Key Points
- Director Ray Stata sold 1,416 Analog Devices shares for approximately $513,796 under a pre-arranged Rule 10b5-1 plan, reducing his ownership by 1.25% to 111,679 shares.
- Analog Devices reported strong quarterly results, with $3.45 in EPS and $4.02 billion in revenue, up 39.2% year over year and above analyst expectations.
- Investor sentiment remains positive: the stock has a consensus “Buy” rating and an average analyst price target of $457.97, while the company declared a $1.10 quarterly dividend.
Analog Devices, Inc. (NASDAQ:ADI - Get Free Report) Director Ray Stata sold 1,416 shares of the company's stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $362.85, for a total transaction of $513,795.60. Following the completion of the transaction, the director owned 111,679 shares of the company's stock, valued at $40,522,725.15. This trade represents a 1.25% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Ray Stata also recently made the following trade(s):
- On Tuesday, August 4th, Ray Stata sold 1,416 shares of Analog Devices stock. The shares were sold at an average price of $377.37, for a total value of $534,355.92.
- On Tuesday, July 7th, Ray Stata sold 1,416 shares of Analog Devices stock. The shares were sold at an average price of $377.01, for a total value of $533,846.16.
Analog Devices Trading Down 1.0%
Shares of ADI stock opened at $361.25 on Friday. The business has a 50-day moving average price of $375.10 and a two-hundred day moving average price of $374.64. Analog Devices, Inc. has a 12-month low of $223.47 and a 12-month high of $445.91. The company has a quick ratio of 0.91, a current ratio of 1.25 and a debt-to-equity ratio of 0.20. The firm has a market cap of $175.05 billion, a P/E ratio of 42.85, a price-to-earnings-growth ratio of 1.13 and a beta of 1.20.
Analog Devices (NASDAQ:ADI - Get Free Report) last announced its quarterly earnings data on Wednesday, August 19th. The semiconductor company reported $3.45 EPS for the quarter, beating the consensus estimate of $3.34 by $0.11. The firm had revenue of $4.02 billion for the quarter, compared to analyst estimates of $3.92 billion. Analog Devices had a return on equity of 16.39% and a net margin of 29.79%.The company's revenue was up 39.2% on a year-over-year basis. During the same period in the prior year, the company earned $2.05 EPS. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Equities analysts anticipate that Analog Devices, Inc. will post 12.96 EPS for the current fiscal year.
Analog Devices Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be given a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Tuesday, September 1st. Analog Devices's dividend payout ratio (DPR) is presently 52.19%.
Wall Street Analyst Weigh In
ADI has been the subject of a number of recent research reports. Wolfe Research restated an "outperform" rating and issued a $475.00 price objective on shares of Analog Devices in a report on Thursday, May 21st. Robert W. Baird lifted their target price on shares of Analog Devices from $450.00 to $675.00 and gave the stock an "outperform" rating in a research report on Monday, August 24th. Needham & Company LLC lifted their target price on shares of Analog Devices from $440.00 to $450.00 and gave the stock a "buy" rating in a research report on Thursday, August 20th. Stifel Nicolaus upped their price target on shares of Analog Devices from $450.00 to $498.00 and gave the company a "buy" rating in a research report on Wednesday, June 24th. Finally, Piper Sandler set a $460.00 price objective on Analog Devices in a research note on Tuesday. Two analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Buy" and an average target price of $457.97.
Get Our Latest Stock Analysis on ADI
More Analog Devices News
Here are the key news stories impacting Analog Devices this week:
- Positive Sentiment: Edge-AI expansion: Alif’s AI-native fusion processors would complement ADI’s analog technology and support “physical intelligence”—systems that can sense, reason and act without relying entirely on the cloud. The acquisition could broaden ADI’s addressable market and improve its competitive position in emerging AI hardware. Analog Devices to Acquire Alif Semiconductor
- Positive Sentiment: Healthy operating momentum: ADI’s latest quarterly results exceeded expectations, with $3.45 in adjusted EPS and $4.02 billion in revenue. Revenue rose 39.2% year over year, while industrial and automotive demand demonstrates that growth extends beyond data-center AI. Analog Devices Shows Why AI Is Not the Only Story Driving Chip Demand
- Positive Sentiment: Supportive analyst sentiment: TD Cowen reiterated a Buy rating, while Wall Street’s consensus rating remains Buy with an average target price near $458. Elevated call-option activity also points to increased bullish interest. TD Cowen Reiterates Buy Rating
- Neutral Sentiment: Insider selling: CFO Richard Puccio sold 1,500 shares, and director Ray Stata sold 1,416 shares. Both transactions were conducted under pre-arranged Rule 10b5-1 plans, reducing their significance as indicators of management’s outlook.
- Negative Sentiment: Deal and valuation risks: The all-cash acquisition will require substantial capital, and investors must weigh integration and execution risks. With ADI trading at a high earnings multiple, disappointment in the Alif deal or a broader semiconductor slowdown could pressure the stock.
Institutional Inflows and Outflows
Several hedge funds have recently made changes to their positions in ADI. Banque Transatlantique SA purchased a new stake in Analog Devices during the 4th quarter valued at $25,000. Contravisory Investment Management Inc. bought a new stake in Analog Devices in the 2nd quarter worth $25,000. Manning & Napier Advisors LLC purchased a new position in shares of Analog Devices in the second quarter valued at about $25,000. Hilton Head Capital Partners LLC purchased a new position in shares of Analog Devices in the fourth quarter valued at about $26,000. Finally, Gordian Capital Singapore Pte Ltd bought a new position in shares of Analog Devices during the fourth quarter valued at about $27,000. 86.81% of the stock is owned by hedge funds and other institutional investors.
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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