Key Points
- CFO insider sale: Analog Devices CFO Richard Puccio sold 1,500 shares for approximately $545,475 under a pre-arranged Rule 10b5-1 plan, reducing his direct ownership by 2.77%.
- Strong quarterly performance: The company reported $3.45 in quarterly EPS and $4.02 billion in revenue, exceeding analyst estimates; revenue increased 39.2% year over year.
- Positive Wall Street outlook: Analysts maintain an average “Buy” rating with a $457.97 price target, while Analog Devices also pays a quarterly dividend of $1.10 per share, yielding about 1.2% annually.
Analog Devices, Inc. (NASDAQ:ADI - Get Free Report) CFO Richard Puccio, Jr. sold 1,500 shares of the firm's stock in a transaction dated Tuesday, September 8th. The stock was sold at an average price of $363.65, for a total transaction of $545,475.00. Following the completion of the transaction, the chief financial officer directly owned 52,677 shares in the company, valued at approximately $19,155,991.05. This represents a 2.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Analog Devices Stock Performance
ADI opened at $365.07 on Thursday. Analog Devices, Inc. has a twelve month low of $223.47 and a twelve month high of $445.91. The firm has a market capitalization of $176.90 billion, a PE ratio of 43.31, a PEG ratio of 1.12 and a beta of 1.20. The company has a current ratio of 1.25, a quick ratio of 0.91 and a debt-to-equity ratio of 0.20. The firm's 50-day moving average price is $375.42 and its 200 day moving average price is $374.60.
Analog Devices (NASDAQ:ADI - Get Free Report) last released its quarterly earnings data on Wednesday, August 19th. The semiconductor company reported $3.45 EPS for the quarter, beating 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 company had revenue of $4.02 billion during the quarter, compared to the consensus estimate of $3.92 billion. During the same quarter in the prior year, the firm earned $2.05 EPS. Analog Devices's quarterly revenue was up 39.2% on a year-over-year basis. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. As a group, sell-side analysts expect that Analog Devices, Inc. will post 12.96 EPS for the current fiscal year.
Analog Devices Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be given a dividend of $1.10 per share. The ex-dividend date is Tuesday, September 1st. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. Analog Devices's dividend payout ratio (DPR) is presently 52.19%.
Institutional Investors Weigh In On Analog Devices
Institutional investors have recently made changes to their positions in the stock. Banque Transatlantique SA acquired a new position in Analog Devices during the fourth quarter worth $25,000. Contravisory Investment Management Inc. purchased a new stake in shares of Analog Devices in the 2nd quarter valued at $25,000. Manning & Napier Advisors LLC acquired a new position in Analog Devices during the 2nd quarter worth about $25,000. Hilton Head Capital Partners LLC acquired a new position in Analog Devices during the 4th quarter worth about $26,000. Finally, Gordian Capital Singapore Pte Ltd purchased a new position in Analog Devices during the 4th quarter valued at about $27,000. 86.81% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
Several research analysts have recently commented on ADI shares. Wall Street Zen upgraded Analog Devices from a "hold" rating to a "buy" rating in a report on Sunday, May 24th. Truist Financial upped their price objective on shares of Analog Devices from $364.00 to $405.00 and gave the company a "hold" rating in a report on Wednesday, May 20th. Raymond James Financial restated an "outperform" rating and set a $430.00 price objective on shares of Analog Devices in a research report on Thursday, May 21st. Barclays lifted their target price on shares of Analog Devices from $430.00 to $450.00 and gave the stock an "overweight" rating in a research note on Thursday, May 21st. Finally, JPMorgan Chase & Co. boosted their target price on shares of Analog Devices from $450.00 to $500.00 and gave the company an "overweight" rating in a report on Thursday, August 20th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Buy" and an average target price of $457.97.
Get Our Latest Stock Analysis on Analog Devices
Key Stories Impacting Analog Devices
Here are the key news stories impacting Analog Devices this week:
- Positive Sentiment: Strategic Alif Semiconductor acquisition: ADI agreed to acquire Alif for approximately $1.35 billion in cash. Alif’s AI-native fusion processors would complement ADI’s analog technology and support local, real-time processing in industrial equipment, robotics, energy, defense, data-center infrastructure, digital health and wearable devices. The transaction could broaden ADI’s total addressable market and strengthen its edge-AI offering. Analog Devices to Acquire Alif Semiconductor
- Positive Sentiment: Growth extends beyond AI: Recent fiscal third-quarter results showed strong industrial and automotive demand, indicating ADI’s growth is not dependent solely on data-center AI spending. Analysts and investors may view the company’s diversified end-market exposure as supportive of longer-term earnings stability. Analog Devices Shows Why AI Is Not the Only Story Driving Chip Demand
- Positive Sentiment: Analyst and options signals: TD Cowen reaffirmed its “buy” rating and maintained a $460 price target, implying substantial upside from recent trading levels. Separately, call-option volume was more than twice its average, suggesting increased bullish speculative interest. Analog Devices to Buy Alif Semiconductor
- Neutral Sentiment: Insider sale: CFO Richard Puccio sold 1,500 shares worth approximately $545,000, reducing his direct holdings by 2.77%. The transaction occurred under a pre-arranged Rule 10b5-1 trading plan, making it a limited signal about management’s outlook.
- Negative Sentiment: Acquisition cost and execution risk: The all-cash purchase will use $1.35 billion of ADI’s resources, and investors will assess whether Alif’s technology can be integrated successfully and generate returns. ADI’s elevated valuation also leaves less room for disappointment if the deal or broader semiconductor recovery underperforms.
About Analog Devices
(
Get Free Report)
Analog Devices, Inc (NASDAQ: ADI) is a global semiconductor company that designs and manufactures high-performance analog, mixed-signal, power-management and radio-frequency integrated circuits. Its technologies help convert real-world signals—such as temperature, pressure, sound, motion and light—into data that electronic systems can process and use.
The company offers data converters, amplifiers, power-management products, sensors, embedded processors, connectivity solutions and other semiconductor components.
Further Reading
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