Analog Devices (NASDAQ:ADI) CFO Sells 1,500 Shares of Stock

Analog Devices, Inc. (NASDAQ:ADI) CFO Richard Puccio, Jr. sold 1,500 shares of Analog Devices stock in a transaction that occurred on Tuesday, October 6th. The stock was sold at an average price of $421.08, for a total transaction of $631,620.00. Following the transaction, the chief financial officer owned 49,677 shares in the company, valued at approximately $20,917,991.16. The trade was a 2.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Analog Devices Stock Down 2.5%

Shares of ADI traded down $10.47 during mid-day trading on Wednesday, reaching $410.08. The company’s stock had a trading volume of 2,388,588 shares, compared to its average volume of 4,052,227. The company has a market cap of $198.71 billion, a price-to-earnings ratio of 48.65, a price-to-earnings-growth ratio of 1.29 and a beta of 1.22. The business has a fifty day moving average of $377.32 and a 200 day moving average of $381.85. The company has a quick ratio of 0.91, a current ratio of 1.25 and a debt-to-equity ratio of 0.20. 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 earnings per share for the quarter, beating analysts’ consensus estimates of $3.34 by $0.11. The business had revenue of $4.02 billion for the quarter, compared to the consensus estimate of $3.92 billion. Analog Devices had a return on equity of 16.39% and a net margin of 29.79%.Analog Devices’s revenue for the quarter was up 39.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.05 earnings per share. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. As a group, analysts forecast that Analog Devices, Inc. will post 12.96 earnings per share for the current fiscal year.

Analog Devices Dividend Announcement

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

Institutional Trading of Analog Devices

Several large investors have recently modified their holdings of the company. Iowa State Bank lifted its position in Analog Devices by 1.9% during the 3rd quarter. Iowa State Bank now owns 10,041 shares of the semiconductor company’s stock worth $3,983,000 after acquiring an additional 185 shares during the last quarter. Rosenberg Matthew Hamilton grew its position in shares of Analog Devices by 29.4% in the third quarter. Rosenberg Matthew Hamilton now owns 639 shares of the semiconductor company’s stock valued at $253,000 after purchasing an additional 145 shares during the last quarter. Ferguson Wellman Capital Management Inc. increased its stake in shares of Analog Devices by 0.8% in the third quarter. Ferguson Wellman Capital Management Inc. now owns 139,336 shares of the semiconductor company’s stock worth $55,276,000 after purchasing an additional 1,048 shares during the period. Polaris Financial Partners bought a new position in shares of Analog Devices in the third quarter worth about $102,000. Finally, Boltwood Capital Management lifted its position in shares of Analog Devices by 1.4% during the 3rd quarter. Boltwood Capital Management now owns 2,935 shares of the semiconductor company’s stock worth $1,164,000 after purchasing an additional 40 shares during the last quarter. 86.81% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of brokerages recently commented on ADI. Arete Research boosted their price objective on shares of Analog Devices from $487.00 to $490.00 and gave the company a “buy” rating in a research report on Thursday, August 20th. Weiss Ratings raised shares of Analog Devices from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, August 21st. JPMorgan Chase & Co. upped their price target on shares of Analog Devices from $450.00 to $500.00 and gave the stock an “overweight” rating in a research note on Thursday, August 20th. Robert W. Baird lifted their price objective on Analog Devices from $450.00 to $675.00 and gave the company an “outperform” rating in a research report on Monday, August 24th. Finally, Stifel Nicolaus boosted their target price on Analog Devices from $450.00 to $498.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Analog Devices has an average rating of “Moderate Buy” and an average target price of $460.09.

Analog Devices News Summary

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

• Positive Sentiment: Strong industry and analyst support: BofA identified Analog Devices, along with STMicroelectronics and Texas Instruments, as among the strongest analog semiconductor performers. Separately, a semiconductor industry report highlighted ADI as a beneficiary of AI-driven demand as global chip sales surpassed $1 trillion. Analog Devices, STMicro and TI seen as strongest analog performers: BofA
• Positive Sentiment: New technology partnerships expand potential applications: Lekha Wireless is integrating ADI technology into its 5G radio access network portfolio, while ADI, Moët Hennessy and UC Davis are collaborating on AI-enabled chemical-signature detection for wine production. These initiatives reinforce the company’s exposure beyond traditional chip markets, although they are unlikely to materially affect near-term revenue. Lekha Wireless 5G RAN portfolio integrates ADI technology
• Positive Sentiment: Recent operating performance remains solid: ADI’s latest reported quarter exceeded consensus estimates for both earnings and revenue, with revenue rising 39.2% year over year. The company’s average analyst rating remains “Moderate Buy,” with a consensus price target of $460.09, above recent trading levels. Analog Devices (ADI): Buy, sell, or hold post Q2 earnings?
• Neutral Sentiment: Several executives, including CEO Vincent Roche, Vivek Jain and Katsufumi Nakamura, sold shares in transactions disclosed under pre-arranged trading plans. The sales may pressure sentiment, but they do not necessarily indicate deteriorating business prospects.
• Negative Sentiment: With ADI trading well above its 50-day and 200-day moving averages and at a high valuation, investors may be taking profits after the stock’s substantial run. That valuation leaves the shares more sensitive to any slowdown in AI expectations or broader semiconductor-sector volatility. Why Analog Devices (ADI) Is Back In The Spotlight

About Analog Devices

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.