Adeia Inc.
At today's price, Adeia Inc. (ADEA) is priced for today's economics sustained for ~6.2 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Adeia is an intellectual-property licensing company: it owns patents in media and semiconductors and collects royalties from companies that use the technology, a high-margin model running near a 40% operating margin with very little capital behind it. • The defining feature lately is the shift away from its legacy Pay-TV base toward new verticals, with non-Pay-TV recurring revenue up about 30% year over year on fresh deals with the likes of AMD and Microsoft. • The defining risk is renewal and
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247 institutional managers reported holding ADEA in 13F filings for the quarter ended 2026-03-31. Together they hold about 94% of the company; the top 10 hold 61%. 50 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 8.6M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ADEA's share count grew 4.4% over the past five years even with $142.04M spent on repurchases. It pays a dividend, and has paid one every year in our records (7 and counting); the current rate is $0.20 a share annually. Cash returned over the past three years: $59.77M in dividends and $51.36M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at ADEA over the trailing three years. Absence is a fact about the company, not a signal. 11 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ADEA's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-08 | -13.0% | -11.7% |
| 2023-11-07 | +3.2% | +26.0% |
| 2024-02-24 | -2.0% | -10.9% |
| 2024-05-09 | +11.4% | +0.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ADEA's latest 8-K filings: 2026-07-01 (items 7.01, 9.01); 2026-05-08 (items 5.07, 9.01); 2026-05-04 (items 5.02, 8.01, 9.01); 2026-05-04 (items 2.02, 9.01); 2026-04-01 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.