Welcome to our dedicated page for Analog Devices SEC filings (Ticker: ADI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Analog Devices, Inc. (ADI) filings document formal disclosures for a Massachusetts semiconductor issuer whose common stock trades on the Nasdaq Global Select Market. Recent 8-K reports furnish operating results, financial condition updates, dividend declarations, investor presentations under Regulation FD, and other material events tied to shareholder communications and capital return actions.
The company's proxy and shareholder-meeting filings cover director elections, board composition, committee assignments, executive compensation, shareholder voting results, and the Amended and Restated Analog Devices, Inc. 2020 Equity Incentive Plan. These records also describe governance procedures, equity-award matters, and the common-stock structure disclosed in Exchange Act filings.
Analog Devices delivered a strong quarter, with revenue of $3.16 billion, up 30% from the prior year. Growth was broad-based across industrial, automotive, communications and consumer markets, with particularly strong demand in communications for datacenter-related products.
Gross margin expanded to 64.7% from 59.0%, lifting net income to $830.8 million and diluted EPS to $1.69, more than double last year. Operating cash flow reached $1.37 billion, funding $516 million of share repurchases and $484 million of dividends. The board later raised the quarterly dividend to $1.10 per share. Management notes an IRS transfer-pricing assessment of about $267 million that the company is contesting, which could materially affect future tax expense if the IRS ultimately prevails.
Analog Devices, Inc. reported a strong fiscal first quarter 2026, with revenue of $3.16 billion, up 30% from a year earlier, driven by growth across all end markets, especially Industrial and Communications. GAAP diluted EPS rose to $1.69, while adjusted diluted EPS increased to $2.46, up 51%.
GAAP operating margin improved to 31.5% and adjusted operating margin to 45.5%. Trailing twelve‑month operating cash flow reached $5.05 billion, with free cash flow of $4.56 billion, or 39% of revenue. In the quarter, the company returned $1.0 billion to shareholders through dividends and share repurchases.
The Board raised the quarterly dividend 11% to $1.10 per share, marking 22 consecutive years of dividend increases. For the second quarter of fiscal 2026, Analog Devices forecasts revenue of $3.5 billion (+/‑ $100 million), reported EPS of about $2.19 (+/‑ $0.15) and adjusted EPS of about $2.88 (+/‑ $0.15).
Analog Devices Inc. director Ray Stata reported a series of open-market sales of common stock on February 4 and 5, 2026, under a pre-arranged Rule 10b5-1 trading plan adopted on January 9, 2025. The reported transactions involved multiple small share blocks sold at weighted average prices ranging from about $312.695 to $326.585 per share.
Following these sales, Stata directly beneficially owns 120,696 shares of Analog Devices common stock and indirectly beneficially owns an additional 652,221 shares held "By Mrs. Stata Directly."
Ray Stata filed a Form 144 indicating an intention to sell 12,500 shares of common stock through Goldman Sachs & Co. LLC, with an aggregate market value of $4,005,500, on or about 02/04/2026 on the NASD exchange. The filing notes 488,628,595 shares of this class outstanding. The shares trace back to 12,500 founder’s shares acquired on 06/30/1965. Over the prior three months, Stata reported six separate sales of 3,125 shares each, generating gross proceeds ranging from about $719,397 to $928,966 per transaction.
Analog Devices Chair & CEO Vincent Roche reported option and share transactions on February 2, 2026. He exercised 10,000 non-qualified stock options at $94.41 per share, receiving 10,000 shares, then sold 10,000 shares of common stock at $306.92 per share under a pre-arranged 10b5-1 plan.
After these trades, Roche directly holds 155,688.462 Analog Devices common shares and 44,637 stock options. An additional 23,515 shares are held indirectly through the Vincent Roche 2024 Grantor Retained Annuity Trust dated October 3, 2024.
Analog Devices (ADI) insider Vincent T. Roche has filed a Form 144 notice covering the planned sale of 10,000 shares of common stock through Fidelity Brokerage Services on NASDAQ, with an aggregate market value of $3,069,200 as of the filing details.
The 10,000 shares were acquired on 02/02/2026 by exercising an option originally granted on 03/11/2020 for cash. The filing also reports that over the past three months, Roche previously sold 10,000 shares for $2,349,500 on 11/03/2025, 10,000 shares for $2,824,200 on 12/12/2025, and 10,000 shares for $2,750,700 on 01/02/2026.
Analog Devices Inc. director Matsuoka Yoky filed an initial ownership report stating that no company securities are beneficially owned. This Form 3 is a regulatory disclosure showing that, as of the January 20, 2026 event date, the director holds no direct or indirect ADI stock or derivative securities.
Analog Devices, Inc. is asking shareholders to vote on key governance and compensation items at its 2026 annual meeting, including the election of 10 directors, an advisory vote on executive pay, ratification of Ernst & Young as auditor, approval of an amended 2020 equity incentive plan, and one shareholder proposal. The meeting is scheduled for March 11, 2026 in Boston, with a record date of January 8, 2026.
For fiscal year 2025, ADI reports $11.0B in revenue, 61.5% gross margin, 26.6% operating margin, diluted EPS of $4.56, and operating cash flow of $4.8B. On a non‑GAAP basis, adjusted gross margin was 69.3%, adjusted operating margin 41.9%, adjusted diluted EPS $7.79, and free cash flow $4.3B.
The Board highlights long‑term capital returns of more than $24B over 10 years, a 9.5% dividend CAGR, and over 375% 10‑year total shareholder return. It emphasizes strong board refreshment, diversity, cybersecurity and AI oversight, expanded shareholder rights including a lower 25% special‑meeting threshold, and a pay‑for‑performance philosophy with heavy use of equity incentives.
Analog Devices, Inc. reported planned changes to its Board of Directors. On January 20, 2026, director Susie Wee notified the Board that she will retire and not stand for re-election at the company’s 2026 annual meeting of shareholders on March 11, 2026. The company states that her decision did not involve any disagreement regarding its operations, policies, or practices, and she will continue serving on the Board and the Nominating and Corporate Governance Committee until that meeting.
On the same day, the Board increased its size to eleven members and appointed Yoky Matsuoka as an independent director for a term lasting until the 2026 annual meeting. She was also appointed to the Corporate Development Committee. Under the non-employee director compensation program, she will receive annual cash retainers of $100,000 for Board service and $15,000 for committee service, paid quarterly and prorated from her appointment date, plus an RSU award with a fair market value of $235,000 scheduled to vest at or shortly after the 2026 annual meeting. The company also notes there are no related-party transactions requiring disclosure and that a press release dated January 23, 2026, announces her appointment.