Robeco Institutional Asset Management B.V. Has $32.02 Million Position in InterDigital, Inc. $IDCC

08 Jan 2026, 11:11 by Sarita Garza · The Markets Daily

Robeco Institutional Asset Management B.V. lowered its stake in shares of InterDigital, Inc. (NASDAQ:IDCC – Free Report) by 25.7% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 92,760 shares of the Wireless communications provider’s stock after selling 32,106 shares during the period. Robeco Institutional Asset Management B.V. owned about 0.36% of InterDigital worth $32,024,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in IDCC. Geode Capital Management LLC boosted its holdings in InterDigital by 1.9% in the second quarter. Geode Capital Management LLC now owns 658,877 shares of the Wireless communications provider’s stock worth $148,103,000 after purchasing an additional 12,223 shares in the last quarter. Congress Asset Management Co. grew its position in InterDigital by 2.7% during the third quarter. Congress Asset Management Co. now owns 353,017 shares of the Wireless communications provider’s stock worth $121,872,000 after buying an additional 9,265 shares in the last quarter. Norges Bank bought a new stake in shares of InterDigital during the second quarter valued at approximately $71,200,000. Ameriprise Financial Inc. increased its holdings in InterDigital by 36.8% in the 2nd quarter. Ameriprise Financial Inc. now owns 309,663 shares of the Wireless communications provider’s stock valued at $69,433,000 after buying an additional 83,221 shares during the period. Finally, Wedge Capital Management L L P NC bought a new stake in InterDigital in the third quarter valued at about $67,282,000. Institutional investors own 99.83% of the company’s stock.

InterDigital News Roundup

Here are the key news stories impacting InterDigital this week:

Positive Sentiment: InterDigital renewed a worldwide, non‑exclusive, royalty‑bearing licensing agreement with a major Chinese vendor — a clear near‑term revenue/lang-term royalty stream positive for licensing visibility and China exposure. InterDigital Renews Major Chinese Vendor Licensing Agreement
Positive Sentiment: Recent quarterly results and guidance remain supportive: last reported quarter beat EPS/revenue estimates and company FY2025 guidance implies continued strong profitability and cash generation, underpinning valuation and investor confidence.
Neutral Sentiment: Management will present at the 28th Annual Needham Growth Conference on Jan. 14 — a routine investor event that may provide additional color on licensing momentum, AI/5G roadmap and capital return plans but is not itself material news. InterDigital to Present at 28th Annual Needham Growth Conference
Negative Sentiment: Several senior executives disclosed open‑market sales this week (CFO Richard Brezski, CEO Lawrence Chen and CTO Rajesh Pankaj), totaling millions of dollars. While insiders remain large holders, the concentrated selling can create near‑term selling pressure or signal liquidity-taking by management. SEC filings: CFO Form 4 CEO Form 4 CTO Form 4

Insider Buying and Selling at InterDigital

In other InterDigital news, insider Joshua D. Schmidt sold 466 shares of InterDigital stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $325.34, for a total value of $151,608.44. Following the transaction, the insider owned 27,462 shares of the company’s stock, valued at approximately $8,934,487.08. The trade was a 1.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Lawrence Liren Chen sold 2,975 shares of the stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $334.08, for a total transaction of $993,888.00. Following the sale, the chief executive officer directly owned 173,910 shares of the company’s stock, valued at $58,099,852.80. This represents a 1.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 25,865 shares of company stock worth $8,684,906 in the last three months. 2.80% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on IDCC shares. William Blair reaffirmed an “outperform” rating on shares of InterDigital in a report on Monday, September 22nd. UBS Group set a $425.00 price objective on shares of InterDigital in a research note on Monday, December 1st. Roth Capital lifted their target price on shares of InterDigital from $270.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, September 12th. Jefferies Financial Group set a $475.00 target price on InterDigital and gave the stock a “buy” rating in a report on Thursday, October 30th. Finally, Weiss Ratings cut InterDigital from a “buy (a-)” rating to a “buy (b+)” rating in a report on Monday, December 29th. Four investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, InterDigital has an average rating of “Moderate Buy” and a consensus target price of $416.67.

View Our Latest Report on InterDigital

InterDigital Trading Up 0.1%

NASDAQ IDCC opened at $309.23 on Thursday. InterDigital, Inc. has a 12 month low of $169.58 and a 12 month high of $412.60. The stock has a 50-day simple moving average of $346.73 and a 200 day simple moving average of $308.92. The company has a current ratio of 1.89, a quick ratio of 1.89 and a debt-to-equity ratio of 0.02. The company has a market capitalization of $7.96 billion, a PE ratio of 20.87 and a beta of 1.57.

InterDigital (NASDAQ:IDCC – Get Free Report) last announced its quarterly earnings results on Thursday, October 30th. The Wireless communications provider reported $1.93 EPS for the quarter, beating analysts’ consensus estimates of $1.79 by $0.14. The company had revenue of $164.68 million during the quarter, compared to analysts’ expectations of $153.43 million. InterDigital had a return on equity of 51.89% and a net margin of 53.50%.InterDigital’s revenue was up 28.0% on a year-over-year basis. During the same period in the prior year, the business posted $1.14 EPS. InterDigital has set its FY 2025 guidance at 14.570-14.830 EPS and its Q4 2025 guidance at 1.380-1.630 EPS. Research analysts forecast that InterDigital, Inc. will post 9.21 EPS for the current year.

InterDigital Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 28th. Investors of record on Wednesday, January 14th will be given a $0.70 dividend. The ex-dividend date is Wednesday, January 14th. This represents a $2.80 dividend on an annualized basis and a dividend yield of 0.9%. InterDigital’s dividend payout ratio is currently 18.89%.

About InterDigital

(Free Report)

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.