Vincent Roche Sells 10,000 Shares of Analog Devices (NASDAQ:ADI) Stock

Analog Devices, Inc. (NASDAQ:ADI) CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $397.91, for a total value of $3,979,100.00. Following the sale, the chief executive officer owned 187,538 shares of the company’s stock, valued at approximately $74,623,245.58. This represents a 5.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Vincent Roche also recently made the following trade(s):

• On Wednesday, April 1st, Vincent Roche sold 10,000 shares of Analog Devices stock. The stock was sold at an average price of $318.14, for a total value of $3,181,400.00.

Analog Devices Price Performance

Analog Devices stock opened at $404.77 on Wednesday. The company has a current ratio of 1.76, a quick ratio of 1.35 and a debt-to-equity ratio of 0.21. The company has a market capitalization of $197.61 billion, a PE ratio of 74.00, a P/E/G ratio of 1.60 and a beta of 1.19. Analog Devices, Inc. has a 12 month low of $194.26 and a 12 month high of $408.37. The stock has a 50-day moving average price of $342.55 and a two-hundred day moving average price of $300.49.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 EPS for the quarter, beating the consensus estimate of $2.31 by $0.15. The firm had revenue of $3.16 billion during the quarter, compared to the consensus estimate of $3.10 billion. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The business’s quarterly revenue was up 30.4% on a year-over-year basis. During the same period last year, the company earned $1.63 earnings per share. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. Analysts expect that Analog Devices, Inc. will post 11.35 EPS for the current year.

Analog Devices Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd were given a dividend of $1.10 per share. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date was Tuesday, March 3rd. Analog Devices’s dividend payout ratio is 80.44%.

Analyst Ratings Changes

Several equities research analysts recently commented on ADI shares. Cantor Fitzgerald raised their target price on Analog Devices from $350.00 to $400.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 17th. Truist Financial raised their target price on Analog Devices from $291.00 to $364.00 and gave the stock a “hold” rating in a research note on Thursday, February 19th. Arete Research raised Analog Devices from a “neutral” rating to a “buy” rating and set a $389.00 target price for the company in a research note on Monday, March 30th. Citigroup reaffirmed a “buy” rating on shares of Analog Devices in a research note on Thursday, February 19th. Finally, Wells Fargo & Company raised their target price on Analog Devices from $340.00 to $400.00 and gave the stock an “overweight” rating in a research note on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $370.69.

Key Analog Devices News

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

• Positive Sentiment: Q1 results, revenue and guidance strength — ADI reported a solid quarter (EPS and revenue beat) and set Q2 fiscal?2026 guidance of $2.73–$3.03, supporting the stock’s momentum and valuation premium. MarketBeat ADI coverage
• Positive Sentiment: Broker upgrades and higher price targets — Multiple firms (Barclays, Susquehanna, Jefferies, Oppenheimer) raised targets or reiterated buy/overweight views after the beat/guidance, which can drive further buying interest. MarketBeat ADI coverage
• Positive Sentiment: Peer / sector momentum and growth positioning — Analysts and commentaries highlight ADI’s strong growth outlook among data?converter/analog peers and list ADI as a momentum name benefiting from industrial, data?center and AI-related demand. Analog Devices: Strongest Growth Outlook Among DAO Peers
• Positive Sentiment: Dividend increase — ADI raised its quarterly payout (most recent: $1.10), signaling confidence in cash flow and supporting income?oriented buyers. MarketBeat ADI coverage
• Neutral Sentiment: CEO sale disclosed — CEO Vincent Roche sold 10,000 shares (May 1) for ~$397.91 per share under a pre?arranged Rule 10b5?1 plan; the sale reduces his stake modestly but was planned and disclosed. Vincent Roche Sells 10,000 Shares of Analog Devices Stock
• Neutral Sentiment: Positive headlines and momentum screen inclusion — ADI appears on momentum stock lists and market roundup pieces, which can amplify flows but aren’t direct fundamental drivers. 1 Momentum Stock to Consider Right Now
• Negative Sentiment: Rating downgrade from one shop — Weiss Ratings trimmed ADI from a buy to a hold, which could weigh on sentiment for some funds or retail investors. (Note: consensus remains a Moderate Buy.) Weiss Ratings
• Negative Sentiment: High payout ratio — the reported dividend payout ratio (~80%) raises a modest sustainability question if growth or margins slow; worth watching vs. cash flow trends.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. Jones Financial Companies Lllp lifted its holdings in Analog Devices by 12.9% during the third quarter. Jones Financial Companies Lllp now owns 169,572 shares of the semiconductor company’s stock worth $41,907,000 after acquiring an additional 19,383 shares during the period. SG Americas Securities LLC lifted its holdings in Analog Devices by 684.6% during the third quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company’s stock worth $211,871,000 after acquiring an additional 752,411 shares during the period. Nordea Investment Management AB lifted its holdings in Analog Devices by 247.3% during the fourth quarter. Nordea Investment Management AB now owns 350,692 shares of the semiconductor company’s stock worth $95,802,000 after acquiring an additional 249,702 shares during the period. Ashton Thomas Private Wealth LLC raised its stake in shares of Analog Devices by 18.8% in the third quarter. Ashton Thomas Private Wealth LLC now owns 20,734 shares of the semiconductor company’s stock valued at $5,094,000 after buying an additional 3,286 shares during the period. Finally, AE Wealth Management LLC raised its stake in shares of Analog Devices by 26.4% in the third quarter. AE Wealth Management LLC now owns 43,932 shares of the semiconductor company’s stock valued at $10,795,000 after buying an additional 9,174 shares during the period. Institutional investors own 86.81% of the company’s stock.

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.