Analog Devices (NASDAQ:ADI) Announces Earnings Results, Beats Estimates By $0.10 EPS

Analog Devices (NASDAQ:ADI) announced its quarterly earnings data on Wednesday. The semiconductor company reported $2.05 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.95 by $0.10, Zacks reports. The company had revenue of $2.88 billion for the quarter, compared to analysts’ expectations of $2.76 billion. Analog Devices had a net margin of 18.65% and a return on equity of 9.56%. Analog Devices’s revenue was up 24.6% compared to the same quarter last year. During the same period in the previous year, the company posted $1.58 EPS. Analog Devices updated its Q4 2025 guidance to 2.120-2.320 EPS.

Analog Devices Stock Up 6.3%

Shares of Analog Devices stock opened at $244.87 on Thursday. Analog Devices has a twelve month low of $158.65 and a twelve month high of $247.73. The stock has a market cap of $121.52 billion, a price-to-earnings ratio of 66.72, a price-to-earnings-growth ratio of 2.12 and a beta of 1.05. The company has a current ratio of 2.08, a quick ratio of 1.51 and a debt-to-equity ratio of 0.19. The company has a fifty day moving average price of $233.96 and a 200 day moving average price of $216.74.

Analog Devices Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 16th. Stockholders of record on Tuesday, September 2nd will be paid a $0.99 dividend. This represents a $3.96 dividend on an annualized basis and a dividend yield of 1.6%. Analog Devices’s dividend payout ratio is presently 107.90%.

Insider Buying and Selling at Analog Devices

In other news, Director Ray Stata sold 3,125 shares of the stock in a transaction dated Wednesday, July 16th. The stock was sold at an average price of $239.23, for a total value of $747,593.75. Following the completion of the sale, the director owned 167,571 shares in the company, valued at approximately $40,088,010.33. This trade represents a 1.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.33% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Mission Creek Capital Partners Inc. purchased a new position in shares of Analog Devices in the second quarter valued at $209,000. Visionary Wealth Advisors acquired a new stake in shares of Analog Devices during the second quarter valued at about $210,000. Howland Capital Management LLC acquired a new position in shares of Analog Devices in the second quarter worth about $210,000. CTC Alternative Strategies Ltd. acquired a new stake in Analog Devices during the 2nd quarter valued at approximately $219,000. Finally, Banco BTG Pactual S.A. acquired a new stake in Analog Devices during the 2nd quarter valued at approximately $309,000. 86.81% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the stock. TD Cowen boosted their price target on shares of Analog Devices from $200.00 to $250.00 and gave the stock a “buy” rating in a research note on Friday, May 23rd. KGI Securities began coverage on Analog Devices in a research report on Friday, May 23rd. They set a “buy” rating on the stock. Benchmark reissued a “buy” rating and set a $260.00 target price (down from $275.00) on shares of Analog Devices in a research note on Friday, May 23rd. Cowen restated a “buy” rating on shares of Analog Devices in a research note on Friday, May 23rd. Finally, Needham & Company LLC reaffirmed a “hold” rating on shares of Analog Devices in a report on Friday, May 23rd. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $258.89.

Analog Devices Company Profile

Analog Devices, Inc designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products in the United States, rest of North and South America, Europe, Japan, China, and rest of Asia. The company provides data converter products, which translate real-world analog signals into digital data, as well as translates digital data into analog signals; power management and reference products for power conversion, driver monitoring, sequencing, and energy management applications in the automotive, communications, industrial, and consumer markets; and power ICs that include performance, integration, and software design simulation tools for accurate power supply designs.