ADI at a glance
Analog Devices (ADI, SEC CIK 6281) filed its latest 10-K annual report on November 25, 2025, a 10-Q quarterly report on August 19, 2026, an 8-K current report on September 17, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended November 1, 2025 (FY2025), Analog Devices (ADI) reported revenue of $11.0 billion (up 16.9% from FY2024) and net income of $2.3 billion. Diluted EPS was $4.56.
- As of June 30, 2026, 61 institutional investment managers tracked by SignalX reported holding Analog Devices (ADI) shares worth $91.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Jain Vivek on October 2, 2026 of 2,000 shares at $416.98 per share.
- In the last 90 days, ADI insiders reported 0 open-market purchases ($0) and 40 open-market sales ($17.5M) on Form 4, a net sale of $17.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $11.0B
- +16.9% vs prior year
- Insiders · 90 days
- 0 buys · 40 sells
- Net −$17.5M
- 13F holders
- 61 funds
- $91.2B · +2 vs prior quarter
- Latest 8-K
- Sep 17, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Nov 1, 2025
Business Overview
- Core business: Design and manufacture of high-performance analog, mixed-signal, power management, RF ICs and software solutions targeting intelligent edge applications
- New product emphasis: Launch of CodeFusion Studio 2.0 embedded development platform and Power Studio digital design ecosystem in fiscal 2025
- Strategic shift: Evolving from component supplier to full-system, AI-driven solutions provider focused on autonomous operation and enhanced system responsiveness
- Quantitative metric: Engineering talent of approximately 13,000 engineers supporting R&D innovation and customer integration
- Noteworthy fact: Fiscal 2025 was a 52-week period, one week shorter than prior fiscal 2024's 53 weeks impacting year-over-year operational comparisons
Risk Factors
- Cybersecurity risk oversight by audit committee with quarterly or more frequent reports of incidents and mitigation efforts
- Enterprise security program led by CISO and CIO with escalation protocols and incident response plans for threat detection and remediation
- Regular Board updates from CIO, CISO, and audit committee on cybersecurity performance and risk management program status
Management Discussion & Analysis
- Revenue $11.02B, up 17% YoY from $9.43B, driven by broad-based demand increases across markets
- Gross margin 61.5% vs 57.1%, up 440 bps due to higher factory utilization and decreased amortization expense
- Best performing segment Communications, revenue $1.38B, up 26% YoY; worst Consumer $1.43B, up 19% YoY (lowest % increase)
- Net income $2.27B, up 39% YoY; R&D $1.77B (16% of revenue), SMG&A $1.26B (11% of revenue), amortization $750M (7% of revenue)
- Increased special charges $70M (1% of revenue) from Global Repositioning Actions; management expects continued R&D investment for growth
AI summary of the ADI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 1, 2026
Risk Factors
- Newly added cybersecurity risk triggered by the June 2026 incident and file exfiltration
- Most material update: ongoing investigation leaves potential data misuse and business impact unresolved
- Regulatory risk from SEC four-business-day materiality disclosures and possible fines or civil litigation
- Operational risk from cyber disruptions affecting orders, inventory, shipments, communications, and customer relationships
- Financial risk from potentially significant incident-response and remediation costs
AI summary of the ADI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- $3B unsecured senior notes issued across 2029, 2031, 2033 and 2036 maturities
- Annual interest costs of approximately $167.25M based on stated coupon rates
Item 7.01: Regulation FD Disclosure
- Definitive agreement to acquire Alif Semiconductor, expanding ADI’s low-power microcontroller and fusion processor portfolio
- Alif products include integrated AI/ML acceleration, strengthening ADI’s edge-computing capabilities
Item EX-99.1: Item EX-99.1
- ADI agreed to acquire Alif Semiconductor for $1.35 billion upfront cash, expanding its edge-AI and physical-intelligence capabilities
- Contingent consideration could add up to $200 million, increasing potential total transaction cost
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q3 2026 results covered quarter ended August 1, 2026
- Results announcement dated August 19, 2026
Item EX-99.1: Item EX-99.1
- Fiscal Q3 revenue $4.02B, up 40% YoY, led by Industrial growth of 53% and Communications growth of 84%
- GAAP operating margin 40.1% versus 28.4%; adjusted margin 50.0% versus 42.2%, signaling substantial operating leverage
AI summaries of ADI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ADI
Don't miss the next ADI filing
- Alerts as it files. A push when ADI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ADI, by share count.
- Ask anything. An AI agent that reads every ADI filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Jain Vivek | Sell | Oct 2, 2026 | 2,000 | $416.98 |
| Nakamura Katsufumi | Sell | Oct 2, 2026 | 1,200 | $415.02 |
| ROCHE VINCENT | Sell | Oct 1, 2026 | 10,000 | $396.94 |
| ROCHE VINCENT | M | Oct 1, 2026 | 10,000 | $108.08 |
| ROCHE VINCENT | M | Oct 1, 2026 | 10,000 | $108.08 |
| Puccio Richard C Jr | Sell | Sep 22, 2026 | 1,500 | $382.19 |
| ROCHE VINCENT | G | Sep 18, 2026 | 19,200 | - |
| STATA RAY | Sell | Sep 9, 2026 | 369 | $362.94 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $9.4B | $11.0B |
| Gross Profit | - | $5.4B | $6.8B |
| Operating Income | - | $2.0B | $2.9B |
| Net Income | - | $1.6B | $2.3B |
| Gross Margin | - | 57.1% | 61.5% |
| Op. Margin | - | 21.6% | 26.6% |
| Net Margin | - | 17.3% | 20.6% |
| Balance Sheet | |||
| Total Assets | $48.8B | $48.2B | $48.0B |
| Equity | $35.6B | $35.2B | $33.8B |
| ROE | - | 4.6% | 6.7% |
| Per Share | |||
| EPS | - | $3.28 | $4.56 |
| Cash Flow | |||
| Operating CF | - | $3.9B | $4.8B |
| CapEx | - | $730.5M | $533.6M |
Source: XBRL data in Analog Devices (ADI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ADI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 61 | $91.25B |
| Q1 2026 | 59 | $72.68B |
| Q4 2025 | 57 | $63.96B |
| Q3 2025 | 59 | $61.33B |
| Q2 2025 | 54 | $54.90B |
| Q1 2025 | 53 | $35.28B |
| Q4 2024 | 51 | $28.56B |
| Q3 2024 | 45 | $17.46B |
- BlackRock+3.75M (+9%)
- FMR LLC (Fidelity)+1.06M (+16%)
- State Street Corp+602.3K (+3%)
- Northern Trust+460.2K (+9%)
- Citigroup+383.7K (+23%)
- JPMorgan Chase & Co−3.84M (-19%)
- Bank of America Corp−1.22M (-12%)
- Ameriprise Financial−900.5K (-15%)
- Citadel Advisors LLC−357.2K (-49%)
- T. Rowe Price Group−292.2K (-4%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 439 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ADI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 8-K | Sep 17, 2026 | - | Analysis | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 10-Q | Aug 19, 2026 | Aug 1, 2026 | Analysis | |
| 4 | Aug 19, 2026 | - | - | - |
| 8-K | Aug 19, 2026 | - | Analysis | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 9, 2026 | - | - | - |
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ADI SEC filings: frequently asked questions
Are ADI insiders buying or selling?
In the last 90 days, Analog Devices (ADI) officers, directors and 10% owners reported no open-market purchases and 40 open-market sales worth $17.5 million by 6 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ADI stock?
As of June 30, 2026, the largest Analog Devices (ADI) holders among the 13F filers tracked by SignalX were BlackRock ($18.6 billion), Vanguard Capital Management LLC ($12.7 billion), State Street Corp ($9.4 billion), Invesco Ltd ($6.8 billion), JPMorgan Chase & Co ($6.6 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ADI's revenue in fiscal year 2025?
For the fiscal year ended November 1, 2025 (FY2025), Analog Devices (ADI) reported revenue of $11.0 billion (up 16.9% from FY2024) and net income of $2.3 billion. Diluted EPS was $4.56. The figures come from the XBRL data in the 10-K.
What are the main risks in ADI's latest 10-K?
In the 10-K filed November 25, 2025, Analog Devices (ADI) flagged: Cybersecurity risk oversight by audit committee with quarterly or more frequent reports of incidents and mitigation efforts. Enterprise security program led by CISO and CIO with escalation protocols and incident response plans for threat detection and remediation. (AI summary of the Risk Factors section.)
What did ADI report in its latest 8-K?
Analog Devices (ADI) filed an 8-K on September 17, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). $3B unsecured senior notes issued across 2029, 2031, 2033 and 2036 maturities.
What are the latest ADI SEC filings?
Analog Devices (ADI) filed its latest 10-K annual report on November 25, 2025, a 10-Q quarterly report on August 19, 2026, an 8-K current report on September 17, 2026 and a Form 4 insider filing on October 5, 2026.
What is ADI's SEC CIK number?
Analog Devices (ADI)'s SEC Central Index Key (CIK) is 6281. EDGAR lists every ADI filing under that number.
Ask anything about ADI
The research agent reads ADI's filings, financials, insider trades and 13F holders, then answers with sources.