Canada Post Corp Registered Pension Plan Grows Holdings in QUALCOMM Incorporated $QCOM

Canada Post Corp Registered Pension Plan increased its stake in QUALCOMM Incorporated (NASDAQ:QCOM) by 86.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 33,906 shares of the wireless technology company’s stock after buying an additional 15,721 shares during the period. Canada Post Corp Registered Pension Plan’s holdings in QUALCOMM were worth $5,605,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the stock. Harbor Capital Advisors Inc. lifted its position in shares of QUALCOMM by 72.2% during the third quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock worth $26,000 after purchasing an additional 65 shares during the last quarter. Cloud Capital Management LLC bought a new position in QUALCOMM during the 3rd quarter worth approximately $27,000. Harbor Asset Planning Inc. acquired a new position in shares of QUALCOMM in the 2nd quarter worth approximately $32,000. Winnow Wealth LLC bought a new stake in shares of QUALCOMM in the 2nd quarter valued at approximately $32,000. Finally, Lavaca Capital LLC acquired a new stake in shares of QUALCOMM during the 2nd quarter valued at approximately $32,000. 74.35% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities analysts recently issued reports on QCOM shares. Wall Street Zen cut QUALCOMM from a “buy” rating to a “hold” rating in a research note on Tuesday, December 9th. Royal Bank Of Canada decreased their price target on shares of QUALCOMM from $180.00 to $150.00 and set a “sector perform” rating for the company in a report on Thursday. TD Cowen dropped their price objective on shares of QUALCOMM from $190.00 to $150.00 and set a “buy” rating on the stock in a research note on Thursday. UBS Group reissued a “neutral” rating on shares of QUALCOMM in a report on Monday. Finally, Susquehanna lowered QUALCOMM from a “positive” rating to a “neutral” rating and set a $140.00 target price for the company. in a report on Thursday. Ten research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $167.68.

QUALCOMM Price Performance

NASDAQ QCOM opened at $137.34 on Friday. The company has a 50-day moving average price of $167.14 and a two-hundred day moving average price of $164.91. QUALCOMM Incorporated has a 52 week low of $120.80 and a 52 week high of $205.95. The stock has a market cap of $146.54 billion, a price-to-earnings ratio of 28.38, a price-to-earnings-growth ratio of 3.05 and a beta of 1.22. The company has a current ratio of 2.51, a quick ratio of 2.10 and a debt-to-equity ratio of 0.64.

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 the consensus estimate of $3.38 by $0.12. QUALCOMM had a return on equity of 44.09% and a net margin of 11.96%.The business had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.16 billion. During the same period in the previous year, the firm posted $3.41 earnings per share. The business’s revenue was up 4.7% on a year-over-year basis. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. Analysts forecast that QUALCOMM Incorporated will post 9.39 EPS for the current year.

QUALCOMM Dividend Announcement

The firm also recently declared 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. The ex-dividend date of this dividend is Thursday, March 5th. This represents a $3.56 annualized dividend and a dividend yield of 2.6%. QUALCOMM’s dividend payout ratio is presently 72.80%.

Insiders Place Their Bets

In related news, EVP Akash J. Palkhiwala sold 10,000 shares of QUALCOMM stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $175.12, for a total transaction of $1,751,200.00. Following the sale, the executive vice president directly owned 44,803 shares in the company, valued at $7,845,901.36. The trade was a 18.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Patricia Y. Grech sold 513 shares of the company’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $160.95, for a total transaction of $82,567.35. Following the completion of the sale, the chief accounting officer directly owned 203 shares of the company’s stock, valued at $32,672.85. The trade was a 71.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 43,017 shares of company stock valued at $7,462,875 over the last three months. 0.05% of the stock is currently owned by company insiders.

Trending Headlines about QUALCOMM

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Q1 beat — Qualcomm reported adjusted EPS of $3.50 and strong revenue in automotive/handsets, beating consensus and showing demand in non‑handset end markets. Qualcomm Surpasses Q1 Earnings
• Positive Sentiment: Analysts still see upside — Several firms cut price targets but kept positive stances (Argus lowered PT to $180, JPMorgan to $185, Rosenblatt reiterated buy), leaving multi‑dozen percent upside from current levels according to those shops; this supports short‑covering/relief buying. Analyst Price Target Changes
• Neutral Sentiment: Market view is mixed/hold consensus — Broker consensus sits around “Hold” as firms reassess forward visibility; that keeps headline analyst guidance fragmented and can sustain volatility until memory supply clarity arrives. Consensus Rating of Hold
• Neutral Sentiment: Technicals/positioning matter — Coverage notes Qualcomm has moved back to 2020 price levels and is extremely oversold; that can produce sharp, short‑term bounces even if fundamentals remain challenged. Qualcomm Is Back at 2020 Levels
• Negative Sentiment: Weak Q2 guidance driven by memory shortage — Management warned memory constraints will limit handset shipments and revenue in the near term; that outlook triggered the large post‑earnings drop and remains the main fundamental headwind. Memory Shortage Report
• Negative Sentiment: Analyst cuts and downgrades — Some firms (Evercore cut PT to $134, Bank of America moved to neutral) reduced forecasts after the cautious outlook, increasing near‑term downside risk if memory issues persist. Analyst Forecast Cuts
• Negative Sentiment: Volatility risk remains high — The combination of supply uncertainty, heavy post‑earnings selling, and mixed analyst views means QCOM can swing sharply; expect elevated intraday moves and headline sensitivity until memory supply trends or handset orders normalize. CNBC Coverage of Selloff

About QUALCOMM

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.