Analog Devices, Inc. (NASDAQ:ADI) Given Average Rating of “Moderate Buy” by Brokerages

Shares of Analog Devices, Inc. (NASDAQ:ADI) have been given an average recommendation of “Moderate Buy” by the thirty research firms that are presently covering the firm, Marketbeat Ratings reports. Four analysts have rated the stock with a hold rating, twenty-three have assigned a buy rating and three have given a strong buy rating to the company. The average 1-year target price among brokerages that have issued ratings on the stock in the last year is $366.96.

Several analysts recently issued reports on the stock. Wall Street Zen raised shares of Analog Devices from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. UBS Group boosted their target price on shares of Analog Devices from $400.00 to $430.00 and gave the stock a “buy” rating in a research report on Thursday, February 19th. Robert W. Baird set a $365.00 target price on shares of Analog Devices in a research note on Thursday, February 19th. Evercore reaffirmed an “outperform” rating and set a $387.00 price target on shares of Analog Devices in a research report on Thursday, February 19th. Finally, Cantor Fitzgerald lifted their price target on Analog Devices from $350.00 to $400.00 and gave the stock an “overweight” rating in a research note on Tuesday, February 17th.

Analog Devices Price Performance

ADI stock opened at $306.07 on Monday. The stock’s 50 day moving average is $320.42 and its two-hundred day moving average is $275.50. Analog Devices has a 52-week low of $158.65 and a 52-week high of $363.20. The company has a market capitalization of $149.42 billion, a PE ratio of 55.95, a P/E/G ratio of 1.41 and a beta of 1.00. The company has a quick ratio of 1.35, a current ratio of 1.76 and a debt-to-equity ratio of 0.21.

Analog Devices (NASDAQ:ADI) last released 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. Analog Devices had a return on equity of 12.49% and a net margin of 23.02%.The company had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.10 billion. During the same period in the prior year, the business posted $1.63 EPS. The business’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. Analysts predict that Analog Devices 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. Shareholders of record on Tuesday, March 3rd will be issued a dividend of $1.10 per share. The ex-dividend date of this dividend is Tuesday, March 3rd. This represents a $4.40 dividend on an annualized basis and a yield of 1.4%. This is a boost from Analog Devices’s previous quarterly dividend of $0.99. Analog Devices’s dividend payout ratio (DPR) is 80.44%.

Insider Buying and Selling

In related news, SVP Katsufumi Nakamura sold 500 shares of the company’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $301.46, for a total transaction of $150,730.00. Following the sale, the senior vice president directly owned 12,710 shares of the company’s stock, valued at approximately $3,831,556.60. This represents a 3.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Ray Stata sold 3,125 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $279.39, for a total value of $873,093.75. Following the sale, the director directly owned 136,321 shares in the company, valued at approximately $38,086,724.19. This represents a 2.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 49,574 shares of company stock worth $14,565,113. 0.36% of the stock is currently owned by insiders.

Institutional Trading of Analog Devices

Several institutional investors have recently added to or reduced their stakes in the business. Norges Bank acquired a new position in shares of Analog Devices in the 4th quarter valued at about $2,215,516,000. Bank of America Corp DE lifted its holdings in Analog Devices by 42.8% in 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 acquiring an additional 2,912,666 shares during the last quarter. Amundi lifted its holdings in Analog Devices by 44.8% in the third quarter. Amundi now owns 6,215,129 shares of the semiconductor company’s stock worth $1,507,740,000 after acquiring an additional 1,922,302 shares during the last quarter. Raymond James Financial Inc. lifted its holdings in Analog Devices by 29.2% in the third quarter. Raymond James Financial Inc. now owns 4,829,931 shares of the semiconductor company’s stock worth $1,186,714,000 after acquiring an additional 1,091,004 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted its stake in Analog Devices by 3,456.2% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,059,726 shares of the semiconductor company’s stock valued at $287,398,000 after acquiring an additional 1,029,927 shares during the period. 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.