Fargo & Company set a $340.00 target price on Analog Devices and gave the company an “overweight” rating in a research report on Thursday. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $305.52.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.