View Financial HealthAnalog Devices 배당 및 자사주 매입배당 기준 점검 4/6Analog Devices 수익으로 충분히 충당되는 현재 수익률 1.11% 보유한 배당금 지급 회사입니다. 다음 지급일은 16th June, 2026 이며 배당락일은 다음과 같습니다. 1st June, 2026.핵심 정보1.1%배당 수익률1.5%자사주 매입 수익률총 주주 수익률2.6%미래 배당 수익률1.3%배당 성장률9.7%다음 배당 지급일16 Jun 26배당락일01 Jun 26주당 배당금n/a배당 성향62%최근 배당 및 자사주 매입 업데이트Declared Dividend • 4hSecond quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 1st June 2026 Payment date: 16th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 79% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Nov 29Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 5th December 2025 Payment date: 22nd December 2025 Dividend yield will be 1.2%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (86% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 73% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Aug 24Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 1st September 2025 Payment date: 16th September 2025 Dividend yield will be 1.3%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is covered by cash flows (53% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 9.5% to bring the payout ratio under control. EPS is expected to grow by 99% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Declared Dividend • Jun 01Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 3rd June 2025 Payment date: 18th June 2025 Dividend yield will be 1.4%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (104% earnings payout ratio). However, it is covered by cash flows (60% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. EPS is expected to grow by 91% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.모든 업데이트 보기Recent updatesDeclared Dividend • 4hSecond quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 1st June 2026 Payment date: 16th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 79% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • May 22+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Third Quarter Ending August 1, 2026Analog Devices, Inc. provided earnings guidance for the third quarter ending August 1, 2026. For the quarter, the company is forecasting revenue of $3.9 billion, +/- $100 million. At the midpoint of this revenue outlook, The company expects reported operating margin of approximately 39.0%, +/-150 bps. The company is planning for reported EPS to be $2.60, +/-$0.15.Reported Earnings • May 21Second quarter 2026 earnings released: EPS: US$2.41 (vs US$1.15 in 2Q 2025)Second quarter 2026 results: EPS: US$2.41 (up from US$1.15 in 2Q 2025). Revenue: US$3.62b (up 37% from 2Q 2025). Net income: US$1.18b (up 107% from 2Q 2025). Profit margin: 33% (up from 22% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.공시 • May 20Analog Devices, Inc. (NasdaqGS:ADI) entered into a definitive agreement to acquire Empower Semiconductor, Inc. for $1.5 billion.Analog Devices, Inc. (NasdaqGS:ADI) entered into a definitive agreement to acquire Empower Semiconductor, Inc. for $1.5 billion on May 19, 2026. Following the closing of the transaction, Mr. Phillips will continue leading IVR technology efforts as part of ADI. The transaction is subject to customary closing conditions and the expiration of the applicable waiting period (and any extension thereof) under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended. The deal has been approved by the Boards of Directors of both ADI and Empower. The transaction is expected to close in the second half of calendar year 2026. PJT Partners LP acted as financial advisor for Analog Devices, Inc. Wachtell, Lipton, Rosen & Katz LLP acted as legal advisor for Analog Devices, Inc. Barclays Capital Inc. acted as financial advisor for Empower Semiconductor, Inc. Goodwin Procter LLP acted as legal advisor for Empower Semiconductor, Inc.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €346, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 35x in the Semiconductor industry in Europe. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €171 per share.공시 • Apr 23Analog Devices, Inc. to Report Q2, 2026 Results on May 20, 2026Analog Devices, Inc. announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on May 20, 2026Reported Earnings • Feb 19First quarter 2026 earnings released: EPS: US$1.70 (vs US$0.79 in 1Q 2025)First quarter 2026 results: EPS: US$1.70 (up from US$0.79 in 1Q 2025). Revenue: US$3.16b (up 30% from 1Q 2025). Net income: US$830.8m (up 112% from 1Q 2025). Profit margin: 26% (up from 16% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.공시 • Feb 18+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2026Analog Devices, Inc. provided earnings guidance for the second quarter of fiscal 2026. For the period, company forecasted revenue of $3.5 billion, +/- $100 million. At the midpoint of this revenue outlook, expect reported operating margin of approximately 36.4%, +/-150 bps,. The company is planning for reported EPS to be $2.19, +/-$0.15.공시 • Jan 26Analog Devices, Inc., Annual General Meeting, Mar 11, 2026Analog Devices, Inc., Annual General Meeting, Mar 11, 2026. Location: 125 summer st., massachusetts 02110, bostan United States공시 • Jan 23+ 2 more updatesAnalog Devices, Inc. Announces Retirement of Susie Wee from Board of Directors, Effective from March 11, 2026Analog Devices, Inc. on January 20, 2026, Susie Wee informed the Board of Directors that she had decided to retire from the Board and not to stand for re-election at the Company’s 2026 annual meeting of shareholders (the “2026 Annual Meeting”) to be held on March 11, 2026. Dr. Wee’s decision not to stand for re-election did not involve any disagreement on any matter relating to the Company’s operations, policies or practices. Dr. Wee will continue to serve as a director and a member of the Nominating and Corporate Governance Committee until the 2026 Annual Meeting.Recent Insider Transactions • Jan 16Insider recently sold €130k worth of stockOn the 9th of January, Katsufumi Nakamura sold around 500 shares on-market at roughly €259 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.4m. Insiders have been net sellers, collectively disposing of €19m more than they bought in the last 12 months.Recent Insider Transactions • Jan 08Insider recently sold €2.4m worth of stockOn the 5th of January, Martin Cotter sold around 10k shares on-market at roughly €238 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €18m more than they bought in the last 12 months.Recent Insider Transactions • Dec 21Insider recently sold €1.2m worth of stockOn the 17th of December, Martin Cotter sold around 5k shares on-market at roughly €231 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.4m. Insiders have been net sellers, collectively disposing of €16m more than they bought in the last 12 months.Recent Insider Transactions • Dec 03Key Executive recently sold €1.4m worth of stockOn the 1st of December, Vivek Jain sold around 6k shares on-market at roughly €229 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.6m. Vivek has been a net seller over the last 12 months, reducing personal holdings by €3.8m.Declared Dividend • Nov 29Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 5th December 2025 Payment date: 22nd December 2025 Dividend yield will be 1.2%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (86% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 73% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 26Full year 2025 earnings released: EPS: US$4.59 (vs US$3.30 in FY 2024)Full year 2025 results: EPS: US$4.59 (up from US$3.30 in FY 2024). Revenue: US$11.0b (up 17% from FY 2024). Net income: US$2.27b (up 39% from FY 2024). Profit margin: 21% (up from 17% in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.공시 • Nov 25+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the First Quarter of Fiscal 2026Analog Devices, Inc. provided earnings guidance For the first quarter of fiscal 2026. For the period, company forecasted revenue of $3.1 billion, +/- $100 million. At the midpoint of this revenue outlook, company expect reported operating margin of approximately 31.0%, +/- 130 bps. Company planning for reported EPS to be $1.60, +/- $0.10, and adjusted EPS to be $2.29, +/- $0.10.공시 • Nov 04Analog Devices, Inc. Unveils CodeFusion Studio™? 2.0 to Simplify and Accelerate Embedded AI DevelopmentAnalog Devices, Inc. launched CodeFusion Studio™? 2.0, a significant upgrade to its open source embedded development platform. CodeFusion Studio 2.0 now supports complete AI workflows, enabling developers to bring their own models and deploy them efficiently across ADI's processors and microcontrollers, from low-power edge devices to high-performance DSPs (digital signal processors). The latest platform, based on Microsoft's Visual Studio Code, features a built-in model compatibility checker, performance profiling tools and optimization capabilities that are designed to ensure robust deployment and an accelerated time-to-market. A new Zephyr-based modular framework enables runtime performance profiling for AI/ML workloads, offering layer-by-layer analysis and seamless integration with ADI's heterogeneous platforms. This encapsulation of toolchains simplifies machine learning deployment and enhances system-level performance insights. The updated CodeFusion Studio System Planner now supports multi-core applications and expanded device compatibility, while unified configuration tools reduce complexity across ADI's hardware ecosystem. Developers benefit from integrated debugging capabilities, including Core Dump Analysis and GDB (GNU debugger) support, making troubleshooting faster and more intuitive. ADI Future Proofs Its Digital Roadmap: CodeFusion Studio 2. 0 is the latest milestone in ADI's open-source embedded development platform, embodying its commitment to delivering developer-first tools that simplify complexity and accelerate innovation. As ADI expands its digital roadmap, future releases will continue to push the boundaries of embedded intelligence, bringing deeper hardware-software integration, expanded runtime environments and new capabilities tailored to evolving developer needs as they experiment with physical AI.공시 • Oct 24Analog Devices, Inc. to Report Q4, 2025 Results on Nov 25, 2025Analog Devices, Inc. announced that they will report Q4, 2025 results at 7:00 AM, US Eastern Standard Time on Nov 25, 2025공시 • Oct 21ASE Technology Holding Co., Ltd. (TWSE:3711) signed a binding Memorandum of Understanding to acquire Linear Semiconductor Sdn Bhd from Analog Devices, Inc. (NasdaqGS:ADI).ASE Technology Holding Co., Ltd. (TWSE:3711) signed a binding Memorandum of Understanding to acquire Linear Semiconductor Sdn Bhd from Analog Devices, Inc. (NasdaqGS:ADI) on October 21, 2025. The transaction is subject to approval by regulatory board / committee and definitive agreement. The expected completion of the transaction is in the first calendar half of 2026.공시 • Oct 14Analog Devices, Inc. Launches ADI Power Studio and New Web-Based ToolsAnalog Devices, Inc. announced the launch of ADI Power Studio, a comprehensive family of products that offers advanced modeling, component recommendations and efficiency analysis with simulation. In addition, ADI is introducing early versions of two new web-based tools with a modernized user experience under the Power Studio umbrella: ADI Power StudioPlanner and ADI Power StudioDesigner. Together, the family of tools can facilitate shorter development cycles, reduce rework and increase speed at which engineers bring power-dense systems to market. Introducing New Power Tools: ADI Power Studio Planner: The next-generation, web-based tool for system-level power tree planning, Power StudioPlanner gives engineers an interactive view of their system architecture, providing clarity to model power distribution, calculate power loss, and analyze system efficiency with ease. With intelligent parameters, teams can make faster, better architecture decisions from the start. ADI Power StudioDesigner: A powerful, web-based tool for IC-level power supply design, Power StudioDesigner provides optimized component recommendations, performance estimates, and tailored efficiency analysis. Built on the trusted ADI power design architecture, Power StudioDesigner offers guided workflows so engineers can set key parameters and move confidently toward simulation, configuration and evaluation. By guiding users through these steps, engineers can build accurate models to simulate real-world performance with support for both LTspice and SIMPLIS schematics before moving to hardware. Power StudioPlanner and Power StudioDesigner are available now as part of the ADI Power Studio. These tools represent the first phase of ADI's vision to deliver a fully connected power design workflow for customers, with ongoing updates and product announcements planned in the months ahead.Recent Insider Transactions • Sep 10Insider recently sold €2.6m worth of stockOn the 5th of September, Martin Cotter sold around 13k shares on-market at roughly €210 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.4m. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months.Recent Insider Transactions • Aug 29CEO & Chair of the Board of Directors recently sold €4.4m worth of stockOn the 27th of August, Vincent Roche sold around 20k shares on-market at roughly €219 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Vincent has been a net seller over the last 12 months, reducing personal holdings by €8.2m.Declared Dividend • Aug 24Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 1st September 2025 Payment date: 16th September 2025 Dividend yield will be 1.3%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is covered by cash flows (53% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 9.5% to bring the payout ratio under control. EPS is expected to grow by 99% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Aug 21Third quarter 2025 earnings released: EPS: US$1.05 (vs US$0.79 in 3Q 2024)Third quarter 2025 results: EPS: US$1.05 (up from US$0.79 in 3Q 2024). Revenue: US$2.88b (up 25% from 3Q 2024). Net income: US$518.5m (up 32% from 3Q 2024). Profit margin: 18% (in line with 3Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.공시 • Aug 20+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for Fourth Quarter of Fiscal Year 2025Analog Devices, Inc. provided earnings guidance for fourth quarter of fiscal year 2025. For the year, the company provided revenue forecasting of $3.0 billion, +/- $100 million. The company is planning for reported EPS to be $1.53, +/-$0.10.공시 • Jul 25Analog Devices, Inc. to Report Q3, 2025 Results on Aug 20, 2025Analog Devices, Inc. announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on Aug 20, 2025Declared Dividend • Jun 01Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 3rd June 2025 Payment date: 18th June 2025 Dividend yield will be 1.4%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (104% earnings payout ratio). However, it is covered by cash flows (60% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. EPS is expected to grow by 91% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • May 23Second quarter 2025 earnings released: EPS: US$1.15 (vs US$0.61 in 2Q 2024)Second quarter 2025 results: EPS: US$1.15 (up from US$0.61 in 2Q 2024). Revenue: US$2.64b (up 22% from 2Q 2024). Net income: US$569.8m (up 89% from 2Q 2024). Profit margin: 22% (up from 14% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.공시 • May 22+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for Third Quarter of Fiscal Year 2025Analog Devices, Inc. provides earnings guidance for third quarter of fiscal year 2025. For the period, the company provided forecasting revenue of $2.75 billion, +/- $100 million. The company is planning for reported EPS to be $1.23, +/-$0.10.공시 • Apr 25Analog Devices, Inc. to Report Q2, 2025 Results on May 22, 2025Analog Devices, Inc. announced that they will report Q2, 2025 results at 7:00 AM, US Eastern Standard Time on May 22, 2025예정된 배당 지급오늘May 23 2026배당락일Jun 01 2026배당 지급일Jun 16 202615 days (배당락일 기준)다음 배당금을 받으려면 앞으로 8 days일 이내에 매수하세요지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 1ADI 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.배당금 증가: 1ADI 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장Analog Devices 배당 수익률 vs 시장1ADI의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (1ADI)1.1%시장 하위 25% (IT)1.6%시장 상위 25% (IT)4.5%업계 평균 (Semiconductor)0.5%분석가 예측 (1ADI) (최대 3년)1.3%주목할만한 배당금: 1ADI 의 배당금( 1.11% )은 Italian 시장에서 배당금 지급자의 하위 25%( 1.65% )와 비교해 주목할 만하지 않습니다.고배당: 1ADI 의 배당금( 1.11% )은 Italian 시장에서 배당금 지급자의 상위 25%( 4.53% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적인 지급 비율 ( 61.9% )을 통해 1ADI 의 배당금 지급은 수익으로 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 46.9% )로 1ADI 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YIT 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 05:59종가2026/05/22 00:00수익2026/05/02연간 수익2025/11/01데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Analog Devices, Inc.는 50명의 분석가가 다루고 있습니다. 이 중 29명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관George ChangAletheia Analyst Network LimitedBrett SimpsonArete Research Services LLPAlexi UngerArete Research Services LLP47명의 분석가 더 보기
Declared Dividend • 4hSecond quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 1st June 2026 Payment date: 16th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 79% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Nov 29Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 5th December 2025 Payment date: 22nd December 2025 Dividend yield will be 1.2%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (86% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 73% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Aug 24Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 1st September 2025 Payment date: 16th September 2025 Dividend yield will be 1.3%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is covered by cash flows (53% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 9.5% to bring the payout ratio under control. EPS is expected to grow by 99% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Declared Dividend • Jun 01Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 3rd June 2025 Payment date: 18th June 2025 Dividend yield will be 1.4%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (104% earnings payout ratio). However, it is covered by cash flows (60% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. EPS is expected to grow by 91% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Declared Dividend • 4hSecond quarter dividend of US$1.10 announcedShareholders will receive a dividend of US$1.10. Ex-date: 1st June 2026 Payment date: 16th June 2026 Dividend yield will be 1.1%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 79% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • May 22+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Third Quarter Ending August 1, 2026Analog Devices, Inc. provided earnings guidance for the third quarter ending August 1, 2026. For the quarter, the company is forecasting revenue of $3.9 billion, +/- $100 million. At the midpoint of this revenue outlook, The company expects reported operating margin of approximately 39.0%, +/-150 bps. The company is planning for reported EPS to be $2.60, +/-$0.15.
Reported Earnings • May 21Second quarter 2026 earnings released: EPS: US$2.41 (vs US$1.15 in 2Q 2025)Second quarter 2026 results: EPS: US$2.41 (up from US$1.15 in 2Q 2025). Revenue: US$3.62b (up 37% from 2Q 2025). Net income: US$1.18b (up 107% from 2Q 2025). Profit margin: 33% (up from 22% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
공시 • May 20Analog Devices, Inc. (NasdaqGS:ADI) entered into a definitive agreement to acquire Empower Semiconductor, Inc. for $1.5 billion.Analog Devices, Inc. (NasdaqGS:ADI) entered into a definitive agreement to acquire Empower Semiconductor, Inc. for $1.5 billion on May 19, 2026. Following the closing of the transaction, Mr. Phillips will continue leading IVR technology efforts as part of ADI. The transaction is subject to customary closing conditions and the expiration of the applicable waiting period (and any extension thereof) under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended. The deal has been approved by the Boards of Directors of both ADI and Empower. The transaction is expected to close in the second half of calendar year 2026. PJT Partners LP acted as financial advisor for Analog Devices, Inc. Wachtell, Lipton, Rosen & Katz LLP acted as legal advisor for Analog Devices, Inc. Barclays Capital Inc. acted as financial advisor for Empower Semiconductor, Inc. Goodwin Procter LLP acted as legal advisor for Empower Semiconductor, Inc.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €346, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 35x in the Semiconductor industry in Europe. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €171 per share.
공시 • Apr 23Analog Devices, Inc. to Report Q2, 2026 Results on May 20, 2026Analog Devices, Inc. announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on May 20, 2026
Reported Earnings • Feb 19First quarter 2026 earnings released: EPS: US$1.70 (vs US$0.79 in 1Q 2025)First quarter 2026 results: EPS: US$1.70 (up from US$0.79 in 1Q 2025). Revenue: US$3.16b (up 30% from 1Q 2025). Net income: US$830.8m (up 112% from 1Q 2025). Profit margin: 26% (up from 16% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
공시 • Feb 18+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2026Analog Devices, Inc. provided earnings guidance for the second quarter of fiscal 2026. For the period, company forecasted revenue of $3.5 billion, +/- $100 million. At the midpoint of this revenue outlook, expect reported operating margin of approximately 36.4%, +/-150 bps,. The company is planning for reported EPS to be $2.19, +/-$0.15.
공시 • Jan 26Analog Devices, Inc., Annual General Meeting, Mar 11, 2026Analog Devices, Inc., Annual General Meeting, Mar 11, 2026. Location: 125 summer st., massachusetts 02110, bostan United States
공시 • Jan 23+ 2 more updatesAnalog Devices, Inc. Announces Retirement of Susie Wee from Board of Directors, Effective from March 11, 2026Analog Devices, Inc. on January 20, 2026, Susie Wee informed the Board of Directors that she had decided to retire from the Board and not to stand for re-election at the Company’s 2026 annual meeting of shareholders (the “2026 Annual Meeting”) to be held on March 11, 2026. Dr. Wee’s decision not to stand for re-election did not involve any disagreement on any matter relating to the Company’s operations, policies or practices. Dr. Wee will continue to serve as a director and a member of the Nominating and Corporate Governance Committee until the 2026 Annual Meeting.
Recent Insider Transactions • Jan 16Insider recently sold €130k worth of stockOn the 9th of January, Katsufumi Nakamura sold around 500 shares on-market at roughly €259 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.4m. Insiders have been net sellers, collectively disposing of €19m more than they bought in the last 12 months.
Recent Insider Transactions • Jan 08Insider recently sold €2.4m worth of stockOn the 5th of January, Martin Cotter sold around 10k shares on-market at roughly €238 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €18m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 21Insider recently sold €1.2m worth of stockOn the 17th of December, Martin Cotter sold around 5k shares on-market at roughly €231 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.4m. Insiders have been net sellers, collectively disposing of €16m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 03Key Executive recently sold €1.4m worth of stockOn the 1st of December, Vivek Jain sold around 6k shares on-market at roughly €229 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.6m. Vivek has been a net seller over the last 12 months, reducing personal holdings by €3.8m.
Declared Dividend • Nov 29Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 5th December 2025 Payment date: 22nd December 2025 Dividend yield will be 1.2%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (86% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 73% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 26Full year 2025 earnings released: EPS: US$4.59 (vs US$3.30 in FY 2024)Full year 2025 results: EPS: US$4.59 (up from US$3.30 in FY 2024). Revenue: US$11.0b (up 17% from FY 2024). Net income: US$2.27b (up 39% from FY 2024). Profit margin: 21% (up from 17% in FY 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
공시 • Nov 25+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for the First Quarter of Fiscal 2026Analog Devices, Inc. provided earnings guidance For the first quarter of fiscal 2026. For the period, company forecasted revenue of $3.1 billion, +/- $100 million. At the midpoint of this revenue outlook, company expect reported operating margin of approximately 31.0%, +/- 130 bps. Company planning for reported EPS to be $1.60, +/- $0.10, and adjusted EPS to be $2.29, +/- $0.10.
공시 • Nov 04Analog Devices, Inc. Unveils CodeFusion Studio™? 2.0 to Simplify and Accelerate Embedded AI DevelopmentAnalog Devices, Inc. launched CodeFusion Studio™? 2.0, a significant upgrade to its open source embedded development platform. CodeFusion Studio 2.0 now supports complete AI workflows, enabling developers to bring their own models and deploy them efficiently across ADI's processors and microcontrollers, from low-power edge devices to high-performance DSPs (digital signal processors). The latest platform, based on Microsoft's Visual Studio Code, features a built-in model compatibility checker, performance profiling tools and optimization capabilities that are designed to ensure robust deployment and an accelerated time-to-market. A new Zephyr-based modular framework enables runtime performance profiling for AI/ML workloads, offering layer-by-layer analysis and seamless integration with ADI's heterogeneous platforms. This encapsulation of toolchains simplifies machine learning deployment and enhances system-level performance insights. The updated CodeFusion Studio System Planner now supports multi-core applications and expanded device compatibility, while unified configuration tools reduce complexity across ADI's hardware ecosystem. Developers benefit from integrated debugging capabilities, including Core Dump Analysis and GDB (GNU debugger) support, making troubleshooting faster and more intuitive. ADI Future Proofs Its Digital Roadmap: CodeFusion Studio 2. 0 is the latest milestone in ADI's open-source embedded development platform, embodying its commitment to delivering developer-first tools that simplify complexity and accelerate innovation. As ADI expands its digital roadmap, future releases will continue to push the boundaries of embedded intelligence, bringing deeper hardware-software integration, expanded runtime environments and new capabilities tailored to evolving developer needs as they experiment with physical AI.
공시 • Oct 24Analog Devices, Inc. to Report Q4, 2025 Results on Nov 25, 2025Analog Devices, Inc. announced that they will report Q4, 2025 results at 7:00 AM, US Eastern Standard Time on Nov 25, 2025
공시 • Oct 21ASE Technology Holding Co., Ltd. (TWSE:3711) signed a binding Memorandum of Understanding to acquire Linear Semiconductor Sdn Bhd from Analog Devices, Inc. (NasdaqGS:ADI).ASE Technology Holding Co., Ltd. (TWSE:3711) signed a binding Memorandum of Understanding to acquire Linear Semiconductor Sdn Bhd from Analog Devices, Inc. (NasdaqGS:ADI) on October 21, 2025. The transaction is subject to approval by regulatory board / committee and definitive agreement. The expected completion of the transaction is in the first calendar half of 2026.
공시 • Oct 14Analog Devices, Inc. Launches ADI Power Studio and New Web-Based ToolsAnalog Devices, Inc. announced the launch of ADI Power Studio, a comprehensive family of products that offers advanced modeling, component recommendations and efficiency analysis with simulation. In addition, ADI is introducing early versions of two new web-based tools with a modernized user experience under the Power Studio umbrella: ADI Power StudioPlanner and ADI Power StudioDesigner. Together, the family of tools can facilitate shorter development cycles, reduce rework and increase speed at which engineers bring power-dense systems to market. Introducing New Power Tools: ADI Power Studio Planner: The next-generation, web-based tool for system-level power tree planning, Power StudioPlanner gives engineers an interactive view of their system architecture, providing clarity to model power distribution, calculate power loss, and analyze system efficiency with ease. With intelligent parameters, teams can make faster, better architecture decisions from the start. ADI Power StudioDesigner: A powerful, web-based tool for IC-level power supply design, Power StudioDesigner provides optimized component recommendations, performance estimates, and tailored efficiency analysis. Built on the trusted ADI power design architecture, Power StudioDesigner offers guided workflows so engineers can set key parameters and move confidently toward simulation, configuration and evaluation. By guiding users through these steps, engineers can build accurate models to simulate real-world performance with support for both LTspice and SIMPLIS schematics before moving to hardware. Power StudioPlanner and Power StudioDesigner are available now as part of the ADI Power Studio. These tools represent the first phase of ADI's vision to deliver a fully connected power design workflow for customers, with ongoing updates and product announcements planned in the months ahead.
Recent Insider Transactions • Sep 10Insider recently sold €2.6m worth of stockOn the 5th of September, Martin Cotter sold around 13k shares on-market at roughly €210 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.4m. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 29CEO & Chair of the Board of Directors recently sold €4.4m worth of stockOn the 27th of August, Vincent Roche sold around 20k shares on-market at roughly €219 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Vincent has been a net seller over the last 12 months, reducing personal holdings by €8.2m.
Declared Dividend • Aug 24Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 1st September 2025 Payment date: 16th September 2025 Dividend yield will be 1.3%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is covered by cash flows (53% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 9.5% to bring the payout ratio under control. EPS is expected to grow by 99% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Aug 21Third quarter 2025 earnings released: EPS: US$1.05 (vs US$0.79 in 3Q 2024)Third quarter 2025 results: EPS: US$1.05 (up from US$0.79 in 3Q 2024). Revenue: US$2.88b (up 25% from 3Q 2024). Net income: US$518.5m (up 32% from 3Q 2024). Profit margin: 18% (in line with 3Q 2024). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
공시 • Aug 20+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for Fourth Quarter of Fiscal Year 2025Analog Devices, Inc. provided earnings guidance for fourth quarter of fiscal year 2025. For the year, the company provided revenue forecasting of $3.0 billion, +/- $100 million. The company is planning for reported EPS to be $1.53, +/-$0.10.
공시 • Jul 25Analog Devices, Inc. to Report Q3, 2025 Results on Aug 20, 2025Analog Devices, Inc. announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on Aug 20, 2025
Declared Dividend • Jun 01Dividend of US$0.99 announcedShareholders will receive a dividend of US$0.99. Ex-date: 3rd June 2025 Payment date: 18th June 2025 Dividend yield will be 1.4%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is not covered by earnings (104% earnings payout ratio). However, it is covered by cash flows (60% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. EPS is expected to grow by 91% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • May 23Second quarter 2025 earnings released: EPS: US$1.15 (vs US$0.61 in 2Q 2024)Second quarter 2025 results: EPS: US$1.15 (up from US$0.61 in 2Q 2024). Revenue: US$2.64b (up 22% from 2Q 2024). Net income: US$569.8m (up 89% from 2Q 2024). Profit margin: 22% (up from 14% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
공시 • May 22+ 1 more updateAnalog Devices, Inc. Provides Earnings Guidance for Third Quarter of Fiscal Year 2025Analog Devices, Inc. provides earnings guidance for third quarter of fiscal year 2025. For the period, the company provided forecasting revenue of $2.75 billion, +/- $100 million. The company is planning for reported EPS to be $1.23, +/-$0.10.
공시 • Apr 25Analog Devices, Inc. to Report Q2, 2025 Results on May 22, 2025Analog Devices, Inc. announced that they will report Q2, 2025 results at 7:00 AM, US Eastern Standard Time on May 22, 2025