Oppenheimer Asset Management Inc. Raises Stock Position in InterDigital, Inc. $IDCC

Oppenheimer Asset Management Inc. increased its holdings in shares of InterDigital, Inc. (NASDAQ:IDCC) by 101.4% in the third quarter, Holdings Channel reports. The firm owned 4,350 shares of the Wireless communications provider’s stock after acquiring an additional 2,190 shares during the period. Oppenheimer Asset Management Inc.’s holdings in InterDigital were worth $1,502,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in IDCC. Twin Peaks Wealth Advisors LLC acquired a new position in shares of InterDigital during the second quarter worth about $28,000. Root Financial Partners LLC acquired a new stake in shares of InterDigital in the third quarter valued at about $30,000. Huntington National Bank grew its stake in shares of InterDigital by 530.3% in the second quarter. Huntington National Bank now owns 208 shares of the Wireless communications provider’s stock valued at $47,000 after buying an additional 175 shares in the last quarter. Spire Wealth Management purchased a new stake in shares of InterDigital during the 3rd quarter valued at about $49,000. Finally, Country Trust Bank acquired a new position in InterDigital during the 2nd quarter worth approximately $56,000. 99.83% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director John A. Kritzmacher sold 1,250 shares of the firm’s stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $331.00, for a total transaction of $413,750.00. Following the transaction, the director directly owned 15,815 shares in the company, valued at $5,234,765. This trade represents a 7.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Lawrence Liren Chen sold 5,958 shares of InterDigital stock in a transaction on Tuesday, January 27th. The stock was sold at an average price of $327.62, for a total transaction of $1,951,959.96. Following the completion of the transaction, the chief executive officer directly owned 153,077 shares of the company’s stock, valued at approximately $50,151,086.74. This represents a 3.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 45,087 shares of company stock valued at $15,029,098 in the last quarter. 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.

InterDigital Trading Up 5.1%

IDCC opened at $375.01 on Friday. InterDigital, Inc. has a 12-month low of $180.60 and a 12-month high of $412.60. The company has a debt-to-equity ratio of 0.01, a current ratio of 1.84 and a quick ratio of 1.84. The stock has a market capitalization of $9.63 billion, a PE ratio of 31.43 and a beta of 1.58. The firm’s fifty day moving average price is $333.13 and its 200 day moving average price is $328.09.

InterDigital (NASDAQ:IDCC) last released its earnings results on Thursday, February 5th. The Wireless communications provider reported $2.12 earnings per share for the quarter, topping the consensus estimate of $1.65 by $0.47. The company had revenue of $158.23 million during the quarter, compared to the consensus estimate of $155.57 million. InterDigital had a net margin of 48.76% and a return on equity of 41.09%. The company’s revenue was down 37.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $5.15 EPS. InterDigital has set its Q1 2026 guidance at 2.390-2.680 EPS. As a group, research analysts expect that InterDigital, Inc. will post 9.21 EPS for the current fiscal year.

InterDigital Announces Dividend

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

Wall Street Analysts Forecast Growth

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

About InterDigital

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.