Kintayl Capital LP Makes New $5.25 Million Investment in Qorvo, Inc. $QRVO

Posted by Geri Gentry on Aug 26th, 2026

Kintayl Capital LP bought a new stake in Qorvo, Inc. (NASDAQ:QRVO – Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 56,251 shares of the semiconductor company’s stock, valued at approximately $5,247,000. Qorvo comprises approximately 2.1% of Kintayl Capital LP’s holdings, making the stock its 16th largest holding. Kintayl Capital LP owned 0.06% of Qorvo at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in QRVO. Bank of America Corp DE increased its holdings in shares of Qorvo by 801.4% in the first quarter. Bank of America Corp DE now owns 1,767,373 shares of the semiconductor company’s stock valued at $136,795,000 after purchasing an additional 1,571,303 shares during the period. LSV Asset Management raised its position in Qorvo by 2.3% during the 4th quarter. LSV Asset Management now owns 1,555,461 shares of the semiconductor company’s stock worth $131,452,000 after buying an additional 34,605 shares during the last quarter. Credit Industriel ET Commercial purchased a new position in Qorvo during the 4th quarter worth $5,223,000. Fieldview Capital Management LLC boosted its holdings in shares of Qorvo by 570.1% in the fourth quarter. Fieldview Capital Management LLC now owns 24,352 shares of the semiconductor company’s stock valued at $2,058,000 after acquiring an additional 20,718 shares in the last quarter. Finally, Amundi increased its stake in shares of Qorvo by 197.2% during the first quarter. Amundi now owns 772,352 shares of the semiconductor company’s stock worth $59,780,000 after acquiring an additional 512,475 shares during the period. Institutional investors and hedge funds own 88.57% of the company’s stock.

Insider Activity

In related news, CFO Grant Brown sold 5,179 shares of the firm’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $97.50, for a total transaction of $504,952.50. Following the completion of the sale, the chief financial officer directly owned 49,268 shares of the company’s stock, valued at approximately $4,803,630. This trade represents a 9.51% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Philip Chesley sold 5,487 shares of the business’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $97.50, for a total transaction of $534,982.50. Following the completion of the transaction, the senior vice president owned 44,021 shares in the company, valued at $4,292,047.50. This represents a 11.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,968,623 shares of company stock worth $199,138,818 over the last three months. Insiders own 0.49% of the company’s stock.

Qorvo Stock Performance

NASDAQ:QRVO opened at $94.34 on Wednesday. The firm’s fifty day simple moving average is $92.03 and its 200 day simple moving average is $88.73. The company has a current ratio of 3.54, a quick ratio of 2.68 and a debt-to-equity ratio of 0.45. Qorvo, Inc. has a twelve month low of $74.92 and a twelve month high of $109.49. The firm has a market capitalization of $8.32 billion, a price-to-earnings ratio of 21.89, a PEG ratio of 1.39 and a beta of 1.44.

Qorvo (NASDAQ:QRVO – Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The semiconductor company reported $1.64 EPS for the quarter, beating the consensus estimate of $1.11 by $0.53. Qorvo had a return on equity of 17.23% and a net margin of 10.95%.The company had revenue of $784.79 million for the quarter, compared to analyst estimates of $743.28 million. During the same period last year, the company posted $0.92 earnings per share. The firm’s revenue was down 4.2% compared to the same quarter last year. Qorvo has set its FY 2027 guidance at 7.000-7.000 EPS. As a group, equities research analysts expect that Qorvo, Inc. will post 6.3 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research analysts have issued reports on the company. JPMorgan Chase & Co. increased their price objective on Qorvo from $85.00 to $100.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 6th. UBS Group upped their price target on shares of Qorvo from $91.00 to $96.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. TD Cowen restated a “hold” rating on shares of Qorvo in a research report on Wednesday, July 29th. Citigroup dropped their target price on shares of Qorvo from $100.00 to $95.00 and set a “neutral” rating for the company in a report on Wednesday, July 29th. Finally, Wall Street Zen raised Qorvo from a “hold” rating to a “buy” rating in a research note on Sunday, August 2nd. Three research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Qorvo currently has a consensus rating of “Hold” and a consensus price target of $94.00.

Check Out Our Latest Research Report on QRVO

About Qorvo

(Free Report)

Qorvo, Inc is a leading provider of advanced radio-frequency (RF), analog and mixed-signal semiconductor solutions. The company designs, develops and manufactures a broad portfolio of components and modules that enable wireless and wired connectivity across mobile devices, network infrastructure, defense systems and Internet of Things (IoT) applications.

Qorvo’s product offerings include RF filters, power amplifiers, switches, integrated front-end modules and other custom mixed-signal devices.