Rep. Julie Johnson Sells Off Shares of Analog Devices, Inc. (NASDAQ:ADI)

Representative Julie Johnson (D-Texas) recently sold shares of Analog Devices, Inc. (NASDAQ:ADI). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Analog Devices stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Analog Devices Trading Down 0.6%

Shares of Analog Devices stock traded down $1.85 on Friday, hitting $300.25. 4,248,240 shares of the company traded hands, compared to its average volume of 2,962,189. The company has a market cap of $147.02 billion, a PE ratio of 65.84, a PEG ratio of 1.64 and a beta of 1.03. Analog Devices, Inc. has a 52 week low of $158.65 and a 52 week high of $309.17. The company has a current ratio of 2.19, a quick ratio of 1.68 and a debt-to-equity ratio of 0.24. The stock’s 50 day moving average price is $269.25 and its 200-day moving average price is $250.06.

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

Analog Devices Dividend Announcement

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

Trending Headlines about Analog Devices

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

• Positive Sentiment: Wells Fargo upgraded ADI from “equal weight” to “overweight” and raised its price target to $340 (from $265), signaling stronger buy-side conviction that the stock can rally further. Wells Fargo upgrade / The Fly
• Positive Sentiment: Stifel Nicolaus raised its price target to $330 and reiterated a “buy” stance, adding top-down analyst support for the stock’s near-term upside. Stifel price target raise / The Fly
• Positive Sentiment: KeyCorp remains constructive — issuing an “Overweight” rating, a $375 target and above-consensus multi-year EPS forecasts (FY26/27 and quarterly cadence) that imply stronger earnings growth expectations. That helps justify higher multiples. KeyCorp coverage / MarketBeat ADI page
• Positive Sentiment: Recent fundamentals remain supportive: ADI beat EPS and revenue in its latest quarter with healthy year-over-year revenue growth, underpinning margin and cash-flow confidence. Earnings recap / MarketBeat
• Neutral Sentiment: Market structure: ADI is trading with above-average volume and near its 52‑week high, which amplifies momentum but also raises short-term volatility risk for traders. Trading note / Zacks
• Negative Sentiment: Insider selling: Director Ray Stata reported a 3,125-share sale (Jan. 13) and other small insider disposals were disclosed; while modest relative to total holdings, such sales can be interpreted negatively by some investors. Ray Stata Form 4 / SEC
• Negative Sentiment: Valuation & payout risks: ADI trades at a high P/E and carries an elevated dividend payout ratio (~87%), which could constrict upside if earnings growth slows or capital-return visibility weakens. Valuation note / Yahoo Finance
• Negative Sentiment: Additional insider sale reported: an SVP disclosed a roughly $150k sale, reinforcing the insider-selling narrative (smaller scale but notable to some investors). SVP sale / AmericanBankingNews

Hedge Funds Weigh In On Analog Devices

Several large investors have recently modified their holdings of ADI. JFS Wealth Advisors LLC raised its holdings in shares of Analog Devices by 9.9% during the fourth quarter. JFS Wealth Advisors LLC now owns 390 shares of the semiconductor company’s stock valued at $106,000 after buying an additional 35 shares during the last quarter. Regent Peak Wealth Advisors LLC raised its position in shares of Analog Devices by 3.7% in the fourth quarter. Regent Peak Wealth Advisors LLC now owns 1,088 shares of the semiconductor company’s stock valued at $295,000 after purchasing an additional 39 shares during the period. Fragasso Financial Advisors Inc increased its holdings in shares of Analog Devices by 2.9% during the 4th quarter. Fragasso Financial Advisors Inc now owns 1,372 shares of the semiconductor company’s stock worth $372,000 after purchasing an additional 39 shares during the period. Quent Capital LLC grew its stake in shares of Analog Devices by 2.4% in the 3rd quarter. Quent Capital LLC now owns 1,810 shares of the semiconductor company’s stock valued at $445,000 after purchasing an additional 42 shares during the period. Finally, Baader Bank Aktiengesellschaft raised its holdings in shares of Analog Devices by 3.9% in the second quarter. Baader Bank Aktiengesellschaft now owns 1,156 shares of the semiconductor company’s stock valued at $270,000 after buying an additional 43 shares during the last quarter. Institutional investors own 86.81% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have issued reports on the stock. Morgan Stanley restated an “overweight” rating and set a $314.00 price target on shares of Analog Devices in a research note on Friday. Truist Financial increased their price target on shares of Analog Devices from $258.00 to $291.00 and gave the company a “hold” rating in a research note on Friday, December 19th. KeyCorp boosted their price target on shares of Analog Devices from $330.00 to $375.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 13th. Bank of America upped their target price on Analog Devices from $275.00 to $290.00 and gave the company a “buy” rating in a research report on Wednesday, November 26th. Finally, Evercore ISI lowered their price objective on shares of Analog Devices from $303.00 to $282.00 and set an “outperform” rating on the stock in a research report on Tuesday, November 25th. Three research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Analog Devices currently has a consensus rating of “Moderate Buy” and an average price target of $305.52.

Insider Buying and Selling

In other Analog Devices news, SVP Martin Cotter sold 10,000 shares of Analog Devices 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. The trade was a 16.76% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Ray Stata sold 3,125 shares of the stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $297.27, for a total transaction of $928,968.75. Following the sale, the director directly owned 130,071 shares of the company’s stock, valued at $38,666,206.17. This represents a 2.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 53,544 shares of company stock valued at $14,328,561. 0.33% of the stock is owned by company insiders.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.