Q2 EPS Estimates for Analog Devices Lifted by Zacks Research

Analog Devices, Inc. (NASDAQ:ADI) – Zacks Research raised their Q2 2025 EPS estimates for shares of Analog Devices in a note issued to investors on Tuesday, March 11th. Zacks Research analyst R. Department now forecasts that the semiconductor company will post earnings per share of $1.68 for the quarter, up from their previous forecast of $1.67. The consensus estimate for Analog Devices’ current full-year earnings is $7.14 per share. Zacks Research also issued estimates for Analog Devices’ Q1 2026 earnings at $1.90 EPS, Q2 2026 earnings at $2.12 EPS, Q3 2026 earnings at $2.24 EPS and FY2026 earnings at $8.59 EPS.

A number of other brokerages also recently issued reports on ADI. Needham & Company LLC restated a “hold” rating on shares of Analog Devices in a research report on Thursday, February 20th. Piper Sandler decreased their price target on shares of Analog Devices from $235.00 to $220.00 and set a “neutral” rating for the company in a research note on Wednesday, November 27th. JPMorgan Chase & Co. upped their target price on shares of Analog Devices from $280.00 to $300.00 and gave the stock an “overweight” rating in a research note on Thursday, February 20th. Williams Trading set a $245.00 target price on shares of Analog Devices in a research note on Friday, February 14th. Finally, Morgan Stanley upped their target price on shares of Analog Devices from $248.00 to $250.00 and gave the stock an “overweight” rating in a research note on Thursday, February 20th. Six equities research analysts have rated the stock with a hold rating and eighteen have issued a buy rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $255.41.

Analog Devices Stock Up 2.4 %

Shares of NASDAQ ADI opened at $208.75 on Friday. The company has a market capitalization of $103.53 billion, a P/E ratio of 66.48, a price-to-earnings-growth ratio of 2.85 and a beta of 1.07. Analog Devices has a 52-week low of $182.57 and a 52-week high of $247.10. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.43 and a current ratio of 1.93. The company’s 50 day moving average price is $218.09 and its 200-day moving average price is $220.58.

Analog Devices (NASDAQ:ADI) last posted its earnings results on Wednesday, February 19th. The semiconductor company reported $1.63 EPS for the quarter, topping the consensus estimate of $1.54 by $0.09. Analog Devices had a net margin of 16.75% and a return on equity of 8.91%. The business had revenue of $2.42 billion for the quarter, compared to the consensus estimate of $2.36 billion. During the same period last year, the company earned $1.73 EPS. The firm’s revenue was down 3.6% compared to the same quarter last year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of ADI. Swedbank AB grew its position in Analog Devices by 6.7% during the third quarter. Swedbank AB now owns 2,894,109 shares of the semiconductor company’s stock valued at $666,137,000 after acquiring an additional 180,870 shares during the last quarter. Impax Asset Management Group plc boosted its stake in shares of Analog Devices by 7.7% during the third quarter. Impax Asset Management Group plc now owns 1,536,463 shares of the semiconductor company’s stock valued at $352,728,000 after purchasing an additional 110,448 shares during the period. United Bank boosted its stake in shares of Analog Devices by 4.7% during the third quarter. United Bank now owns 6,056 shares of the semiconductor company’s stock valued at $1,394,000 after purchasing an additional 273 shares during the period. Sigma Planning Corp boosted its stake in shares of Analog Devices by 32.5% during the third quarter. Sigma Planning Corp now owns 3,121 shares of the semiconductor company’s stock valued at $718,000 after purchasing an additional 765 shares during the period. Finally, Apollon Wealth Management LLC boosted its stake in shares of Analog Devices by 6.2% during the third quarter. Apollon Wealth Management LLC now owns 12,368 shares of the semiconductor company’s stock valued at $2,847,000 after purchasing an additional 720 shares during the period. 86.81% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Analog Devices news, CEO Vincent Roche sold 10,000 shares of the stock in a transaction that occurred on Wednesday, March 12th. The shares were sold at an average price of $209.12, for a total transaction of $2,091,200.00. Following the transaction, the chief executive officer now directly owns 64,918 shares in the company, valued at $13,575,652.16. This trade represents a 13.35 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.33% of the stock is owned by company insiders.

Analog Devices Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 17th. Investors of record on Tuesday, March 4th will be given a $0.99 dividend. This represents a $3.96 annualized dividend and a dividend yield of 1.90%. This is a boost from Analog Devices’s previous quarterly dividend of $0.92. The ex-dividend date of this dividend is Tuesday, March 4th. Analog Devices’s dividend payout ratio is 126.11%.

Analog Devices announced that its board has authorized a share repurchase plan on Tuesday, February 18th that authorizes the company to buyback $10.00 billion in shares. This buyback authorization authorizes the semiconductor company to reacquire up to 9.2% of its shares through open market purchases. Shares buyback plans are usually an indication that the company’s board believes its stock is undervalued.

About Analog Devices

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.