Analog Devices (ADI) reported record fiscal third-quarter 2026 revenue of $4.02 billion for the three months ended Aug. 1, 2026, up 40% from a year earlier. GAAP net income was $1.34 billion, while diluted earnings per share were $2.74.
The company forecast fourth-quarter revenue of $4.3 billion, plus or minus $100 million, and reported operating cash flow of $5.5 billion over the trailing 12 months.
- GAAP operating income was $1.61 billion, compared with $818 million a year earlier.
- GAAP basic EPS was $2.76, compared with $1.05 a year earlier.
- Industrial revenue rose 53% year over year to $1.97 billion; communications revenue increased 84% to $655 million.
- ADI returned $1.69 billion to shareholders during the quarter through dividends and share repurchases.
- The board declared a quarterly cash dividend of $1.10 per share, payable Sept. 15, 2026.
$ADI Insider Trading Activity
$ADI insiders have traded $ADI stock on the open market 81 times in the past 6 months. Of those trades, 0 have been purchases and 81 have been sales.
Here’s a breakdown of recent trading of $ADI stock by insiders over the last 6 months:
- VINCENT ROCHE (Chair & CEO) has made 0 purchases and 10 sales selling 120,000 shares for an estimated $46,588,905.
- RAY STATA has made 0 purchases and 68 sales selling 14,556 shares for an estimated $5,124,759.
- MICHAEL SONDEL (CAO (principal acct. officer)) sold 4,198 shares for an estimated $1,515,925
- KAREN GOLZ has made 0 purchases and 2 sales selling 2,000 shares for an estimated $801,780.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ADI Hedge Fund Activity
We have seen 1,166 institutional investors add shares of $ADI stock to their portfolio, and 1,008 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 16,890,363 shares (+inf%) to their portfolio in Q2 2026, for an estimated $6,708,345,472
- INVESCO LTD. added 10,448,151 shares (+159.1%) to their portfolio in Q2 2026, for an estimated $4,149,692,132
- BLACKROCK, INC. added 3,745,779 shares (+8.7%) to their portfolio in Q2 2026, for an estimated $1,487,711,045
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,980,399 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,183,725,070
- CANTILLON CAPITAL MANAGEMENT LLC removed 1,823,477 shares (-95.4%) from their portfolio in Q2 2026, for an estimated $724,230,360
- AMERICAN CENTURY COMPANIES INC removed 1,761,690 shares (-55.6%) from their portfolio in Q2 2026, for an estimated $699,690,417
- VAN ECK ASSOCIATES CORP added 1,670,957 shares (+24.7%) to their portfolio in Q2 2026, for an estimated $663,653,991
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ADI Congressional Stock Trading
Members of Congress have traded $ADI stock 9 times in the past 6 months. Of those trades, 2 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $ADI stock by members of Congress over the last 6 months:
- REPRESENTATIVE RICHARD MCCORMICK has traded it 5 times. They made 0 purchases and 5 sales worth up to $75,000 on 07/30, 06/12, 03/19.
- REPRESENTATIVE THOMAS H. KEAN, JR. has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 06/30, 04/29.
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 05/19.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
