InterDigital, Inc. $IDCC Shares Bought by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. raised its holdings in InterDigital, Inc. (NASDAQ:IDCC) by 101.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,350 shares of the Wireless communications provider’s stock after purchasing an additional 2,190 shares during the period. Oppenheimer Asset Management Inc.’s holdings in InterDigital were worth $1,502,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. NewEdge Advisors LLC raised its position in shares of InterDigital by 37.6% during the 1st quarter. NewEdge Advisors LLC now owns 3,911 shares of the Wireless communications provider’s stock worth $809,000 after purchasing an additional 1,069 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in InterDigital by 5.6% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 77,066 shares of the Wireless communications provider’s stock valued at $15,933,000 after buying an additional 4,105 shares during the last quarter. Yousif Capital Management LLC increased its position in InterDigital by 2.2% during the second quarter. Yousif Capital Management LLC now owns 9,732 shares of the Wireless communications provider’s stock worth $2,182,000 after buying an additional 207 shares in the last quarter. New York State Teachers Retirement System raised its holdings in shares of InterDigital by 0.3% in the second quarter. New York State Teachers Retirement System now owns 30,090 shares of the Wireless communications provider’s stock worth $6,747,000 after acquiring an additional 100 shares during the last quarter. Finally, Allianz Asset Management GmbH raised its holdings in shares of InterDigital by 92.1% in the second quarter. Allianz Asset Management GmbH now owns 132,094 shares of the Wireless communications provider’s stock worth $29,619,000 after acquiring an additional 63,333 shares during the last quarter. 99.83% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at InterDigital

In other news, CFO Richard Brezski sold 2,000 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $352.24, for a total value of $704,480.00. Following the transaction, the chief financial officer directly owned 70,404 shares in the company, valued at $24,799,104.96. This trade represents a 2.76% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director John D. Jr. Markley sold 700 shares of InterDigital stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $374.95, for a total value of $262,465.00. Following the completion of the transaction, the director directly owned 11,223 shares in the company, valued at $4,208,063.85. This represents a 5.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 45,087 shares of company stock valued at $15,029,098 over the last three months. Insiders own 2.80% of the company’s stock.

Key Headlines Impacting InterDigital

Here are the key news stories impacting InterDigital this week:

• Positive Sentiment: InterDigital secured a fifth injunction in Germany against Disney for alleged infringement of HEVC video‑compression patents — a legal win that strengthens IDCC’s leverage to extract a licensing deal or settlement from a major streaming customer. Read More.
• Positive Sentiment: Atle Monrad was re‑elected Chair of 3GPP SA6, reinforcing InterDigital’s influence in standards‑setting — a strategic advantage for long‑term monetization of wireless and service‑architecture patents. Read More.
• Neutral Sentiment: Recent Q4 results beat EPS estimates and company provided Q1 2026 EPS guidance (2.39–2.68), which supports earnings visibility even as revenue is down year‑over‑year — fundamentals that underpin the rally but were largely already priced in.
• Neutral Sentiment: Published short‑interest figures in recent feeds show 0 shares / NaN changes and 0.0 days‑to‑cover — this appears to be a reporting anomaly, not evidence of meaningful short‑squeezing pressure.
• Neutral Sentiment: Investor commentary and analysis pieces are circulating on IDCC’s long‑term growth case, providing broader retail/institutional context. Read More.
• Negative Sentiment: CFO Richard Brezski sold 6,005 shares on Feb. 10 (~$360.80) and another 2,000 shares on Feb. 11 (~$352.24), totaling 8,005 shares — notable insider selling that can raise short‑term concern about timing and adds supply. Read More.
• Negative Sentiment: Director John D. Jr. Markley sold 700 shares (~$374.95), trimming his stake by ~5.9% — another insider disposal that may be viewed negatively by some investors. Read More.
• Negative Sentiment: Director Joan H. Gillman sold 325 shares on Feb. 11 (~$352.24), a modest sale but part of a cluster of insider transactions this week. Read More.

Analyst Ratings Changes

A number of analysts recently commented on the company. Weiss Ratings lowered InterDigital from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Monday, December 29th. UBS Group set a $425.00 target price on shares of InterDigital in a report on Monday, December 1st. Zacks Research cut shares of InterDigital from a “strong-buy” rating to a “hold” rating in a research note on Friday, November 21st. Roth Mkm reiterated a “buy” rating on shares of InterDigital in a report on Tuesday, January 20th. Finally, Jefferies Financial Group set a $475.00 price objective on shares of InterDigital and gave the company a “buy” rating in a research report on Thursday, October 30th. Four research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $416.67.

InterDigital Stock Performance

Shares of IDCC stock opened at $375.01 on Friday. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.84 and a current ratio of 1.84. The firm has a market capitalization of $9.63 billion, a price-to-earnings ratio of 31.43 and a beta of 1.58. InterDigital, Inc. has a one year low of $180.60 and a one year high of $412.60. The company has a 50 day moving average price of $333.13 and a 200 day moving average price of $328.09.

InterDigital (NASDAQ:IDCC) last announced its quarterly earnings results on Thursday, February 5th. The Wireless communications provider reported $2.12 earnings per share for the quarter, beating analysts’ consensus estimates of $1.65 by $0.47. InterDigital had a net margin of 48.76% and a return on equity of 41.09%. The company had revenue of $158.23 million for the quarter, compared to analyst estimates of $155.57 million. During the same quarter last year, the business earned $5.15 EPS. InterDigital’s revenue for the quarter was down 37.4% on a year-over-year basis. InterDigital has set its Q1 2026 guidance at 2.390-2.680 EPS. Sell-side analysts anticipate that InterDigital, Inc. will post 9.21 EPS for the current year.

InterDigital Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, January 28th. Shareholders of record on Wednesday, January 14th were given a dividend of $0.70 per share. This represents a $2.80 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Wednesday, January 14th. InterDigital’s payout ratio is 23.47%.

InterDigital Profile

InterDigital, Inc is a mobile and video technology research and development company that designs and licenses wireless communications and video compression innovations. Its patent portfolio encompasses key standards across 3G, 4G LTE and 5G wireless networks, as well as video and multimedia technologies. By focusing on fundamental technology creation rather than device manufacturing, InterDigital delivers core intellectual property to smartphone manufacturers, chipset vendors and telecommunications operators worldwide.

The company’s principal services include patent licensing, technology evaluation and consulting.