Janus Henderson Group PLC Has $11.38 Million Stock Position in Adeia Inc. $ADEA

Janus Henderson Group PLC boosted its stake in shares of Adeia Inc. (NASDAQ:ADEA) by 948.3% during the first quarter, Holdings Channel reports. The fund owned 473,438 shares of the company’s stock after acquiring an additional 428,275 shares during the period. Janus Henderson Group PLC’s holdings in Adeia were worth $11,378,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of ADEA. Hantz Financial Services Inc. lifted its position in shares of Adeia by 447.0% during the fourth quarter. Hantz Financial Services Inc. now owns 1,444 shares of the company’s stock worth $25,000 after purchasing an additional 1,180 shares in the last quarter. Quarry LP grew its stake in shares of Adeia by 245.5% during the third quarter. Quarry LP now owns 1,586 shares of the company’s stock valued at $27,000 after purchasing an additional 1,127 shares during the last quarter. IFP Advisors Inc acquired a new stake in shares of Adeia in the third quarter valued at approximately $28,000. Osaic Holdings Inc. raised its position in Adeia by 714.9% in the 2nd quarter. Osaic Holdings Inc. now owns 2,632 shares of the company’s stock worth $37,000 after purchasing an additional 2,309 shares during the last quarter. Finally, Rockefeller Capital Management L.P. raised its position in Adeia by 148.5% in the 4th quarter. Rockefeller Capital Management L.P. now owns 2,980 shares of the company’s stock worth $51,000 after purchasing an additional 1,781 shares during the last quarter. 97.36% of the stock is owned by institutional investors.

Key Adeia News

Here are the key news stories impacting Adeia this week:

• Positive Sentiment: Adeia reported second-quarter EPS of $0.34, exceeding the $0.31 analyst consensus and rising from $0.25 a year earlier. The earnings beat, along with a 26.5% net margin and 39.5% return on equity, provided a positive catalyst. Adeia Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: The company renewed its multi-year license agreement with Google, including YouTube TV, and signed a new agreement with RPX covering 10 e-commerce customers. These deals reinforce the recurring-revenue model and licensing momentum. Adeia Announces Second Quarter 2026 Financial Results
• Positive Sentiment: Adeia raised its long-term annual revenue outlook to $600 million, citing strength in its semiconductor business. This signals improved confidence in future growth.
• Positive Sentiment: Rosenblatt Securities reaffirmed a “buy” rating and assigned a $40 price target, implying substantial potential appreciation from recent levels. Rosenblatt analyst action
• Neutral Sentiment: Adeia declared a quarterly dividend of $0.05 per share, payable September 14 to shareholders of record August 24. The dividend provides modest income, with an indicated yield of approximately 0.7%.
• Negative Sentiment: Quarterly revenue of $96.12 million was slightly below the $96.79 million consensus estimate. Fiscal-year revenue guidance of $395 million to $435 million is broadly in line with expectations, but the range leaves limited room for upside near its midpoint.
• Negative Sentiment: BWS Financial maintained a “buy” rating but set a $30 price target, below recent trading levels, indicating that the analyst sees near-term valuation risk. BWS Financial analyst action

Analyst Ratings Changes

Several research firms have issued reports on ADEA. Roth Capital reaffirmed a “buy” rating and set a $43.00 price objective on shares of Adeia in a report on Tuesday, May 5th. Maxim Group set a $35.00 target price on Adeia in a research report on Wednesday, May 6th. Zacks Research lowered Adeia from a “hold” rating to a “strong sell” rating in a research note on Friday, July 3rd. Wall Street Zen cut Adeia from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $40.00 price objective on shares of Adeia in a research report on Tuesday. Five research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $33.60.

Adeia Stock Up 12.3%

Shares of Adeia stock opened at $31.21 on Wednesday. The business has a fifty day simple moving average of $29.21 and a 200 day simple moving average of $25.67. The stock has a market cap of $3.44 billion, a PE ratio of 28.90 and a beta of 1.39. The company has a quick ratio of 3.44, a current ratio of 3.44 and a debt-to-equity ratio of 0.79. Adeia Inc. has a 12 month low of $11.61 and a 12 month high of $34.34.

Adeia (NASDAQ:ADEA) last released its earnings results on Monday, August 3rd. The company reported $0.34 earnings per share for the quarter, beating the consensus estimate of $0.31 by $0.03. Adeia had a return on equity of 39.77% and a net margin of 26.05%.The firm had revenue of $96.12 million for the quarter, compared to analyst estimates of $96.79 million. Research analysts predict that Adeia Inc. will post 1.15 EPS for the current year.

Adeia Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, September 14th. Stockholders of record on Monday, August 24th will be paid a $0.05 dividend. The ex-dividend date of this dividend is Monday, August 24th. This represents a $0.20 dividend on an annualized basis and a dividend yield of 0.6%. Adeia’s dividend payout ratio is 18.52%.

About Adeia

Adeia Inc (NASDAQ: ADEA) is a technology licensing company that focuses on acquiring, managing and monetizing intellectual property assets in the electronics and communications sectors. The company’s core business involves the strategic purchase of patent portfolios followed by the negotiation of licensing agreements, collaborative partnerships and, where necessary, enforcement actions to generate revenue from those assets. Adeia’s technology coverage spans semiconductor design, data communications, wireless networking, imaging systems and other advanced electronics applications.

By assembling a diversified collection of high-value patent families, Adeia works closely with original equipment manufacturers, semiconductor suppliers and service providers across North America, Europe and Asia.