Martin Cotter Sells 10,000 Shares of Analog Devices (NASDAQ:ADI) Stock

Analog Devices, Inc. (NASDAQ:ADI) SVP Martin Cotter sold 10,000 shares of Analog Devices stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $278.44, for a total value of $2,784,400.00. Following the completion of the transaction, the senior vice president directly owned 49,664 shares in the company, valued at $13,828,444.16. This trade represents a 16.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.

Martin Cotter also recently made the following trade(s):

• On Wednesday, December 17th, Martin Cotter sold 5,000 shares of Analog Devices stock. The stock was sold at an average price of $271.19, for a total transaction of $1,355,950.00.

Analog Devices Stock Up 0.6%

Shares of NASDAQ ADI opened at $297.99 on Thursday. The firm’s fifty day moving average is $266.43 and its 200 day moving average is $249.20. Analog Devices, Inc. has a 52 week low of $158.65 and a 52 week high of $303.20. The company has a quick ratio of 1.68, a current ratio of 2.19 and a debt-to-equity ratio of 0.24. The company has a market cap of $145.91 billion, a price-to-earnings ratio of 65.35, a PEG ratio of 1.64 and a beta of 1.03.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.22 by $0.04. The business had revenue of $3.08 billion for the quarter, compared to analyst estimates 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 quarter last year, the firm earned $1.67 EPS. On average, equities research analysts expect that Analog Devices, Inc. will post 7.14 earnings per share for the current year.

Analog Devices Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 22nd. Shareholders of record on Monday, December 8th were issued a $0.99 dividend. The ex-dividend date was Monday, December 8th. This represents a $3.96 annualized dividend and a yield of 1.3%. Analog Devices’s dividend payout ratio (DPR) is 86.84%.

Key Analog Devices News

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

• Positive Sentiment: KeyCorp raised its Q1 2026 EPS model to $2.39, kept an Overweight rating and moved its price target to $375 — a clear analyst endorsement that supports upside expectations for ADI. KeyCorp note
• Positive Sentiment: Zacks highlights ADI’s growing automotive revenue as vehicle electronics and Level 2+ ADAS content increase, reinforcing a durable demand vector tied to software-defined cars. This thematic story supports a higher multiple and longer-term growth outlook. Will Vehicle Electronics Evolution Fuel ADI’s Automotive Growth?
• Positive Sentiment: Recent analyst coverage and target increases (Goldman Sachs, BNP Paribas Exane, Truist, Bank of America) and the company’s solid November earnings beat and strong revenue growth are keeping institutional sentiment constructive. Those upgrades help explain buying interest. Analog Devices Moves Higher as Super-Cycle Gains Momentum
• Neutral Sentiment: Momentum-focused write-ups (e.g., TipRanks/Zacks “momentum pick” pieces) are drawing attention but are more narrative-driven than fundamentals-driven; they may boost short-term flows but carry limited long-term informational value. Top Analog Devices Executive Makes Notable Move
• Negative Sentiment: Insider selling: SVP Katsufumi Nakamura sold 500 shares (avg. $301.46) recently, and SVP Martin Cotter sold 10,000 shares on Jan. 5 (avg. $278.44). While insider sales can be routine, the size and timing may create near-term investor concern about insider conviction. Insider Selling: Analog Devices SVP Sells Shares

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on ADI. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $270.00 price target on shares of Analog Devices in a research note on Wednesday, November 26th. Wall Street Zen lowered shares of Analog Devices from a “buy” rating to a “hold” rating in a report on Saturday, December 27th. Stifel Nicolaus set a $280.00 target price on shares of Analog Devices in a research note on Friday, November 21st. Morgan Stanley boosted their price target on shares of Analog Devices from $288.00 to $293.00 and gave the company an “overweight” rating in a research report on Wednesday, November 26th. Finally, Robert W. Baird raised their price objective on shares of Analog Devices from $250.00 to $275.00 and gave the stock an “outperform” rating in a report on Wednesday, November 26th. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $290.04.

Institutional Trading of Analog Devices

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Norges Bank bought a new stake in Analog Devices in the second quarter worth $1,803,377,000. Amundi raised its position in shares of Analog Devices by 44.8% in the 3rd quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock worth $1,507,740,000 after purchasing an additional 1,922,302 shares during the last quarter. Raymond James Financial Inc. boosted its stake in Analog Devices by 29.2% in the 3rd quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company’s stock worth $1,186,714,000 after purchasing an additional 1,091,004 shares in the last quarter. Marshall Wace LLP grew its position in Analog Devices by 948.2% during the 2nd quarter. Marshall Wace LLP now owns 1,085,990 shares of the semiconductor company’s stock valued at $258,487,000 after purchasing an additional 982,385 shares during the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its stake in Analog Devices by 47.4% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,745,985 shares of the semiconductor company’s stock valued at $653,599,000 after purchasing an additional 882,909 shares in the last quarter. Hedge funds and other institutional investors own 86.81% of the company’s stock.

About Analog Devices

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.