Semiconductors & Related Devices · SIC 3674

ANALOG DEVICES INC

ADI

Watch

Latest revenue

$3.16B

as of 2026-01-31

Latest net income

$830.8M

as of 2026-01-31

Net margin

26.3%

as of 2026-01-31

Price · 5Y

+21.3% / yr 7.6 pts / yr vs S&P 500 161.9% total
Compare:

Live market

delayed ≤15 min
$397.07
3.35%
Market cap
$193.41B
Enterprise value
$199.18B
P/E (trailing)
85.3×
Forward P/E
P/B
5.72×
Dividend yield
1.0%
52-wk high
$435.72
52-wk low
$210.80
Beta
Shares out
487.1M

5-year trend

What this company does

AI

ITEM 1. BUSINESS Company Overview, Strategy and Mission Analog Devices, Inc. (we, Analog Devices or the Company) is a global semiconductor leader dedicated to solving our customers’ most complex engineering challenges. We deliver innovations that connect technology to human breakthroughs and play a critical role at the intersection of the physical and digital worlds by providing the building blocks to sense, measure, interpret, connect and power. We design, manufacture, test and market a broad portfolio of solutions, including integrated circuits (ICs), software and subsystems that leverage high-performance analog, mixed-signal and digital signal processing technologies. Our comprehensive…

AI summary unavailable — showing raw filing excerpt

Generated from ADI's filing dated 2025-11-25

Key risks

AI

ITEM 1A. RISK FACTORS Set forth below and elsewhere in this report are descriptions of certain risks and uncertainties that could cause our actual results to differ materially from the results contemplated by the forward-looking statements in this report. Additional risks and uncertainties not presently known to us or that we presently deem less significant may also adversely affect our business. For more information, see the section titled “Note About Forward-Looking Statements” of this Annual Report on Form 10-K. Risks Related to our Business, Operations, Industry and Partners Global political and economic uncertainty and adverse conditions related to our international operations could…

AI summary unavailable — showing raw filing excerpt

Generated from ADI's filing dated 2025-11-25

Profitability

Gross margin

61.5%

7.7%

Operating margin

26.6%

23.4%

Net margin

20.6%

18.6%

Return on equity

6.7%

44.2%

Return on assets

4.7%

39.3%

Leverage

Debt / equity

0.42×

13.0%

Long-term debt / equity

0.24×

27.7%

Debt / assets

29.5%

9.2%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-01-31

$3.16B+30.4%$830.8M+112.3%26.3%

Q4 2025

2025-11-01

$3.08B+25.9%$787.7M+64.8%25.6%

Q3 2025

2025-08-02

$2.88B+24.6%$518.5M+32.2%18.0%

Q2 2025

2025-05-03

$2.64B+22.3%$569.8M+88.5%21.6%

Q1 2025

2025-02-01

$2.42B-3.6%$391.3M-15.4%16.1%

Q4 2024

2024-11-02

$2.44B$478.1M19.6%

Q3 2024

2024-08-03

$2.31B-24.8%$392.2M-55.3%17.0%

Q2 2024

2024-05-04

$2.16B$302.2M14.0%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Semiconductors & Related Devices · SIC 3674

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Insider activity

Insider buying

$0

Insider selling

$64.5M

Net activity

−$64.5M

Distinct insiders

7

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-01

Vincent Roche

Chair & CEO

Sale10,000$397.91$4.0M
2026-04-01

Vincent Roche

Chair & CEO

Sale10,000$318.14$3.2M
2026-03-11

Ray Stata

Director

Sale372$317.38$118.1K
2026-03-11

Ray Stata

Director

Sale1,100$318.11$349.9K
2026-03-11

Ray Stata

Director

Sale1,439$319.10$459.2K
2026-03-11

Ray Stata

Director

Sale186$319.99$59.5K
2026-03-11

Ray Stata

Director

Sale28$320.88$9.0K
2026-03-10

Ray Stata

Director

Sale608$317.90$193.3K
2026-03-10

Ray Stata

Director

Sale539$319.15$172.0K
2026-03-10

Ray Stata

Director

Sale876$320.14$280.4K
2026-03-10

Ray Stata

Director

Sale523$321.06$167.9K
2026-03-10

Ray Stata

Director

Sale229$322.22$73.8K
2026-03-10

Ray Stata

Director

Sale350$323.14$113.1K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns ADI

Institutional value

$41.96B

Total shares held

134.4M

Distinct holders

717

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD CAPITAL MANAGEMENT LLC31.7M$10.10BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC14.3M$4.56BNew
3WELLS FARGO & COMPANY/MN8.4M$2.66BNew
4Invesco Ltd.6.6M$2.09BNew
5Legal & General Group Plc4.0M$1.27BNew
6UBS Group AG3.5M$1.11BNew
7Bank of New York Mellon Corp3.4M$1.07BNew
8PRIMECAP MANAGEMENT CO/CA/3.1M$997.7MNew
9VANGUARD FIDUCIARY TRUST CO2.8M$874.9MNew
10BNP PARIBAS FINANCIAL MARKETS2.5M$787.3MNew
11DIMENSIONAL FUND ADVISORS LP2.3M$740.9MNew
12Nuveen, LLC2.0M$634.9MNew
13Cantillon Capital Management LLC1.9M$608.1MNew
14DEUTSCHE BANK AG\1.8M$568.4MNew
15Sumitomo Mitsui Trust Group, Inc.1.7M$551.1MNew
16CITIGROUP INC1.7M$533.2MNew
17ENVESTNET ASSET MANAGEMENT INC1.6M$506.9MNew
18Swiss National Bank1.4M$457.2MNew
19National Pension Service1.4M$446.4MNew
20Mitsubishi UFJ Asset Management Co., Ltd.1.2M$373.3MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once ADI's latest filing finishes processing.