Insider Selling: Analog Devices (NASDAQ:ADI) CFO Sells 1,500 Shares

Analog Devices, Inc. (NASDAQ:ADI) CFO Richard Puccio, Jr. sold 1,500 shares of the company’s stock in a transaction dated Tuesday, September 8th. The stock was sold at an average price of $363.65, for a total transaction of $545,475.00. Following the completion of the sale, the chief financial officer directly owned 52,677 shares of the company’s stock, valued at approximately $19,155,991.05. This trade represents a 2.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Analog Devices Stock Up 0.5%

NASDAQ ADI traded up $1.87 during trading on Wednesday, reaching $365.07. 2,320,534 shares of the company’s stock traded hands, compared to its average volume of 4,160,907. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.25 and a quick ratio of 0.91. The firm has a market cap of $176.90 billion, a price-to-earnings ratio of 43.31, a price-to-earnings-growth ratio of 1.12 and a beta of 1.20. The company’s 50 day simple moving average is $375.90 and its two-hundred day simple moving average is $374.46. Analog Devices, Inc. has a 12-month low of $223.47 and a 12-month high of $445.91.

Analog Devices (NASDAQ:ADI) last posted its quarterly earnings results on Wednesday, August 19th. The semiconductor company reported $3.45 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 business had revenue of $4.02 billion during the quarter, compared to analyst estimates of $3.92 billion. During the same quarter in the previous year, the business posted $2.05 EPS. 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. As a group, sell-side analysts forecast that Analog Devices, Inc. will post 12.96 EPS for the current fiscal year.

Analog Devices Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be paid a $1.10 dividend. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $4.40 dividend on an annualized basis and a yield of 1.2%. Analog Devices’s payout ratio is 52.19%.

Analyst Ratings Changes

A number of research analysts have recently issued reports on ADI shares. Wall Street Zen upgraded Analog Devices from a “hold” rating to a “buy” rating in a report on Sunday, May 24th. Bank of America upped their price objective on Analog Devices from $425.00 to $460.00 and gave the stock a “buy” rating in a research note on Thursday, May 21st. Argus set a $460.00 price objective on Analog Devices in a research report on Tuesday, May 26th. Evercore reiterated an “outperform” rating and issued a $474.00 target price on shares of Analog Devices in a research note on Thursday, May 21st. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $430.00 target price on shares of Analog Devices in a report on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $457.97.

Key Stories Impacting Analog Devices

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

• Positive Sentiment: Edge-AI acquisition expands ADI’s growth opportunity. Analog Devices agreed to acquire Alif Semiconductor in an all-cash transaction reported at approximately $1.35 billion, with one report citing a $1.6 billion transaction value. Alif’s AI-native fusion processors would complement ADI’s analog products and support local, real-time processing in industrial equipment, robotics, energy, defense, data-center infrastructure, digital health and wearables. Analog Devices to Acquire Alif Semiconductor
• Positive Sentiment: The deal reinforces ADI’s “physical intelligence” strategy. Management says Alif will help customers combine digital processing with ADI’s sensing and analog technology, potentially increasing ADI’s total addressable market and enabling more complete system solutions. Analog Devices to Buy Alif Semiconductor for $1.35 Billion
• Positive Sentiment: Demand appears broader than artificial intelligence alone. Recent coverage highlighted strong fiscal third-quarter results and growth in industrial and automotive markets, suggesting ADI’s recovery is supported by multiple end markets rather than only data-center AI spending. Analog Devices Shows Why AI Is Not the Only Story Driving Chip Demand
• Neutral Sentiment: Wall Street sentiment remains constructive. TD Cowen reaffirmed a Buy rating and a $460 price target, while unusually heavy call-option activity indicates increased speculative interest in ADI shares.
• Negative Sentiment: The all-cash purchase creates integration and valuation risks. Investors will assess whether Alif’s technology can be integrated successfully and generate returns sufficient to justify the reported purchase price. The cash outlay also reduces financial flexibility, while differing reported transaction values add uncertainty until final terms are clarified. Analog Devices Alif Semiconductor Agreement

Institutional Trading of Analog Devices

A number of institutional investors have recently made changes to their positions in the business. Contravisory Investment Management Inc. acquired a new position in Analog Devices during the 2nd quarter valued at about $25,000. Manning & Napier Advisors LLC acquired a new stake in Analog Devices in the second quarter worth about $25,000. Dunhill Financial LLC purchased a new stake in shares of Analog Devices during the second quarter worth about $32,000. Cornerstone Financial Management LLC increased its holdings in shares of Analog Devices by 54.9% during the second quarter. Cornerstone Financial Management LLC now owns 79 shares of the semiconductor company’s stock valued at $31,000 after acquiring an additional 28 shares in the last quarter. Finally, Quantbot Technologies LP acquired a new position in shares of Analog Devices during the second quarter valued at about $33,000. Institutional investors and hedge funds own 86.81% of the company’s stock.

About Analog Devices

Analog Devices, Inc (NASDAQ: ADI) is a global semiconductor company that designs and manufactures high-performance analog, mixed-signal, power-management and radio-frequency integrated circuits. Its technologies help convert real-world signals—such as temperature, pressure, sound, motion and light—into data that electronic systems can process and use.

The company offers data converters, amplifiers, power-management products, sensors, embedded processors, connectivity solutions and other semiconductor components.