Insider Selling: Analog Devices (NASDAQ:ADI) Insider Sells $498,024.00 in Stock

Analog Devices, Inc. (NASDAQ:ADI) insider Katsufumi Nakamura sold 1,200 shares of the company’s stock in a transaction dated Friday, October 2nd. The shares were sold at an average price of $415.02, for a total transaction of $498,024.00. Following the sale, the insider directly owned 14,849 shares in the company, valued at approximately $6,162,631.98. This trade represents a 7.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink.

Analog Devices Price Performance

Shares of NASDAQ:ADI opened at $410.08 on Thursday. 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 has a market capitalization of $198.71 billion, a PE ratio of 48.65, a P/E/G ratio of 1.30 and a beta of 1.22. Analog Devices, Inc. has a twelve month low of $223.47 and a twelve month high of $445.91. The company has a 50-day moving average price of $378.46 and a two-hundred day moving average price of $382.55.

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. Analog Devices had a net margin of 29.79% and a return on equity of 16.39%. The company had revenue of $4.02 billion for the quarter, compared to analyst estimates of $3.92 billion. During the same quarter in the previous year, the firm posted $2.05 earnings per share. The company’s quarterly revenue was up 39.2% compared to the same quarter last year. Analog Devices has set its Q4 2026 guidance at 3.710-4.010 EPS. Equities analysts forecast that Analog Devices, Inc. will post 12.96 EPS for the current year.

Analog Devices Dividend Announcement

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

Institutional Investors Weigh In On Analog Devices

A number of institutional investors and hedge funds have recently made changes to their positions in the business. BlackRock Inc. bought a new stake in shares of Analog Devices during the 2nd quarter valued at about $18,610,868,000. Bank of America Corp DE bought a new position in shares of Analog Devices in the second quarter worth approximately $3,573,081,000. Legal & General Group Plc purchased a new stake in Analog Devices in the second quarter valued at approximately $1,525,167,000. Bank of New York Mellon Corp purchased a new stake in Analog Devices in the second quarter valued at approximately $1,326,066,000. Finally, Primecap Management Co. CA bought a new stake in Analog Devices during the second quarter valued at approximately $1,242,479,000. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Wall Street Analysts Forecast Growth

ADI has been the topic of several recent research reports. Cantor Fitzgerald restated an “overweight” rating and set a $510.00 target price (up from $400.00) on shares of Analog Devices in a research report on Tuesday, September 8th. Sanford C. Bernstein upgraded Analog Devices from a “market perform” rating to an “outperform” rating and boosted their price objective for the company from $430.00 to $465.00 in a research note on Wednesday, August 19th. JPMorgan Chase & Co. increased their price objective on Analog Devices from $450.00 to $500.00 and gave the stock an “overweight” rating in a report on Thursday, August 20th. Morgan Stanley raised their target price on Analog Devices from $428.00 to $458.00 and gave the stock an “overweight” rating in a research note on Thursday, August 20th. Finally, Arete Research lifted their target price on Analog Devices from $487.00 to $490.00 and gave the company a “buy” rating in a report on Thursday, August 20th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $460.09.

Key Headlines Impacting Analog Devices

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

• Positive Sentiment: Analyst support remains strong. Bank of America identified Analog Devices, along with STMicroelectronics and Texas Instruments, as among the strongest analog semiconductor performers. ADI has a “Moderate Buy” consensus rating, with a reported average price target of $460.09 versus the recent share price. Analog Devices, STMicro and TI seen as strongest analog performers: BofA
• Positive Sentiment: Industry growth and AI exposure remain catalysts. Global semiconductor sales reportedly surpassed $1 trillion, with AI investment supporting demand and placing ADI among the stocks highlighted for potential gains. The company also continues to benefit from applications beyond AI, including industrial, communications and automotive electronics. 4 Semiconductor Stocks to Grab as Sales Hit $1 Trillion for First Time
• Positive Sentiment: New technology adoption adds strategic upside. Lekha Wireless is integrating ADI technology into its 5G radio-access-network portfolio, while ADI also joined Moët Hennessy and UC Davis on an AI-enabled chemical-signature detection project. These initiatives are unlikely to materially affect near-term earnings but demonstrate broader applications for ADI’s sensing and signal-processing technology. Lekha Wireless 5G RAN portfolio integrates ADI technology
• Neutral Sentiment: Recent fundamentals remain solid. ADI’s latest reported quarter exceeded earnings and revenue estimates, with revenue up 39.2% year over year. However, its approximately 49 times earnings valuation leaves the stock sensitive to profit-taking or any slowdown in growth expectations.
• Negative Sentiment: Multiple insiders have recently sold shares. CFO Richard Puccio sold 1,500 shares under a pre-arranged Rule 10b5-1 plan, while other insiders, including Vincent Roche, Vivek Jain and Katsufumi Nakamura, also reported sales. Planned transactions do not necessarily signal deteriorating business prospects, but the cluster of sales may weigh on sentiment. SEC insider transaction filing

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.