Q2 EPS Estimates for Analog Devices Boosted by Analyst

Analog Devices, Inc. (NASDAQ:ADI) – Investment analysts at Zacks Research lifted their Q2 2025 EPS estimates for Analog Devices in a research note issued to investors on Tuesday, March 11th. Zacks Research analyst R. Department now expects that the semiconductor company will post earnings of $1.68 per share for the quarter, up from their previous estimate 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 research firms also recently issued reports on ADI. JPMorgan Chase & Co. increased their target price on shares of Analog Devices from $280.00 to $300.00 and gave the stock an “overweight” rating in a research report on Thursday, February 20th. Wells Fargo & Company raised their price objective on Analog Devices from $220.00 to $240.00 and gave the stock an “equal weight” rating in a research report on Thursday, February 20th. Needham & Company LLC restated a “hold” rating on shares of Analog Devices in a research report on Thursday, February 20th. Morgan Stanley lifted their price objective on Analog Devices from $248.00 to $250.00 and gave the company an “overweight” rating in a research report on Thursday, February 20th. Finally, Truist Financial boosted their price objective on shares of Analog Devices from $230.00 to $248.00 and gave the stock a “hold” rating in a research report on Thursday, February 20th. Six investment analysts have rated the stock with a hold rating and eighteen have assigned a buy rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $255.41.

Analog Devices Stock Performance

NASDAQ:ADI opened at $208.75 on Friday. Analog Devices has a twelve month low of $182.57 and a twelve month high of $247.10. The company has a 50-day moving average of $218.09 and a 200-day moving average of $220.66. The firm has a market cap of $103.53 billion, a price-to-earnings ratio of 66.48, a price-to-earnings-growth ratio of 2.85 and a beta of 1.07. The company has a current ratio of 1.93, a quick ratio of 1.43 and a debt-to-equity ratio of 0.19.

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

Institutional Investors Weigh In On Analog Devices

Several hedge funds have recently added to or reduced their stakes in the company. Orion Capital Management LLC purchased a new position in Analog Devices in the 4th quarter worth $27,000. Menard Financial Group LLC bought a new stake in shares of Analog Devices in the 4th quarter valued at about $27,000. Hopwood Financial Services Inc. bought a new stake in shares of Analog Devices in the 4th quarter valued at about $30,000. Mainstream Capital Management LLC bought a new position in Analog Devices during the 4th quarter worth approximately $30,000. Finally, Cassady Schiller Wealth Management LLC increased its stake in Analog Devices by 63.2% in the 4th quarter. Cassady Schiller Wealth Management LLC now owns 142 shares of the semiconductor company’s stock worth $30,000 after purchasing an additional 55 shares during the period. Institutional investors own 86.81% of the company’s stock.

Insider Activity

In related news, CEO Vincent Roche sold 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, March 12th. The shares were sold at an average price of $209.12, for a total value of $2,091,200.00. Following the sale, the chief executive officer now directly owns 64,918 shares of the company’s stock, 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 document filed with the SEC, which is available through the SEC website. 0.33% of the stock is owned by company insiders.

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.

Analog Devices Increases Dividend

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

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.