Katsufumi Nakamura Sells 500 Shares of Analog Devices (NASDAQ:ADI) Stock

Analog Devices, Inc. (NASDAQ:ADI) SVP Katsufumi Nakamura sold 500 shares of the stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $301.46, for a total transaction of $150,730.00. Following the completion of the transaction, the senior vice president directly owned 12,710 shares of the company’s stock, valued at approximately $3,831,556.60. This trade represents a 3.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link.

Katsufumi Nakamura also recently made the following trade(s):

• On Wednesday, January 7th, Katsufumi Nakamura sold 500 shares of Analog Devices stock. The stock was sold at an average price of $289.17, for a total value of $144,585.00.

Analog Devices Stock Performance

NASDAQ ADI opened at $297.99 on Thursday. Analog Devices, Inc. has a 1-year low of $158.65 and a 1-year high of $303.20. The company has a market capitalization of $145.91 billion, a P/E ratio of 65.35, a PEG ratio of 1.64 and a beta of 1.03. The business has a 50 day moving average price of $266.43 and a 200 day moving average price of $249.20. 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 posted its earnings results on Tuesday, November 25th. The semiconductor company reported $2.26 EPS for the quarter, topping 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%.Analog Devices’s quarterly revenue was up 25.9% compared to the same quarter last year. During the same period in the previous year, the business earned $1.67 earnings per share. Sell-side analysts expect that Analog Devices, Inc. will post 7.14 EPS for the current fiscal year.

Analog Devices Announces Dividend

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

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in ADI. Hennion & Walsh Asset Management Inc. boosted its holdings in shares of Analog Devices by 6.8% during the fourth quarter. Hennion & Walsh Asset Management Inc. now owns 57,927 shares of the semiconductor company’s stock worth $15,710,000 after purchasing an additional 3,683 shares during the last quarter. Enterprise Financial Services Corp acquired a new stake in Analog Devices in the 4th quarter worth about $207,000. Woodstock Corp boosted its stake in Analog Devices by 0.5% in the 4th quarter. Woodstock Corp now owns 24,614 shares of the semiconductor company’s stock worth $6,675,000 after buying an additional 124 shares during the last quarter. Goelzer Investment Management Inc. grew its holdings in Analog Devices by 0.5% in the 4th quarter. Goelzer Investment Management Inc. now owns 42,074 shares of the semiconductor company’s stock valued at $11,410,000 after buying an additional 219 shares during the period. Finally, Spire Wealth Management increased its stake in shares of Analog Devices by 18.2% during the 4th quarter. Spire Wealth Management now owns 7,372 shares of the semiconductor company’s stock valued at $1,999,000 after acquiring an additional 1,133 shares during the last quarter. Hedge funds and other institutional investors own 86.81% of the company’s stock.

Analog Devices News Summary

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

• Positive Sentiment: KeyCorp raised its Q1 2026 EPS model to $2.39, kept an Overweight rating and moved its price target to $375 — a clear analyst endorsement that supports upside expectations for ADI. KeyCorp note
• Positive Sentiment: Zacks highlights ADI’s growing automotive revenue as vehicle electronics and Level 2+ ADAS content increase, reinforcing a durable demand vector tied to software-defined cars. This thematic story supports a higher multiple and longer-term growth outlook. Will Vehicle Electronics Evolution Fuel ADI’s Automotive Growth?
• Positive Sentiment: Recent analyst coverage and target increases (Goldman Sachs, BNP Paribas Exane, Truist, Bank of America) and the company’s solid November earnings beat and strong revenue growth are keeping institutional sentiment constructive. Those upgrades help explain buying interest. Analog Devices Moves Higher as Super-Cycle Gains Momentum
• Neutral Sentiment: Momentum-focused write-ups (e.g., TipRanks/Zacks “momentum pick” pieces) are drawing attention but are more narrative-driven than fundamentals-driven; they may boost short-term flows but carry limited long-term informational value. Top Analog Devices Executive Makes Notable Move
• Negative Sentiment: Insider selling: SVP Katsufumi Nakamura sold 500 shares (avg. $301.46) recently, and SVP Martin Cotter sold 10,000 shares on Jan. 5 (avg. $278.44). While insider sales can be routine, the size and timing may create near-term investor concern about insider conviction. Insider Selling: Analog Devices SVP Sells Shares

Analysts Set New Price Targets

Several analysts have issued reports on the stock. Stifel Nicolaus set a $280.00 price target on shares of Analog Devices in a report on Friday, November 21st. Benchmark reaffirmed a “buy” rating and issued a $285.00 target price on shares of Analog Devices in a research note on Wednesday, November 26th. BNP Paribas Exane started coverage on Analog Devices in a research report on Tuesday, November 4th. They set an “outperform” rating and a $300.00 price target for the company. Evercore ISI cut their price target on Analog Devices from $303.00 to $282.00 and set an “outperform” rating for the company in a report on Tuesday, November 25th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Analog Devices in a research note on Monday, December 29th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, Analog Devices presently has a consensus rating of “Moderate Buy” and a consensus target price of $290.04.

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.