Capital Investment Advisors LLC Buys 6,032 Shares of Qualcomm Incorporated $QCOM

Capital Investment Advisors LLC increased its position in Qualcomm Incorporated (NASDAQ:QCOM) by 1.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 350,078 shares of the wireless technology company’s stock after acquiring an additional 6,032 shares during the period. Capital Investment Advisors LLC’s holdings in Qualcomm were worth $59,881,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in QCOM. Brighton Jones LLC increased its holdings in Qualcomm by 116.6% in the 4th quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock worth $2,666,000 after buying an additional 9,343 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Qualcomm by 15.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock worth $391,000 after acquiring an additional 340 shares during the period. Sivia Capital Partners LLC boosted its position in Qualcomm by 44.3% in the second quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock worth $530,000 after purchasing an additional 1,020 shares during the last quarter. GM Advisory Group LLC purchased a new position in Qualcomm in the second quarter worth about $764,000. Finally, Johnson Financial Group Inc. grew its stake in shares of Qualcomm by 52.2% during the 2nd quarter. Johnson Financial Group Inc. now owns 3,598 shares of the wireless technology company’s stock valued at $573,000 after purchasing an additional 1,234 shares during the period. 74.35% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, EVP Heather S. Ace sold 3,200 shares of the stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $137.00, for a total value of $438,400.00. Following the sale, the executive vice president directly owned 16,393 shares in the company, valued at approximately $2,245,841. This represents a 16.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, 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 owned 35,599 shares in the company, valued at approximately $4,900,202.35. The trade was a 8.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 9,866 shares of company stock valued at $1,474,796 in the last 90 days. Company insiders own 0.05% of the company’s stock.

More Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Clarivate AI50 recognition highlights Qualcomm’s leadership in AI-related tech — a positive credibility signal for longer-term growth in AI chips and platform licensing. Qualcomm Weighs ParkerVision Patent Appeal Against Growing AI50 Recognition
• Positive Sentiment: Increased investor attention flagged by Zacks suggests higher trader interest and volume flows may follow, which can amplify short-term moves. QUALCOMM Incorporated (QCOM) is Attracting Investor Attention: Here is What You Should Know
• Positive Sentiment: Qualcomm recently reported a quarterly EPS beat and provided Q2 guidance — a fundamental support for the stock despite near-term headwinds.
• Neutral Sentiment: Aggregate analyst coverage shows mixed views (roughly equal buy/hold/sell split), which can limit a decisive directional consensus among institutional holders. Qualcomm Incorporated (NASDAQ:QCOM) Receives Consensus Rating of “Hold” from Brokerages
• Neutral Sentiment: Analyst rating shifts tied to indices and Nasdaq composition changes have generated chatter but are more technical than company-specific catalysts. Qualcomm (NASDAQ:QCOM) Draws Mixed Ratings Amid Nasdaq Composite Shifts
• Negative Sentiment: Sanford C. Bernstein downgraded QCOM to Market Perform and cut the price target to $140 (from $175), citing memory-related headwinds and that expectations appear too high — a key near-term negative for sentiment and positioning. Bernstein Lowers Qualcomm (QCOM) PT, Says Expectations “Now Appear Much Too High”
• Negative Sentiment: Erste Group trimmed FY2026 and FY2027 EPS estimates modestly — an indicator of slightly softened near-term profit expectations from at least one sell‑side shop. MarketBeat Qualcomm page (Erste estimate note)
• Negative Sentiment: A ParkerVision appeal could reopen aspects of long-running patent litigation — a legal overhang that introduces uncertainty and potential downside risk if trials or rulings shift. Qualcomm Weighs ParkerVision Patent Appeal Against Growing AI50 Recognition

Analyst Ratings Changes

QCOM has been the topic of several recent research reports. Wells Fargo & Company upgraded shares of Qualcomm from an “underweight” rating to an “equal weight” rating and increased their price objective for the stock from $135.00 to $185.00 in a research note on Tuesday, February 24th. Susquehanna cut Qualcomm from a “positive” rating to a “neutral” rating and set a $140.00 price target for the company. in a research report on Thursday, February 5th. UBS Group reissued a “neutral” rating on shares of Qualcomm in a report on Monday, February 2nd. Mizuho decreased their target price on shares of Qualcomm from $160.00 to $140.00 and set a “neutral” rating on the stock in a research note on Thursday, February 5th. Finally, JPMorgan Chase & Co. lowered their price target on shares of Qualcomm from $195.00 to $185.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, Qualcomm currently has a consensus rating of “Hold” and an average price target of $165.14.

Qualcomm Stock Down 2.6%

QCOM opened at $127.11 on Friday. The firm has a 50-day simple moving average of $141.12 and a two-hundred day simple moving average of $160.26. Qualcomm Incorporated has a 52 week low of $120.80 and a 52 week high of $205.95. The company has a market capitalization of $135.63 billion, a PE ratio of 26.26 and a beta of 1.25. 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 released 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. Qualcomm had a return on equity of 44.09% and a net margin of 11.96%.The business had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.16 billion. During the same quarter in the previous year, the company posted $3.41 EPS. The company’s revenue was up 4.7% compared to the same quarter last year. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. Analysts forecast that Qualcomm Incorporated will post 9.39 earnings per share for the current fiscal year.

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

Qualcomm Dividend Announcement

The company 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. The ex-dividend date of this dividend was Thursday, March 5th. This represents a $3.56 annualized dividend and a dividend yield of 2.8%. Qualcomm’s dividend payout ratio is currently 73.55%.

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.