Bessemer Group Inc. Has $195.26 Million Stake in QUALCOMM Incorporated $QCOM

Bessemer Group Inc. raised its position in QUALCOMM Incorporated (NASDAQ:QCOM) by 23.8% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 1,173,745 shares of the wireless technology company’s stock after buying an additional 225,785 shares during the quarter. Bessemer Group Inc.’s holdings in QUALCOMM were worth $195,264,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in QCOM. waypoint wealth counsel boosted its holdings in shares of QUALCOMM by 2.2% in the 3rd quarter. waypoint wealth counsel now owns 2,863 shares of the wireless technology company’s stock valued at $476,000 after purchasing an additional 61 shares in the last quarter. Greykasell Wealth Strategies Inc. lifted its position in shares of QUALCOMM by 1.5% during the 3rd quarter. Greykasell Wealth Strategies Inc. now owns 4,126 shares of the wireless technology company’s stock worth $686,000 after buying an additional 61 shares during the last quarter. Baron Wealth Management LLC boosted its stake in QUALCOMM by 4.5% in the third quarter. Baron Wealth Management LLC now owns 1,431 shares of the wireless technology company’s stock valued at $238,000 after buying an additional 62 shares in the last quarter. Insight Advisors LLC PA grew its position in QUALCOMM by 1.8% in the second quarter. Insight Advisors LLC PA now owns 3,488 shares of the wireless technology company’s stock valued at $556,000 after acquiring an additional 63 shares during the last quarter. Finally, Avion Wealth raised its stake in QUALCOMM by 16.7% during the second quarter. Avion Wealth now owns 441 shares of the wireless technology company’s stock worth $70,000 after acquiring an additional 63 shares in the last quarter. Institutional investors own 74.35% of the company’s stock.

Insider Activity at QUALCOMM

In other QUALCOMM news, EVP Alexander H. Rogers sold 15,917 shares of the stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $178.01, for a total transaction of $2,833,385.17. Following the completion of the sale, the executive vice president directly owned 26,071 shares in the company, valued at approximately $4,640,898.71. This trade represents a 37.91% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Akash J. Palkhiwala sold 3,333 shares of the business’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $173.30, for a total value of $577,608.90. Following the completion of the transaction, the executive vice president directly owned 38,932 shares in the company, valued at $6,746,915.60. This represents a 7.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 44,820 shares of company stock valued at $7,883,482 over the last 90 days. 0.05% of the stock is owned by company insiders.

QUALCOMM Stock Up 1.2%

Shares of QCOM opened at $148.89 on Thursday. The stock’s 50-day moving average price is $168.32 and its two-hundred day moving average price is $165.27. QUALCOMM Incorporated has a 12 month low of $120.80 and a 12 month high of $205.95. The company has a market capitalization of $159.02 billion, a PE ratio of 30.45, a PEG ratio of 3.29 and a beta of 1.22. The company has a current ratio of 2.82, a quick ratio of 2.10 and a debt-to-equity ratio of 0.70.

QUALCOMM (NASDAQ:QCOM) last issued its quarterly earnings data on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.38 by $0.12. The company had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.16 billion. QUALCOMM had a return on equity of 43.22% and a net margin of 12.51%.The firm’s revenue was up 4.7% compared to the same quarter last year. During the same period last year, the company earned $3.41 earnings per share. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. On average, analysts anticipate that QUALCOMM Incorporated will post 9.39 EPS for the current year.

QUALCOMM Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be paid a $0.89 dividend. This represents a $3.56 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend is Thursday, March 5th. QUALCOMM’s dividend payout ratio is currently 72.80%.

QUALCOMM News Roundup

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Q1 results beat consensus — QCOM reported $3.50 EPS and ~$12.25B revenue, topping estimates and showing year-over-year revenue growth, which validates current profitability. Qualcomm Q1 FY26 earnings results
• Positive Sentiment: Business diversification and cash-flow narrative — Coverage highlights Qualcomm’s expansion into Open RAN, AI for auto (Zenith) and data-center opportunities, which support longer-term growth beyond smartphones. Qualcomm Expands Beyond Handsets
• Neutral Sentiment: Full conference-call transcript and company materials are available for investors who want detail on product mix, customer inventory and channel commentary. Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Insider selling and institutional position changes noted in filings — Quiver Quantitative shows recent insider sales and large institutional portfolio moves that investors may watch for sentiment signals. Quiver Quantitative QCOM earnings & insider data
• Negative Sentiment: Soft Q2 guidance — Qualcomm gave Q2 EPS guidance of $2.45–$2.65 vs. consensus ~ $2.66 and revenue guidance of $10.2–$11.0B vs. consensus ~$11.1B, signaling near-term weakness and prompting repricing. Qualcomm forecasts below estimates
• Negative Sentiment: Memory-chip shortage headline — Management blamed a global memory supply shortage for weaker handset demand and the conservative guide, a concrete operational headwind for the smartphone-linked portion of revenue. WSJ: memory shortage dents outlook
• Negative Sentiment: Analyst reaction and price-target moves — Cantor Fitzgerald cut its price target and cited conservative guidance and potential market-share shifts, increasing near-term downside risk. Cantor Fitzgerald lowers PT
• Negative Sentiment: Immediate market response — Reports show the stock sold off after the guidance and memory-shortage disclosure, as traders moved to reprice expected earnings and revenue ahead. CNBC: stock sinks as memory shortage drags on forecast

Wall Street Analysts Forecast Growth

QCOM has been the topic of a number of research analyst reports. Susquehanna set a $210.00 price target on shares of QUALCOMM in a research note on Thursday, November 6th. Citigroup reaffirmed a “neutral” rating on shares of QUALCOMM in a research note on Thursday, January 15th. UBS Group reiterated a “neutral” rating on shares of QUALCOMM in a report on Monday. Wells Fargo & Company raised their price objective on QUALCOMM from $140.00 to $165.00 and gave the company an “underweight” rating in a report on Thursday, November 6th. Finally, TD Cowen reaffirmed a “buy” rating on shares of QUALCOMM in a report on Thursday, November 6th. Eleven investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $188.50.

QUALCOMM Company Profile

QUALCOMM Incorporated is a global semiconductor and telecommunications equipment company headquartered in San Diego, California. Founded in 1985, the company is known for its development of wireless technologies and for playing a central role in the evolution of digital cellular standards, including CDMA and subsequent generations of mobile standards. Qualcomm’s business combines the design and sale of semiconductor products with a patent licensing program for wireless technologies and related intellectual property.

The company’s product portfolio includes system-on-chip (SoC) platforms marketed under the Snapdragon brand, cellular modem and RF front-end components, connectivity solutions for Wi‑Fi and Bluetooth, and processors and platforms aimed at automotive, IoT, networking and edge-computing applications.