Dakota Wealth Management Grows Stock Holdings in Qualcomm Incorporated $QCOM

Dakota Wealth Management grew its holdings in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 12.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 81,492 shares of the wireless technology company’s stock after purchasing an additional 8,763 shares during the quarter. Dakota Wealth Management’s holdings in Qualcomm were worth $13,939,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the business. Norges Bank purchased a new stake in shares of Qualcomm in the second quarter valued at $2,713,603,000. Wellington Management Group LLP lifted its position in Qualcomm by 141.8% during the third quarter. Wellington Management Group LLP now owns 12,437,240 shares of the wireless technology company’s stock worth $2,069,059,000 after buying an additional 7,292,783 shares during the period. Amundi boosted its stake in Qualcomm by 38.2% in the 2nd quarter. Amundi now owns 11,533,094 shares of the wireless technology company’s stock worth $1,866,451,000 after buying an additional 3,186,524 shares during the last quarter. Dimensional Fund Advisors LP boosted its stake in Qualcomm by 36.8% in the 3rd quarter. Dimensional Fund Advisors LP now owns 6,552,427 shares of the wireless technology company’s stock worth $1,090,025,000 after buying an additional 1,764,252 shares during the last quarter. Finally, Viking Global Investors LP grew its holdings in Qualcomm by 120.1% in the 2nd quarter. Viking Global Investors LP now owns 3,152,866 shares of the wireless technology company’s stock valued at $502,125,000 after buying an additional 1,720,529 shares during the period. Institutional investors and hedge funds own 74.35% of the company’s stock.

Trending Headlines about Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm announced a $20 billion share buyback and raised its dividend, which supports EPS per-share metrics and signals confidence from management. That headline provides immediate buyback-driven support for the stock. Fool Article
• Positive Sentiment: Product upside: coverage highlights Qualcomm’s push into AI-enabled smart cameras and IoT silicon — a revenue growth vector if adoption scales in security and edge‑AI markets. This is a longer‑horizon positive for revenue diversification. Zacks Article
• Neutral Sentiment: Valuation note: analysts and writeups are re‑examining QCOM after recent weakness (shares down sharply over recent months), noting mixed trailing performance but continued revenue and net income growth; valuation context may keep volatility elevated. Yahoo Finance Article
• Neutral Sentiment: Index/rating technicals: discussion that rating shifts reflect Nasdaq‑100 composition may pressure index‑sensitive flows; this is more mechanical than fundamental. Kalkine Media Article
• Neutral Sentiment: Miscellaneous coverage and surveys mention QCOM alongside peer items; not market-moving by itself but adds to media attention. American Banking News
• Negative Sentiment: Analyst downgrade: Sanford C. Bernstein cut QCOM to “market perform” from “outperform” and trimmed the price target to $140 from $175 (multiple outlets reported this). The downgrade and target cut are driving near‑term selling pressure and reduce upside implied by analyst consensus. MSN Article Schaeffers Article Benzinga

Analysts Set New Price Targets

Several brokerages have recently weighed in on QCOM. Wall Street Zen lowered shares of Qualcomm from a “buy” rating to a “hold” rating in a report on Tuesday, December 9th. Seaport Research Partners restated a “sell” rating and issued a $100.00 target price on shares of Qualcomm in a report on Monday, March 16th. Rosenblatt Securities cut their price target on shares of Qualcomm from $225.00 to $190.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. JPMorgan Chase & Co. cut their price target on shares of Qualcomm from $195.00 to $185.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. Finally, Bank of America initiated coverage on shares of Qualcomm in a report on Tuesday, March 10th. They issued an “underperform” rating and a $145.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, Qualcomm has a consensus rating of “Hold” and an average target price of $165.14.

Qualcomm Stock Up 0.1%

Shares of NASDAQ:QCOM opened at $130.54 on Friday. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.83 and a current ratio of 2.51. Qualcomm Incorporated has a 1 year low of $120.80 and a 1 year high of $205.95. The stock has a market capitalization of $139.29 billion, a P/E ratio of 26.97 and a beta of 1.25. The stock has a 50-day simple moving average of $141.77 and a 200-day simple moving average of $160.49.

Qualcomm (NASDAQ:QCOM) last posted its quarterly earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, beating the consensus estimate 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 net margin of 11.96% and a return on equity of 44.09%. Qualcomm’s revenue for the quarter was up 4.7% compared to the same quarter last year. During the same quarter last year, the firm posted $3.41 earnings per share. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. Equities analysts forecast that Qualcomm Incorporated will post 9.39 earnings per share for the current year.

Qualcomm Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th were paid a $0.89 dividend. This represents a $3.56 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend was Thursday, March 5th. Qualcomm’s dividend payout ratio (DPR) is currently 73.55%.

Qualcomm declared that its board has approved a stock repurchase 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 purchase up to 14.5% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board believes its stock is undervalued.

Insider Buying and Selling at Qualcomm

In related news, EVP Akash J. Palkhiwala sold 3,333 shares of the stock in a transaction on Friday, February 6th. The stock was 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 directly owned 35,599 shares in the company, valued at approximately $4,900,202.35. This represents a 8.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Heather S. Ace sold 3,200 shares of the firm’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $137.00, for a total value of $438,400.00. Following the completion of the transaction, 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 9,866 shares of company stock worth $1,474,796 in the last 90 days. Company insiders own 0.05% of the company’s stock.

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.