Analog Devices (NASDAQ:ADI) Stock Unloaded Rep. Julie Johnson

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 Price Performance

Shares of Analog Devices stock traded down $1.85 on Friday, reaching $300.25. 4,248,240 shares of the stock were exchanged, compared to its average volume of 2,962,189. The firm’s 50 day moving average is $269.25 and its 200-day moving average is $250.10. The firm has a market cap of $147.02 billion, a PE ratio of 65.84, a P/E/G ratio of 1.64 and a beta of 1.03. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.68 and a current ratio of 2.19. Analog Devices, Inc. has a one year low of $158.65 and a one year high of $309.17.

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

Analog Devices Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, December 22nd. Stockholders 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 dividend yield of 1.3%. The ex-dividend date of this dividend was Monday, December 8th. Analog Devices’s dividend payout ratio is 86.84%.

Key Analog Devices News

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

Institutional Trading of Analog Devices

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. JFS Wealth Advisors LLC grew its position in shares of Analog Devices by 9.9% in the 4th quarter. JFS Wealth Advisors LLC now owns 390 shares of the semiconductor company’s stock valued at $106,000 after buying an additional 35 shares during the last quarter. Regent Peak Wealth Advisors LLC boosted its holdings in Analog Devices by 3.7% in the fourth quarter. Regent Peak Wealth Advisors LLC now owns 1,088 shares of the semiconductor company’s stock valued at $295,000 after acquiring an additional 39 shares during the last quarter. Fragasso Financial Advisors Inc increased its position in Analog Devices by 2.9% during the 4th quarter. Fragasso Financial Advisors Inc now owns 1,372 shares of the semiconductor company’s stock valued at $372,000 after purchasing an additional 39 shares during the period. Quent Capital LLC increased its position in Analog Devices by 2.4% during the 3rd quarter. Quent Capital LLC now owns 1,810 shares of the semiconductor company’s stock valued at $445,000 after purchasing an additional 42 shares during the period. Finally, Baader Bank Aktiengesellschaft raised its holdings in Analog Devices by 3.9% during the 2nd quarter. Baader Bank Aktiengesellschaft now owns 1,156 shares of the semiconductor company’s stock worth $270,000 after purchasing an additional 43 shares during the last quarter. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts recently weighed in on the company. Zacks Research upgraded Analog Devices from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st. Oppenheimer boosted their target price on Analog Devices from $265.00 to $350.00 and gave the stock an “outperform” rating in a research note on Friday. Sanford C. Bernstein restated a “market perform” rating and issued a $270.00 price target on shares of Analog Devices in a research note on Wednesday, November 26th. BNP Paribas Exane began coverage on shares of Analog Devices in a research report on Tuesday, November 4th. They set an “outperform” rating and a $300.00 price objective for the company. Finally, Evercore ISI dropped their price objective on shares of Analog Devices from $303.00 to $282.00 and set an “outperform” rating for the company in a research note on Tuesday, November 25th. Three investment 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 stock. According to data from MarketBeat.com, Analog Devices presently has an average rating of “Moderate Buy” and an average target price of $305.52.

Insider Buying and Selling

In other news, SVP Martin Cotter sold 10,000 shares of the stock in a transaction on Monday, January 5th. The shares were sold at an average price of $278.44, for a total transaction of $2,784,400.00. Following the completion of the sale, the senior vice president directly owned 49,664 shares in the company, valued at $13,828,444.16. This represents a 16.76% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $275.07, for a total transaction of $2,750,700.00. Following the transaction, the chief executive officer directly owned 155,688 shares of the company’s stock, valued at $42,825,098.16. This represents a 6.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 53,544 shares of company stock worth $14,328,561. Corporate insiders own 0.33% of the company’s stock.

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.