Insider Selling: Analog Devices (NASDAQ:ADI) SVP Sells $2,784,400.00 in Stock

Analog Devices, Inc. (NASDAQ:ADI) SVP Martin Cotter sold 10,000 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $278.44, for a total value of $2,784,400.00. Following the transaction, the senior vice president owned 49,664 shares of the company’s stock, valued at approximately $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 SEC, which can be accessed through this hyperlink.

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 Price Performance

Shares of NASDAQ:ADI opened at $302.10 on Friday. The company has a market capitalization of $147.92 billion, a P/E ratio of 66.25, a P/E/G ratio of 1.62 and a beta of 1.03. Analog Devices, Inc. has a 1-year low of $158.65 and a 1-year high of $305.61. The firm’s 50 day simple moving average is $267.82 and its two-hundred day simple moving average is $249.56. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.19 and a quick ratio of 1.68.

Analog Devices (NASDAQ:ADI) last announced its quarterly earnings data on Tuesday, November 25th. The semiconductor company reported $2.26 EPS for the quarter, beating the consensus estimate of $2.22 by $0.04. Analog Devices had a net margin of 20.58% and a return on equity of 11.23%. The firm had revenue of $3.08 billion for the quarter, compared to the consensus estimate of $3.02 billion. During the same period last year, the firm earned $1.67 EPS. The company’s revenue was up 25.9% on a year-over-year basis. Research analysts expect that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Dividend Announcement

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

Analysts Set New Price Targets

Several analysts recently issued reports on ADI shares. Citigroup lifted their target price on Analog Devices from $290.00 to $340.00 and gave the company a “buy” rating in a research note on Thursday. Benchmark reaffirmed a “buy” rating and set a $285.00 price objective on shares of Analog Devices in a report on Wednesday, November 26th. BNP Paribas began coverage on shares of Analog Devices in a report on Tuesday, November 4th. They issued an “outperform” rating and a $300.00 target price on the stock. Cantor Fitzgerald restated an “overweight” rating and set a $350.00 target price on shares of Analog Devices in a research report on Tuesday, December 16th. Finally, Sanford C. Bernstein reiterated a “market perform” rating and issued a $270.00 price target on shares of Analog Devices in a report on Wednesday, November 26th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $298.74.

Institutional Investors Weigh In On Analog Devices

Several large investors have recently bought and sold shares of the business. Solstein Capital LLC raised its holdings in shares of Analog Devices by 2.0% in the second quarter. Solstein Capital LLC now owns 2,307 shares of the semiconductor company’s stock worth $549,000 after buying an additional 46 shares during the period. SG Americas Securities LLC grew its position in Analog Devices by 684.6% in the 3rd quarter. SG Americas Securities LLC now owns 862,314 shares of the semiconductor company’s stock valued at $211,871,000 after acquiring an additional 752,411 shares during the last quarter. Voya Investment Management LLC grew its position in Analog Devices by 22.3% in the 3rd quarter. Voya Investment Management LLC now owns 1,293,403 shares of the semiconductor company’s stock valued at $317,789,000 after acquiring an additional 236,211 shares during the last quarter. Robeco Institutional Asset Management B.V. increased its stake in Analog Devices by 55.0% in the third quarter. Robeco Institutional Asset Management B.V. now owns 1,204,226 shares of the semiconductor company’s stock worth $295,878,000 after purchasing an additional 427,467 shares during the period. Finally, Cerity Partners LLC lifted its position in shares of Analog Devices by 15.5% during the third quarter. Cerity Partners LLC now owns 303,069 shares of the semiconductor company’s stock worth $74,463,000 after purchasing an additional 40,738 shares during the last quarter. Institutional investors own 86.81% of the company’s stock.

Analog Devices News Roundup

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

• Positive Sentiment: KeyCorp reiterated an “Overweight” rating and raised its target (to $375), issuing above-consensus multi-year EPS forecasts (FY26/27 and quarterly cadence) that imply stronger future earnings growth — a clear analyst bullish signal for ADI. KeyCorp coverage / MarketBeat ADI page
• Positive Sentiment: Industry thesis: analysts highlight ADI’s exposure to vehicle electronics and Level 2+ ADAS content gains as cars become more software-defined — a structural growth driver that supports higher multiple and revenue expansion. Will Vehicle Electronics Evolution Fuel ADI’s Automotive Growth?
• Positive Sentiment: Recent fundamentals remain supportive: ADI beat on EPS and revenue in its November quarter with strong year-over-year revenue growth, underpinning investor confidence in margins and cash generation. MarketBeat summary / earnings recap
• Neutral Sentiment: Market action note: ADI is trading with above-average volume and remains near its 52-week high; momentum factors may be amplifying moves but raise short-term volatility risk. Analog Devices (ADI) Surpasses Market Returns
• Negative Sentiment: Insider selling: Director Ray Stata disclosed a 3,125-share sale on Jan. 13 (and other insiders reported small sales). While sizes are modest vs. holdings, these disclosures can be read as a mild negative by some investors. Ray Stata Form 4 / SEC
• Negative Sentiment: Valuation and payout concerns: ADI trades at a rich P/E and its dividend payout ratio is elevated (~87%), which could limit upside if earnings growth slows or if capital return expectations change. The Returns At Analog Devices Aren’t Growing

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.