Zacks Research Predicts Lower Earnings for Analog Devices

Analog Devices, Inc. (NASDAQ:ADI) – Equities research analysts at Zacks Research dropped their Q3 2025 EPS estimates for Analog Devices in a research report issued on Tuesday, March 11th. Zacks Research analyst R. Department now expects that the semiconductor company will post earnings per share of $1.79 for the quarter, down from their previous forecast of $1.83. The consensus estimate for Analog Devices’ current full-year earnings is $7.14 per share. Zacks Research also issued estimates for Analog Devices’ Q4 2025 earnings at $1.90 EPS, FY2025 earnings at $7.01 EPS, Q4 2026 earnings at $2.34 EPS, Q1 2027 earnings at $2.24 EPS and FY2027 earnings at $9.77 EPS.

ADI has been the subject of several other reports. Wells Fargo & Company boosted their price objective on shares of Analog Devices from $220.00 to $240.00 and gave the stock an “equal weight” rating in a research note on Thursday, February 20th. Truist Financial boosted their price objective on Analog Devices from $230.00 to $248.00 and gave the company a “hold” rating in a report on Thursday, February 20th. Maxim Group began coverage on Analog Devices in a report on Friday, February 14th. They set a “buy” rating for the company. UBS Group upped their target price on Analog Devices from $275.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, February 20th. Finally, Morgan Stanley increased their price objective on Analog Devices from $248.00 to $250.00 and gave the stock an “overweight” rating in a report 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 company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $255.41.

Analog Devices Price Performance

Analog Devices stock opened at $208.75 on Thursday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.43 and a current ratio of 1.93. Analog Devices has a 1 year low of $182.57 and a 1 year high of $247.10. The firm has a 50 day moving average price of $218.09 and a 200 day moving average price of $220.66. The company has a market cap of $103.53 billion, a price-to-earnings ratio of 66.48, a PEG ratio of 2.85 and a beta of 1.07.

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

Analog Devices Increases Dividend

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

Analog Devices announced that its Board of Directors has approved a stock repurchase program on Tuesday, February 18th that authorizes the company to repurchase $10.00 billion in outstanding shares. This repurchase authorization authorizes the semiconductor company to reacquire up to 9.2% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

Insider Buying and Selling

In other news, CEO Vincent Roche sold 10,000 shares of the company’s stock in a transaction dated 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 approximately $13,575,652.16. This represents a 13.35 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.33% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. Orion Capital Management LLC acquired a new stake in shares of Analog Devices during the 4th quarter worth approximately $27,000. Menard Financial Group LLC bought a new stake in Analog Devices in the fourth quarter valued at $27,000. Mainstream Capital Management LLC acquired a new position in shares of Analog Devices during the fourth quarter valued at about $30,000. Hopwood Financial Services Inc. acquired a new position in shares of Analog Devices during the fourth quarter valued at about $30,000. Finally, Cassady Schiller Wealth Management LLC grew its holdings in shares of Analog Devices by 63.2% during the fourth quarter. Cassady Schiller Wealth Management LLC now owns 142 shares of the semiconductor company’s stock valued at $30,000 after buying an additional 55 shares during the last quarter. 86.81% of the stock is owned by institutional investors.

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.