Michael Sondel Sells 4,199 Shares of Analog Devices (NASDAQ:ADI) Stock

Analog Devices, Inc. (NASDAQ:ADI) CAO Michael Sondel sold 4,199 shares of the firm’s stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $361.02, for a total transaction of $1,515,922.98. Following the completion of the transaction, the chief accounting officer directly owned 14,740 shares of the company’s stock, valued at approximately $5,321,434.80. This trade represents a 22.17% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website.

Michael Sondel also recently made the following trade(s):

• On Wednesday, December 10th, Michael Sondel sold 8,169 shares of Analog Devices stock. The stock was sold at an average price of $278.03, for a total transaction of $2,271,227.07.

Analog Devices Price Performance

Shares of NASDAQ ADI opened at $355.79 on Friday. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35. The business has a 50-day moving average of $310.48 and a 200-day moving average of $269.31. The stock has a market capitalization of $173.70 billion, a price-to-earnings ratio of 65.04, a PEG ratio of 1.65 and a beta of 1.03. Analog Devices, Inc. has a fifty-two week low of $158.65 and a fifty-two week high of $363.20.

Analog Devices (NASDAQ:ADI) last released its earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.31 by $0.15. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The business had revenue of $3.16 billion for the quarter, compared to analyst estimates of $3.10 billion. During the same quarter in the prior year, the company posted $1.63 earnings per share. Analog Devices’s revenue was up 30.4% on a year-over-year basis. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, sell-side analysts predict that Analog Devices, Inc. will post 7.14 earnings per share for the current fiscal year.

Analog Devices Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, March 3rd will be paid a $1.10 dividend. This is an increase from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date is Tuesday, March 3rd. This represents a $4.40 annualized dividend and a yield of 1.2%. Analog Devices’s dividend payout ratio (DPR) is 80.44%.

Analyst Ratings Changes

A number of research firms recently weighed in on ADI. Jefferies Financial Group reissued a “buy” rating and set a $410.00 target price on shares of Analog Devices in a report on Thursday, February 19th. Weiss Ratings lowered shares of Analog Devices from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, January 20th. BNP Paribas Exane assumed coverage on shares of Analog Devices in a report on Tuesday, November 4th. They set an “outperform” rating and a $300.00 target price for the company. JPMorgan Chase & Co. increased their price target on shares of Analog Devices from $320.00 to $400.00 and gave the company an “overweight” rating in a report on Thursday, February 19th. Finally, Truist Financial increased 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. Three investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Analog Devices currently has a consensus rating of “Moderate Buy” and a consensus target price of $366.96.

Hedge Funds Weigh In On Analog Devices

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. raised its stake in Analog Devices by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 50,893,276 shares of the semiconductor company’s stock valued at $13,802,256,000 after purchasing an additional 503,970 shares in the last quarter. State Street Corp boosted its position in shares of Analog Devices by 0.4% during the 4th quarter. State Street Corp now owns 23,487,584 shares of the semiconductor company’s stock worth $6,369,833,000 after acquiring an additional 88,538 shares in the last quarter. Geode Capital Management LLC increased its stake in Analog Devices by 5.7% in the second quarter. Geode Capital Management LLC now owns 11,687,660 shares of the semiconductor company’s stock valued at $2,770,448,000 after acquiring an additional 633,425 shares during the last quarter. Morgan Stanley raised its position in Analog Devices by 1.9% during the fourth quarter. Morgan Stanley now owns 10,450,624 shares of the semiconductor company’s stock valued at $2,834,210,000 after purchasing an additional 194,535 shares in the last quarter. Finally, Bank of America Corp DE lifted its stake in Analog Devices by 42.8% during the fourth quarter. Bank of America Corp DE now owns 9,715,095 shares of the semiconductor company’s stock worth $2,634,734,000 after purchasing an additional 2,912,666 shares during the last quarter. 86.81% of the stock is owned by institutional investors and hedge funds.

Analog Devices News Summary

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

• Positive Sentiment: AI/data‑center growth: ADI’s AI‑driven data center products are reported to be growing ~50% and represent a roughly $2 billion run‑rate opportunity, supporting expectations for continued double‑digit growth in that end market. This is a clear driver of investor enthusiasm for the stock. ADI’s AI-Based Data Center Products Gain Traction
• Positive Sentiment: Analyst upgrades/price‑target increases: Multiple firms have raised targets and reiterated buy/overweight views (Goldman Sachs, Benchmark, Morgan Stanley among others), lifting the consensus target near current levels and supporting further upside expectations. MarketBeat ADI coverage
• Positive Sentiment: Strong fundamentals and dividend boost: ADI recently beat EPS and revenue estimates, guided Q2 above street expectations, and raised the quarterly dividend — all signals that support bullish positioning and income‑seeking demand. Earnings, guidance and dividend details
• Neutral Sentiment: Market commentary and peer comparisons: Media and research pieces (Zacks, Barchart) highlight ADI’s outperformance vs. semiconductor peers and profile it as a top growth idea — useful context but not new company‑specific catalysts. Zacks: 52‑week high take
• Neutral Sentiment: Celebrity/TV mentions: Jim Cramer commented that he prefers names like Texas Instruments and Analog Devices over smaller peers, which can boost retail interest but is not a fundamental catalyst. Jim Cramer mention
• Neutral Sentiment: Confusing short‑interest reports: Multiple short‑interest entries show zero shares and “NaN” changes — likely a data/reporting glitch. No clear short squeeze signal emerges from these entries. (No reliable link — based on recent short‑interest notices.)
• Negative Sentiment: Insider selling: Chief Accounting Officer Michael Sondel sold 4,199 shares at about $361. The sale (~$1.5M) and a 22% reduction in his reported stake can prompt some profit‑taking or signal tactical rebalancing by insiders. Insider sale filing

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.