Clear Trail Advisors LLC Invests $709,000 in Qualcomm Incorporated $QCOM

Clear Trail Advisors LLC acquired a new stake in Qualcomm Incorporated (NASDAQ:QCOM) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 4,147 shares of the wireless technology company’s stock, valued at approximately $709,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Westerkirk Capital Inc. acquired a new position in shares of Qualcomm during the 2nd quarter worth about $4,539,000. MASTERINVEST Kapitalanlage GmbH acquired a new stake in Qualcomm in the 2nd quarter valued at about $3,896,000. Inscription Capital LLC grew its holdings in Qualcomm by 58.1% during the third quarter. Inscription Capital LLC now owns 13,055 shares of the wireless technology company’s stock worth $2,172,000 after purchasing an additional 4,799 shares during the period. Mirae Asset Global Investments Co. Ltd. grew its holdings in Qualcomm by 1.7% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 1,004,339 shares of the wireless technology company’s stock worth $167,082,000 after purchasing an additional 16,738 shares during the period. Finally, Simplify Asset Management Inc. acquired a new position in Qualcomm during the third quarter worth approximately $725,000. Institutional investors and hedge funds own 74.35% of the company’s stock.

Insider Transactions at Qualcomm

In other Qualcomm news, EVP Akash J. Palkhiwala sold 3,333 shares of the business’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $137.65, for a total value of $458,787.45. Following the completion of the sale, the executive vice president owned 35,599 shares of the company’s stock, valued at $4,900,202.35. The trade was a 8.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Heather S. Ace sold 3,200 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $137.00, for a total transaction of $438,400.00. Following the transaction, the executive vice president directly owned 16,393 shares in the company, valued at $2,245,841. This represents a 16.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 9,866 shares of company stock valued at $1,474,796. 0.05% of the stock is currently owned by company insiders.

Qualcomm Trading Down 1.2%

Shares of QCOM stock opened at $128.35 on Tuesday. 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 $136.95 billion, a PE ratio of 26.52 and a beta of 1.25. The firm has a 50 day moving average price of $143.80 and a two-hundred day moving average price of $161.14. 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 (NASDAQ:QCOM) last announced its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share for the quarter, topping analysts’ consensus estimates of $3.38 by $0.12. The company 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 firm’s quarterly revenue was up 4.7% compared to the same quarter last year. During the same quarter last year, the company earned $3.41 earnings per share. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. As a group, analysts predict that Qualcomm Incorporated will post 9.39 earnings per share for the current year.

Qualcomm declared that its board has approved a share buyback program on Tuesday, March 17th that authorizes the company to buyback $20.00 billion in outstanding shares. This buyback authorization authorizes the wireless technology company to reacquire up to 14.5% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s board of directors believes its shares are undervalued.

Qualcomm Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be issued a dividend of $0.89 per share. The ex-dividend date of this dividend is Thursday, March 5th. This represents a $3.56 dividend on an annualized basis and a dividend yield of 2.8%. Qualcomm’s dividend payout ratio (DPR) is currently 73.55%.

Analyst Upgrades and Downgrades

Several research firms have issued reports on QCOM. DZ Bank upgraded Qualcomm to a “strong-buy” rating in a research note on Tuesday, February 10th. Robert W. Baird set a $177.00 target price on Qualcomm in a research note on Thursday, February 5th. Evercore decreased their target price on Qualcomm from $157.00 to $134.00 and set an “in-line” rating on the stock in a report on Thursday, February 5th. Susquehanna cut Qualcomm from a “positive” rating to a “neutral” rating and set a $140.00 price target on the stock. in a research note on Thursday, February 5th. Finally, Morgan Stanley began coverage on Qualcomm in a report on Tuesday, February 10th. They set an “underweight” rating and a $132.00 price target for the company. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $168.00.

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.