Analog Devices (NASDAQ:ADI) Director Ray Stata Sells 1,416 Shares

Analog Devices, Inc. (NASDAQ:ADI) Director Ray Stata sold 1,416 shares of the company’s stock in a transaction on Tuesday, September 8th. The shares were sold at an average price of $362.85, for a total value of $513,795.60. Following the transaction, the director directly owned 111,679 shares in the company, valued at $40,522,725.15. This represents a 1.25% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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 stock was 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 stock was sold at an average price of $377.01, for a total value of $533,846.16.

Analog Devices Price Performance

NASDAQ ADI opened at $361.25 on Friday. The company has a market cap of $175.05 billion, a PE ratio of 42.85, a price-to-earnings-growth ratio of 1.13 and a beta of 1.20. 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’s 50-day simple moving average is $375.10 and its two-hundred day simple moving average is $374.64. Analog Devices, Inc. has a 52 week low of $223.47 and a 52 week high of $445.91.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.34 by $0.11. The company had revenue of $4.02 billion for the quarter, compared to analyst estimates of $3.92 billion. Analog Devices had a net margin of 29.79% and a return on equity of 16.39%. The company’s quarterly 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 earnings per share. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Research analysts predict that Analog Devices, Inc. will post 12.96 earnings per share for the current year.

Analog Devices Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be issued a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. Analog Devices’s payout ratio is presently 52.19%.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on ADI shares. Stifel Nicolaus lifted their price target on Analog Devices from $450.00 to $498.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. BMO Capital Markets started coverage on Analog Devices in a report on Thursday, August 20th. They set an “outperform” rating and a $430.00 price objective on the stock. Seaport Research Partners upgraded Analog Devices from a “neutral” rating to a “buy” rating and set a $425.00 target price for the company in a research note on Thursday, August 20th. Wolfe Research reaffirmed an “outperform” rating and set a $475.00 target price on shares of Analog Devices in a report on Thursday, May 21st. Finally, Needham & Company LLC lifted their target price on Analog Devices from $440.00 to $450.00 and gave the company a “buy” rating in a report on Thursday, August 20th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $457.97.

Analog Devices News Roundup

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 institutional investors have recently made changes to their positions in the company. California State Teachers Retirement System grew its position in Analog Devices by 39,170.1% during the second quarter. California State Teachers Retirement System now owns 296,317,813 shares of the semiconductor company’s stock worth $117,688,546,000 after buying an additional 295,563,249 shares in the last quarter. BlackRock Inc. bought a new stake in shares of Analog Devices during the 2nd quarter valued at about $18,610,868,000. State Street Corp boosted its position in shares of Analog Devices by 0.4% during 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 acquiring an additional 88,538 shares during the last quarter. Morgan Stanley grew its holdings in shares of Analog Devices by 1.9% during the fourth quarter. Morgan Stanley now owns 10,450,624 shares of the semiconductor company’s stock worth $2,834,210,000 after purchasing an additional 194,535 shares in the last quarter. Finally, Bank of America Corp DE increased its position in shares of Analog Devices by 5.2% in 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 purchasing an additional 501,604 shares during the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices Company Profile

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.