Stratos Wealth Partners LTD. Acquires 6,448 Shares of QUALCOMM Incorporated $QCOM

Stratos Wealth Partners LTD. increased its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 5.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 125,443 shares of the wireless technology company’s stock after acquiring an additional 6,448 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in QUALCOMM were worth $20,869,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Harbor Capital Advisors Inc. lifted its position in 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 period. Cloud Capital Management LLC bought a new stake in shares of QUALCOMM during the 3rd quarter worth approximately $27,000. Harbor Asset Planning Inc. acquired a new stake in shares of QUALCOMM during the 2nd quarter worth approximately $32,000. Winnow Wealth LLC bought a new position in QUALCOMM in the second quarter valued at approximately $32,000. Finally, Lavaca Capital LLC acquired a new position in QUALCOMM during the second quarter valued at approximately $32,000. Institutional investors and hedge funds own 74.35% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Citigroup reiterated a “neutral” rating on shares of QUALCOMM in a research note on Thursday, January 15th. Bank of America downgraded QUALCOMM from a “buy” rating to a “neutral” rating and set a $155.00 target price for the company. in a research note on Thursday, February 5th. Robert W. Baird set a $177.00 price target on shares of QUALCOMM in a research note on Thursday, February 5th. Zacks Research cut shares of QUALCOMM from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $200.00 target price on shares of QUALCOMM in a research report on Monday, February 2nd. Ten equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $165.90.

Key QUALCOMM News

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: QCOM’s latest quarter beat expectations — $3.50 EPS and $12.25B revenue, with record strength in IoT and automotive and Q2 guidance set at $2.45–$2.65 — supporting the case that non‑handset end markets can cushion handset softness. Earnings/Analysis
• Positive Sentiment: U.S. tariff policy: the administration plans exemptions for some advanced semiconductor items — a development that could reduce near‑term cost/tariff risk for chip suppliers and OEM customers that use Qualcomm parts. Tariff Exemption
• Positive Sentiment: Technicals and analyst positioning: after a sharp pullback the stock is technically oversold and several analysts have refreshed bullish targets, creating a favorable risk/reward for some buyers (this is driving short‑term buying interest).
• Neutral Sentiment: Sector dynamics: peers (e.g., Intel’s AI/memory pivot) highlight strong AI demand but also ongoing supply/timing issues across the semiconductor supply chain — a theme that can amplify QCOM’s moves in either direction. Industry Context
• Neutral Sentiment: Corporate income return: Qualcomm recently declared its quarterly dividend (annualized yield ~2.6%), which supports income investors but doesn’t remove near‑term cyclical risks.
• Negative Sentiment: Memory shortage and OEM pullbacks: rising DRAM/HBM prices and constrained supply for AI data centers have tightened handset component availability and prompted OEMs to cut production plans — Qualcomm cited this as the primary driver of its softer guidance and recent share decline. Memory Headwind
• Negative Sentiment: Insider selling: an EVP sold 3,200 shares (disclosed via SEC filing), a transaction some investors view as a negative signal on near‑term insider conviction. SEC Filing: Insider Sale
• Negative Sentiment: Analyst downgrades / target cuts: several firms trimmed price targets and ratings after the guidance miss and memory commentary, which raises near‑term downside risk until visibility improves. Analyst Coverage Note

QUALCOMM Stock Performance

NASDAQ QCOM opened at $140.09 on Wednesday. The company has a market capitalization of $149.48 billion, a price-to-earnings ratio of 28.94, a PEG ratio of 6.80 and a beta of 1.22. The company has a quick ratio of 1.83, a current ratio of 2.51 and a debt-to-equity ratio of 0.64. QUALCOMM Incorporated has a twelve month low of $120.80 and a twelve month high of $205.95. The stock has a fifty day simple moving average of $165.94 and a 200 day simple moving average of $164.73.

QUALCOMM (NASDAQ:QCOM) last released its quarterly earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, beating analysts’ consensus estimates of $3.38 by $0.12. The firm had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.16 billion. QUALCOMM had a return on equity of 44.09% and a net margin of 11.96%.The business’s revenue was up 4.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $3.41 EPS. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. Sell-side analysts expect that QUALCOMM Incorporated will post 9.39 EPS for the current year.

QUALCOMM Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be given a dividend of $0.89 per share. This represents a $3.56 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend is Thursday, March 5th. QUALCOMM’s dividend payout ratio is currently 73.55%.

Insider Transactions at QUALCOMM

In related news, EVP Alexander H. Rogers sold 15,917 shares of the business’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $178.01, for a total value of $2,833,385.17. Following the transaction, the executive vice president owned 26,071 shares in the company, valued at $4,640,898.71. The trade was a 37.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Heather S. Ace sold 3,200 shares of the company’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $137.00, for a total transaction of $438,400.00. Following the sale, the executive vice president directly owned 16,393 shares in the company, valued at $2,245,841. This trade represents a 16.33% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 46,217 shares of company stock worth $7,901,275. Company insiders own 0.05% of the company’s stock.

QUALCOMM 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.