Analog Devices Q2 EPS Estimate Increased by Zacks Research

Analog Devices, Inc. (NASDAQ:ADI) – Research analysts at Zacks Research upped their Q2 2025 earnings per share (EPS) estimates for Analog Devices in a research report issued 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.

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

ADI has been the topic of a number of other research reports. Oppenheimer reaffirmed an “outperform” rating and set a $270.00 target price (up previously from $245.00) on shares of Analog Devices in a research note on Thursday, February 20th. Wells Fargo & Company upped their target price on Analog Devices from $220.00 to $240.00 and gave the stock an “equal weight” rating in a report on Thursday, February 20th. Morgan Stanley raised their target price on Analog Devices from $248.00 to $250.00 and gave the company an “overweight” rating in a research note on Thursday, February 20th. Williams Trading set a $245.00 price target on Analog Devices in a research note on Friday, February 14th. Finally, JPMorgan Chase & Co. raised their price objective on Analog Devices from $280.00 to $300.00 and gave the company an “overweight” rating in a research report on Thursday, February 20th. Six analysts have rated the stock with a hold rating and eighteen have issued a buy rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $255.41.

Analog Devices Stock Performance

NASDAQ:ADI opened at $208.75 on Friday. The company has a quick ratio of 1.43, a current ratio of 1.93 and a debt-to-equity ratio of 0.19. Analog Devices has a twelve month low of $182.57 and a twelve month high of $247.10. The stock has a market cap 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. The firm’s fifty day simple moving average is $218.09 and its 200 day simple moving average is $220.66.

Analog Devices announced that its board has approved a share buyback plan on Tuesday, February 18th that allows the company to buyback $10.00 billion in outstanding shares. This buyback authorization allows the semiconductor company to purchase up to 9.2% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s leadership believes its shares are undervalued.

Analog Devices Increases Dividend

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

Insider Buying and Selling

In related news, CEO Vincent Roche sold 10,000 shares of Analog Devices stock in a transaction on Wednesday, March 12th. The stock was 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 approximately $13,575,652.16. The trade was a 13.35 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 0.33% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the stock. Norges Bank bought a new stake in Analog Devices during the 4th quarter worth approximately $1,755,958,000. Raymond James Financial Inc. purchased a new stake in shares of Analog Devices in the fourth quarter worth $833,386,000. Proficio Capital Partners LLC raised its position in shares of Analog Devices by 22,005.0% during the 4th quarter. Proficio Capital Partners LLC now owns 3,073,252 shares of the semiconductor company’s stock valued at $652,943,000 after purchasing an additional 3,059,349 shares during the period. Franklin Resources Inc. lifted its stake in shares of Analog Devices by 14.9% during the 3rd quarter. Franklin Resources Inc. now owns 9,176,877 shares of the semiconductor company’s stock valued at $2,169,689,000 after buying an additional 1,189,940 shares in the last quarter. Finally, Kovitz Investment Group Partners LLC boosted its holdings in Analog Devices by 301.1% in the 4th quarter. Kovitz Investment Group Partners LLC now owns 1,581,157 shares of the semiconductor company’s stock worth $335,933,000 after buying an additional 1,186,981 shares during the period. Institutional investors own 86.81% of the company’s stock.

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.